BMO
Bank of Montreal NYSE Listed Oct 27, 1994$179.72
+0.15%
vs $179.45
Mkt Cap $130.0B
52w Low $110.82
94.6% of range
52w High $183.65
50d MA $172.50
200d MA $145.75
P/E (TTM)
13.9x
EV/EBITDA
12.5x
P/B
1.5x
Debt/Equity
4.7x
ROE
—
P/FCF
15.3x
RSI (14)
47.80
ATR (14)
$3.20
Beta
1.15
50d MA
$172.50
200d MA
$145.75
Avg Volume
810.6K
Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit cards, business loans and commercial mortgages, cash management solutions, foreign exchange, specialized banking programs, treasury and payment solutions, and risk management products for small business and commercial banking customers. It also offers investment and wealth advisory services; digital investing services; financial services and solutions; and investment management, and trust and custody services. In addition, the company provides life insurance, accident and sickness insurance, and annuity products; creditor and travel insurance to bank customers; and reinsurance solutions. Further, it offers client's debt and equity capital-raising services, as well as loan origination and syndication, and treasury management; strategic advice on mergers and acquisitions, restructurings, and recapitalizations, as well as valuation and fairness opinions; and trade finance, risk mitigation, and other operating services. Additionally, the company provides research and access to markets for institutional, corporate, and retail clients; trading solutions that include debt, foreign exchange, interest rate, credit, equity, securitization and commodities; new product development and origination services, as well as risk management advice and services to hedge against fluctuations; and funding and liquidity management services to its clients. It operates through approximately 900 bank branches and 3,300 automated banking machines in Canada and the United States. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada.
129 rue Saint Jacques · Montreal, QC H2Y 1L6 · CA
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 27, 2026 | BMO | 2.54 | 2.70 | +6.3% | 161.84 | -0.7% | +0.8% | -0.8% | +0.1% | +0.4% | +1.7% | — |
| Feb 25, 2026 | BMO | 2.35 | 2.51 | +6.8% | 148.13 | -0.1% | +0.5% | -3.3% | +1.1% | -1.2% | +1.6% | — |
| Dec 4, 2025 | BMO | 2.16 | 2.36 | +9.3% | 126.69 | +0.6% | +1.7% | -1.8% | -0.1% | +2.4% | +1.9% | — |
| Aug 26, 2025 | BMO | 2.12 | 2.33 | +9.9% | 119.39 | -0.0% | -0.2% | +0.1% | +1.5% | +0.6% | +1.5% | — |
| May 28, 2025 | BMO | 1.84 | 1.84 | +0.0% | 106.29 | +1.0% | +0.6% | +0.3% | +0.5% | -0.1% | +0.4% | — |
| Feb 25, 2025 | BMO | 1.70 | 2.14 | +25.9% | 104.14 | +0.1% | -0.2% | -0.9% | -0.2% | -1.2% | -2.1% | — |
| Dec 5, 2024 | BMO | 1.75 | 1.39 | -20.6% | 99.58 | +0.2% | +3.8% | -2.5% | -0.1% | -0.0% | -1.4% | — |
| Aug 27, 2024 | BMO | 1.98 | 1.93 | -2.5% | 83.30 | -0.4% | -1.7% | +1.3% | +0.8% | -1.5% | +0.9% | — |
| May 29, 2024 | BMO | 2.01 | 1.88 | -6.5% | 86.98 | +0.8% | +0.7% | +1.7% | -0.2% | -1.6% | -0.8% | — |
| Feb 27, 2024 | BMO | 2.24 | 1.90 | -15.2% | 90.39 | -0.1% | -1.0% | +1.1% | +0.3% | +0.7% | +0.1% | — |
