BMO

BANK OF MONTREAL /CAN/

NYSE · Commercial Banks, NEC · Inc. A6 · CIK 0000927971

$168.30 +1.02% $118.6B

13 New Institutional Positions15 Institutional ExitsCongressional Activity (1)

Vol

Market Cap$118.6B

Cap SizeLarge Cap

Analyst ConsensusHold (37%)

Inst. Holders50 funds

Inst. Value$37.3B

Inst. Activity13 buys / 15 sells

Reddit Sentiment63° Warm

Congressional1 trades

Exchange NYSE·Sector Commercial Banks, NEC·Inc. A6·CIK 0000927971·Prev Close $166.60

Recent Activity

Inst.

WEALTH ENHANCEMENT ADVISORY SERVICES, — TRIM

40,435 shares (—)

Inst.

TD Waterhouse Canada Inc. — DOUBLED

6,227,516 shares ($848.6M)

May 14, 2026 short_interest

FTD: BMO — 20,318 shares ($3.1M) failed to deliver

Settlement: 20260514, Price: $150.23, FTD Value: $3,052,373.14, BANK OF MONTREAL

Mar 16, 2026 Congress

Ro Khanna buy

$1,001 - $15,000 — House

Price Targets

$153.07 -9.0% upside Sell

Current $168.30 Low $141.11 Median $153.30 High $164.80 3 analysts

$141.11 $164.80

Analyst Ratings

Sell37% buy · 19 analysts

1Strong Buy

6Buy

10Hold

2Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 28, 2026	RBC Capital	MAINTAIN	Sector Perform → Sector Perform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$3.69	$3.47 — $3.90	14% YoY	11
Next Q	$3.62 ▼ -1.1%	$3.49 — $3.90	11% YoY	10
Current FY	$14.50 ▲ +1.9%	$14.15 — $14.96	19% YoY	13
Next FY	$16.29 ▲ +0.9%	$15.60 — $17.06	12% YoY	13

Top Institutional Holders

Fund	Value	Move
WEALTH ENHANCEMENT ADVISORY SERVICES,	—	TRIM
NOMURA ASSET MANAGEMENT CO	—	—
ROYAL BANK OF CANADA	$7.1B	—
BANK OF MONTREAL /CAN/	$3.8B	—
VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	—

Reddit Sentiment

63°

Warm

Bearish Neutral Bullish

4 mentions 2 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells

Member	Party	Type	Amount
Ro Khanna	D	BUY	$1,001 - $15,000

50 institutional holders with $37.3B total value (275,098,697 shares) as of 2026-Q1. Top holders: WEALTH, NOMURA, ROYAL. Net selling activity: 15 institutions trimmed/exited vs 13 added.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	40,435	$0.00	0.0%	TRIM -34.3%
2	NOMURA ASSET MANAGEMENT CO LTD	—	$0.00	0.0%	—
3	ROYAL BANK OF CANADA	52,598,042	$7.1B	19.1%	—
4	BANK OF MONTREAL /CAN/	27,997,338	$3.8B	10.2%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	20,280,840	$2.7B	7.4%	—
6	TD ASSET MANAGEMENT INC	19,086,601	$2.6B	6.9%	—
7	CIBC WORLD MARKET INC.	13,185,798	$1.8B	4.8%	—
8	FIL Ltd	11,494,233	$1.6B	4.2%	—
9	NATIONAL BANK OF CANADA /FI/	10,760,298	$1.5B	3.9%	—
10	1832 Asset Management L.P.	9,599,929	$1.3B	3.5%	ADD +64.4%
11	MACKENZIE FINANCIAL CORP	8,582,188	$1.2B	3.1%	—
12	FMR LLC	7,293,193	$987.8M	2.6%	—
13	CIBC Asset Management Inc	6,780,318	$920.5M	2.5%	—
14	TD Waterhouse Canada Inc.	6,227,516	$848.6M	2.3%	DOUBLED +168.8%
15	CANADA PENSION PLAN INVESTMENT BOARD	6,238,876	$845.2M	2.3%	ADD +64.3%
16	VANGUARD FIDUCIARY TRUST CO	6,235,690	$844.6M	2.3%	—
17	TORONTO DOMINION BANK	6,197,393	$839.5M	2.2%	—
18	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	5,419,567	$731.7M	2.0%	—
19	Vanguard Global Advisers, LLC	4,984,278	$675.1M	1.8%	—
20	ROYAL BANK OF CANADA	4,890,000	$661.8M	1.8%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	TRIM	61,558	40,435	-34.3%	—	2026-Q1
TD Waterhouse Canada Inc.	DOUBLED	2,316,589	6,227,516	+168.8%	$848.6M	2026-Q1
MORGAN STANLEY	TRIM	3,817,406	2,203,613	-42.3%	$298.2M	2026-Q1
BANK OF AMERICA CORP /DE/	TRIM	2,402,278	1,631,276	-32.1%	$220.8M	2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARD	DOUBLED	391,429	1,115,513	+185.0%	$151.1M	2026-Q1
FEDERATED HERMES, INC.	TRIM	865,639	604,552	-30.2%	$81.8M	2026-Q1
AGF MANAGEMENT LTD	TRIM	637,754	448,932	-29.6%	$72.4M	2026-Q1
Zurich Insurance Group Ltd/FI	NEW	—	533,308	—	$72.0M	2026-Q1
PICTON MAHONEY ASSET MANAGEMENT	DOUBLED	12,983	237,936	+1732.7%	$32.2M	2026-Q1
Capital Wealth Planning, LLC	DOUBLED	96,785	234,353	+142.1%	$31.7M	2026-Q1
BNP Paribas Asset Management Holding S.A.	ADD	110,065	210,007	+90.8%	$28.4M	2026-Q1
M&T BANK CORP	DOUBLED	13,019	57,318	+340.3%	$7.8M	2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	TRIM	167,805	57,104	-66.0%	$7.7M	2026-Q1
CAPITAL FUND MANAGEMENT S.A.	TRIM	87,423	54,170	-38.0%	$7.3M	2026-Q1
CREDIT AGRICOLE S A	DOUBLED	13,064	45,376	+247.3%	$6.1M	2026-Q1
NATIXIS	TRIM	40,128	25,724	-35.9%	$3.5M	2026-Q1
Magnetar Financial LLC	TRIM	29,585	11,373	-61.6%	$1.5M	2026-Q1
BLAIR WILLIAM & CO/IL	ADD	7,343	9,697	+32.1%	$1.3M	2026-Q1
Atria Investments, Inc	TRIM	13,404	9,545	-28.8%	$1.3M	2026-Q1
HB Wealth Management, LLC	DOUBLED	4,650	9,484	+104.0%	$1.3M	2026-Q1
Mediolanum International Funds Ltd	ADD	3,764	7,177	+90.7%	$945.3K	2026-Q1
PINEBRIDGE INVESTMENTS LLC	ADD	2,336	4,498	+92.6%	$847.5K	2026-Q1
Envestnet Portfolio Solutions, Inc.	TRIM	13,730	5,649	-58.9%	$764.5K	2026-Q1
PRUDENTIAL FINANCIAL INC	TRIM	9,170	4,770	-48.0%	$488.5K	2026-Q1
DANSKE BANK A/S	TRIM	2,977	913	-69.3%	$123.4K	2026-Q1

