BTO — JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

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John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Dec 2025 845,078,146 130,822,043
Jun 2025 805,811,012 135,800,571
Dec 2024 824,965,973 93,128 130,981,477

Balance + Analyst (yfinance extras)

Retained Earnings
$343,620,225
Inventory
Receivables
$3,806,193
ST Investments
EBIT TTM
Pretax Income TTM
Interest Exp TTM
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$26,205,882
EBITDA
Free Cash Flow
$3,221,874
Enterprise Value
Total Cash
Total Debt
$130,000,000
Shares Out
19,816,776
Trailing EPS
$3.53
Book Value
$36.04
ROE
9.9%
ROA
1.2%
Div Yield
7.10%

Annual Trend (SEC EDGAR, last 5y)

Revenues vs Net Income (last 5y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 71,284,748 70,007,825 845,078,146 130,822,043 48,809,298
Dec 2024 142,405,234 140,944,334 824,965,973 130,981,477 44,504,918
Dec 2023 9,938,222 8,636,790 727,730,482 125,979,443 38,055,300
Dec 2022 -85,613,509 -86,917,375 757,893,003 125,764,549 38,403,297
Dec 2021

Peers — same industry

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SPY SPDR S&P 500 ETF TRUST $688.88B $750.59
KLAC KLA CORP $262.74B $2011.39
IBM INTERNATIONAL BUSINESS MACHINES CORP $235.62B $250.69
KXIAY Kioxia Holdings Corporation/ADR $231.81B $42.45
SMEGF Siemens Energy AG/ADR $180.38B $212.00

News headlines (Yahoo Finance, 1h cache)

B2Gold Announces Agreement to Sell its 70% Interest in Fingold Joint Venture to Agnico Eagle for US$325 million; B2Gold and Agnico Eagle to Enter into Nunavut Collaboration Agreement
2026-04-20 10:40 · Yahoo
B2Gold Reports Update on Fire-Related Incident to the Crushing Circuit at the Goose Mine
2026-04-20 03:45 · Yahoo
B2Gold Reports Fire-Related Incident to the Crushing Circuit at the Goose Mine
2026-04-18 03:59 · Yahoo
Assessing B2Gold (TSX:BTO) Valuation After Recent Share Momentum And Goose Mine Progress
2026-04-17 19:04 · Yahoo
JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA
2026-04-16 21:34 · Yahoo
BeMetals Announces Agreement to Acquire Prospective Projects from Prospector Metals for Creation of a New Canadian-Focused Exploration Company
2026-04-16 11:00 · Yahoo
B2Gold First Quarter 2026 Results – Conference Call Details
2026-04-13 21:30 · Yahoo
B2Gold (TSX:BTO) Is Up 15.5% After Launching Major Buyback and Highlighting Back River Drill Results - What's Changed
2026-04-01 22:10 · Yahoo
B2Gold Announces Renewal of Normal Course Issuer Bid
2026-04-01 11:00 · Yahoo
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND NOTICE TO SHAREHOLDERS - SOURCES OF DISTRIBUTION UNDER SECTION 19(a)
2026-03-31 20:44 · Yahoo

Recent Insider Activity

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