Mufg Securities Canada LTD. Lowers Stake in Bank Of Montreal $BMO

Mufg Securities Canada LTD. trimmed its holdings in shares of Bank Of Montreal (NYSE:BMO) (TSE:BMO) by 3.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,185,390 shares of the bank’s stock after selling 42,089 shares during the quarter. Bank Of Montreal accounts for approximately 4.3% of Mufg Securities Canada LTD.’s portfolio, making the stock its 7th biggest holding. Mufg Securities Canada LTD.’s holdings in Bank Of Montreal were worth $154,447,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in BMO. Norges Bank bought a new position in Bank Of Montreal in the second quarter worth approximately $1,184,220,000. Public Sector Pension Investment Board raised its holdings in Bank Of Montreal by 2,986.1% in the 2nd quarter. Public Sector Pension Investment Board now owns 2,170,118 shares of the bank’s stock worth $240,009,000 after purchasing an additional 2,099,800 shares during the period. 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 worth $2,486,691,000 after purchasing an additional 1,789,188 shares during the period. Vanguard Group Inc. lifted its position in Bank Of Montreal by 3.9% during the second quarter. Vanguard Group Inc. now owns 32,194,013 shares of the bank’s stock valued at $3,567,773,000 after purchasing an additional 1,196,237 shares in the last quarter. Finally, CIBC Asset Management Inc grew its holdings in Bank Of Montreal by 17.3% during the third quarter. CIBC Asset Management Inc now owns 7,260,160 shares of the bank’s stock valued at $949,441,000 after purchasing an additional 1,070,546 shares during the period. 45.82% of the stock is owned by hedge funds and other institutional investors.

Bank Of Montreal News Roundup

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

• Positive Sentiment: Q1 results beat expectations: BMO reported record revenue and profit with EPS above consensus, driven by stronger-than-expected revenue (helping justify fundamentals and dividend/capital return capacity). Bank of Montreal (BMO) Q1 2026 Earnings Call Highlights: Record Earnings and Strategic Optimizations
• Positive Sentiment: Earnings call/transcript confirms the beat and management commentary: call details reinforce the beat and strategic actions cited by analysts, supporting near-term earnings visibility. Bank of Montreal (NYSE:BMO) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and valuation checks: coverage notes the solid quarter but asks whether valuation and capital-return plans materially change the investment case — this keeps price action mixed as investors reassess forward multiples. Bank of Montreal (TSX:BMO) Valuation Check After Record Revenue And Profit Beat
• Neutral Sentiment: Capital returns narrative under review: commentary asks whether buybacks/dividends or capital allocation shifts change the story for investors — potentially supportive if management turns more aggressive, but not yet a clear catalyst. Did BMO’s Q1 Profit Beat and Capital Returns Just Shift Bank of Montreal’s (TSX:BMO) Investment Narrative?
• Neutral Sentiment: Consumer survey: a BMO survey finds many Canadians think a new retirement target is unattainable — this highlights longer‑term consumer savings pressure that could affect wealth-management flows over time. Posthaste: Canadians’ new retirement savings goal of $1.7 million looks increasingly unattainable, BMO survey finds
• Negative Sentiment: Private credit market concerns: a BMO senior equity analyst warns that stress in private credit is spooking markets — risk-off sentiment in credit can pressure financial stocks and lift volatility, likely the main driver of today’s share weakness despite the quarter. BMO’s Brennan Hawkin talks private credit fears spooking the markets

Wall Street Analyst Weigh In

BMO has been the topic of several recent research reports. Zacks Research raised Bank Of Montreal from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 19th. National Bank Financial restated a “sector perform” rating on shares of Bank Of Montreal in a research note on Wednesday. Jefferies Financial Group reaffirmed a “hold” rating on shares of Bank Of Montreal in a report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of Bank Of Montreal in a research note on Monday, December 29th. Finally, Scotiabank restated 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 issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, Bank Of Montreal presently has an average rating of “Moderate Buy” and an average price target of $163.00.

Bank Of Montreal Trading Down 3.3%

Shares of BMO opened at $143.93 on Friday. 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 has a 1 year low of $85.40 and a 1 year high of $149.01. The company has a 50 day simple moving average of $137.46 and a two-hundred day simple moving average of $129.35. The firm has a market cap of $101.65 billion, a P/E ratio of 16.72, a price-to-earnings-growth ratio of 1.00 and a beta of 0.94.

Bank Of Montreal (NYSE:BMO) (TSE:BMO) last released its earnings results on Wednesday, February 25th. The bank reported $2.51 EPS for the quarter, topping the consensus estimate of $2.35 by $0.16. The firm had revenue of $7.21 billion for the quarter, compared to the consensus estimate of $6.73 billion. Bank Of Montreal had a net margin of 11.76% and a return on equity of 12.18%. The company’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.04 earnings per share. On average, equities analysts expect that Bank Of Montreal will post 7.71 earnings per share for the current fiscal year.

Bank Of Montreal Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Wednesday, April 29th will be issued a dividend of $1.67 per share. This represents a $6.68 annualized dividend and a dividend yield of 4.6%. The ex-dividend date of this dividend is Wednesday, April 29th. Bank Of Montreal’s dividend payout ratio is 56.56%.

About Bank Of Montreal

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.