BMO Bank Of Montreal Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$172.23
Price · Aug 25, 2026
Fundamentals as of Jan 29, 2015
52W Range
$114–$187
80% of range
Analyst Rating
HOLD
19 analysts
Price Target
$164
P/E (TTM)
—
ROE
—
Net Profit Margin
—

BMO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$172.23
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$114 – $187

BMO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BMO
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BMO
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BMO
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BMO
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BMO
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BMO
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
July 30, 2026$1.2180
April 29, 2026$1.2210
July 30, 2025$1.1830
April 29, 2025$1.1500
Jan. 30, 2025$1.1030
Oct. 30, 2024$1.1140
July 30, 2024$1.1190
April 26, 2024$1.1060
Jan. 29, 2024$1.1230
Oct. 27, 2023$1.0630
July 27, 2023$1.1130
April 27, 2023$1.0490
Jan. 27, 2023$1.0730
Oct. 31, 2022$1.0220
July 29, 2022$1.0850
April 29, 2022$1.0390
Jan. 31, 2022$1.0420
Oct. 29, 2021$0.8590
July 30, 2021$0.8520
April 30, 2021$0.8630

BMO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

HOLD 19 analysts
  • Strong Buy 1 5.3%
  • Buy 7 36.8%
  • Hold 9 47.4%
  • Sell 2 10.5%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-19
Median target $167.63 -2.7%
Mean target $164.02 -4.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.19%
Period EPS Actual EPS Est Surprise
Sept. 30, 2026 $3.93 $3.74 0.19%
June 30, 2026 $3.67 $3.48 0.19%
March 31, 2026 $3.48 $3.23 0.25%
Dec. 31, 2025 $3.28 $3.06 0.22%
Sept. 30, 2025 $3.23 $2.98 0.25%
June 30, 2025 $2.62 $2.56 0.06%

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 738 filers · $40.5B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
97 (+2 vs prior Q) 58 (+12 vs prior Q) 214 (+10 vs prior Q) 224 (-1 vs prior Q) +9.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $3,618,980,751 20,475,602 8.94% Shares
TD Asset Management Inc $2,691,550,904 15,233,725 6.65% Shares
BANK OF MONTREAL /CAN/ $2,556,224,766 14,477,204 6.31% Shares
CIBC WORLD MARKET INC. $2,191,647,808 12,410,915 5.41% Shares
MACKENZIE FINANCIAL CORP $2,142,648,700 8,547,687 5.29% Shares
1832 Asset Management L.P. $1,643,983,050 9,303,809 4.06% Shares
NORGES BANK $1,553,272,958 8,796,707 3.84% Shares
FMR LLC $1,326,660,784 7,506,073 3.28% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,288,266,995 7,019,444 3.18% Shares
CANADA PENSION PLAN INVESTMENT BOARD $1,281,219,997 7,256,202 3.16% Shares
CIBC Asset Management Inc $1,197,389,349 6,747,985 2.96% Shares
TD Waterhouse Canada Inc. $1,128,679,837 6,350,903 2.79% Shares
VANGUARD FIDUCIARY TRUST CO $1,107,293,541 6,264,886 2.73% Shares
Vanguard Global Advisers, LLC $959,068,336 5,426,252 2.37% Shares
Caisse de depot et placement du Quebec $957,549,152 5,419,567 2.36% Shares
VANGUARD GROUP INC $837,897,817 6,451,919 2.07% Shares
JARISLOWSKY, FRASER Ltd $760,360,119 5,833,830 1.88% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $737,112,231 4,174,425 1.82% Shares