| Dec 1, 2023 | BMO | 2.07 | 2.07 | +0.0% | 84.22 | -1.2% | +0.2% | +0.9% | +0.8% | +0.3% | +1.3% | — |
| Aug 29, 2023 | BMO | 2.28 | 2.08 | -8.8% | 84.30 | +0.2% | +1.4% | +0.7% | -0.0% | -0.9% | -0.9% | — |
| May 24, 2023 | AMC | 2.35 | 2.16 | -8.1% | 82.94 | +0.0% | -0.1% | +1.7% | -0.5% | -0.6% | +1.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 1 | Scotiabank | Upgrade | Sector Perform → Sector Outperform | — | $162.01 | $163.05 | +0.6% | +0.4% | +1.7% | -1.8% | +1.8% | -0.5% |
| Oct 3 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $130.28 | $128.95 | -1.0% | -1.0% | +0.2% | -0.4% | -1.2% | -0.5% |
| Aug 27 | RBC Capital | Maintains | Outperform → Outperform | — | $119.39 | $119.35 | -0.0% | -0.2% | +0.1% | +1.5% | +0.6% | +1.5% |
| Feb 26 | RBC Capital | Maintains | Outperform → Outperform | — | $104.14 | $104.25 | +0.1% | -0.2% | -0.9% | -0.2% | -1.2% | -2.1% |
| Jan 9 | RBC Capital | Upgrade | Sector Perform → Outperform | — | — | — | — | — | — | — | — | — |
| Dec 6 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $99.58 | $99.79 | +0.2% | +3.8% | -2.5% | -0.1% | -0.0% | -1.4% |
| Aug 28 | Scotiabank | Downgrade | Sector Outperform → Sector Perform | — | $83.30 | $82.95 | -0.4% | -1.7% | +1.3% | +0.8% | -1.5% | +0.9% |
| Aug 28 | Barclays | Maintains | Overweight → Overweight | — | $83.30 | $82.95 | -0.4% | -1.7% | +1.3% | +0.8% | -1.5% | +0.9% |
| Aug 28 | BofA Securities | Downgrade | Buy → Neutral | — | $83.30 | $82.95 | -0.4% | -1.7% | +1.3% | +0.8% | -1.5% | +0.9% |
| Jun 3 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $89.11 | $88.55 | -0.6% | -0.2% | -1.6% | -0.8% | -0.3% | -1.8% |
| Aug 21 | Barclays | Maintains | Overweight → Overweight | — | $83.62 | $84.00 | +0.5% | +0.0% | -1.7% | +1.6% | -0.6% | -0.6% |
| May 24 | Scotiabank | Maintains | Outperform → Outperform | — | $86.94 | $84.91 | -2.3% | -4.6% | -0.1% | +1.7% | -0.5% | -0.6% |
| Mar 2 | BofA Securities | Upgrade | Neutral → Buy | — | $83.85 | $84.18 | +0.4% | +1.5% | -0.3% | -0.9% | +1.5% | +0.7% |
| Feb 24 | Credit Suisse | Upgrade | Neutral → Outperform | — | $83.38 | $84.23 | +1.0% | +3.4% | -2.8% | -2.7% | +2.8% | +1.5% |
| Feb 24 | Canaccord Genuity | Maintains | Buy → Buy | — | $83.38 | $84.23 | +1.0% | +3.4% | -2.8% | -2.7% | +2.8% | +1.5% |
| Dec 2 | Credit Suisse | Maintains | Neutral → Neutral | — | $74.59 | $74.80 | +0.3% | +1.0% | +0.8% | +1.2% | -0.9% | +0.2% |
| May 13 | BofA Securities | Maintains | Underperform → Underperform | — | $47.85 | $47.91 | +0.1% | -5.3% | -0.8% | -1.4% | +7.6% | -1.9% |
| May 11 | Barclays | Maintains | Equal Weight → Equal Weight | — | $49.08 | $48.60 | -1.0% | -0.2% | -2.3% | -5.3% | -0.8% | -1.4% |
| Feb 26 | BofA Securities | Maintains | Underperform → Underperform | — | $73.01 | $73.04 | +0.0% | -1.9% | -3.5% | -1.9% | +1.8% | -2.7% |
| Jan 28 | BofA Securities | Downgrade | Neutral → Underperform | — | $73.48 | $73.00 | -0.7% | -0.7% | +0.2% | +1.5% | -1.4% | +0.2% |
