Intech Investment Management LLC Has $30.41 Million Stock Position in Bank Of Montreal $BMO

Intech Investment Management LLC boosted its position in Bank Of Montreal (NYSE:BMO) (TSE:BMO) by 69.5% in the 4th quarter, HoldingsChannel reports. The firm owned 233,814 shares of the bank’s stock after acquiring an additional 95,886 shares during the period. Intech Investment Management LLC’s holdings in Bank Of Montreal were worth $30,405,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of BMO. Canerector Inc. lifted its stake in Bank Of Montreal by 18,035.0% in the 3rd quarter. Canerector Inc. now owns 22,668,750 shares of the bank’s stock valued at $2,952,605,000 after purchasing an additional 22,543,750 shares during the last quarter. TD Asset Management Inc raised its holdings in Bank Of Montreal by 10.3% in the 3rd quarter. TD Asset Management Inc now owns 19,079,026 shares of the bank’s stock valued at $2,486,691,000 after acquiring an additional 1,789,188 shares during the period. UBS Group AG raised its holdings in Bank Of Montreal by 155.3% in the 3rd quarter. UBS Group AG now owns 2,127,377 shares of the bank’s stock valued at $277,091,000 after acquiring an additional 1,294,169 shares during the period. Vanguard Group Inc. raised its holdings in Bank Of Montreal by 2.1% in the 4th quarter. Vanguard Group Inc. now owns 33,017,205 shares of the bank’s stock valued at $4,287,878,000 after acquiring an additional 673,248 shares during the period. Finally, Invesco Ltd. raised its holdings in Bank Of Montreal by 51.3% in the 3rd quarter. Invesco Ltd. now owns 1,606,369 shares of the bank’s stock valued at $209,230,000 after acquiring an additional 544,999 shares during the period. 45.82% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Bank Of Montreal

Here are the key news stories impacting Bank Of Montreal this week:

• Positive Sentiment: BMO reported better-than-expected Q2 results, with earnings per share of $3.67 topping estimates and revenue of $7.04 billion also ahead of forecasts. Net income rose 34% year over year, showing broad improvement in profitability. BMO Financial Group Reports Second Quarter 2026 Results
• Positive Sentiment: The bank increased its quarterly common dividend to $1.71 per share, up 2% from the prior quarter and 5% from a year ago, signaling confidence in its capital position and earnings outlook. BMO Financial Group Increases Common Share Dividend by 4 cents from the prior quarter, up 5 percent from the prior year
• Positive Sentiment: Management highlighted record or improved profitability metrics, including higher ROE and lower provision for credit losses, while wealth-related strength was noted in earnings commentary. Bank of Montreal (BMO) Q2 2026 Earnings Call Highlights: Record Net Income and Strong Wealth …
• Neutral Sentiment: Broader coverage of Canada’s big-bank earnings season put BMO’s results in context alongside peers, but did not introduce a new company-specific catalyst. RBC, CIBC, TD Bank, BMO, National Bank and Scotiabank: A breakdown of the big banks’ second-quarter earnings
• Negative Sentiment: One note of caution was weaker credit data, which showed little improvement despite a stronger freight market, suggesting some ongoing pressure in the loan book. BMO’s credit data shows little improvement despite stronger freight market

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Desjardins reissued a “hold” rating on shares of Bank Of Montreal in a report on Thursday. Barclays reissued an “underweight” rating on shares of Bank Of Montreal in a report on Thursday. Jefferies Financial Group reaffirmed a “hold” rating on shares of Bank Of Montreal in a report on Wednesday, February 25th. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating on shares of Bank Of Montreal in a report on Thursday. Finally, TD Securities reaffirmed a “buy” rating on shares of Bank Of Montreal in a report on Thursday. Four equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $163.00.

Bank Of Montreal Stock Down 0.7%

Shares of BMO opened at $162.03 on Friday. Bank Of Montreal has a 12 month low of $104.08 and a 12 month high of $163.44. The firm’s 50 day moving average is $147.59 and its 200-day moving average is $139.01. The stock has a market capitalization of $113.56 billion, a PE ratio of 17.20, a P/E/G ratio of 0.92 and a beta of 0.94. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 0.11.

Bank Of Montreal (NYSE:BMO) (TSE:BMO) last announced its earnings results on Wednesday, May 27th. The bank reported $2.68 EPS for the quarter, topping the consensus estimate of $2.54 by $0.14. Bank Of Montreal had a net margin of 12.60% and a return on equity of 13.06%. The company had revenue of $7.04 billion for the quarter, compared to analysts’ expectations of $6.98 billion. During the same period last year, the firm earned $2.62 earnings per share. The business’s revenue for the quarter was up 10.2% on a year-over-year basis. Equities research analysts forecast that Bank Of Montreal will post 11.56 EPS for the current year.

Bank Of Montreal Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Thursday, July 30th will be issued a dividend of $1.71 per share. This is a boost from Bank Of Montreal’s previous quarterly dividend of $1.67. This represents a $6.84 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Thursday, July 30th. Bank Of Montreal’s payout ratio is 55.75%.

Bank Of Montreal Company Profile

Bank of Montreal (NYSE:BMO), commonly known as BMO Financial Group, is one of Canada’s largest and longest-established banks. Founded in Montreal and headquartered in Montreal, Quebec, the bank provides a broad range of financial services to retail, commercial, corporate and institutional clients. BMO is publicly listed in both Canada and the United States and operates under a consolidated financial services model that integrates banking, capital markets, wealth management and asset management activities.

BMO’s core businesses include personal and commercial banking—offering checking and savings accounts, lending, mortgages, and small-business services—alongside wealth management and private banking through its asset and investment management divisions.