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Nervous markets await NvidiaThis summary was created by AI, based on 48 opinions in the last 12 months.
Manulife Financial (MFC) has garnered a largely positive outlook from various analysts, who appreciate its recent performance and steady dividend growth amidst a challenging market. Many experts highlight its strong international presence, particularly in Asia, as a key growth driver. The company has demonstrated resilience, trading below its 200-day moving average, yet several reviews note that it remains a solid buy due to its attractive valuation and growth potential. The recent divestment from underperforming assets, particularly in long-term care, has improved investor sentiment, leading to upward price movements. While the stock might experience short-term fluctuations, many analysts project that MFC is well-positioned for sustained growth, especially if interest rates rise, positively impacting the insurance sector.
Operations in Hong Kong are an area of growth. China's autocratic economy is a risk. Its business involves local services, so shouldn't be affected by tariffs. Risk is animosity curtailing demand; but MFC is also Canadian, not just US. Slower economic growth will impact all companies, including life insurers. Tends to be more defensive; she's sticking with Canadian banks rather than lifecos.
Nice Q4 beat. Provides some shelter from tariffs. Still trades at slight discount of 9x, growing ~12%. Nice dividend. Competitor SLF is the one that's had 2 negative surprises in a year.
Still a buy, but be aware that investors are flocking to this area, so it could eventually drop. Great compounder from here for the next 5 years.
Markets are tough and can be counter-intuitive. Great beat, and the sector is sheltered from tariffs. Free of negative surprises, unlike SLF. Street models 12.5% EPS growth, trading at 9.34x -- cheaper and more compelling than banks.
The answer could be that the good news was already baked into the stock. He'd take it as a really good sign that it's actually up in the past week of a really tough market. More to go, but doesn't go in a straight line. He's long this one.
A year it ago, it traded at a dirt cheap 6-7x PE. Many thought it was left for dead with bad insurance contracts. In Dec. 2023, they sold a lot of those contracts at a decent price. That's when he entered this. But he recently sold this to buy TD (which has more upside).
All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.
If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.
Manulife Financial is a Canadian stock, trading under the symbol MFC-T on the Toronto Stock Exchange (MFC-CT). It is usually referred to as TSX:MFC or MFC-T
In the last year, 69 stock analysts published opinions about MFC-T. 28 analysts recommended to BUY the stock. 28 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Manulife Financial.
Manulife Financial was recommended as a Top Pick by on . Read the latest stock experts ratings for Manulife Financial.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
69 stock analysts on Stockchase covered Manulife Financial In the last year. It is a trending stock that is worth watching.
On 2025-04-25, Manulife Financial (MFC-T) stock closed at a price of $41.93.
Insurance companies have been better insulated from tariffs. Interest rates going up would help them. Really nice beat on Q4, really clean earnings (uncharacteristic after the last 20 years). Growing 12%, trading at 8.2x. Yield is 4%, growing ~8% a year. Asset sales.
Could still be a Top Pick in an environment like this.