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Manulife Financial (TSE:MFC)
NYSE:MFC
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Manulife Financial (MFC) AI Stock Analysis

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TSE:MFC

Manulife Financial

(NYSE:MFC)

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Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
C$64.00
â–²(20.30% Upside)
Action:Reiterated
Date:06/23/26
The score is driven primarily by solid financial performance (profitability recovery, moderate leverage, healthy ROE) and strong technical trend confirmation (price above major moving averages with positive MACD). The earnings call added support via reaffirmed targets, strong capital position and buybacks, while valuation is reasonable with a ~3.24% yield. The main constraints are cash-flow momentum volatility and business-specific headwinds flagged on the call (GWAM outflows and ALDA charge).
Positive Factors
New business CSM growth & diversified sales
Sustained double-digit new business CSM growth across insurance segments expands the locked-in contractual margin that converts to future earnings. Combined with geographic diversification (Asia, Canada, U.S.), rising CSM supports durable revenue visibility and smoother earnings generation over the medium term.
Negative Factors
Global WAM net outflows and active fund redemptions
Large, persistent net outflows in GWAM reduce fee-bearing AUM and pressure recurring management fees and earnings. If redemptions persist, it constrains GWAM margin expansion, weakens scale economics, and makes earnings from asset management less predictable over a multi-quarter horizon.
Read all positive and negative factors
Positive Factors
Negative Factors
New business CSM growth & diversified sales
Sustained double-digit new business CSM growth across insurance segments expands the locked-in contractual margin that converts to future earnings. Combined with geographic diversification (Asia, Canada, U.S.), rising CSM supports durable revenue visibility and smoother earnings generation over the medium term.
Read all positive factors

Manulife Financial (MFC) vs. iShares MSCI Canada ETF (EWC)

Manulife Financial Business Overview & Revenue Model

Company Description
Manulife Financial Corporation is a global provider of financial products and services, operating across Asia, Canada, the United States, and other international regions. Its business is structured into three main segments: Wealth and Asset Manage...
How the Company Makes Money
Manulife makes money primarily through a combination of (1) insurance-related earnings and fees and (2) wealth and asset management fees. 1) Insurance underwriting and policy-related earnings - Premiums and pricing margin: Manulife collects premi...

Manulife Financial Earnings Call Summary

Earnings Call Date:May 13, 2026
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Aug 05, 2026
Earnings Call Sentiment Positive
The call conveyed solid operating momentum and clear strategic progress: strong new business CSM growth, robust Asia and U.S. sales, core EPS up 11%, improved ROE and healthy capital metrics. At the same time, headline headwinds persist in Global WAM net flows (-$4.4bn), a notable ALDA charge ($242m) and localized Canada group insurance experience. Management articulated constructive remediation plans, one-time items that should normalize, and optimistic run-rate outlooks (GWAM margin targets, remittances, and 18%+ ROE by 2027). On balance the positives around growth, capital strength, and execution materially outweigh the transitory and business-specific challenges.
Positive Updates
Strong new business growth and CSM expansion
New business contractual service margin (CSM) grew 16% year-over-year, with each insurance segment achieving double-digit new business CSM growth; overall CSM balance increased 18%, strengthening future earnings potential.
Negative Updates
Global WAM net outflows
Global Wealth & Asset Management recorded net outflows of $4.4 billion in the quarter driven by higher active mutual fund redemptions in North America (including two model redemptions that accounted for $3.4 billion) and U.S. retirement plan redemptions.
Read all updates
Q1-2026 Updates
Negative
Strong new business growth and CSM expansion
New business contractual service margin (CSM) grew 16% year-over-year, with each insurance segment achieving double-digit new business CSM growth; overall CSM balance increased 18%, strengthening future earnings potential.
Read all positive updates
Company Guidance
The company reiterated its medium‑term targets and near‑term guidance: core EPS grew 11% this quarter (in line with their medium‑term target) and management is aiming for 18%+ core ROE by 2027 (current Q1 core ROE 16.5%, up 90 bps YoY); adjusted book value per share was $39.01 (+6% YoY) even after returning $5.3 billion of capital over the past year and $1.2 billion in the quarter (new buyback program up to 2.5% of shares); cumulative remittances target remains $22 billion (implying ~$5.5 billion p.a.), with 60%–70% of earnings expected to convert to remittances versus a 35%–45% dividend payout; balance‑sheet metrics stayed strong (LICAT 136%, $25 billion above supervisory target; leverage 22.5% vs. 25% medium‑term target); Global WAM guidance includes a Q2 run‑rate approaching CAD 500 million with a ~CAD 25 million quarter‑to‑quarter uplift as eMPF one‑offs (CAD ~33 million / CAD 25 million guidance) unwind, a GWAM EBITDA margin target of ~30% next year (Q1 core EBITDA margin +60 bps YoY), and management expects GWAM net flows and ALDA performance to normalize (Q1 gross flows $56 billion, net outflows $4.4 billion; ALDA charge ~$242 million including a ~$50 million timber charge), while ECL remained ~$39 million pre‑tax.

