TSE:MFC

Manulife Financial (MFC.TO)

61.73
+0.50 (0.82%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
1631 watching
0
Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Manulife Financial (MFC-T) has shown resilience and growth, particularly in Asia and wealth management, despite recent challenges such as a new tax on its products in Mainland China. The stock appears to be experiencing a phase of high expectations, as evidenced by its notable ranking among Canadian equities. While some experts express caution due to valuations approaching overbought territory, they also recognize MFC's solid fundamentals, including a healthy dividend yield and strong asset management. However, the stock has prompted mixed sentiments regarding its potential for further gains amidst a dynamic financial landscape, with some analysts suggesting it may be time to accumulate shares during a market pullback. Overall, the stock's performance is closely watched, with a general understanding that lower interest rates and strategic positioning may lead to a continued upward trajectory.

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Consensus
Cautious
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Valuation
Fair Value
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SLF
HOLD
(Market Call Minute.) If you are going to sell, it should have been a while ago.
BUY
D’Alessandro, retiring CEO, over the years has done a magnificent job. What occurred in 2008 was unfortunate for everyone and is no reflection on his large retirement package. Part of the reason for the miserable performance was the guaranteed insurance contracts. When the market comes back they will be adjusted upwards and hopefully more than offset the write-offs.
DON'T BUY
(Market Call Minute.) Stock market exposure is too large.
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.
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