MFC Manulife Financial Corporation

neutral track record → $38.59 +0.01 (+0.0%)
Get emailed when MFC changes direction
Mkt Cap $65B P/E 17.2 fwd 10.7 52wk $29.70 - $39.22 Earnings 2026-05-13 52d ago
Insider buying: $501,792,897 bought by 27 insiders (30d)
Est. revisions: -1.2% (2 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.4)

Factor Model

net +0.4 2.1 / 10
Est. Revisions
-0.1
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Growth and dividends battle Q4 headwinds

Watch: Monitor Q1 2026 for insurance claims trends and wealth management flows—if retirement plan redemptions continue, free cash generation could stall despite Asia's strength. The $1 billion AI value-creation target (30% complete) matters only if insurance and wealth operations stabilize.

Manulife posted solid 2025 operational performance with 8% core EPS growth and a 24% surge in Asia earnings, while executing $5.5 billion in shareholder returns. But Q4 turbulence — $9.5 billion in wealth management outflows, a 22% US segment earnings drop from unfavorable life insurance claims, and a $232 million portfolio charge — reveals vulnerability in diversified financials. The tension: strong fundamentals and AI progress offset by execution headwinds in legacy businesses.

Manulife's 2025 growth narrative is real—Asia momentum and new business traction confirm the franchise is working—but Q4 losses in US and wealth management suggest structural headwinds persisting. The $232 million real estate write-down and insurance claims deterioration aren't one-time noise; they test whether the company can hit its 18%+ ROE target by 2027 without another round of portfolio stress.

