NYSE$MFC

Manulife Financial Corporation · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Manulife Q1 2025: record insurance new business; core EPS $0.99

Manulife Financial reported first quarter 2025 core earnings of $1.77 billion, down 1% on a constant exchange rate basis, while net income attributed to shareholders fell 47% to $485 million ($0.25 EPS) on larger market-experience charges including a $0.7 billion realized loss from debt sales tied to the RGA U.S. reinsurance transaction. Core EPS rose 3% to $0.99 and core ROE was 15.6%. The company delivered record insurance new business metrics with APE sales up 37% to $2.69 billion, new business CSM up 31% to $907 million, and new business value up 36% to $907 million, led by Asia NBV growth of 43%. Global Wealth and Asset Management core earnings grew 24% and LICAT ratio remained strong at 137%. Book value per common share increased 12% year over year to $25.88.

  • Core earnings $1.77B (-1% CER); core EPS $0.99 (+3% CER); net income $485M ($0.25 EPS).
  • Record insurance new business: APE sales +37%, new business CSM +31%, NBV +36%.
  • Asia core earnings +7%; Global WAM core earnings +24%; Canada core earnings +3%.
  • LICAT ratio 137%; book value per common share $25.88 (+12% YoY).
  • Global WAM net inflows $0.5B vs $6.7B prior year; retirement segment saw net outflows.

Headline financials

EPS (adj)

C$0.99

No prior period
APE sales

C$2.69B

No prior period
Core earnings

C$1.77B

No prior period
Core ROE

15.6%

No prior period
LICAT ratio

137.0%

No prior period
New business value

C$907M

No prior period
Net Income

C$485M

No prior period

Revenue & EPS history

Manulife · Revenue · Quarterly

C$6.91B

Q4 2023-42.8%vs Q4 2022
Beat estimate in 5 of 12 quarters(42%)
ActualEstimate

Revenue by segment

Manulife · C$1.89B total across 4 segments · Q1 2025

  • Asia core earnings
    C$705M
  • Global Wealth and Asset Management core earnings
    C$454M
  • Canada core earnings
    C$374M
  • U.S. core earnings
    C$361M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.5%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+0.0%

Avg return

30 days after

63%

36 / 57 earnings

Positive

+11.7%

Q4 2023

Best reaction

-11.6%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+6.9%+1.2%+3.4%
Q4 2023+11.7%+11.2%+8.8%
Q3 2023+1.6%+1.9%+9.0%
Q2 2023+0.4%-0.9%-5.2%
Q1 2023-2.4%-2.9%-3.3%
Q4 2022+3.2%+2.9%-10.3%
Q3 2022+3.2%+4.8%+5.9%
Q2 2022+2.0%+3.1%-3.0%
Q1 2022-11.6%-7.6%-5.9%
Q4 2021+3.7%+0.5%-6.2%
Q3 2021-2.5%+1.5%-8.4%
Q2 2021+2.6%+4.8%+1.8%
Q1 2021-0.8%-1.1%-4.0%
Q4 2020+0.8%+0.7%+12.1%
Q3 2020-6.5%-1.1%+6.0%
Q2 2020+8.1%+10.4%+8.7%
Q1 2020+0.2%+4.5%+24.4%
Q4 2019-2.4%-2.5%-35.9%
Q3 2019+1.9%+2.8%+0.2%
Q2 2019+1.4%-0.1%+3.5%
Q1 2019-0.7%-0.4%-8.8%
Q4 2018+0.5%+1.7%+6.2%
Q3 2018+3.2%+1.9%-7.6%
Q2 2018+2.9%+1.9%-1.2%
Q1 2018-1.6%+0.9%+1.1%
Q4 2017-1.0%-1.8%-5.9%
Q3 2017+4.4%+1.5%+0.6%
Q2 2017-6.4%-3.7%-5.0%
Q1 2017+1.1%+2.5%-0.5%
Q4 2016-0.2%+2.2%-3.7%
Q3 2016+10.2%+14.0%+23.6%
Q2 2016-4.9%-3.2%-0.3%
Q1 2016+1.6%
Q4 2015-5.5%
Q3 2015-4.3%
Q2 2015-0.6%
Q1 2015+1.9%
Q4 2014+0.1%
Q3 2014-2.4%
Q2 2014+0.4%
Q1 2014+2.5%
Q4 2013-1.8%
Q3 2013-0.6%
Q2 2013+1.2%
Q1 2013-1.5%
Q4 2012+3.4%
Q3 2012+0.2%
Q2 2012+0.3%
Q1 2012+2.1%
Q4 2011+4.0%
Q3 2011-9.0%
Q2 2011+5.0%
Q1 2011+1.8%
Q4 2010+1.5%
Q3 2010+0.2%
Q2 2010-1.0%
Q1 2010+2.3%

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