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Bank of Montreal

Ticker: BMO ISIN: CA0636711016
Add to portfolio Portfolio analysis in 2min
Stock Large-cap Dividend payer Trading above 200-day average Near 52-week high
Market cap
$121.10B
P/E
18.73
Forward P/E
14.79
Profit margin
28.06%
Revenue growth QoQ
15.80%
Div. yield
3.76%
Beta
1.15
$174.49 0.40%
Price as of 2026-09-18 · NYSE

Performance by timeframe

Rolling returns
1 Month +0.03%
6 Months +29.20%
1 Year +39.15%
5 Years +17.15% p.a.+120.50%
10 Years +14.88% p.a.+300.10%
Since inception +12.90% p.a.+1,971.00%
Calendar year returns
YTD +37.66%
2025 +39.56%
2024 +3.00%
2023 +14.62%
2022 -12.40%
2021 +46.90%

Key stats

Market cap
121.10B
P/E
18.73
Dividend yield
3.76%
Beta
1.15
52-week range
109.91 - 187.22
50-day MA
177.24
200-day MA
149.35
Section 1

Business overview

Company profile data from fundamentals.

Bank of Montreal provides diversified financial services primarily in North America. It operates through Canadian Personal and Commercial Banking; U.S. Banking; Wealth Management; and Capital Markets segments. The company offers checking accounts, savings, money markets and certificates of deposits, debit cards, overdrafts, digital banking, credit cards, loans, mortgages, investment and retirement options, and other banking services; and commercial banking products and services comprise various of financing options and treasury and payment solutions, as well as risk management products. It also offers investing, banking, and wealth management advisory; digital investing services; financial solutions for individuals, families, and businesses; offers investment management services to institutional, retail, and high net worth investors; and diversified insurance, and wealth and pension de-risking solutions. In addition, the company provides individual life, critical illness and annuity products, as well as segregated funds, and group creditor and travel insurance to customers; debt and equity capital-raising, loan origination and syndication, balance sheet management, treasury management, mergers and acquisitions advice, restructurings and recapitalizations, trade finance, and risk mitigation services, as well as a range of banking and other operating services. Further, the company offers research and access to financial markets for institutional, corporate and retail clients through an integrated suite of sales and trading solutions related to debt, foreign exchange, interest rates, credit, equities, securitization, and commodities; provides new product development and origination services, as well as risk management and advisory services for hedging strategies, including in interest rates, foreign exchange rates and commodities prices; and funding and liquidity management services. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada.

Sector Financial Services
Industry Banks - Diversified
Country Canada
Exchange NYSE
Section 2

Financial quality

Profitability and balance-sheet quality indicators from reported fundamentals.

Profitability

ROE 11.37%
ROA 0.66%
Profit margin 28.06%
Operating margin 42.98%
PEG ratio 1.86
Revenue/share TTM 48.78
Revenue TTM 34.68B
Gross profit TTM 34.68B
Beta 1.15

Valuation

Trailing P/E 18.73
Forward P/E 14.79
P/B 2.03
P/S 3.49
EV/EBITDA 0.00
EV/Revenue 12.23

ESG Scores

Total ESG 18.6
Environment 0.6
Social 8.4
Governance 6.2
Section 3

Earnings

Earnings metrics from company highlights and earnings datasets.

EPS estimate (current year) 14.54
Quarterly earnings growth 41.20%
Revenue TTM 34.68B
Reported quarters 123
Section 4

Dividends & corporate actions

Dividend and split fields from fundamentals.

Dividend yield 3.76%
Forward annual div. yield 3.64%
Dividend per share 6.6000
Payout ratio 37.68%
Ex-dividend date 2026-01-30
Next dividend date 2026-08-26
Split factor 2:1
Last split date 2001-03-15
Section 5

Ownership / analyst view

Institutional ownership and analyst estimate fields when available.

Analyst

Analyst target price $122.79
Analyst rating 3.5333

Ownership & short interest

Shares outstanding 708.91M
Shares float 708.23M
Institutional ownership 55.19%
Insider ownership 16.70%
Short ratio 8.77
Short % of float 0.33%

Details

Instrument metadata and source update timestamps.

Symbol BMO
Name Bank of Montreal
Asset type STOCK
Exchange NYSE
Currency USD
ISIN CA0636711016
Country USA
Code + exchange BMO.NYSE
Last price date 2026-08-20
Fundamentals updated 2026-08-21

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