Manulife Financial Financial Statement Overview

Summary
Solid post-2022 recovery with improved TTM revenue (~$53.6B) and durable profitability (net margin ~10.9%, EBIT margin ~16.3%). Balance sheet is a strength with moderate leverage (debt-to-equity ~0.29) and healthy ROE (~11% in 2023–TTM), but results can swing in stressed periods (2022 negative). Cash flow is sizable (TTM operating cash flow ~$29.0B) yet momentum is weaker with sharply lower TTM free cash flow and volatile cash conversion.
Income Statement
73
Positive
Balance Sheet
78
Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue53.61B53.01B45.58B42.31B23.62B59.84B
Gross Profit27.15B13.53B15.11B13.68B1.00B25.27B
EBITDA8.25B6.79B7.26B6.59B-3.56B9.66B
Net Income6.42B5.78B5.63B5.46B-2.10B6.66B
Balance Sheet
Total Assets1.03T1.03T978.82B875.57B848.94B917.64B
Cash, Cash Equivalents and Short-Term Investments14.53B36.33B25.79B20.34B19.15B22.59B
Total Debt13.45B14.68B14.16B12.74B12.36B11.86B
Total Liabilities973.46B972.95B925.86B826.85B792.56B858.77B
Stockholders Equity51.50B50.96B51.54B47.30B46.80B58.41B
Cash Flow
Free Cash Flow28.95B32.10B26.49B20.42B16.63B23.16B
Operating Cash Flow28.95B32.10B26.49B20.42B16.63B23.16B
Investing Cash Flow-24.84B-28.36B-18.46B-13.72B-18.40B-24.44B
Financing Cash Flow-3.81B-2.05B-4.17B-5.04B-1.83B-2.05B

Manulife Financial Technical Analysis

Technical Analysis Sentiment
Positive
Last Price53.20
Price Trends
50DMA
54.07
Positive
100DMA
51.18
Positive
200DMA
48.96
Positive
Market Momentum
MACD
1.14
Negative
RSI
65.88
Neutral
STOCH
44.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:MFC, the sentiment is Positive. The current price of 53.2 is below the 20-day moving average (MA) of 56.08, below the 50-day MA of 54.07, and above the 200-day MA of 48.96, indicating a bullish trend. The MACD of 1.14 indicates Negative momentum. The RSI at 65.88 is Neutral, neither overbought nor oversold. The STOCH value of 44.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:MFC.

Manulife Financial Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
C$81.69B19.3115.17%3.62%4.22%13.75%
79
Outperform
C$51.75B15.5616.93%1.86%3.57%51.86%
76
Outperform
C$55.31B20.9911.34%3.28%7.10%0.39%
75
Outperform
C$95.99B16.4212.65%3.49%15.84%31.26%
71
Outperform
C$61.70B20.6812.98%4.11%-10.77%-1.88%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
66
Neutral
C$53.78B7.7517.32%0.84%2.46%15.03%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:MFC
Manulife Financial
57.52
15.63
37.30%
TSE:SLF
Sun Life Financial
111.35
24.45
28.14%
TSE:FFH
Fairfax Financial Holdings
2,332.74
-105.35
-4.32%
TSE:GWO
Great-West Lifeco
90.37
40.59
81.54%
TSE:IFC
Intact Financial Corporation
292.71
-17.47
-5.63%
TSE:POW
Power Corp of Canada
88.42
37.15
72.46%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 23, 2026