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
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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.

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Consensus
Hold
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Valuation
Fair Value
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GWO
BUY
Had a really rough time during the financial crisis and are still in re-building mode. Have hedged some more of the loan book and annuity book. Sees upside from here. (See Top Picks.)
BUY
As we approached the financial crisis, most people would have thought insurance companies would be a much safer investment but Cdn banks turned out the place to be. New CEO has done a great job at reducing the leverage and the risk. Feels it is reasonable now and out of the woods but will be very dependent on the market.
PAST TOP PICK
(A Top Pick Jan 22/10. Down 8.81%.) Sold his holdings at around $14. Not interested in going back in.
BUY
Has a lot of faith in management. Steps they have taken to de-risk the company is way ahead of schedule. Becoming a big player in Asia. Expecting they will be earning 12%+ ROE again soon and down the road could get back to 14%-15%.
TOP PICK
From a growth perspective, earnings got better in the last quarter, equity and bond markets are starting to rise and their expansion into Asia is positive. Has long-term double-digit growth. Technically the 50-day moving average has moved above the 200 day (Golden Cross). Projected 3-year dividend growth of 13% per year.
BUY
Had a turnaround off the $9 lows. Management did a good job there adjusting the capital market exposure by de-risking it. The stock has participated. This is a reasonable entry point. It really still comes back to capital markets and how they will do as well as bond markets. Over time it will be a good total return.
BUY
2 things have happened. Unhedged products are benefiting from higher interest rates and rising stocks, and they are now hedging again 50% of products. Thinks dividend increase will be 2 years out.
HOLD
Insurance companies are starting to gain strength. The annuity levered play on the stock market hurt Manu Life’s balance sheet severely. New management is more conservative. Looking at 3,300 insurance companies globally, this one is at the top. Trading at a discount but is starting to slowly pay dividends. Likes.
PAST TOP PICK
(Top Pick Jan 29/10, Down 9.53%) Made some descent recovery recently. A booming equity market will really help them. But there are better place to put your money in the shorter term.
COMMENT
Insurance companies primarily invest in the bond market and with long bonds at record low yields, they aren’t making as much money as they used to. If, as he believes, interest rates are going higher in 2012 and beyond, earnings will accelerate, which would be bullish for insurance companies.
PAST TOP PICK
(Top Pick Jan 8/10, Down 14% Total Return) Had a rough ride and bought more, averaging down. A call on markets. If equity or interest rates go up, they do well. Could take 2 to 3 years but would hold on.
COMMENT
Has had a good recovery. Key to this one is how well equity markets are going to do as there is a concern that their equity products have some hidden liabilities in them. Speculative.
BUY
If stock markets are good in the next couple of months, then this will be good for a trade. He bought Great West Life because of dividend. Don’t be a afraid to take profits if you have an opportunity.
PAST TOP PICK
(A Top Pick Dec 14/09. Down 7.76%.)Expect he will be selling some for the year-end tax loss but would possibly re-purchase.
SELL
Has been a very challenging business for a company trying to manage their earnings in the face of very volatile equity market and interest rate environment. Difficult to predict earnings because of its extreme sensitivity to capital markets.
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