Connor, Clark & Lunn Investment Management Ltd. $677,073,735 3,839,476 1.67% Shares
NATIONAL BANK OF CANADA /FI/ $626,030,713 3,555,758 1.55% Shares
DIMENSIONAL FUND ADVISORS LP $615,195,962 3,481,584 1.52% Shares
SCOTIA CAPITAL INC. $587,788,304 3,334,549 1.45% Shares
Fiera Capital Corp $567,092,702 3,214,287 1.40% Shares
Federation des caisses Desjardins du Quebec $535,372,117 3,043,084 1.32% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $416,644,603 2,361,978 1.03% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $367,556,515 2,080,308 0.91% Shares
D. E. Shaw & Co., Inc. $338,882,110 1,919,300 0.84% Put option
Legal & General Group Plc $303,501,802 1,717,772 0.75% Shares
VANGUARD ASSET MANAGEMENT, Ltd $282,962,569 1,600,956 0.70% Shares
GOLDMAN SACHS GROUP INC $264,685,998 1,497,940 0.65% Shares
LETKO, BROSSEAU & ASSOCIATES INC $252,087,887 1,426,775 0.62% Shares
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $224,507,072 1,271,498 0.55% Shares
Newport Trust Company, LLC $222,625,744 1,259,908 0.55% Shares
OMERS ADMINISTRATION Corp $217,447,280 1,230,715 0.54% Shares
SIG North Trading, ULC $208,788,720 1,181,600 0.52% Put option
Public Sector Pension Investment Board $207,883,988 1,177,353 0.51% Shares
ROYAL BANK OF CANADA $183,768,000 1,040,000 0.45% Put option
MUFG SECURITIES (CANADA), LTD. $174,957,219 991,466 0.43% Shares
Aviso Financial Inc. $171,998,238 973,584 0.42% Shares
PICTON MAHONEY ASSET MANAGEMENT $166,714,814 945,606 0.41% Shares
Addenda Capital Inc. $156,684,793 625,064 0.39% Shares
Alberta Investment Management Corp $143,044,690 810,135 0.35% Shares
Cardinal Capital Management, Inc. $135,631,135 1,004,527 0.33% Shares
SIG North Trading, ULC $131,659,170 745,100 0.33% Call option
ROYAL BANK OF CANADA $129,344,000 732,000 0.32% Call option
Nuveen Asset Management, LLC $122,862,025 1,266,214 0.30% Shares
BARCLAYS PLC $120,654,824 682,823 0.30% Shares
BCV Asset Management Inc. $113,239,468 642,300 0.28% Shares
AVIVA PLC $111,239,100 630,423 0.27% Shares
INTACT INVESTMENT MANAGEMENT INC. $110,773,925 626,785 0.27% Shares
GUARDIAN CAPITAL LP $108,647,578 614,927 0.27% Shares
TWO SIGMA INVESTMENTS, LP $90,441,775 511,838 0.22% Shares
Nuveen, LLC $86,311,224 488,507 0.21% Shares
Hillsdale Investment Management Inc. $81,347,804 460,739 0.20% Shares
AMERICAN CENTURY COMPANIES INC $79,943,979 452,310 0.20% Shares
Scheer, Rowlett & Associates Investment Management Ltd. $78,930,315 447,594 0.19% Shares
APG Asset Management N.V. $78,613,067 508,694 0.19% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $76,135,831 430,916 0.19% Shares
Korea Investment CORP $72,270,171 409,037 0.18% Shares
AGF MANAGEMENT LTD $72,187,304 408,424 0.18% Shares
State of Tennessee, Department of Treasury $71,353,360 403,848 0.18% Shares
Zurich Insurance Group Ltd/FI $64,886,297 367,582 0.16% Shares
Pictet Asset Management Holding SA $64,148,728 363,071 0.16% Shares
Vanguard Investments Australia, Ltd. $62,088,749 351,288 0.15% Shares
D. E. Shaw & Co., Inc. $57,154,243 323,700 0.14% Call option
