TSE:MFC

Manulife Financial (MFC.TO)

57.19
+0.15 (0.26%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
1634 watching
0
Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Manulife Financial (MFC) has garnered mixed reviews from experts, reflecting a range of perspectives on its current standing and future potential. Several analysts highlight the company's strong dividend yield and its robust performance in Asia, suggesting it may be a worthwhile long-term investment, particularly for those seeking income rather than growth. However, concerns regarding earnings fluctuations, market pullbacks, and comparisons with peers like Sun Life Financial indicate that MFC may not be as attractive as other options in the life insurance sector. Many experts recognize the potential for capital appreciation, yet they caution that the stock faces headwinds, especially when considering broader market dynamics and the performance of similar financial institutions. There is a prevailing sentiment that the stock remains a reliable choice, albeit needing careful monitoring amidst potential market corrections.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
SLF
COMMENT
Caller: Thinking of selling $16 April Put and collecting $1.50 and selling May $19 covered Call to either exit the stock with a profit or double his position with a lower total cost. Richard: Fine strategy if you are bullish and like the outlook for this company. He thinks it will come out of this okay.
BUY
Largest and most successful life insurance company in North America. Has been tarred with the same brush as AIG, which was a massive overreaction. You have the opportunity of buying this at book value.
COMMENT
Good business and good company but is really a call on the stock market. Beaten down because of the large percentage of business in variable annuity and guaranteed products, which they had not hedged. Makes them completely exposed to the markets because when the market goes down they have to make provisions against the eventuality they may have to make good on these. Also have the highest potential of life insurance companies as markets recover.
HOLD
(Market Call Minute.) Prefers Power Financial (PWF-T) as the yield is much higher.
BUY
Hit pretty hard by increasing liabilities on the mark to market on future obligations. Punished too much given its fundamental business.
BUY
(Market Call Minute.) Situation is not nearly as dire as the market would have you believe.
WAIT
Very scary but has huge upside. Doesn't think it will go under though they could still have a lot of problems ahead. Prefers not buying at this time of year because of the annual flow of stock price increases/decreases. Expects a lot of tax loss selling towards the end of the year. It could be a higher price but a better bet because of better stabilization.
BUY
Sold a bunch of securities that depended on the stock market for their value. Hadn't reckoned on the big drop in the market and hadn't hedged these. Thinks it is probably worth $20 a share and eventually people will recognize their ability to make money going forward.
DON'T BUY
11.3% yield but doesn't think the yields in the lifecos are as safe as banks. Lifecos dropped partly because of AIG group (AIG-N) and are being tarred with the same brush. Also very much more involved with equity markets in their internal portfolios and their products
DON'T BUY
Dividend risk is there but the big concern lies with variable annuities and segregated funds. At the end of 2008, within the segregated funds portion, believes there was a shortfall between guaranteed values of the segregated funds vs. the portfolio value of about $27 billion. Gap is probably much wider now. However, guarantees are 7 to 30 years away, not 1 or 2 years. Stock could drop further because of investors’ fears.
COMMENT
Have segregated funds, which they guaranteed the performance that you get all your money back after 10 years. Didn't do a lot in the way of hedging so their exposure to the market is considerable. However, if this market turns around, this company could be one of the best performing financials on the way up.
DON'T BUY
Made a huge mistake in not hedging their variable annuities. There are unknown liabilities. If the market recovered in the next year or so, they probably would skate onside. If it doesn't, there is some question as to how much equity of the company that might be wiped out. 10.4% dividend.
HOLD
(Market Call Minute.)Both Sun Life (SLF-T) and Manufacturers Life (MFC-T) are vulnerable in the short-term to the “mark to market” accounting that we are seeing. With its SAG Fund operations it has exposure to lower equity markets and did not adequately reserve. Would definitely not be a buyer.
DON'T BUY
Requires a significant stock market rally in order to do better. This fear is that investors will not give it the full benefit whatever rally we do see. 10% yield may not be sustainable.
DON'T BUY
Sold his holdings about a week ago. Concerned on their segregated funds in Canada and variable annuities in the US. Means huge exposure to the stock market. On any potential downside to the stock market, the stock is probably way over priced.
Showing 1,651 to 1,665 of 2,281 entries