Stock Fundamentals

Company Information

Company Name
Bank of Montreal
Sector
Financial Services
Industry
Banks - Diversified
Exchange
NYSE
ISIN: CA0636711016
CIK: 0000927971
CUSIP: 063671101
Currency: USD
Full Time Employees: 53,234
Phone: 877 262 5907
Fiscal Year End: October
IPO Date: Oct 27, 1994
Description:

Bank of Montreal engages in the provision of diversified financial services primarily in North America. The company operates through Canadian P&C, U.S P&C, BMO Wealth Management, and BMO Capital Markets segments. It's personal banking products and services include deposits, home lending, consumer credit, small business lending, credit cards, cash management, financial and investment advice, 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.

Address:

129 rue Saint-Jacques, Montreal, QC, Canada, H2Y 1L6

Directors & Officers

Name Title Year Born
Mr. William Darryl White CEO & Director 1972
Mr. Steve Tennyson C.F.A. Chief Technology & Operations Officer NA
Mr. Alan Tannenbaum CEO & Group Head of BMO Capital Markets 1968
Mr. Rahul Nalgirkar Chief Financial Officer NA
Ms. Mona Malone Chief Administrative Officer, Chief Human Resources Officer and Head of People, Culture & Brand NA
Ms. Christine Viau Head of Investor Relations NA
Mr. Paul Noble General Counsel and Group Head, Legal & Regulatory Compliance NA
Ms. Catherine Margaret Roche Chief Marketing Officer NA
Mr. Richard D. Rudderham Head of Business Tech. Integration & Interim Head of Ent. Initiatives, Infrastructure and Innovation NA
Mr. Michael E. Bonner Senior VP and Regional Head of BC & Yukon NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Royal Bank of Canada 65.47M Sep 30, 2025 9.23% $1.40 -50.01%
Vanguard Group Inc 33.02M Dec 31, 2025 4.66% $0.06 2.08%
Bank of Montreal 28.50M Sep 30, 2025 4.02% $1.42 0.39%
BMO Capital Markets Corp. 28.50M Sep 30, 2025 4.02% $1.42 0.39%
CANERECTOR INC 22.67M Sep 30, 2025 3.20% $6.69 18,035.00%
TD Asset Management Inc 19.37M Dec 31, 2025 2.73% $2.03 1.54%
CIBC World Markets Inc. 12.44M Sep 30, 2025 1.76% $2.91 -8.17%
NATIONAL BANK OF CANADA /FI/ 11.25M Sep 30, 2025 1.59% $1.46 9.17%
1832 Asset Management L.P 10.42M Dec 31, 2025 1.47% $1.03 64.40%
Mackenzie Investments 9.52M Sep 30, 2025 1.34% $1.50 -5.33%
Fidelity International Ltd 9.45M Dec 31, 2025 1.33% $0.92 15.19%
NORGES BANK 8.16M Dec 31, 2025 1.15% $0.11 -23.62%
JPMorgan Chase & Co 8.07M Sep 30, 2025 1.14% $0.03 96.94%
FMR Inc 6.60M Dec 31, 2025 0.93% $0.04 -18.53%
Geode Capital Management, LLC 6.59M Sep 30, 2025 0.93% $0.06 12.76%
Bank of Nova Scotia 6.37M Sep 30, 2025 0.90% $1.47 -16.38%
CIBC Global Asset Management Inc 6.24M Dec 31, 2025 0.88% $1.97 -14.08%
The Toronto-Dominion Bank 6.10M Sep 30, 2025 0.86% $1.23 -15.20%
Jarislowsky Fraser 5.83M Sep 30, 2025 0.82% $4.18 -8.85%
Caisse De Depot Et Placement Du Quebec 5.42M Dec 31, 2025 0.76% $1.20 0.00%

