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John Hancock Financial Opportunities Fund BTO NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
86/100
4/6 Pass
SharesGrow Intrinsic Value
N/A
Negative cash flow

John Hancock Financial Opportunities Fund (BTO) reported total assets of $845.08M and total liabilities of $130.82M for fiscal year 2025, resulting in total equity of $714.26M.

The company held $6.51M in cash and short-term investments. Total debt stood at $130M, with net debt of $130M. The Debt-to-Equity (D/E) ratio was 0.18 (conservative).

Criteria supported by this page:

  • HEALTH (100/100, Pass) — Debt-to-Equity of 0.18, current ratio of ?, interest coverage 11.8x — balance sheet is strong
  • MOAT (41/100) — Total assets $845.08M and equity $714.26M support the company's competitive scale
  • VALUE (100/100) — Debt-to-Equity 0.18 contributes to the overall valuation risk assessment

Overall SharesGrow Score: 84/100 with 4/7 criteria passed.

SharesGrow 7-Criteria Score
86/100
SG Score
View full scorecard →
VALUE
100/100
Price-to-Earnings & upside
→ Valuation
FUTURE
N/A
No coverage
~
PAST
75/100
→ Income
HEALTH
100/100
Debt-to-Equity & liquidity
Proven by this page
MOAT
41/100
→ Income
GROWTH
100/100
→ Income
INCOME
100/100
→ Income
John Hancock Financial Opportunities Fund Balance Sheet History
Metric FY2025 FY2024 FY2023 FY2022
Total Assets $845.08M$824.97M$727.73M$757.89M
Total Liabilities $130.82M$130.98M$125.98M$125.76M
Total Debt $130M$0.00$125M$125M
Cash & Investments $6.51M$3.21M$132.88K$1.09M
Total Stockholders Equity $714.26M$693.98M$601.75M$632.13M
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