Waratah Capital Advisors Ltd. $56,544,000 320,000 0.14% Call option
Guardian Partners Inc. $53,671,579 303,771 0.13% Shares
CIDEL ASSET MANAGEMENT INC $51,947,600 294,015 0.13% Shares
BANK OF NOVA SCOTIA TRUST CO $51,858,976 293,486 0.13% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $50,836,590 287,700 0.13% Shares
Purpose Unlimited Inc. $47,268,573 267,564 0.12% Shares
Capital Wealth Planning, LLC $45,553,613 257,802 0.11% Shares
Flat Footed LLC $44,528,400 252,000 0.11% Put option
STATE OF WISCONSIN INVESTMENT BOARD $42,678,478 241,553 0.11% Shares
Value Partners Investments Inc. $42,273,793 239,642 0.10% Shares
Murchinson Ltd. $41,471,490 234,700 0.10% Call option
Murchinson Ltd. $41,471,490 234,700 0.10% Put option
NEUBERGER BERMAN GROUP LLC $37,042,333 209,653 0.09% Shares
Candriam S.C.A. $36,915,880 209,138 0.09% Shares
FIRST TRUST ADVISORS LP $36,393,603 205,963 0.09% Shares
NORTHERN TRUST CORP $36,166,779 204,679 0.09% Shares
Investment Management Corp of Ontario $35,344,241 200,024 0.09% Shares
D. E. Shaw & Co., Inc. $34,130,106 193,300 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $31,381,920 177,600 0.08% Put option
Cardinal Point Capital Management ULC $30,966,830 175,545 0.08% Shares
Rempart Asset Management Inc. $30,739,558 174,264 0.08% Shares
MONTRUSCO BOLTON INVESTMENTS INC. $30,371,575 171,898 0.07% Shares
INTECH INVESTMENT MANAGEMENT LLC $29,891,348 169,180 0.07% Shares
Northwest & Ethical Investments L.P. $28,943,918 163,965 0.07% Shares
Lansforsakringar Fondforvaltning AB (publ) $28,190,414 159,553 0.07% Shares
Triasima Portfolio Management inc. $27,206,462 153,984 0.07% Shares
Generali Asset Management SPA SGR $26,846,005 107,097 0.07% Shares
Genus Capital Management Inc. $25,903,421 146,609 0.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $25,480,140 144,200 0.06% Call option
Varma Mutual Pension Insurance Co $25,200,220 142,629 0.06% Shares
MILLENNIUM MANAGEMENT LLC $24,126,971 136,542 0.06% Shares
Quadrature Capital Ltd $24,028,983 136,000 0.06% Shares
CITADEL ADVISORS LLC $23,960,520 135,600 0.06% Call option
LAZARD ASSET MANAGEMENT LLC $22,691,759 128,515 0.06% Shares
Qube Research & Technologies Ltd $22,553,452 127,638 0.06% Shares

Company insiders 1 insider · 0 officers · 0 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
BANK OF MONTREAL /CAN/ 10% owner Oct. 27, 2016 S 150 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 2 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Bank of Montreal, Bank of Montreal Holding Inc. ×5 filings Oct. 27, 2016 — Initial filing — SEC
Bank of Montreal (2), BMO Financial Corp. (f/k/a Harris Financial Corp.) (2), BMO Bankcorp, Inc. (f/k/a Harris Bankcorp, Inc.) (2) ×2 filings Nov. 15, 2011 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 76 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EWC · iShares, Inc. 3.72% 1,475,561 SH Aug. 21, 2026 Daily
BBCA · J.P. Morgan Exchange-Traded Fund Tr… 3.58% 2,519,311 NS April 30, 2026 N-PORT
PICB · Invesco Exchange-Traded Fund Trust … 2.58% 12,450,000 Aug. 21, 2026 Daily
PAYR · Federated Hermes ETF Trust 1.36% 3,262 NS April 30, 2026 N-PORT