Shares Statistics

Shares Outstanding: 706.20M
Shares Float: 705.41M
% Insiders: 10.40%
% Institutions: 5,307.90%
Short % Float: 0.33%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Royal Bank of Canada 65.47M 9.23% ▼ 50.01% Sep 30, 2025
2 Vanguard Group Inc 33.02M 4.66% ▲ 2.08% Dec 31, 2025
3 Bank of Montreal 28.50M 4.02% ▲ 0.39% Sep 30, 2025
4 BMO Capital Markets Corp. 28.50M 4.02% ▲ 0.39% Sep 30, 2025
5 CANERECTOR INC 22.67M 3.20% ▲ 18,035.00% Sep 30, 2025
6 TD Asset Management Inc 19.37M 2.73% ▲ 1.54% Dec 31, 2025
7 CIBC World Markets Inc. 12.44M 1.76% ▼ 8.17% Sep 30, 2025
8 NATIONAL BANK OF CANADA /FI/ 11.25M 1.59% ▲ 9.17% Sep 30, 2025
9 1832 Asset Management L.P 10.42M 1.47% ▲ 64.40% Dec 31, 2025
10 Mackenzie Investments 9.52M 1.34% ▼ 5.33% Sep 30, 2025

Valuation Metrics

Enterprise Value: $-15.39B
Trailing P/E: 16.39
Forward P/E: 13.91

Financial Highlights

Market Cap: $101.64B
P/E Ratio: $16.39
PEG Ratio: $1.46
Book Value: $87.30
Dividend/Share: $6.52
Dividend Yield: 4.38%
Earnings/Share: $8.78
Profit Margin: 27.08%
Operating Margin: 39.87%
ROA (TTM): 0.62%
ROE (TTM): 10.47%
Revenue (TTM): $33.48B
Revenue/Share (TTM): $46.72
Earnings Growth (YOY): 19.80%
Revenue Growth (YOY): 10.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-10-31 0.14x 3.49x 0.94x 0.27x 22.39x
2024-10-31 0.14x 4.39x 0.94x 0.20x 31.77x
2023-10-31 0.20x 4.62x 0.94x 0.16x 43.70x
2022-10-31 0.17x 3.18x 0.94x 1.62x 11.67x
2021-10-31 0.23x 3.63x 0.94x 1.84x 17.67x
2020-10-31 0.21x 3.24x 0.94x 0.68x 23.02x
2019-10-31 0.21x 3.60x 0.94x 0.55x 21.70x
2018-10-31 1.07x 2.36x 0.94x 0.77x 12.66x
2017-12-31 N/A 1.57x 0.94x N/A N/A
2017-10-31 0.94x 2.33x 0.94x 1.08x 13.37x
2016-12-31 N/A 1.86x 0.94x N/A N/A
2016-10-31 0.82x 2.32x 0.94x 1.27x 14.45x
2015-12-31 N/A 1.68x 0.94x N/A N/A
2015-10-31 0.81x 2.69x 0.94x 1.22x 17.31x
2014-12-31 N/A 1.96x 0.94x N/A N/A
2014-10-31 0.11x 1.28x 0.94x 1.14x 7.36x
2013-10-31 0.12x 1.10x 0.94x 1.14x 5.58x
2012-10-31 0.23x 1.55x 0.94x 1.04x 7.75x
2011-10-31 0.25x 1.44x 0.94x 0.79x 8.35x
2010-10-31 0.24x 2.25x 0.95x 1.10x 11.26x
2009-10-31 0.23x 2.54x 0.95x 0.42x 20.11x
2008-10-31 0.20x 2.08x 0.96x 0.21x 15.40x
2007-10-31 0.18x 4.02x 0.95x 0.22x 21.70x
2006-10-31 0.10x 2.38x 0.95x 0.42x 9.27x
2005-10-31 0.11x 1.89x 0.95x 0.62x 6.87x
2004-10-31 0.12x 2.56x 0.95x 0.85x 8.99x
2003-10-31 0.10x 2.74x 0.95x 0.59x 11.69x
2002-10-31 0.13x 2.93x 0.95x 0.43x 14.93x
2001-10-31 0.13x 2.53x 0.96x 0.23x 10.83x
2000-10-31 0.14x 2.71x 0.95x 0.28x 9.70x
1999-10-31 0.15x 3.15x 0.95x 0.24x 13.27x
1998-10-31 0.14x 3.55x 0.95x 0.21x 14.72x
1997-10-31 0.20x 3.56x 0.96x 0.29x 12.29x
1996-10-31 0.16x 3.85x 0.96x 0.28x 13.14x
1995-10-31 0.17x 2.94x 0.95x 0.25x 10.74x
1994-10-31 0.12x 3.31x 0.95x 0.35x 13.47x

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about BMO.US!