BTO John Hancock Financial Opportunities Fund Common Stock

NYSE · N/A
$40.63
Price · Aug 19, 2026
52W Range
$32–$42
86% of range
Analyst Rating
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BTO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$40.63
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$32 – $42

BTO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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5Y trend
BTO
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

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5Y trend
BTO
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

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5Y trend
BTO
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

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5Y trend
BTO
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

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5Y trend
BTO
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

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5Y trend
BTO
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmount
June 11, 2026$0.6500
March 12, 2026$0.6500
Dec. 11, 2025$0.6500
Sept. 12, 2025$0.6500
June 12, 2025$0.6500
March 13, 2025$0.6500
Dec. 12, 2024$0.6500
Sept. 13, 2024$0.6500
June 13, 2024$0.6500
March 8, 2024$0.6500
Dec. 8, 2023$0.6500
Sept. 8, 2023$0.6500
June 9, 2023$0.6500
March 10, 2023$0.6500
Dec. 9, 2022$0.6500
Sept. 9, 2022$0.6500
June 10, 2022$0.6500
March 10, 2022$0.5500
Dec. 10, 2021$0.5500
Sept. 10, 2021$0.5500

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Institutional owners (13F) 90 filers · $137.1M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (+1 vs prior Q) 4 (-10 vs prior Q) 28 (+1 vs prior Q) 19 (-1 vs prior Q) +488K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $49,551,275 1,257,008 36.15% Shares
Z3 Capital Partners, LLC $16,217,108 411,393 11.83% Shares
ROYAL BANK OF CANADA $9,970,000 252,928 7.27% Shares
WELLS FARGO & COMPANY/MN $7,341,565 186,240 5.36% Shares
RAYMOND JAMES FINANCIAL INC $5,733,248 145,440 4.18% Shares
LPL Financial LLC $5,126,138 130,039 3.74% Shares
STIFEL FINANCIAL CORP $3,914,447 99,302 2.86% Shares
FCA CORP /TX $3,762,386 95,444 2.74% Shares
NORTH STAR ASSET MANAGEMENT INC $2,666,408 67,641 1.95% Shares
Alessandra Capital Management, LLC $2,417,052 61,315 1.76% Shares
Steward Partners Investment Advisory, LLC $2,245,403 56,961 1.64% Shares
1607 Capital Partners, LLC $2,214,892 56,187 1.62% Shares
UBS Group AG $1,701,643 43,167 1.24% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,619,847 41,092 1.18% Shares
Gilliland Jeter Wealth Management LLC $1,478,009 37,494 1.08% Shares
AMERIPRISE FINANCIAL INC $1,392,424 35,323 1.02% Shares
Chancellor Financial Group WB LP $1,236,440 31,366 0.90% Shares
Advisory Advocates, LLC $1,214,136 30,800 0.89% Shares
OPPENHEIMER & CO INC $1,106,992 28,082 0.81% Shares
Private Advisor Group, LLC $1,052,818 26,708 0.77% Shares
HighTower Advisors, LLC $1,000,875 25,390 0.73% Shares
Shaker Financial Services, LLC $897,003 22,755 0.65% Shares
World Investment Advisors $853,976 23,785 0.62% Shares
Tennessee Valley Asset Management Partners $816,738 20,719 0.60% Shares
OSAIC HOLDINGS, INC. $749,322 19,002 0.55% Shares
Kestra Advisory Services, LLC $613,136 15,554 0.45% Shares
ENVESTNET ASSET MANAGEMENT INC $607,456 15,410 0.44% Shares
Samalin Investment Counsel, LLC $590,121 14,970 0.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $573,330 14,544 0.42% Shares
Mariner, LLC $560,459 14,218 0.41% Shares
BENJAMIN EDWARDS INC $540,948 13,723 0.39% Shares
J.W. COLE ADVISORS, INC. $464,140 11,774 0.34% Shares
Institute for Wealth Management, LLC. $425,106 10,784 0.31% Shares
Triumph Capital Management $404,055 10,250 0.29% Shares
Focus Partners Wealth $391,879 9,941 0.29% Shares
Karpus Management, Inc. $382,295 9,698 0.28% Shares
Almanack Investment Partners, LLC. $377,604 9,579 0.28% Shares
D.A. DAVIDSON & CO. $356,168 9,035 0.26% Shares
CITADEL ADVISORS LLC $335,188 8,503 0.24% Shares
Cetera Investment Advisers $332,251 8,429 0.24% Shares
Redwood Wealth Management Group, LLC $331,044 9,229 0.24% Shares
BANK OF AMERICA CORP /DE/ $325,215 8,250 0.24% Shares
STEPHENS INC /AR/ $321,234 8,149 0.23% Shares
Abel Hall, LLC $315,360 8,000 0.23% Shares
XTX Topco Ltd $311,339 7,898 0.23% Shares
Indivisible Partners $283,036 7,180 0.21% Shares
Creative Planning $261,779 6,641 0.19% Shares
FIFTH THIRD BANCORP $205,142 5,204 0.15% Shares
&PARTNERS $203,438 5,161 0.15% Shares
COMERICA BANK $183,574 5,233 0.13% Shares
Allworth Financial LP $177,506 4,503 0.13% Shares
Vanguard National Trust Co $114,909 2,915 0.08% Shares
Farther Finance Advisors, LLC $84,556 2,145 0.06% Shares
PRIVATE TRUST CO NA $78,840 2,000 0.06% Shares
MERCER GLOBAL ADVISORS INC /ADV $74,413 1,888 0.05% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $64,724 1,625 0.05% Shares
THOMPSON INVESTMENT MANAGEMENT, INC. $63,703 1,616 0.05% Shares
NewEdge Advisors, LLC $62,123 1,576 0.05% Shares
FIDUCIARY FINANCIAL ADVISORS $45,727 1,160 0.03% Shares
Atlantic Union Bankshares Corp $39,420 1,000 0.03% Shares
JPMORGAN CHASE & CO $32,544 830 0.02% Shares
EASTERN BANK $29,565 750 0.02% Shares
CWM, LLC $28,155 785 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $23,652 600 0.02% Shares
Integrated Wealth Concepts LLC $22,489 571 0.02% Shares
TOTH FINANCIAL ADVISORY CORP $19,908 505 0.01% Shares
Plante Moran Financial Advisors, LLC $15,768 400 0.01% Shares
PNC Financial Services Group, Inc. $14,073 357 0.01% Shares
SFAM, LLC $11,826 300 0.01% Shares
Spire Wealth Management $10,919 277 0.01% Shares
CIBC Private Wealth Group LLC $10,794 300 0.01% Shares
Bogart Wealth, LLC $9,106 231 0.01% Shares
AdvisorNet Financial, Inc $7,884 200 0.01% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $7,884 200 0.01% Shares
Janney Montgomery Scott LLC $6,995 177,451 0.01% Shares
Larson Financial Group LLC $6,874 174 0.01% Shares
MB, LEVIS & ASSOCIATES, LLC $6,228 158 0.00% Shares
HARBOUR INVESTMENTS, INC. $4,928 125 0.00% Shares
Tidemark, LLC $4,928 125 0.00% Shares
Monetary Solutions, Ltd $3,942 100 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,154 80 0.00% Shares
Global Retirement Partners, LLC $2,060 52 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,020 51,248 0.00% Shares
CoreCap Advisors, LLC $1,971 50 0.00% Shares
PEAPACK GLADSTONE FINANCIAL CORP $415 10,515 0.00% Shares
MATHER GROUP, LLC. $158 4 0.00% Shares
CENTAURUS FINANCIAL, INC. $117 2,969 0.00% Shares
HUNTINGTON NATIONAL BANK $39 1 0.00% Shares
Navigoe, LLC $7 200 0.00% Shares
AlphaMark Advisors, LLC $6 178 0.00% Shares