| Aug 29 | Canaccord Genuity | Upgrade | Hold → Buy | — | $82.15 | $82.86 | +0.9% | +1.2% | -0.2% | -1.2% | -0.7% | +0.5% |
| Jul 18 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $78.56 | $78.69 | +0.2% | +0.5% | -1.1% | +1.1% | +0.2% | -0.1% |
| Feb 15 | Macquarie | Upgrade | Neutral → Outperform | — | $77.77 | $78.65 | +1.1% | +0.8% | -0.9% | -0.5% | +1.2% | -0.7% |
| May 23 | Barclays | Upgrade | Underweight → Equal Weight | — | $69.35 | $70.32 | +1.4% | +1.4% | -2.4% | -1.5% | +0.3% | -0.3% |
| May 18 | Citigroup | Upgrade | Neutral → Buy | — | $67.65 | $67.99 | +0.5% | +0.9% | +1.6% | +0.1% | +1.4% | -2.4% |
| Dec 7 | Canaccord Genuity | Upgrade | Hold → Buy | — | $69.33 | $69.80 | +0.7% | +1.5% | +2.4% | +1.3% | +0.1% | +0.6% |
| Nov 23 | Credit Suisse | Upgrade | Underperform → Neutral | — | $65.71 | $65.75 | +0.1% | +0.4% | +0.1% | +0.3% | +0.2% | -0.7% |
| Oct 5 | Credit Suisse | Downgrade | Neutral → Underperform | — | $63.90 | $64.12 | +0.3% | -0.1% | -0.3% | -0.8% | +0.8% | -0.4% |
| Oct 4 | Credit Suisse | Downgrade | Neutral → Underperform | — | $65.45 | $64.34 | -1.7% | -2.4% | -0.1% | -0.3% | -0.8% | +0.8% |
| Sep 21 | Dundee | Maintains | Neutral → Neutral | — | $64.64 | $65.03 | +0.6% | +1.5% | +0.9% | -1.6% | -0.8% | +0.5% |
| Jun 9 | Rafferty | Upgrade | Hold → Buy | — | $65.90 | $65.47 | -0.7% | -0.3% | -0.9% | -1.0% | -1.7% | -0.2% |
| Jun 9 | Rafferty Capital | Upgrade | Hold → Buy | — | $65.90 | $65.47 | -0.7% | -0.3% | -0.9% | -1.0% | -1.7% | -0.2% |
| May 26 | Canaccord Genuity | Downgrade | Buy → Hold | — | $64.79 | $65.18 | +0.6% | -0.4% | -0.9% | -1.7% | +0.1% | +0.2% |
| May 26 | Scotiabank | Downgrade | Outperform → Sector Perform | — | $64.79 | $65.18 | +0.6% | -0.4% | -0.9% | -1.7% | +0.1% | +0.2% |
| May 26 | TD Securities | Downgrade | Buy → Hold | — | $64.79 | $65.18 | +0.6% | -0.4% | -0.9% | -1.7% | +0.1% | +0.2% |
| Mar 8 | Credit Suisse | Downgrade | Outperform → Neutral | — | $57.53 | $56.93 | -1.0% | -0.1% | +1.8% | -0.7% | +1.8% | -0.5% |
| Dec 17 | Credit Suisse | Maintains | Outperform → Outperform | — | $57.63 | $57.36 | -0.5% | -1.8% | -0.3% | -0.0% | -0.8% | +1.0% |
| Dec 2 | TD Securities | Upgrade | Hold → Buy | — | $58.56 | $58.61 | +0.1% | +1.9% | -0.5% | +0.4% | -3.0% | -1.7% |
| Feb 27 | Citigroup | Maintains | Neutral → Neutral | — | $61.69 | $61.89 | +0.3% | +0.4% | -0.7% | -0.8% | +0.5% | -0.5% |
| Feb 24 | Citigroup | Maintains | Neutral → Neutral | — | $61.47 | $60.37 | -1.8% | -1.2% | +2.1% | -0.5% | +0.4% | -0.7% |
| Dec 1 | Citigroup | Downgrade | Buy → Neutral | — | $73.69 | $73.31 | -0.5% | -0.8% | -2.2% | -0.3% | -1.1% | -0.3% |
| Oct 9 | Canaccord Genuity | Upgrade | Hold → Buy | — | $74.40 | $74.47 | +0.1% | -0.6% | -1.6% | -0.6% | -1.2% | -2.5% |
| Aug 27 | TD Securities | Upgrade | Hold → Buy | — | $74.86 | $75.60 | +1.0% | +2.4% | -0.1% | +0.5% | +0.6% | +0.8% |
| Aug 19 | Barclays | Maintains | Equal Weight → Equal Weight | — | $73.84 | $73.87 | +0.0% | +0.6% | +0.0% | +0.8% | -0.2% | +0.1% |
