Bank of Montreal
About: Bank of Montreal is a diversified financial-services provider based in North America with over CAD 1.4 trillion in assets. BMO operates four business segments: Canadian personal and commercial banking, US personal and commercial banking, wealth management, and capital markets. The bank's operations are primarily in Canada, with a material portion also in the US.
Employees: 53,597
0
Funds holding %
of 7,345 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
49% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 49
13% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 164
3% more funds holding
Funds holding: 528 [Q4 2024] → 543 (+15) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 25 [Q4 2024] → 25 (+0) [Q1 2025]
4% less capital invested
Capital invested by funds: $33.4B [Q4 2024] → $32B (-$1.37B) [Q1 2025]
1.24% less ownership
Funds ownership: 47.19% [Q4 2024] → 45.95% (-1.24%) [Q1 2025]
48% less call options, than puts
Call options by funds: $584M | Put options by funds: $1.13B
Research analyst outlook
We haven’t received any recent analyst ratings for BMO.
Financial journalist opinion
Negative
Zacks Investment Research
1 week ago
Are Finance Stocks Lagging Bank Of Montreal (BMO) This Year?
Here is how Bank of Montreal (BMO) and Axa Sa (AXAHY) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
3 weeks ago
Is Bank Of Montreal (BMO) Stock Outpacing Its Finance Peers This Year?
Here is how Bank of Montreal (BMO) and Banco Bradesco (BBD) have performed compared to their sector so far this year.
Positive
Seeking Alpha
1 month ago
Bank of Montreal: Tallying The Scorecard
Bank of Montreal remains my top Canadian bank pick, delivering 42% returns since 2023, thanks to its superior risk-reward profile and successful growth strategy. National Bank of Canada has emerged as another core Canadian bank holding, with disciplined expansion, strong capital, and standout revenue growth, especially after acquiring Canadian Western Bank. Royal Bank and CIBC are on my investment radar for future opportunities, while TD and Scotiabank face strategic and regulatory headwinds limiting near-term upside.
Positive
Market Watch
1 month ago
Bank of Montreal Agrees to Buy Burgundy Asset Management for C$625 Mln in Shares
Bank of Montreal has agreed to acquire independent wealth manager Burgundy Asset Management for 625 million Canadian dollars ($456.4 million) in shares.
Neutral
PRNewsWire
1 month ago
BMO to Acquire Burgundy Asset Management
Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions TORONTO , June 19, 2025 /PRNewswire/ - BMO (TSX:BMO) (NYSE:BMO) and Burgundy Asset Management Ltd. today announced the signing of a definitive agreement for BMO to acquire Burgundy Asset Management Ltd.
Negative
Seeking Alpha
2 months ago
Bank of Montreal: Canada's Longest-Running Uninterrupted Dividend Payer
Bank of Montreal has been paying uninterrupted dividends since 1829. The highlights of its business are its domestic retail & commercial bank and its wealth management unit. Its U.S. personal & business bank is a weak spot right now, partly due to elevated credit costs.
Positive
Reuters
2 months ago
BMO hires former BofA executive Aron Levine to lead US units, rejigs teams
Bank of Montreal has hired former Bank of America executive Aron Levine to head some of its main U.S. businesses, the Canadian lender said on Thursday.
Neutral
Seeking Alpha
2 months ago
Bank of Montreal (BMO) Q2 2025 Earnings Conference Call Transcript
Bank of Montreal (NYSE:BMO ) Q2 2025 Earnings Conference Call May 28, 2025 8:00 AM ET Company Participants Christine Viau - Head, Investor Relations Darryl White - Chief Executive Officer Tayfun Tuzun - Chief Financial Officer Piyush Agrawal - Chief Risk Officer Ernie Johannson - Head, BMO North American Personal & Business Banking Nadim Hirji - Head, BMO Commercial Banking Conference Call Participants Gabriel Dechaine - National Bank Financial John Aiken - Jefferies Matthew Lee - Canaccord Genuity Ebrahim Poonawala - Bank of America Doug Young - Desjardins Capital Markets Paul Holden - CIBC Darko Mihelic - RBC Capital Markets Mario Mendonca - TD Securities Lemar Persaud - Cormark Securities Mike Rizvanovic - Scotiabank Operator Good morning, and welcome to the BMO Financial Group's Q2 2025 Earnings Release and Conference Call for May 28, 2025. Your host for today is Christine Viau.
Positive
Zacks Investment Research
2 months ago
Bank of Montreal (BMO) Meets Q2 Earnings Estimates
Bank of Montreal (BMO) came out with quarterly earnings of $1.84 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.91 per share a year ago.
Positive
WSJ
2 months ago
Bank of Montreal Raises Dividend After Rise in Quarterly Earnings
Bank of Montreal bumped up its dividend after earnings in its second-quarter were lifted by strength in its wealth management business.
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