Market Cap
$117.9B
BMO
BANK OF MONTREAL /CAN/
$166.30 ▼ -0.57%
Prev close $167.25Market cap$117.9B
12-mo target$165.69 (-0.4%)
25 New Institutional Positions25 Institutional Exits Traditional Finance
Snapshot
The big-picture read on BMO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$54.4B
Inst. Activity
25 buys / 25 sells
Social Sentiment
63° Warm
SEC Reports
12
Congressional
2 trades
Price chart 30d -3.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 short_interest_report
Sep 9, 2026 SEC Short Interest: BMO down 23% to 4.5M shares
Settlement 2026-09-15 | Days to cover: 7.10 | ≈0.64% of shares outstanding (est.)
BMO is offering an undisclosed amount of Series 7 Limited Recourse Capital Notes (NVCC) and associated Series 56 Preferr
424B5 — Impact 3/10
Bank of Montreal filed a 6-K with an exhibit disclosing earnings coverage ratios for the 12 months ended July 31, 2026.
6-K — Impact 3/10
Bank of Montreal filed a Form 6-K with the SEC on August 25, 2026, containing the quarterly report for the period ended
6-K — Impact 3/10
Jun 30, 2026 Inst.
FMR LLC — ADD
9,527,449 shares ($1.7B)
Jun 30, 2026 Inst.
NORGES BANK — NEW
8,796,707 shares ($1.6B)
Jun 24, 2026 Congress
Ro Khanna buy
$15,001 - $50,000 — House
Mar 16, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Analyst ratings buy % +53.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 28, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 7 | 10 | 2 | 0 | 40% | |
| Aug 1, 2026 | 1 | 7 | 9 | 2 | 0 | 42% | |
| Jul 1, 2026 | 1 | 7 | 9 | 2 | 0 | 42% | |
| Jun 1, 2026 | 1 | 6 | 10 | 2 | 0 | 37% | |
| May 1, 2026 | 1 | 6 | 10 | 2 | 0 | 37% | |
| Apr 1, 2026 | 1 | 6 | 10 | 2 | 0 | 37% | |
| Mar 1, 2026 | 1 | 6 | 11 | 1 | 0 | 37% | |
| Feb 1, 2026 | 1 | 5 | 12 | 1 | 0 | 32% |
Price targets
Where 3 covering analysts think BMO trades over the next 12 months.
$165.69 -0.4% upside Hold
Current$166.30 Low$144.07 Median$171.15 High$181.83 3 analysts
$144.07$181.83
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 3 bullish, 1 bearish, 0 mixed, 8 neutral · avg impact 3.9/10.
NEUTRAL424B53/10
BMO is offering an undisclosed amount of Series 7 Limited Recourse Capital Notes (NVCC) and associat
Sep 9, 2026
NEUTRAL6-K3/10
Bank of Montreal filed a 6-K with an exhibit disclosing earnings coverage ratios for the 12 months e
Aug 25, 2026
NEUTRAL6-K3/10
Bank of Montreal filed a Form 6-K with the SEC on August 25, 2026, containing the quarterly report f
Aug 25, 2026
NEUTRAL6-K3/10
BMO announced a normal course issuer bid to repurchase up to 25 million common shares (~3.6% of publ
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: BMO down 23% to 4.5M shares
Settlement 2026-09-15 | Days to cover: 7.10 | ≈0.64% of shares outstanding (est.)
Sep 4, 2026
other
BMO Completes Sale of 138 U.S. Branches to First Citizens Bank
TORONTO and CHICAGO, Sept. 4, 2026 /CNW/ -- BMO Financial Group (TSX: BMO) (NYSE: BMO) today announced the completion of the sale of 138 branches to F
Sep 2, 2026
ftd
FTD: BMO — 12,849 shares ($2.2M) failed to deliver
Settlement: 20260902, Price: $168.30, FTD Value: $2,162,486.7, BANK OF MONTREAL
Sep 1, 2026
ftd
FTD: BMO — 33,988 shares ($5.8M) failed to deliver
Settlement: 20260901, Price: $170.31, FTD Value: $5,788,496.28, BANK OF MONTREAL
Aug 25, 2026
other
BMO Financial Group Announces Intention to Repurchase Up to 25 Million of its Common Shares
TORONTO, Aug. 25, 2026 /PRNewswire/ -- Bank of Montreal (TSX: BMO) (NYSE: BMO) today announced its intention to purchase for cancellation up to 25 mil
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.73 | $3.57–$3.87 | 13.6% | +0.1% | 8↑ 1↓ | $9.9B | 13 |
| Next Q | $4.00 | $3.90–$4.08 | 14.9% | +0.7% | 3↑ 2↓ | $10.4B | 8 |
| Current FY | $14.74 | $13.06–$14.98 | 21.2% | +0.0% | 13↑ 0↓ | $39.3B | 15 |
| Next FY | $16.46 | $15.14–$17.15 | 11.7% | +0.1% | 10↑ 3↓ | $41.1B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.727 | — |
| 7d ago | $3.727 | — |
| 30d ago | $3.724 | +0.003 |
| 60d ago | $3.625 | +0.102 |
| 90d ago | $3.625 | +0.102 |
Institutional ownership
Which big funds own BMO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $54.4B total value (303,427,116 shares) as of 2026-Q2. Top holders: NOMURA, ROYAL, BANK.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| ROYAL BANK OF CANADA | 52,167,653 | $9.2B | 16.9% | — |
| BANK OF MONTREAL /CAN/ | 28,128,121 | $5.0B | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,475,602 | $3.6B | 6.7% | — |
| TD ASSET MANAGEMENT INC | 15,233,725 | $2.7B | 4.9% | — |
| CIBC WORLD MARKET INC. | 12,410,915 | $2.2B | 4.0% | — |
| FIL Ltd | 12,329,093 | $2.2B | 4.0% | — |
| MACKENZIE FINANCIAL CORP | 8,547,687 | $2.1B | 3.9% | — |
| NATIONAL BANK OF CANADA /FI/ | 10,405,423 | $1.8B | 3.4% | — |
| FMR LLC | 9,527,449 | $1.7B | 3.1% | ADD +30.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 7,293,193 | 9,527,449 | +30.6% | $1.7B |
| NORGES BANK | NEW | — | 8,796,707 | — | $1.6B |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 2,090,424 | 3,839,476 | +83.7% | $677.1M |
| MORGAN STANLEY | ADD | 2,203,613 | 2,902,505 | +31.7% | $512.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | ADD | 887,637 | 1,271,498 | +43.2% | $224.5M |
| BARCLAYS PLC | TRIM | 1,579,728 | 1,084,437 | -31.4% | $191.6M |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 237,936 | 945,606 | +297.4% | $166.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,631,276 | 588,633 | -63.9% | $104.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | 342,798 | 452,310 | +31.9% | $79.9M |
| APG Asset Management N.V. | ADD | 369,439 | 508,694 | +37.7% | $78.6M |
Congressional trades
BMO trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Bank of Montreal | Jul 8, 2026(15d) |
| Mar 16, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Bank of Montreal | Apr 9, 2026(25d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BMO.
Shares short
4,466,213
Settlement Sep 15, 2026
Change vs prior
-23.4%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈0.6%
Estimate — not % of float
All BMO filing & press-release reports (12)
- 424B5 reportSep 9, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 25, 2026
- 6-K reportAug 25, 2026
- PRESS-RELEASE reportAug 25, 2026
- 13F-HR reportAug 12, 2026
- INST-CLUSTER reportAug 3, 2026
- COURT-RULING reportJul 3, 2026
- 6-K reportJun 15, 2026