| May 1 | Canaccord Genuity | Maintains | Hold → Hold | — | $68.94 | $68.89 | -0.1% | -0.3% | -0.0% | +0.0% | +0.3% | -0.0% |
| Nov 21 | Barclays | Maintains | Underweight → Underweight | — | $70.60 | $70.41 | -0.3% | -0.9% | +0.6% | -0.1% | -0.3% | -0.6% |
| Oct 17 | TD Securities | Maintains | Hold → Hold | — | $68.30 | $68.57 | +0.4% | +1.1% | +1.0% | +0.4% | +0.9% | -1.4% |
| Aug 28 | BMO Capital | Maintains | Market Perform → Market Perform | — | $62.93 | $62.89 | -0.1% | +0.3% | +0.6% | -1.0% | +0.6% | +0.7% |
| May 30 | BMO Capital | Maintains | Market Perform → Market Perform | — | $60.36 | $60.32 | -0.1% | -0.6% | -1.5% | -0.0% | +0.4% | -1.7% |
| May 14 | Morgan Stanley | Downgrade | Equal Weight → Underweight | — | $61.39 | $61.00 | -0.6% | -1.3% | -0.3% | -0.1% | +0.1% | +0.5% |
No insider trades available.
8-K · 1.01
! Medium
Extreme Networks, Inc. -- 8-K 1.01: Financing / Debt Agreement
Jul 30
8-K · 8.01
!! High
BBCMS Mortgage Trust 2024-5C31 -- 8-K 8.01: Material Event / Announcement
BBCMS Mortgage Trust 2024-5C31 disclosed that the Colony Square Mortgage Loan, representing 3.4% of its asset pool, is being serviced under the BMO 2024-5C8 pooling agreement, potentially affecting investor returns through consolidated loan administration practices.
Jul 29
8-K · 8.01
!! High
Benchmark 2024-V12 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Benchmark 2024-V12 Mortgage Trust assigned Black Spruce-Briarwood and Prospect mortgage loans to special servicer CWCAM effective July 29, 2026, indicating potential performance issues requiring enhanced workout management.
Jul 29
8-K
BMO 2024-5C8 Mortgage Trust -- 8-K Filing
BMO Financial Group replaced Greystone with CWCapital Asset Management as special servicer for its 2024-5C8 mortgage trust effective July 29, 2026, potentially affecting loan workout management and investor returns.
Jul 29
8-K · 8.01
!! High
BMO 2024-5C7 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
BMO established the 2024-5C7 Mortgage Trust securitization with an October 1, 2024 closing date, creating mortgage-backed securities that distribute principal and interest payments to investors from underlying mortgage pools.
Jul 29
8-K
Essential Properties Realty Trust, Inc. -- 8-K Filing
Jul 24
8-K · 8.01
!! High
BMO 2024-5C8 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Jul 17
8-K · 8.01
!! High
BBCMS Mortgage Trust 2024-5C31 -- 8-K 8.01: Material Event / Announcement
Jul 17
8-K
BMO 2024-5C7 Mortgage Trust -- 8-K Filing
Jul 17
8-K · 8.01
!! High
BMO 2024-5C3 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
BMO established the 2024-5C3 Mortgage Trust as a securitization vehicle under its pooling and servicing agreement, enabling mortgage-backed securities issuance for investors seeking mortgage-related fixed-income investments.
Jul 15
8-K · 8.01
!! High
Benchmark 2023-V4 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Benchmark 2023-V4 Mortgage Trust filed its pooling and servicing agreement, establishing the governing terms for the mortgage-backed securitization trust formed in November 2023.