Company insiders 20 insiders · 0 officers · 0 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William K Bacic — July 22, 2026 P 472 1 0 $7,474
Steven R Pruchansky — Aug. 5, 2022 S 212 0 0 $0
Frances G Rathke — Nov. 17, 2020 P 367 0 0 $0
Hassell H Mcclellan — Sept. 30, 2016 S 500 0 0 $0
James Boyle — Jan. 4, 2016 P 548 0 0 $0
Theron S Hoffman — Nov. 19, 2013 S 655 0 0 $0
Charles L Bardelis — Nov. 18, 2013 P 587 0 0 $0
Grace K Fey — Nov. 12, 2013 S 497 0 0 $0
Thomas M Kinzler — March 4, 2013 P 254 0 0 $0
Peter S Burgess — Feb. 6, 2013 P 623 0 0 $0
Gregory A Russo — Jan. 16, 2013 P 894 0 0 $0
William H Cunningham DR — Nov. 30, 2012 P 607 0 0 $0
John G Vrysen — Nov. 21, 2012 S 0 0 0 $0
Deborah C Jackson — Oct. 31, 2011 P 697 0 0 $0
Hugh Mchaffie — Nov. 3, 2010 P 700 0 0 $0
MOORE JOHN A /MA/ — Aug. 6, 2009 P 500 0 0 $0
James F Carlin — Dec. 24, 2008 P 1,400 0 0 $0
Stanley Martin — Dec. 22, 2008 P 900 0 0 $0
MCGILL PETERSON PATTI — Dec. 22, 2008 P 591 0 0 $0
James A Shepherdson — Nov. 3, 2004 P 97 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 11 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
VXUS · VANGUARD STAR FUNDS — — July 15, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… — — July 15, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… — — July 15, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS — — July 15, 2026 Daily
PXF · Invesco Exchange-Traded Fund Trust … — — July 13, 2026 Daily
VSGX · VANGUARD WORLD FUND — — July 30, 2026 Daily
RING · iShares, Inc. — — Aug. 18, 2026 Daily
IXUS · iShares Trust — — Aug. 17, 2026 Daily
ISCF · iShares Trust — — Aug. 5, 2026 Daily
IDEV · iShares Trust — — Aug. 5, 2026 Daily
WSML · iShares Trust — — Aug. 5, 2026 Daily