John Hancock Financial Opportunities Fund (BTO) Stock Price & Analysis
John Hancock Financial Opportunities Fund (BTO) is trading at USD 37.31, down 0.16% today, as of October 23, 2026 at 16:37 UTC (US market open; quotes may be delayed), according to Nexqual market data.
BTO last closed at USD 37.37; today's session has ranged USD 37.09–37.46 on volume of 12,134 shares. Market capitalization is $739.97M, with a 52-week range of USD 32.01–42 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 16:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BTO.md
Key facts (BTO)
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $19K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: None.
- Total return with dividends: 1Y +16.2% vs S&P 500 +14.6%; 5Y +23.7% vs S&P 500 +77.3%.
Insider purchases (SEC Form 4, open-market, last ~7 months) (BTO)
2 purchases, $19K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-07-22 | Bacic William K | 184 | $7K | 40.62 | Too little history (no open-market trades in 2023 or 2024) | |
| 2026-05-06 | Hurtsellers Christine | Director | 321 | $12K | 37.38 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BTO)
Consensus None.
Total return (dividends reinvested) (BTO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +16.2% | +23.7% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | +16.2% | +4.3% |
| Volatility (annualized) | 19.6% | 31.7% |
| Max drawdown | -15.3% (Feb 2026→Mar 2026) | -48.0% (Jan 2022→May 2023) |
Key Statistics (as of October 23, 2026 at 16:38 UTC)
| Price | USD 37.31 |
|---|---|
| Change | ▼ 0.16% (down) |
| Previous Close | USD 37.37 |
| Open | USD 37.24 |
| Day Range | USD 37.09 – 37.46 |
| 52-Week Range | USD 32.01 – 42 |
| Volume | 12,134 shares |
| Market Cap | $739.97M |
| Exchange | NYQ |
Technical Analysis (BTO)
Nexqual's technical model rates BTO "SELL" based on 2 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 16:38 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 51.49 (neutral) |
| vs SMA50 | Below (USD 37.92) |
| MACD | -0.24 (negative) |
Analyst Ratings (BTO)
Wall Street analysts rate BTO "None", per Nexqual as of October 23, 2026 at 16:38 UTC.
| Consensus Rating | None |
|---|
Earnings (BTO)
Source: Nexqual, October 23, 2026 at 16:38 UTC.
Financials & Fundamentals (BTO)
| Total Revenue | $26.19M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -0.10% |
| Gross Margin | +100.00% |
| Operating Margin | +60.87% |
| Profit Margin | +703.15% |
| ROE | +24.99% |
| Debt / Equity | 0.16 |
| Current Ratio | 0.05 |
| Total Cash | $50,986 |
| Total Debt | $130.00M |
Source: Nexqual, October 23, 2026 at 16:38 UTC.
Financial Health Score (BTO)
Nexqual rates John Hancock Financial Opportunities Fund's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 16:38 UTC.
| Growth | Weak — Revenue -0% YoY (latest Q), declining |
|---|---|
| Profitability | Weak — Small revenue base — building scale |
| Balance Sheet | Solid — $51K cash vs $130M debt |
| Cash Flow | Solid — Operating cash flow $55M (TTM) |
| Efficiency | Strong — ROE 25%, ROA 1.1% |
Ownership (BTO)
| Insider Ownership | +0.05% |
|---|---|
| Institutional Ownership | +26.79% |
| Shares Outstanding | 19.83M |
Source: Nexqual, October 23, 2026 at 16:38 UTC.
Major Backers & Investors (BTO)
Notable institutional backers of John Hancock Financial Opportunities Fund include Morgan Stanley, Wells Fargo & Company, Z3 Capital Partners, LLC, according to Nexqual as of October 23, 2026 at 16:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 6.35% |
| Wells Fargo & Company | 3.26% |
| Z3 Capital Partners, LLC | 2.08% |
| Royal Bank of Canada | 1.36% |
| Janney Montgomery Scott LLC | 0.9% |
| Raymond James Financial, Inc. | 0.87% |
| LPL Financial LLC | 0.66% |
| Stifel Financial Corporation | 0.5% |
Source: Nexqual, October 23, 2026 at 16:38 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 23.54 | ▼ 1.57% |
| VCTR | Victory Capital Holdings, Inc. | USD 107.23 | ▼ 0.15% |
| PDI | PIMCO Dynamic Income Fund | USD 14.33 | ▲ 0.21% |
| AMG | Affiliated Managers Group, Inc. | USD 389.47 | ▼ 1.53% |
| SEIC | SEI Investments Company | USD 103.25 | ▼ 1.2% |
| IVZ | Invesco Ltd | USD 28.5 | ▼ 1.01% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt