John Hancock Financial Opportunities Fund (BTO)

BTO Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jul 28, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Capitalization	823	695	705	565	626	875
Market Cap Growth	-	-1.34%	24.66%	-9.70%	-28.50%	53.83%
Enterprise Value	953	825	834	689	750	1,000
Last Close Price	41.51	33.84	31.97	24.80	25.09	32.83
PE Ratio	11.75	9.93	5.00	65.44	-	3.45
PS Ratio	31.39	26.53	27.77	23.51	27.40	41.11
PB Ratio	1.15	0.97	1.01	0.94	0.99	1.16
P/TBV Ratio	1.15	0.97	1.01	0.94	0.99	1.16
P/OCF Ratio	16.85	14.24	15.83	14.85	16.30	27.55
EV/Sales Ratio	36.35	31.49	32.89	28.66	32.83	46.95
EV/EBIT Ratio	58.79	50.93	52.62	44.41	58.59	90.58
Debt / Equity Ratio	0.18	0.18	0.19	0.21	0.20	0.17
Net Debt / Equity Ratio	0.18	0.18	0.19	0.21	0.20	0.16
Asset Turnover	0.03	0.03	0.03	0.03	0.03	0.03
Quick Ratio	0.02	0.02	0.02	0.01	0.02	0.02
Current Ratio	0.08	0.08	0.07	0.07	0.05	0.07
Return on Equity (ROE)	9.94%	9.94%	21.75%	1.40%	-12.51%	39.32%
Return on Assets (ROA)	1.21%	1.21%	1.28%	1.31%	0.97%	0.89%
Return on Capital Employed (ROCE)	2.30%	2.30%	2.30%	2.60%	2.00%	1.50%
Earnings Yield	8.51%	10.07%	20.00%	1.53%	-13.89%	29.02%
Dividend Yield	6.26%	7.68%	8.13%	10.49%	9.96%	6.70%
Payout Ratio	73.60%	71.04%	34.56%	558.52%	-	15.33%
Buyback Yield / Dilution	-0.26%	-0.26%	-0.40%	-2.20%	-1.31%	-1.29%
Total Shareholder Return	6.01%	7.43%	7.73%	8.29%	8.66%	5.41%

SEC Filings: 10-K · 10-Q

Data Source: S&P Global Market Intelligence Last updated: Dec 31, 2025

Financial data is provided by S&P Global Market Intelligence and updates within hours after each earnings release, which is every six months for this fund.

Update frequency:

Semi-annually

Last checked:

Jul 28, 2026

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