BMO

Bank Of Montreal /Can/

$178.96 +2.30 (+1.30%) At close · Jul 10

Market Cap

$125.35B

700,416,619

Up next

FQ3-26 quarter ends

~Jul 31, 2026 Est

Equibles Rating blended score · not investment advice

Overall

Strong Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Very Low

Market backdrop VIX 15 · calm Equity put/call 0.55

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +26%

above

Price vs 50-day avg +9%

above

RSI (14) 68

neutral

MACD trend Negative

52-week position 99%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Strong

1-month return +9%

trailing

6-month return +33%

trailing

YTD return +38%

this year

Relative strength +24%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $164 › 200d $142 — 50d above 200d

Institutional flow Accumulating

29 of 644 funds reported for Jun 30 · net +6.1K sh shares · +6 new

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.58% of float · ▼ -4.1% MoM · 4.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

644 holders — near 3-yr high, broad support

Squeeze score 58

elevated · 0–100

Fundamentals

Limited

Not enough data for a confident read.

Quant / Vol

risk profile

Very Low

Volatility 19%

annualized · 1-yr

Max drawdown −12%

past year

ATR 1.7%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+26% Bullish

Price vs 50-day avg

+9% Bullish

RSI (14)

68 Neutral

MACD trend

Negative Bearish

52-week position

99% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $164 › 200d $142 — 50d above 200d

Institutional flow Accumulating

29 of 644 funds reported for Jun 30 · net +6.1K sh shares · +6 new

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

0.58% of float · ▼ -4.1% MoM · 4.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

644 holders — near 3-yr high, broad support

Price context

position in its 52-week range

52-wk low $110 Now $179 · 99% 52-wk high $179

vs 200-day avg +26% vs 50-day avg +9%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings

Metric	Latest	Period	YoY
BMO ETFs and mutual funds Fundata A+ Awards	27	Q1 2026 call	—
Canadian Commercial Banking operating deposits growth	9%	Q1 2026 call	—
Canadian Commercial Banking TPS fees growth	13%	Q1 2026 call	—
Canadian P&C core operating deposits growth	8%	Q1 2026 call	—
Canadian P&C NIM change sequentially non-GAAP	6	Q1 2026 call	—
Canadian retail mutual fund sales growth	13%	Q1 2026 call	—
Capital Markets PPPT	$893M	Q1 2026 call	—
CET1 ratio non-GAAP	13.1%	Q1 2026 call	—
CET1 ratio change sequentially non-GAAP	20	Q1 2026 call	—
client referrals between commercial and wealth	34%	Q1 2026 call	—
efficiency ratio non-GAAP	55.8%	Q1 2026 call	—
expenses growth excluding FX, charge, performance comp non-GAAP	4%	Q1 2026 call	—
NII ex Markets growth constant currency non-GAAP	7%	Q1 2026 call	—
NIM ex Markets non-GAAP	233	Q1 2026 call	—
NIM ex Markets change sequentially non-GAAP	3	Q1 2026 call	—
NIM ex Markets change year-over-year non-GAAP	20	Q1 2026 call	—
positive operating leverage excluding charge non-GAAP	1.1%	Q1 2026 call	—
PPPT growth excluding charge non-GAAP	8%	Q1 2026 call	—
referral revenue growth	75%	Q1 2026 call	—
ROE non-GAAP	13.1%	Q1 2026 call	—
ROE improvement	150	FY2025 call	—
ROE improvement year-over-year non-GAAP	180	Q1 2026 call	—
ROTCE non-GAAP	17.1%	Q1 2026 call	—
ROTCE improvement year-over-year non-GAAP	220	Q1 2026 call	—
severance charge non-GAAP	$202M	Q1 2026 call	—
severance charge after tax non-GAAP	$147M	Q1 2026 call	—
share buybacks	6M	Q1 2026 call	—
U.S. Banking NIM change sequentially non-GAAP	13	Q1 2026 call	—
U.S. Banking underlying ROE improvement non-GAAP	150	Q1 2026 call	—
U.S. non-interest-bearing deposits growth	3%	Q1 2026 call	—
underlying EPS growth non-GAAP	21%	Q1 2026 call	—
underlying ROE non-GAAP	13.1%	Q1 2026 call	—
Wealth Management earnings growth	16%	Q1 2026 call	—

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Banks - Diversified — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
BMO Bank Of Montreal /Can/ this stock	$125.35B	+37.9%	—	—	0.6%
JPM Jpmorgan Chase & Co	$901.58B	+4.9%	+22.9%	16.1	1.0%
BAC Bank Of America Corp /De/	$423.45B	+9.1%	+6.8%	14.8	1.3%
HSBC Hsbc Holdings PLC	$339.84B	+29.5%	—	—	0.2%
RY Royal Bank Of Canada	$293.34B	+23.8%	—	—	0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

648

% held: 48.8%
Reported: 29 of 644
Top holder: ROYAL BANK OF CANADA

Held Float

View

Held by Funds

Fund positions

191

View

Short & Settlement

Short Interest Falling

Shares short

4.0M

Days to cover: 4.8d
Change: -172.1K sh

View

Short Volume

Short vol %

71%

As of: Jul 10, 2026

Short Total

View

Fails to Deliver

FTD shares

4.9K

Value: $814.0K
As of: Jun 12, 2026

View

Off-Exchange

Off-exchange %

39.3%

Week of: May 4, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Zoe Lofgren

Amount: $1.0K–$15.0K
Traded: May 26, 2023

View

Filings

SEC Filings

Latest

6-K

Filed: Jun 15, 2026
This year: 19

View

Earnings & Events

Earnings Calls

Last call

Jan 31, 2026

View

Performance

	5D	20D	120D	MTD	YTD
BMO	+2.8%	+8.9%	+32.7%	+1.3%	+37.9%
SPY	+1.4%	+4.1%	+9.1%	+1.1%	+10.7%
vs SPY	+1.4%	+4.8%	+23.6%	+0.2%	+27.2%

Capital returns

Latest dividend

$1.221 / share · ex Apr 29, 2026

Raised 3.2%

Paid (TTM)

$2.404 / share · 2 payouts

Dividend yield (TTM, derived)

— · history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 927971 CUSIP 063671101 13F (30d) 47 filings 32 filers Visit website Investor relations

BMO

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns