Insider Trading January 27, 2026

John Hancock Fund Director Makes $10,001 Purchase in BTO; Firm Renews Buyback Programs

Director Kenneth J Phelan buys 269.569 shares as John Hancock authorizes repurchases for six closed-end funds through 2026

By Maya Rios BTO
John Hancock Fund Director Makes $10,001 Purchase in BTO; Firm Renews Buyback Programs
BTO

A director of the John Hancock Financial Opportunities Fund purchased $10,001 worth of the fund's shares on January 26, 2026, while John Hancock confirmed renewed share repurchase plans for six of its closed-end funds for the 2026 calendar year. The fund carries a double-digit-looking yield and favorable metrics reported by InvestingPro.

Key Points

  • Director Kenneth J Phelan bought 269.569 common shares of John Hancock Financial Opportunities Fund on January 26, 2026, in a direct transaction totaling $10,001.
  • The fund is valued at about $735 million, posts a 7.03% dividend yield, has paid dividends for 32 consecutive years, trades at a P/E of 4.68, and holds a "GREAT" overall financial health score per InvestingPro.
  • John Hancock renewed open-market repurchase plans for six closed-end funds, allowing up to 10% buybacks of outstanding common shares from January 1, 2026 through December 31, 2026.

Kenneth J Phelan, a director of the John Hancock Financial Opportunities Fund (NYSE:BTO), completed a direct purchase of 269.569 common shares on January 26, 2026. The shares were acquired at $37.1 apiece, producing a total transaction value of $10,001.

The Financial Opportunities Fund is reported to have an approximate market value of $735 million. According to InvestingPro data, the fund currently offers a 7.03% dividend yield and has sustained dividend payments for 32 consecutive years. Additional InvestingPro metrics show BTO trading at a price-to-earnings ratio of 4.68 and carrying an overall financial health score classified as "GREAT." InvestingPro also notes that two additional InvestingPro Tips are available for investors seeking more analysis on the fund.

Separately, John Hancock has announced the renewal of open-market share repurchase authorizations for six of its closed-end funds. Each of the funds involved may repurchase up to 10% of its outstanding common shares in the open market. The repurchase programs will be effective from January 1, 2026 through December 31, 2026.

The six funds subject to renewed repurchase plans are:

  • John Hancock Financial Opportunities Fund
  • Diversified Income Fund
  • Income Securities Trust
  • Investors Trust
  • Premium Dividend Fund
  • Tax-Advantaged Dividend Income Fund

Company communications indicate the repurchase renewals form part of John Hancock's broader approach to managing its funds. The announcement notes the buyback programs do not have a direct impact on the firm’s reported earnings or revenue. Instead, the move is framed as a capital management decision consistent with prior actions intended to enhance shareholder value. The statement characterizes the repurchase renewals as elements of the company’s broader financial strategies.

The director-level purchase, the fund’s reported yield and longevity of dividend payments, and the broader repurchase authorizations provide investors with discrete data points about internal buying activity and corporate capital-management choices. The available InvestingPro tips and the fund’s reported financial metrics offer additional, though separate, inputs for those evaluating BTO as an investment option.


Disclosure:

Risks

  • Repurchase programs do not directly affect reported earnings or revenue - the immediate financial impact on company results is limited, creating uncertainty about near-term accounting effects.
  • The announcement describes the buybacks as part of capital management and prior shareholder-value actions, but it does not guarantee any specific market or price outcome for investors.
  • Available public data are limited to the transaction details, fund metrics, and the repurchase authorizations - longer-term implications for fund performance are not specified.

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