BTO

John Hancock Financial Opportunities Fund
NYSEUSDEQUITY Financial Services DELAYED
Last price
36.31
▲ 0.15 (0.41%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
—
Prev close
36.16
Day high
36.47
Day low
36.16
Volume
46.92K
Market cap
$720.14M
P/E (TTM)
3.91
52W range
32.01 – 42.00

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
+0.67% -1.3%
1M
-9.56% -10.7%
3M
-5.76% -10.3%
6M
-2.97% -21.1%
YTD
+3.51% -10.7%
1Y
+3.15% -13.3%
3Y
+38.27% -44.0%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on BTO open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
9.32K
Total on file

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Jul 22, 26
BACIC WILLIAM K
Trustee
BUY 184 $7.47K Direct
May 6, 26
HURTSELLERS CHRISTINE
Director
BUY 321 $12.00K Direct
Jan 26, 26
PHELAN KENNETH J.
Director
BUY 269 $10.00K Direct
Apr 8, 25
WRIGHT THOMAS ROWE
Director
BUY 378 $11.17K Direct
Jan 14, 25
BACIC WILLIAM K
Trustee
BUY 288 $9.99K Direct
Dec 23, 24
ELLISON-SOUTHALL NONI L
Trustee
BUY 315 $11.31K Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

5 reporting
NameRelationShares heldLatest
BACIC WILLIAM K
Trustee 472 Purchase
ELLISON-SOUTHALL NONI L
Trustee 756 Purchase
HURTSELLERS CHRISTINE
Director 321 Purchase
PHELAN KENNETH J.
Director 269 Purchase
WRIGHT THOMAS ROWE
Director 378 Purchase

Fundamentals

TTM · reported
Market cap$720.14M
Enterprise value$850.09M
Revenue (TTM)$26.19M
Gross profit$26.19M
EBITDA—
Net income$184.13M
EPS (TTM)$9.29
Free cash flow$11.72M
Total cash$50.99K
Total debt$130.00M
Book value / share$40.53
Shares outstanding19.83M
Float—
Short % of float—
Dividend yield7.16%
Beta (5Y)0.95

Valuation & profitability ratios

Account required
Trailing P/E3.91
Forward P/E—
PEG ratio—
Price / sales—
Price / book0.90
EV / revenue32.46
EV / EBITDA—
Gross margin100.00%
Operating margin60.87%
Profit margin703.15%
Return on equity24.99%
Return on assets1.13%
Debt / equity16.17
Current ratio0.05
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 5 years · 3 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $71.28M$142.41M$9.94M-$85.61M -49.9%
Operating revenue $71.28M$142.41M$9.94M-$85.61M -49.9%
Selling, general & admin $2.41M$2.50M$2.21M$2.46M -3.7%
Total operating expense $1.28M$1.46M$1.30M$1.30M -12.6%
Pre-tax income $70.01M$140.94M$8.64M-$86.92M -50.3%
Net income $70.01M$140.94M$8.64M-$86.92M -50.3%
Net income to common $70.01M$140.94M$8.64M-$86.92M -50.3%
Basic EPS 3.537.140.31-4.53 -50.6%
Diluted EPS 3.537.140.31-4.53 -50.6%
Basic shares 19.83M19.74M19.69M19.19M +0.5%
Diluted shares 19.83M19.74M19.69M19.19M +0.5%

Options analytics

Account required
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Analyst targets & ownership

Account required
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders0.05%
Held by institutions26.83%
Institutions holding91
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
36.21
+0.27% from price
SMA 20
37.16
-2.29% from price
SMA 50
39.06
-7.05% from price
SMA 100
38.60
-5.94% from price
SMA 200
37.53
-3.25% from price
EMA 12
36.52
-0.59% from price
EMA 26
37.43
-2.99% from price
EMA 50
38.17
-4.88% from price
RSI (14)
32.5
Neutral
MACD (12,26,9)
-0.91
Hist -0.01
ATR (14)
0.82
2.25% of price
Realised vol 30D
14.4%
Annualised
Bollinger upper
39.50
20, 2σ
Bollinger lower
34.82
20, 2σ
50 / 200 cross
Golden
39.06 vs 37.53
Trend bias
Below 200
-3.25%

Options chain

Account required
Expiry
Spot 36.31
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.66
Less volatile than market
Correlation to SPY
0.41
Loosely linked
Realised vol 30D
14.4%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-16.8%
Peak to trough
Max drawdown 5Y
-55.8%
Peak to trough
ATR 14
0.82
2.25% of price
Beta (reported)
0.95
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
3.84K
Prior 6.13K
Change vs prior
-37.4%
Shorts covering
% of float
—
—
% of shares out
0.02%
Against total outstanding
Days to cover
0.1
Liquid
Float
—
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Dividends & splits

Declared · from the issuer
Forward rate$2.60 / yr
Forward yield7.16%
5-year avg yield7.25%
Payout ratio27.99%
Ex-dividend dateSep 11, 2026
Next pay date—
Last split1:4
Split dateDec 30, 2008

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.