Skip to main content
Equibles

BTO · John Hancock Financial Opportunities Fund

Track BTO — free

Use BTO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research BTO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$36.16 +0.15 (+0.42%) At close · Oct 5
Rebalance outlook locked
Market Cap
$715.38M
Shares
19.83M
Volume · Oct 5 40.85K Avg daily vol (3M) 41.29K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$36.16 Open$36.07 Day$36.00–36.39 52W close$32.16–41.51 Avg vol 30d39K Short int4K · 0.0% float · 1.0d Short vol31% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
7.2%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+2.0%
Trailing year
Short interest
0.0%
Latest settlement · 1.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Weak Sentiment Bullish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg −8%
below
RSI (14) 30
oversold
MACD trend Negative
52-week position 43%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return −10%
trailing
6-month return −3%
trailing
YTD return +3%
this year
Relative strength −15%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $39 › 200d $38 — 50d above 200d
Institutional flow Accumulating
1 of 84 funds reported for Sep 30 · net +534 sh shares
Insider flow Accumulating
Net +$7.5K over 90 days · 0% sells
Short interest Rising
0.02% of float · ▲ +305.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
84 holders — near 3-yr high, broad support
Squeeze score 28
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 21%
annualized · 1-yr
Max drawdown −17%
past year
ATR 2.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
−8% Bearish
RSI (14)
30 Neutral
MACD trend
Negative Bearish
52-week position
43% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $39 › 200d $38 — 50d above 200d
Institutional flow Accumulating
1 of 84 funds reported for Sep 30 · net +534 sh shares
Insider flow Accumulating
Net +$7.5K over 90 days · 0% sells
Short interest Rising
0.02% of float · ▲ +305.3% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
84 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $32 Now $36 · 43% Range high $42
vs 200-day avg -4% vs 50-day avg -8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BTO
John Hancock Financial Opportunities Fund
this stock
$715.38M +3.1% — — 0.0%
BLK
BlackRock, Inc.
 $347.03B -0.4% +16.2% 25.6 0.6%
KKR
KKR & Co. Inc.
 $86.77B -29.4% -11.0% — 1.5%
BX
Blackstone Inc.
 $85.57B -27.6% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
 $81.46B -19.7% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
84
% held
21.4%
Reported
1 of 84
Top holder
MORGAN STANLEY
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
3.8K
Days to cover
1.0d
Change
+2.9K sh
View
Short Volume
Short vol %
31%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
70
Value
$2.8K
As of
Sep 10, 2026
View
Off-Exchange
Off-exchange %
63.4%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$7.5K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Dec 11, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
BTO +0.4% -9.9% -3.2% +0.8% +3.1%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY -0.8% -10.5% -14.8% -0.8% -10.5%

Capital returns

Latest dividend
$0.65 / share · ex Sep 11, 2026
Raised 18.2%
Paid (TTM)
$2.60 / share · 4 payouts
Dividend yield (TTM, derived)
7.19%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 925683 CUSIP 409735206 13F (30d) 5 filings 3 filers Visit website