TSE:MFC

Manulife Financial (MFC.TO)

54.00
+0.50 (0.93%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
1635 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

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

Manulife Financial (MFC) is viewed positively by many experts, who highlight its strong performance in Asia and robust wealth management services. The company is seen as a good long-term investment, particularly due to its attractive dividend yield and relatively low price-to-earnings ratio compared to banks. However, there are concerns regarding short-term earnings fluctuations, particularly in alternative portfolio results and U.S. operations. Market analysts suggest that while the stock has had a good run, cautious investors should watch for strategic entry points, as some believe it may be susceptible to macroeconomic challenges. Overall, the sentiment is that MFC is a solid income stock with potential for growth as it continues to navigate its complex business landscape.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
GWO
DON'T BUY
If you are looking at this space, there are a lot better names. $10 seems to attract interest but if you get below that, you have a big problem. This one has a lot of legacy costs from guaranteed products they did for many years. Lifecos are really skewed to higher interest rates.
DON'T BUY
Doesn't like the life insurance industry at this point. Prefers the banks, which give better dividends, better growth and better core operations.
DON'T BUY
This one depends on where interest rates are going in the next 1-2 years. Their chart is almost directly correlated to the level of interest rates. All the lifecos are struggling with low interest rates and how long they will stay low.
DON'T BUY
The entire life insurance space is been a very difficult one in the last couple of years. It wreaks havoc on their bond portfolio when the US Fed says rates are going to be kept low.
PAST TOP PICK
(Top Pick Oct 14/11, Down 1.9%) Don’t buy right now. Largest shorted stock in Toronto.
PAST TOP PICK
(A Top Pick Jan 13/11. Down 28.49%.) Got stopped out at $14. The announcement that interest rates will continue to 2014 is a negative for life insurers.
DON'T BUY
It’s cheap for a good reason. Interest rates over the next couple of years could stall its recovery. Dividend is stable. If you had a 5-year view you would be ok.
WAIT
Before the crisis people thought they would be the out performers and then in 2008 they became the poster child for not performing. Assuming a better year, that will be positive for them. Reasonable value here. Will be buying it back.
HOLD
One difficulty is that they have to invest the premiums and if they don’t you get no return. They are now telling agents not to write anything because they can’t do anything with the money. There have been mistakes in the past that we won’t talk about. All you can do is wait and hope that you get a descent recovery later in the year.
COMMENT
(Market Call Minute.) Just bought some recently. Highly volatile. $12.50-$13 and he is gone.
COMMENT
If you have a 3-5 year timeframe and you are generally positive on equity markets, then this is probably a decent level. Stock is suffering from mistakes of the past. Decent yield at just over 4%.
DON'T BUY
(Market Call Minute.) Have avoided all of the insurance companies. Low interest rates and difficult market make it tough to be a life insurer.
TOP PICK
2 big problems for them have been the stock market and the level of interest rates. Doesn’t think there is any way that long term US bond rates are going any lower from here. You could easily see them earning $1.60 a year or two out. Dividend is 5%.
COMMENT
The problem/question with the lifecos is they have to set aside so much capital they are caught in the actuarial problem of the spread between the bond market and their payout schedules on the policies they have written. As long as the bond market stays down at his very low interest rates, it is very hard for these guys. There is probably a trade here, but for the longer pull there are better places with higher yields.
COMMENT
On the plus side, they are making tremendous penetration in Asia selling life insurance. Trading at less than Book Value per share. Probably oversold. All of the insurance companies have the problem that they are reinvesting insurance premiums at record low interest rates, which will continue for at least another 2 years. Life insurers make half their money by investing premiums in bond markets and paying out claims as they come in.
Showing 1,231 to 1,245 of 2,279 entries