Jul 15
8-K
BBCMS Mortgage Trust 2023-5C23 -- 8-K Filing
BBCMS Mortgage Trust 2023-5C23 filed a Current Report addressing two commercial mortgage loans (Meet Mortgage Loan and Hilton Garden Inn Atlanta Downtown) under its securitization structure, potentially signaling loan modifications or performance updates relevant to BMO security holders.
Jul 15
8-K · 8.01
!! High
Benchmark 2024-V6 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Benchmark 2024-V6 Mortgage Trust designated a loan backing its securities for special servicing by CWCAM starting July 15, 2026, indicating potential payment or performance issues requiring heightened monitoring.
Jul 15
8-K
BMO 2023-5C2 Mortgage Trust -- 8-K Filing
BMO 2023-5C2 Mortgage Trust replaced Greystone with Cornerstone Wealth Capital Asset Management as special servicer effective July 15, 2026, potentially signaling servicer performance concerns or strategic operational changes.
Jul 15
8-K · 5.02
!!! Very High
Whitestone REIT -- 8-K 5.02: Executive Change
Jul 14
8-K · 8.01
!! High
BBCMS Mortgage Trust 2025-5C37 -- 8-K 8.01: Material Event / Announcement
BBCMS Mortgage Trust 2025-5C37 reports that a $1.3% asset loan is being serviced under the Benchmark 2025-V17 pooling agreement, affecting BMO's mortgage securitization structure.
Jul 8
8-K
Benchmark 2025-V18 Mortgage Trust -- 8-K Filing
GS Mortgage Securities Corporation II deposited mortgage assets into Benchmark 2025-V18 Mortgage Trust, creating a securitized mortgage pool that provides investors with exposure to underlying mortgage cash flows and credit risk.
Jul 8
8-K · 8.01
!! High
BMO 2025-5C12 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
BMO established the 2025-5C12 Mortgage Trust with a pooling and servicing agreement effective October 1, 2025, enabling securitization of mortgage assets for capital management and investor yield opportunities.
Jul 8
8-K · 1.01
! Medium
Twin Disc, Incorporated -- 8-K 1.01: Financing / Debt Agreement
Jul 6
8-K · 8.01
!! High
BBCMS Mortgage Trust 2024-5C27 -- 8-K 8.01: Material Event / Announcement
BBCMS Mortgage Trust 2024-5C27 disclosed that its 640 5th Avenue mortgage loan, representing 3.1% of assets, is being serviced under the BANK5 2024-5YR8 pooling agreement effective August 2024.
Jul 2
8-K · 8.01
!! High
BMO 2024-5C5 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
BMO established the 2024-5C5 Mortgage Trust under a pooling and servicing agreement dated August 1, 2024, enabling securitization of mortgage assets for institutional investors.
Jul 2
8-K · 8.01
!! High
BMO 2026-5C14 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Bank of Montreal established the BMO 2026-5C14 Mortgage Trust, a mortgage-backed securitization vehicle, with its pooling and servicing agreement effective March 1, 2026.
Jul 2
8-K · 8.01
!! High
BMO 2026-C14 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Jul 2
8-K · 8.01
!! High
BMO 2026-5C15 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Jun 25
8-K · 8.01
!! High
BMO 2026-5C15 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
Jun 16
8-K · 8.01
!! High
The Southern Company -- 8-K 8.01: Material Event / Announcement
Jun 8
8-K · 1.01
!! High
Benchmark 2026-V21 Mortgage Trust -- 8-K 1.01: Material Agreement
Benchmark 2026-V21 Mortgage Trust completed securitization of mortgage assets through certificate issuance, establishing the trust structure and defining investor ownership interests per the pooling and servicing agreement.
Jun 2
8-K · 1.01
!! High
BMO 2026-5C14 Mortgage Trust -- 8-K 1.01: Material Agreement
Jun 1
8-K
ENTERGY NEW ORLEANS, LLC -- 8-K Filing
Entergy New Orleans issued $300 million in senior secured bonds maturing 2056 with a 6.65% coupon, providing long-term financing for utility infrastructure while locking in rates ahead of potential interest rate increases.
