BTO John Hancock Financial Opportunities Fund Common Stock
NYSE · N/A close Oct 2, 2026BTO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Dec. 30, 2008 | 1-for-4 | Reverse |
| Dec. 2, 1997 | 4-for-1 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 11, 2026 | $0.65 | USD | ≈6.7% |
| Jun 11, 2026 | $0.65 | USD | ≈6.9% |
| Mar 12, 2026 | $0.65 | USD | ≈7.8% |
| Dec 11, 2025 | $0.65 | USD | ≈7.3% |
| Sep 12, 2025 | $0.65 | USD | ≈7.1% |
| Jun 12, 2025 | $0.65 | USD | ≈7.6% |
| Mar 13, 2025 | $0.65 | USD | ≈8.1% |
| Dec 12, 2024 | $0.65 | USD | ≈6.9% |
| Sep 13, 2024 | $0.65 | USD | ≈8.1% |
| Jun 13, 2024 | $0.65 | USD | ≈9.6% |
| Mar 8, 2024 | $0.65 | USD | ≈8.9% |
| Dec 8, 2023 | $0.65 | USD | ≈8.8% |
| Sep 8, 2023 | $0.65 | USD | ≈10.1% |
| Jun 9, 2023 | $0.65 | USD | ≈9.1% |
| Mar 10, 2023 | $0.65 | USD | ≈8.7% |
| Dec 9, 2022 | $0.65 | USD | ≈7.4% |
| Sep 9, 2022 | $0.65 | USD | ≈6.7% |
| Jun 10, 2022 | $0.65 | USD | ≈6.1% |
| Mar 10, 2022 | $0.55 | USD | ≈5.1% |
| Dec 10, 2021 | $0.55 | USD | ≈5.0% |
Institutional owners (13F) 87 filers · $158.5M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 10 (-1 vs prior Q) | 4 (-10 vs prior Q) | 29 (0 vs prior Q) | 19 (-1 vs prior Q) | +214K |
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 | $49,613,524 | 1,258,587 | 31.30% | Shares |
| WELLS FARGO & COMPANY/MN | $25,494,041 | 646,729 | 16.08% | Shares |
| Z3 Capital Partners, LLC | $16,217,108 | 411,393 | 10.23% | Shares |
| ROYAL BANK OF CANADA | $10,654,000 | 270,289 | 6.72% | Shares |
| RAYMOND JAMES FINANCIAL INC | $6,807,975 | 172,704 | 4.30% | Shares |
| LPL Financial LLC | $5,126,138 | 130,039 | 3.23% | Shares |
| STIFEL FINANCIAL CORP | $3,914,447 | 99,302 | 2.47% | Shares |
| FCA CORP /TX | $3,762,386 | 95,444 | 2.37% | Shares |
| NORTH STAR ASSET MANAGEMENT INC | $2,666,408 | 67,641 | 1.68% | Shares |
| Alessandra Capital Management, LLC | $2,417,052 | 61,315 | 1.52% | Shares |
| Steward Partners Investment Advisory, LLC | $2,245,403 | 56,961 | 1.42% | Shares |
| 1607 Capital Partners, LLC | $2,214,892 | 56,187 | 1.40% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,840,285 | 46,684 | 1.16% | Shares |
| UBS Group AG | $1,727,542 | 43,824 | 1.09% | Shares |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1,619,847 | 41,092 | 1.02% | Shares |
| Gilliland Jeter Wealth Management LLC | $1,478,009 | 37,494 | 0.93% | Shares |
| AMERIPRISE FINANCIAL INC | $1,392,424 | 35,323 | 0.88% | Shares |
| Chancellor Financial Group WB LP | $1,236,440 | 31,366 | 0.78% | Shares |
| Advisory Advocates, LLC | $1,214,136 | 30,800 | 0.77% | Shares |
| OPPENHEIMER & CO INC | $1,106,992 | 28,082 | 0.70% | Shares |
| Private Advisor Group, LLC | $1,052,818 | 26,708 | 0.66% | Shares |
| HighTower Advisors, LLC | $1,000,875 | 25,390 | 0.63% | Shares |
| Shaker Financial Services, LLC | $897,003 | 22,755 | 0.57% | Shares |
| World Investment Advisors | $853,976 | 23,785 | 0.54% | Shares |
| Tennessee Valley Asset Management Partners | $816,738 | 20,719 | 0.52% | Shares |