IDMO · Invesco Exchange-Traded Fund Trust … 1.31% 321,212 SH Aug. 21, 2026 Daily
GMOI · GMO ETF Trust 1.10% 30,888 NS May 31, 2026 N-PORT
RODM · Lattice Strategies Trust 1.03% 100,409 NS April 30, 2026 N-PORT
DFIV · Dimensional ETF Trust 0.96% 1,222,243 NS April 30, 2026 N-PORT
IMTM · iShares Trust 0.78% 192,566 SH Aug. 21, 2026 Daily
IXG · iShares Trust 0.77% 30,368 SH Aug. 21, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.68% 30,969,000 Aug. 21, 2026 Daily
FIDI · Fidelity Covington Trust 0.68% 14,266 NS April 30, 2026 N-PORT
VYMI · VANGUARD WHITEHALL FUNDS 0.68% 790,007 SH Aug. 19, 2026 Daily
BSCQ · Invesco Exchange-Traded Self-Indexe… 0.58% 20,048,000 Aug. 21, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.52% 17,905,000 Aug. 19, 2026 Daily
IDLV · Invesco Exchange-Traded Fund Trust … 0.51% 10,118 SH Aug. 21, 2026 Daily
PTIN · Pacer Funds Trust 0.47% 5,627 NS April 30, 2026 N-PORT
CVIE · Morgan Stanley ETF Trust 0.46% 11,046 NS June 30, 2026 N-PORT
BKIE · BNY Mellon ETF Trust 0.43% 34,147 NS April 30, 2026 N-PORT
AVSD · AMERICAN CENTURY ETF TRUST 0.42% 11,977 NS May 31, 2026 N-PORT
COMT · iShares U.S. ETF Trust 0.42% 5,260,000 SH Aug. 21, 2026 Daily
IDEV · iShares Trust 0.40% 748,911 SH Aug. 21, 2026 Daily
FVD · First Trust Exchange-Traded Fund 0.40% 180,985 NS June 30, 2026 N-PORT
SCHF · SCHWAB STRATEGIC TRUST 0.39% 1,581,549 NS May 31, 2026 N-PORT
VEA · VANGUARD TAX-MANAGED FUNDS 0.38% 6,910,948 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.37% 142,023 SH Aug. 19, 2026 Daily
DFAI · Dimensional ETF Trust 0.37% 383,217 NS April 30, 2026 N-PORT
PABD · iShares Trust 0.36% 7,060 SH Aug. 21, 2026 Daily
DFSI · Dimensional ETF Trust 0.36% 24,602 NS April 30, 2026 N-PORT
GSIE · Goldman Sachs ETF Trust 0.36% 127,949 NS May 31, 2026 N-PORT
TLTD · FlexShares Trust 0.36% 14,848 NS April 30, 2026 N-PORT
IEQ · Lazard Active ETF Trust 0.34% 29,151 NS June 30, 2026 N-PORT
AVDE · AMERICAN CENTURY ETF TRUST 0.32% 335,809 NS May 31, 2026 N-PORT
ACWX · iShares Trust 0.32% 228,414 SH Aug. 21, 2026 Daily
PXF · Invesco Exchange-Traded Fund Trust … 0.31% 53,478 SH Aug. 21, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.30% 1,653,618 SH Aug. 19, 2026 Daily
GXUS · Goldman Sachs ETF Trust II 0.30% 11,606 NS May 29, 2026 N-PORT
DBAW · DBX ETF Trust 0.29% 4,743 NS May 29, 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0.28% 10,391,225 SH Aug. 19, 2026 Daily
IXUS · iShares Trust 0.27% 957,240 SH Aug. 21, 2026 Daily
FNDF · SCHWAB STRATEGIC TRUST 0.26% 398,294 NS May 31, 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0.26% 10,000,000 Aug. 21, 2026 Daily
GLBL · Pacer Funds Trust 0.26% 18 NS April 30, 2026 N-PORT
GEW · EA Series Trust 0.24% 2,051 NS May 29, 2026 N-PORT
DFIC · Dimensional ETF Trust 0.22% 193,996 NS April 30, 2026 N-PORT
FEDM · FlexShares Trust 0.19% 969 NS April 30, 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0.18% 5,148,000 Aug. 21, 2026 Daily
ESGG · FlexShares Trust 0.16% 1,140 NS April 30, 2026 N-PORT
DFAX · Dimensional ETF Trust 0.15% 111,989 NS April 30, 2026 N-PORT
TOK · iShares Trust 0.14% 2,049 SH Aug. 21, 2026 Daily