iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios. Asset-light companies can be great portfolio diversifiers, especially considering their low direct exposure to tariffs that materials companies face. What's ...

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investo ...

公司业务与市场地位 - 洛克希德马丁公司(LMT)是美国最大国防承包商 在全球国防领域占据重要地位 其导弹与火控(MFC)部门为美国军方 NASA 盟军及国际客户设计开发精确打击武器如导弹 火箭等先进作战解决方案 [1] - MFC部门凭借向国防市场提供尖端产品的经验 获得大量战斗验证产品的合同 如AN/TPQ-53雷达系统 远程识别雷达和远程反舰导弹 推动该部门收入增长 [2] 财务表现与合同动态 - MFC部门2025年Q1销售额同比增长127% 2024年Q3增长8% Q2增长126% Q1增长253% [2] - 近期获得多项国防合同：2025年6月赢得第四代目标获取瞄准系统合同 支持波兰空军AH-64E阿帕奇直升机销售 5月获得2144亿美元M270A2多管火箭系统升级合同 3月获得494亿美元精确打击导弹生产合同 [3] - 公司股价过去一年上涨15% 低于行业145%的涨幅 [6] 行业竞争格局 - 全球国防现代化进程中 诺斯罗普格鲁曼(NOC)和RTX等美国国防承包商同样获得大量合同 如RTX在2025年6月获得110亿美元AIM-9X导弹合同 5月获得10亿美元SM-3导弹合同 [4] - 诺斯罗普在2025年3月获得2672亿美元MQ-4C Triton无人机系统合同 1月获得4813亿美元综合防空反导系统软件升级合同 [5] 估值与市场预期 - 公司远期12个月市盈率1643倍 低于行业平均2641倍 [8] - 2025年全年盈利共识预期过去60天有所改善 但第二和第三季度预期下调 [9]

A month has gone by since the last earnings report for Manulife Financial (MFC) . Shares have added about 2.9% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Manulife due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turn ...

Key Takeaways MFC is focused on high-growth, capital-light, higher-return businesses to accelerate earnings momentum. MFC maintains a target leverage ratio of 25% to support financial flexibility and disciplined growth. MFC's shares have gained 23.7% in the past year compared with the industry's growth of 16%.Manulife Financial Corporation (MFC) hit a 52-week high of $33.07 on June 3. Shares closed at $31.94 after gaining 23.7% in the past year, outperforming the industry, the sector and the Zacks S&P 500 ...

It's been 6 months since my last piece on Manulife Financial Corporation (NYSE: MFC ) (TSX: MFC:CA ). In November, I rated the stock as a 'buy' noting excellent acceleration in growth in Asia and the Wealth and AssetI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested cap ...

Jodie Wallis, Global Chief Analytics Officer, Outlines How Manulife is Using AI ResponsiblyC$ unless otherwise stated                                             TSX/NYSE/PSE: MFC     SEHK: 945TORONTO, May 22, 2025 /PRNewswire/ - Manulife's Responsible AI Principles were shared during the Reuters Momentum AI Summit in New York last month. These principles guide the design, development, and deployment of Manulife's Artificial Intelligence (AI) solutions, which includes over 43 GenAI use cases in production, ...

合资企业成立 - 宏利投资管理(MIM)与中西部光纤网络(MWFN)成立合资企业Lakefront Fiber LLC [1] - 合资方MWFN是区域光纤开发和运营领域的领先企业，拥有数十年行业经验 [1][5] - 合作基于双方长期关系，旨在支持Lakefront Fiber的管道建设计划 [1] 战略定位与业务方向 - Lakefront Fiber将服务于超大规模企业、运营商和市政客户，延续MWFN在区域光纤网络的优势 [2] - 该合作标志着宏利投资将数字基础设施战略延伸至关键光纤资产领域 [2] - 业务模式依托与信用良好交易对手的长期合同支持 [2] 首笔交易进展 - 合资企业完成首笔交易：收购Everstream在伊利诺伊州的部分网络资产 [3] - 新增650路由英里光纤网络，增强中西部关键市场的高容量光纤服务能力 [3] - 资产收购直接提升客户解决方案交付能力，强化区域市场覆盖 [3] 合作方背景 - 宏利财富与资产管理全球服务1900万个人及机构客户，涵盖公开与私募市场投资 [4] - MWFN专注中西部高速光纤网络建设，客户涵盖企业、教育、医疗及政府机构 [5] - MWFN通过战略合作持续扩大网络覆盖范围 [5]

Manulife Financial Corporation (MFC) delivered first-quarter 2025 core earnings of 69 cents per share, which missed the Zacks Consensus Estimate by 1.4%. The bottom line decreased 1.4% year over year. Core earnings of $1.2 billion (C$1.8 billion) declined 7.6% year over year. Core earnings decreased modestly, as continued business growth in Global WAM and Asia was offset by strengthened provisions related to expected credit loss of $45 million post-tax in the first quarter of 2025, and a provision for the C ...

业绩表现 - 截至2025年3月31日止3个月核心盈利17.67亿加元，同比减少1% [1] - 归属于股东的净收入4.85亿加元，同比减少47% [1] - 全球财富与资产管理业务的净流入为5亿加元，低于2024年第一季度的67亿加元 [1] 业务亮点 - 保险方面的新造业务表现创历年新高，所有业务部新造业务价值均取得双位数增长 [1] - 亚洲地区新造业务价值按年增长43% [1] - 全球财富与资产管理业务核心盈利增长24%，核心EBITDA利润率扩大290个基点 [1] - 完成第二宗长期护理再保险交易 [1] 财务指标 - 每股普通股帐面值在第一季度按年增长12% [1] - LICAT比率维持137%的强劲水平 [1] - 财务杠杆比率为23.9%，处于中期目标25%的范围内 [1] 管理层观点 - 公司业绩反映了品牌实力，在波动经营环境中取得良好表现 [1] - 核心业务增长保持韧性，核心EPS增长受预期信用损失和加州山火拨备影响 [1] - 公司有信心应对当前经济环境并把握增长机遇 [1]