Intech Investment Management LLC Sells 17,746 Shares of Bank Of Montreal $BMO

Intech Investment Management LLC trimmed its holdings in shares of Bank Of Montreal (NYSE:BMO) (TSE:BMO) by 11.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,928 shares of the bank’s stock after selling 17,746 shares during the quarter. Intech Investment Management LLC’s holdings in Bank Of Montreal were worth $17,977,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. True Wealth Design LLC bought a new stake in shares of Bank Of Montreal during the third quarter valued at about $28,000. WFA of San Diego LLC bought a new position in shares of Bank Of Montreal in the second quarter valued at approximately $28,000. Toth Financial Advisory Corp purchased a new position in Bank Of Montreal during the third quarter valued at approximately $52,000. Smartleaf Asset Management LLC increased its holdings in Bank Of Montreal by 107.7% during the 3rd quarter. Smartleaf Asset Management LLC now owns 407 shares of the bank’s stock worth $53,000 after acquiring an additional 211 shares during the period. Finally, Headlands Technologies LLC purchased a new stake in Bank Of Montreal in the 2nd quarter worth approximately $61,000. Institutional investors own 45.82% of the company’s stock.

Bank Of Montreal News Roundup

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

• Positive Sentiment: Q1 results materially beat expectations: adjusted EPS and net income rose double digits year-over-year and revenue came in above consensus, driven by record fee and markets revenue. This is the main catalyst lifting the stock. BMO Financial Group Reports First Quarter 2026 Results
• Positive Sentiment: Credit-charge improvement: provision for credit losses fell meaningfully from the prior year and commentary/coverage suggests some improvement in commercial (truck) credit — supports higher earnings quality going forward. Bank of Montreal Profit Rises With Lift in Revenue, Drop in Credit-Loss Provision
• Positive Sentiment: Dividend maintained: the board declared a quarterly common dividend of $1.67 (annualized yield ~4.5%), with an ex-dividend date of April 29 — supports income investors and signals capital return confidence. BMO Financial Group Declares Dividends
• Neutral Sentiment: Short interest plunged (~63% decline to ~3.2M shares, ~0.5% of float; days-to-cover ~3.9) — reduces immediate short-squeeze risk and may have removed a technical headwind, but doesn’t change fundamentals.
• Neutral Sentiment: Capital ratios: CET1 dipped modestly to 13.1% from 13.6% — still healthy but worth monitoring if dividends/repurchases increase.
• Negative Sentiment: Credit quality remains a watch item: although PCLs fell, total provisions are still meaningful and analysts flag credit conditions (commercial lending) as a potential downside if macro stress reappears. Bank of Montreal earnings up next: Credit quality in focus

Bank Of Montreal Stock Up 4.0%

Shares of NYSE BMO opened at $148.01 on Thursday. The stock has a market capitalization of $104.53 billion, a P/E ratio of 18.14, a PEG ratio of 0.99 and a beta of 0.94. Bank Of Montreal has a one year low of $85.40 and a one year high of $149.01. The firm’s 50 day simple moving average is $136.78 and its two-hundred day simple moving average is $128.88. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.00 and a quick ratio of 1.00.

Bank Of Montreal (NYSE:BMO) (TSE:BMO) last released its earnings results on Thursday, December 4th. The bank reported $2.36 EPS for the quarter, beating the consensus estimate of $2.16 by $0.20. The company had revenue of $6.67 billion for the quarter, compared to analyst estimates of $6.51 billion. Bank Of Montreal had a net margin of 11.13% and a return on equity of 11.76%. The firm’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.90 EPS. As a group, analysts expect that Bank Of Montreal will post 7.71 EPS for the current fiscal year.

Bank Of Montreal Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Stockholders of record on Wednesday, April 29th will be issued a $1.67 dividend. The ex-dividend date is Wednesday, April 29th. This represents a $6.68 annualized dividend and a dividend yield of 4.5%. Bank Of Montreal’s payout ratio is currently 59.68%.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. National Bank Financial restated a “sector perform” rating on shares of Bank Of Montreal in a research report on Wednesday. Raymond James Financial upgraded Bank Of Montreal from a “market perform” rating to an “outperform” rating in a research report on Friday, February 13th. Weiss Ratings restated a “buy (b-)” rating on shares of Bank Of Montreal in a research report on Monday, December 29th. Wall Street Zen upgraded shares of Bank Of Montreal from a “sell” rating to a “hold” rating in a research report on Sunday, February 8th. Finally, Scotiabank reissued a “sector perform” rating on shares of Bank Of Montreal in a research note on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $163.00.

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.