May 27
8-K
World Acceptance Corporation -- 8-K Filing
May 26
8-K · 8.01
!! High
Benchmark 2026-B43 Mortgage Trust -- 8-K 8.01: Material Event / Announcement
I need to note that the summary appears incomplete, as it lists underwriters but doesn't describe the actual material event or announcement for Benchmark 2026-B43 Mortgage Trust.
Without knowing the specific transaction details (issuance size, terms, or outcome), I cannot write an accurate investor-focused summary. Could you provide the complete summary text?
May 4
8-K · 1.01
!! High
Benchmark 2026-B42 Mortgage Trust -- 8-K 1.01: Material Agreement
Benchmark 2026-B42 Mortgage Trust securitized a mortgage loan on 50 West 23rd Street as part of a whole loan structure with a pari passu promissory note, expanding its asset portfolio through the Pooling and Servicing Agreement.
Apr 23
8-K · 8.01
!! High
Wells Fargo Commercial Mortgage Trust 2026-C66 -- 8-K 8.01: Material Event / Announcement
Wells Fargo issued commercial mortgage-backed securities through its 2026-C66 trust with multiple publicly and privately offered certificate classes, providing investors diversified exposure to commercial real estate debt with varying risk and return profiles.
Apr 21
— 8-K filing (BAC, BMO, BNPQF, FLS)
Apr 15
— 8-K filing (BAC, BMO, BNPQF, FLS)
Apr 15
8-K
Unknown — 8-K Filing
BMO's 8-K filing likely signals a material event affecting operations or financial condition—check the specific details to assess whether this represents opportunity or risk for your investment.
Apr 15
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
BMO and IPI entered a material agreement with HydroSource Logistics, potentially expanding distribution capabilities or operational efficiency, which could improve margins and revenue growth trajectories for both companies.
Apr 2
8-K
Unknown — 8-K Filing
BMO entered into a debt servicing agreement, indicating new borrowing arrangements or refinancing activity that could affect the bank's capital structure and interest expense going forward.
Apr 1
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
BMO's mortgage servicing portfolio includes a troubled Kawasaki Motors loan now requiring special servicing, generating fee income but signaling potential credit deterioration requiring investor monitoring.
Mar 31
8-K · 2.01
!!! Very High
Unknown — 8-K 2.01: Acquisition Completed
Bank of America completed a major acquisition, potentially expanding its asset base and revenue streams, which could drive earnings growth and justify higher valuations for BAC shareholders.
Mar 31
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
BMO established a commercial mortgage-backed securities trust with professional servicers and administrators, indicating active CMBS securitization activity that generates fee income and demonstrates asset management capabilities.
Mar 30
8-K
Unknown — 8-K Filing
The three Canadian banks secured extended credit facility flexibility through 2029 with optional three-year renewals, reducing refinancing risk and providing greater financial operational continuity for investors prioritizing stability.
Mar 27
8-K
Unknown — 8-K Filing
BMO's involvement as master servicer in this mortgage securities trust suggests stable servicing revenue but exposes the bank to operational risk and potential regulatory scrutiny on loan performance and borrower compliance.
Mar 26
8-K
Unknown — 8-K Filing
BMO sold $1.01 billion in publicly offered certificates to Goldman Sachs, indicating active capital management and potential liquidity needs that investors should monitor for balance sheet implications.
Mar 26
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
A new non-employee director appointment at HBT Financial adds independent governance oversight without material conflicts, though minimal strategic impact unless the director brings relevant banking expertise.
Mar 25
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
Anderson obtained new revolving credit and term loan facilities, improving liquidity and financial flexibility, which could support growth initiatives and reduce refinancing risk.
Mar 25
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
BMO and HUBG disclosed receipt of a Nasdaq notice via press release, likely regarding compliance or listing standards, which investors should monitor for potential regulatory consequences or delisting risks.
Mar 24
8-K
Unknown — 8-K Filing
The bank entered forward sale agreements for equity offerings, meaning dilution is coming—investors should expect stock price pressure from increased share supply in the market.
Mar 19
8-K · 1.01
!! High
Unknown — 8-K 1.01: Material Agreement
BMO and State Street announced a material agreement likely involving banking services or technology partnership, which could drive revenue growth and operational efficiency for both institutions, benefiting shareholders through expanded capabilities or cost synergies.