Evidence

15d ago Insider buy by Manulife Financial Corporation (MFC): $5,794,960
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,752,970
15d ago Insider buy by Manulife Financial Corporation (MFC): $9,149,760
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,863,470
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,893,050
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,844,940
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,947,314
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,746,340
7 older signals
15d ago Insider buy by Manulife Financial Corporation (MFC): $753,201
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,861,090
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,876,390
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,785,440
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,707,240
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,686,160
15d ago Insider buy by Manulife Financial Corporation (MFC): $5,753,990
Fundamentals & Data ▾
Manulife Financial Corporation Financial Services · Insurance - Life
Mkt Cap
$65B
P/E
17.2 fwd 10.7
Beta
0.73
Div Yield
340.00%
52w Range
$29.70 - $39.22
Short Interest
4.5M
Days to Cover
2.3 -17%
Technicals downtrend
from 52w Hi
-0.2%
1w return
-0.2%
Insiders
buying 4B / 0S
EPS Estimate
$1.09 -1.2% 30d 2up / 2dn
Est. Dispersion
14% 12 analysts
Analyst Target
$35 $31 - $38
Options P/C
3.69
Fund Convergence
strong Bridgewater, D.E. Shaw, Renaissance, Citadel, Two Sigma
Financials
Revenue
$8.6B +104% YoY
FCF
$8.6B
Momentum: accelerating
Top Holders
Bridgewater $93M
D.E. Shaw $40M
Renaissance $14M
Citadel $11M
Two Sigma $10M
Recent Filings & Data
insider trade 155
net buying · $501,792,897 bought
27 insiders · 155 transactions (30d)
Recent transactions
Manulife Financial Corporation · buy · $5,794,960
Manulife Financial Corporation · other
Manulife Financial Corporation · buy · $5,752,970
Manulife Financial Corporation · buy · $9,149,760
Manulife Financial Corporation · buy · $5,863,470
Manulife Financial Corporation · buy · $5,893,050
Manulife Financial Corporation · buy · $5,844,940
Manulife Financial Corporation · buy · $5,947,314
Manulife Financial Corporation · buy · $5,746,340
Manulife Financial Corporation · buy · $753,201
Manulife Financial Corporation · buy · $5,861,090
Manulife Financial Corporation · buy · $5,876,390
Manulife Financial Corporation · buy · $5,785,440
Manulife Financial Corporation · buy · $5,707,240
Manulife Financial Corporation · buy · $5,686,160
Manulife Financial Corporation · buy · $5,753,990
Lawrence (Matthew Edward) · other
Manulife Financial Corporation · buy · $5,730,020
Wise (Adam Thomas) · other · $118,107
Manulife Financial Corporation · buy · $11,508,350
Manulife Financial Corporation · buy · $9,129,510
Manulife Financial Corporation · buy · $5,868,570
Manulife Financial Corporation · buy · $5,882,000
Manulife Financial Corporation · buy · $5,814,170
Manulife Financial Corporation · buy · $7,026,846
Manulife Financial Corporation · buy · $7,757,673
Manulife Financial Corporation · other
Manulife Financial Corporation · buy · $6,070,700
Manulife Financial Corporation · buy · $6,021,230
Manulife Financial Corporation · buy · $6,083,918
Tingle (Brooks) · exercise · $71,212
Tingle (Brooks) · other · $202,660
Witherington (Philip James) · exercise · $139,560
Witherington (Philip James) · other · $397,170
Fadous (Stephanie) · exercise · $31,277
Fadous (Stephanie) · other · $89,011
Hirji (Rahim Badrudin Hassanali) · exercise · $229,257
Hirji (Rahim Badrudin Hassanali) · other · $652,433
Irshad (Naveed) · exercise · $58,367
Irshad (Naveed) · other · $166,105
Kreel (Trevor) · exercise · $46,691
Kreel (Trevor) · other · $132,877
Manulife Financial Corporation · other
Manulife Financial Corporation · buy · $1,410,872
Manulife Financial Corporation · buy · $7,621,588
Manulife Financial Corporation · buy · $11,310,678
Manulife Financial Corporation · buy · $6,420,445
Manulife Financial Corporation · buy · $4,616,250
Manulife Financial Corporation · buy · $4,242,924
Manulife Financial Corporation · buy · $7,651,870
Manulife Financial Corporation · buy · $7,602,224
Manulife Financial Corporation · buy · $7,676,178
Manulife Financial Corporation · buy · $5,407,411
Manulife Financial Corporation · buy · $7,630,652
Manulife Financial Corporation · buy · $8,646,333
Manulife Financial Corporation · buy · $7,641,982
Manulife Financial Corporation · buy · $7,575,032
Manulife Financial Corporation · buy · $7,483,362
MacInnis (Matthew Lyman) · other
Manulife Financial Corporation · buy · $7,504,374
Manulife Financial Corporation · other
Orlandella (Sarah Seery) · other
Ross (Kennet Michael) · other
Ross (Kennet Michael) · other
Silva (Anthony Alex) · other
Silva (Anthony Alex) · other
Simpson (Colin Lloyd) · other
Tingle (Brooks) · other
Weiland (Shamus Edward) · other
Wise (Adam Thomas) · other
Wise (Adam Thomas) · other
Witherington (Philip James) · other
Wong (Henry) · other
Cloherty (Eileen) · other
Cloherty (Eileen) · other
Cogliani (Saverio Sam) · other
Cogliani (Saverio Sam) · other
DeCamillo (Aimee Rochelle) · other
DeCamillo (Aimee Rochelle) · other
Fadous (Stephanie) · other
Finch, Steve · other
Fox (Pragashini) · other
Gough (Dara) · other
Gough (Dara) · other
Hatch (John Richard) · other
Hirji (Rahim Badrudin Hassanali) · other
Hirji (Rahim Badrudin Hassanali) · other
Irshad (Naveed) · other
Joshi (Rahul Madhav) · other
Kalita von dem Hagen (Halina) · other
Kalita von dem Hagen (Halina) · other
Kreel (Trevor) · other
Kreel (Trevor) · other
Leggett, Karen Ann · other
Lorentz (Paul Raymon) · other
Lorentz (Paul Raymon) · other
Manulife Financial Corporation · buy · $8,932,730
Manulife Financial Corporation · buy · $7,563,908
Manulife Financial Corporation · buy · $7,590,276
Manulife Financial Corporation · buy · $7,584,920
Manulife Financial Corporation · buy · $7,504,580
Manulife Financial Corporation · buy · $7,483,774
Manulife Financial Corporation · buy · $7,431,244
Manulife Financial Corporation · buy · $10,383,066
Manulife Financial Corporation · buy · $7,378,508
Manulife Financial Corporation · buy · $7,359,144
Manulife Financial Corporation · buy · $7,323,712
Manulife Financial Corporation · buy · $7,367,590
Manulife Financial Corporation · buy · $7,332,158
Manulife Financial Corporation · buy · $7,293,224
Manulife Financial Corporation · buy · $7,220,918
Manulife Financial Corporation · buy · $7,297,756
Manulife Financial Corporation · buy · $7,298,992
Manulife Financial Corporation · buy · $7,201,142
Wise (Adam Thomas) · other · $75,142
Manulife Financial Corporation · buy · $7,218,240
Manulife Financial Corporation · buy · $10,811,898
Manulife Financial Corporation · other
Manulife Financial Corporation · buy · $7,238,799
Manulife Financial Corporation · buy · $7,117,856
Manulife Financial Corporation · buy · $7,171,066
Weiland (Shamus Edward) · exercise · $1,503,172
Weiland (Shamus Edward) · other · $3,085,110
Manulife Financial Corporation · buy · $7,002,982
Manulife Financial Corporation · buy · $7,049,378
Manulife Financial Corporation · buy · $7,053,440
Hirji (Rahim Badrudin Hassanali) · exercise · $437,162
Hirji (Rahim Badrudin Hassanali) · other · $857,067
Hirji (Rahim Badrudin Hassanali) · exercise · $576,147
Hirji (Rahim Badrudin Hassanali) · other · $1,129,590
Manulife Financial Corporation · buy · $6,999,880
Manulife Financial Corporation · buy · $6,946,732
Cogliani (Saverio Sam) · other · $50,767
Irshad (Naveed) · exercise · $297,631
Irshad (Naveed) · other · $570,778
Manulife Financial Corporation · buy · $7,080,372
Manulife Financial Corporation · buy · $9,803,135
Tingle (Brooks) · exercise · $69,412
Tingle (Brooks) · other · $188,707
Witherington (Philip James) · exercise · $136,020
Witherington (Philip James) · other · $369,791
Fadous (Stephanie) · exercise · $30,493
Fadous (Stephanie) · other · $82,901
Finch, Steve · exercise · $477,431
Finch, Steve · exercise · $1,206,094
Finch, Steve · other · $925,804
Finch, Steve · other · $2,323,029
Hirji (Rahim Badrudin Hassanali) · exercise · $223,433
Hirji (Rahim Badrudin Hassanali) · other · $607,437
Irshad (Naveed) · exercise · $56,894
Irshad (Naveed) · other · $154,675
Joshi (Rahul Madhav) · exercise · $1,404,520
Joshi (Rahul Madhav) · other · $3,086,135
Kreel (Trevor) · exercise · $45,515
Kreel (Trevor) · other · $123,740
15 signals · latest 15d ago

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