JHI

NEUTRAL

$13.3 Live

John Hancock Investors Trust · NYSE

$12.5 52W Range $14.51

JHI John Hancock Investors Trust - Fundamental Analysis

NEUTRAL

Console Chart News

JHI Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$13.3

52W High

$14.51

52W Low

$12.5

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$116.3M

P/E

11.47

ROE

7.8%

Profit margin

66.4%

Debt/Equity

0.67

Dividend yield

9.34%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

JHI presents a classic value trap profile, characterized by a stable Piotroski F-Score of 5/9 and significant undervaluation relative to its Graham Number ($19.68) and Intrinsic Value ($34.22). While the company boasts impressive operating margins and a low P/E ratio compared to the sector, these strengths are offset by critical liquidity concerns and an unsustainable dividend policy. The current price of $13.30 is well below fair value estimates, but the technical trend is bearish and the payout ratio exceeds 100%. Consequently, the stock is a high-yield play with significant fundamental risks regarding solvency and dividend maintenance.

Key Strengths

Significant undervaluation (Price < Book Value and Price < Graham Number)

Very high operating margins (91.10%) and profit margins (66.36%)

Strong earnings growth (19.80% YoY)

Low P/E ratio (11.47) relative to the financial services sector average (35.70)

Debt-to-Equity ratio (0.67) is lower than the sector average (1.35)

Key Risks

Unsustainable dividend payout ratio (103.03%)

Severe liquidity risk indicated by a Current Ratio of 0.05

Bearish technical trend (0/100 score)

Sluggish revenue growth (5.50%) compared to sector peers (35.03%)

Low Return on Equity (7.77%) suggesting inefficient capital utilization

AI Fair Value Estimate

Based on comprehensive analysis

$21.5

+61.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap Warning

Key drivers: Deep discount to intrinsic value, Critical liquidity shortage, Unsustainable dividend payout

Confidence

90%

Value

90/100

Ref P/E 11.47, Graham Number $19.68

Positives

P/B ratio of 0.90
Price significantly below Graham Number ($19.68)

Watchpoints

High Price/Sales ratio (7.64)

Future

55/100

Ref Growth rates

Positives

Strong earnings growth of 19.80%

Watchpoints

Low revenue growth (5.50%)
Bearish technical momentum

Past

70/100

Ref Historical trends

Positives

Positive 1Y (+11.1%) and 3Y (+32.5%) returns

Watchpoints

Stagnant 6M performance (+0.7%)

Health

40/100

Ref Piotroski F-Score, Current Ratio

Positives

Piotroski F-Score of 5/9 (Stable)

Watchpoints

Current Ratio (0.05) and Quick Ratio (0.04) are dangerously low

Dividend

30/100

Ref Yield, Payout

Positives

High yield of 9.34%

Watchpoints

Payout ratio of 103.03% indicates dividend is not covered by earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$13.3

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for JHI and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
JHI John Hancock Investors Trust Primary	+7.5%	+32.5%	+11.1%	+0.7%	+5.4%	-0.8%
WSBK Winchester Bancorp, Inc. Peer	+39.4%	+39.4%	+39.4%	+34.6%	+0.6%	-0.3%
MGYR Magyar Bancorp, Inc. Peer	+73.9%	+80.7%	+32.1%	+5.2%	+2.8%	+2.1%
CXE MFS High Income Municipal Trust Peer	-8.1%	+24.9%	+13.0%	+2.9%	+0.2%	0.0%
GLU The Gabelli Global Utility & Income Trust Peer	+42.4%	+69.9%	+31.0%	+11.2%	+4.1%	-0.6%

JHI

John Hancock Investors Trust

Primary

+7.5%

+32.5%

+11.1%

+0.7%

+5.4%

-0.8%

WSB

Winchester Bancorp, Inc.

Peer

+39.4%

+34.6%

+0.6%

-0.3%

MGY

Magyar Bancorp, Inc.

Peer

+73.9%

+80.7%

+32.1%

+5.2%

+2.8%

+2.1%

CXE

MFS High Income Municipal Trust

Peer

-8.1%

+24.9%

+13.0%

+2.9%

+0.2%

0.0%

GLU

The Gabelli Global Utility & Income Trust

Peer

+42.4%

+69.9%

+31.0%

+11.2%

+4.1%

-0.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

11.47

N/A

0.9

7.64

13.34

N/A

$116.3M

Profitability

Profit margins and return metrics

Profit Margin 66.36%

Operating Margin 91.1%

Gross Margin 100.0%

ROE 7.77%

ROA 3.88%

Growth

Revenue and earnings growth rates

Revenue Growth +5.5%

Earnings Growth +19.8%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +19.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.67

Moderate

Current Ratio

0.05

Weak

Quick Ratio

0.04

Poor

Cash/Share

$0.03

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets

$0.2B

Liabilities

$0.1B

Equity

$0.1B

Debt/Equity

0.70x

Financial Services Sector Comparison

Comparing JHI against 853 companies in the Financial Services sector (144 bullish, 363 neutral, 346 bearish)

P/E Ratio

11.47

This Stock

35.08

Sector Avg

-67.3% (Discount)

Return on Equity (ROE)

7.77%

This Stock

-0.46%

Sector Avg

-1776.4% (Below Avg)

Profit Margin

66.36%

This Stock

93.89%

Sector Avg

-29.3% (Weaker)

Debt to Equity

0.67

This Stock

1.33

Sector Avg

-49.8% (Less Debt)

Revenue Growth

5.5%

This Stock

36.58%

Sector Avg

-85.0% (Slower)

Current Ratio

0.05

This Stock

3.1

Sector Avg

-98.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
JHI John Hancock Investors Trust	NEUTRAL	$116.3M	11.47	7.8%	66.4%	$13.3
WSBK Winchester Bancorp, Inc.	BEARISH	$116.18M	76.26	1.4%	6.4%	$12.96	Compare
MGYR Magyar Bancorp, Inc.	BULLISH	$115.04M	10.26	9.3%	29.6%	$17.76	Compare
CXE MFS High Income Municipal Trust	BEARISH	$117.91M	374.0	0.1%	0.7%	$3.74	Compare
GLU The Gabelli Global Utility...	BULLISH	$118.25M	3.94	24.0%	756.4%	$19.74	Compare

JHI John Hancock...

NEUTRAL

Mkt Cap

$116M

P/E

11.5

ROE

7.8%

Price

$13.3

Compare with JHI

MGYR Magyar Bancorp, Inc.

Compare with JHI

Compare with JHI

Compare with JHI

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-01-27	PHELAN KENNETH J.	Director	Purchase	730	$10,037

PHELAN KENNETH J.

Director

Buy

2026-01-27

730 shares · $10,037

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

JOHN HANCOCK INVESTORS TRUST

2025-12-11

John Hancock Investors Trust (JHI) filed a definitive proxy statement on December 11, 2025, providing shareholders with information necessary to vote on proposed corporate matters.

DEF 14A

JOHN HANCOCK INVESTORS TRUST

2024-12-12

John Hancock Investors Trust filed a definitive proxy statement on December 12, 2024, providing shareholders with necessary information to vote on corporate matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning JHI from our newsroom.

Newest → oldest

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JHI

JHI John Hancock Investors Trust - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Past News Coverage

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