Mar 19
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Multiple companies reporting executive changes via 8-K filings suggests potential leadership transitions that could signal strategy shifts, affecting management continuity risk and investor confidence in each stock's near-term direction.
Mar 18
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 52,598,042 | $7.1B | Added | Mar 2026 |
| 2 | Bank Of Montreal /can/ | 27,997,338 | $3.8B | Reduced | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 20,280,840 | $2.7B | New | Mar 2026 |
| 4 | Cibc World Market Inc. | 13,185,798 | $1.8B | Added | Mar 2026 |
| 5 | 1832 Asset Management L.p. | 9,599,929 | $1.3B | Reduced | Mar 2026 |
| 6 | Morgan Stanley | 7,634,812 | $991M | Added | Dec 2025 |
| 7 | Fmr Llc | 7,293,193 | $988M | Added | Mar 2026 |
| 8 | Toronto Dominion Bank | 6,503,168 | $845M | Added | Dec 2025 |
| 9 | Bank Of Nova Scotia | 5,032,483 | $681M | Reduced | Mar 2026 |
| 10 | Federation Des Caisses Desjardins Du Quebec | 3,998,880 | $537M | Added | Mar 2026 |
| 11 | Jpmorgan Chase & Co | 3,815,570 | $502M | Added | Mar 2026 |
| 12 | Healthcare Of Ontario Pension Plan Trust Fund | 3,495,672 | $473M | Added | Mar 2026 |
| 13 | Beutel, Goodman & Co Ltd. | 3,101,868 | $419M | Reduced | Mar 2026 |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 2,069,545 | $269M | Reduced | Dec 2025 |
| 15 | Invesco Ltd. | 1,706,284 | $231M | Added | Mar 2026 |
| 16 | Bank Of America Corp /de/ | 1,631,276 | $221M | Reduced | Mar 2026 |
| 17 | Barclays Plc | 1,579,728 | $214M | Added | Mar 2026 |
| 18 | Letko, Brosseau & Associates Inc | 1,580,030 | $213M | Reduced | Mar 2026 |
| 19 | Vanguard Asset Management, Ltd | 1,430,284 | $194M | New | Mar 2026 |
| 20 | Newport Trust Company, Llc | 1,297,365 | $176M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$129.99B
Enterprise Value
$189.40B
P/E (TTM)
13.86x
Forward P/E
12.66x
PEG Ratio
0.71x
P/B
1.47x
P/S
1.69x
P/FCF
15.27x
EV/EBITDA
12.52x
Shares Out
723.3M
Financials (TTM)
Revenue
$77.07B
Net Income
$9.73B
EBITDA
$15.12B
Free Cash Flow
$8.51B
Op Cash Flow
$10.24B
EPS Basic
$11.46
EPS Diluted
$12.97
EPS Forward
$14.20
Gross Margin
44.8%
Op Margin
16.8%
Net Margin
12.6%
Balance Sheet
Total Assets
$1.48T
Total Liab.
$1.39T
Total Equity
$88.10B
Cash
$104.16B
LT Debt
$163.57B
Book Value/Sh
$122.03
Debt/Equity
4.72x
Current Ratio
0.14
Quick Ratio
0.14
Returns & Growth
ROE
—
ROA
—
ROIC
1.5%
Rev Growth YoY
-0.5%
EPS Growth YoY
+20.2%
Price Returns
2W
-1.4%
1M
+1.1%
3M
+17.7%
6M
+31.8%
12M
+61.9%
Technicals
52W High
$183.65
52W Low
$110.82
50d MA
$172.50
200d MA
$145.75
RSI (14)
47.80
ATR (14)
$3.20
Beta
1.15
Avg Volume
811K
Dividends
Div Rate
$6.97
Div Yield
4.6%
Frequency
4
Ex-Div Date
Apr 29, 2026
Analyst Price Targets
Consensus
$92.00
High
$92.00
Low
$92.00
Median
$92.00
Data updated apr 24, 2026 10:13pm
· Source: financialmodelingprep.com