| OSAIC HOLDINGS, INC. | $767,061 | 19,452 | 0.48% | Shares |
| Kestra Advisory Services, LLC | $613,136 | 15,554 | 0.39% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $607,456 | 15,410 | 0.38% | Shares |
| Samalin Investment Counsel, LLC | $590,121 | 14,970 | 0.37% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $573,330 | 14,544 | 0.36% | Shares |
| Mariner, LLC | $560,459 | 14,218 | 0.35% | Shares |
| BENJAMIN EDWARDS INC | $540,948 | 13,723 | 0.34% | Shares |
| J.W. COLE ADVISORS, INC. | $464,140 | 11,774 | 0.29% | Shares |
| Institute for Wealth Management, LLC. | $425,106 | 10,784 | 0.27% | Shares |
| Triumph Capital Management | $404,055 | 10,250 | 0.25% | Shares |
| Focus Partners Wealth | $391,879 | 9,941 | 0.25% | Shares |
| Karpus Management, Inc. | $382,295 | 9,698 | 0.24% | Shares |
| Almanack Investment Partners, LLC. | $377,604 | 9,579 | 0.24% | Shares |
| D.A. DAVIDSON & CO. | $356,168 | 9,035 | 0.22% | Shares |
| CITADEL ADVISORS LLC | $335,188 | 8,503 | 0.21% | Shares |
| Cetera Investment Advisers | $332,251 | 8,429 | 0.21% | Shares |
| Redwood Wealth Management Group, LLC | $331,044 | 9,229 | 0.21% | Shares |
| STEPHENS INC /AR/ | $321,234 | 8,149 | 0.20% | Shares |
| Abel Hall, LLC | $315,360 | 8,000 | 0.20% | Shares |
| XTX Topco Ltd | $311,339 | 7,898 | 0.20% | Shares |
| Indivisible Partners | $283,036 | 7,180 | 0.18% | Shares |
| Creative Planning | $261,779 | 6,641 | 0.17% | Shares |
| FIFTH THIRD BANCORP | $205,142 | 5,204 | 0.13% | Shares |
| &PARTNERS | $203,438 | 5,161 | 0.13% | Shares |
| COMERICA BANK | $183,574 | 5,233 | 0.12% | Shares |
Company insiders 25 insiders · 0 officers · 4 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christine Hurtsellers | Director | May 6, 2026 P | 321 | 3 | 0 | $11,999 |
| Kenneth J Phelan | Director | Jan. 26, 2026 P | 270 | 1 | 0 | $10,017 |
| Thomas Rowe Wright | Director | April 8, 2025 P | 378 | 0 | 0 | $0 |
| Dean Garfield | Director | Jan. 2, 2024 P | 513 | 0 | 0 | $0 |
| William K Bacic | · | July 22, 2026 P | 472 | 1 | 0 | $7,474 |
| Noni L Ellison | · | Dec. 23, 2024 P | 756 | 0 | 0 | $0 |
| 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 |
|---|---|---|---|---|
| RING · iShares, Inc. | 1.32% | 6,034,006 SH | Sept. 11, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.12% | 4,728,911 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 79,208 SH | Sept. 11, 2026 | Daily |
| ISCF · iShares Trust | 0.06% | 71,956 SH | Sept. 11, 2026 | Daily |
| PXF · Invesco Exchange-Traded Fund Trust … | 0.03% | 158,065 SH | Oct. 2, 2026 | Daily |
| IDEV · iShares Trust | 0.02% | 1,359,465 SH | Sept. 11, 2026 | Daily |
| IXUS · iShares Trust | 0.01% | 1,585,265 SH | Sept. 11, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.01% | 18,577,555 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.01% | 12,275,672 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.01% | 253,854 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,047,460 SH | Aug. 19, 2026 | Daily |
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