∅

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

∅

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (37% buy). Based on 19 analysts: 1 strong buy, 6 buy, 10 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$153.07 mean target -9.0% upside Sell (2.64)

$141.11 Low $164.80 High

Metric	Value
Current Price	$168.30
Target Low	$141.11
Target Mean	$153.07
Target Median	$153.30
Target High	$164.80
# Analysts	3
Recommendation	Sell (2.64)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-07-31	$3.69	$3.47	$3.90	14.4%	+0.5%	6↑ 3↓	$9.8B	8.8%	11
Next Q 2026-10-31	$3.62	$3.49	$3.90	10.5%	-1.1%	3↑ 6↓	$9.7B	3.9%	10
Current FY 2026-10-31	$14.50	$14.15	$14.96	19.2%	+1.9%	12↑ 1↓	$38.8B	6.9%	13
Next FY 2027-10-31	$16.29	$15.60	$17.06	12.3%	+0.9%	10↑ 3↓	$40.5B	4.4%	13

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$3.695
7d ago	$3.704	-0.009
30d ago	$3.677	+0.018
60d ago	$3.664	+0.031
90d ago	$3.665	+0.030

1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 28, 2026	RBC Capital	MAINTAIN	Sector Perform	Sector Perform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Buy %
Jun 1, 2026	1	6	10	2	37%
May 1, 2026	1	6	10	2	37%
Apr 1, 2026	1	6	10	2	37%
Mar 1, 2026	1	6	11	1	37%
Feb 1, 2026	1	5	12	1	32%
Jan 1, 2026	1	4	13	1	26%

Strong BuyBuyHoldSellStrong Sell

1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Mar 16, 2026	Ro Khanna	D	HOUSE	BUY	$1,001 - $15,000	Bank of Montreal	Apr 9, 2026 (25d)

63°

Warm

Bearish Neutral Bullish

4 mentions 2 bullish 0 bearish 4 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Threads
Jun 9, 2026	1	60° Warm	1	1
Jun 9, 2026	1	60° Warm	1	1
May 12, 2026	1	50° Neutral	0	1
May 12, 2026	1	50° Neutral	0	1

Recent Reddit Threads

r/pennystocks Bullish 3d 12h ago

I pulled this tape from Friday. It reads like a Bay Street directory.

▲ 1 💬 1 ⚡ 0.5

r/stocks Neutral 1mo ago

Don't Bank at BMO

▲ 1 💬 0 ⚡ 0.5

May 14, 2026

short_interest

FTD: BMO — 20,318 shares ($3.1M) failed to deliver

Settlement: 20260514, Price: $150.23, FTD Value: $3,052,373.14, BANK OF MONTREAL

May 13, 2026

short_interest

FTD: BMO — 20,496 shares ($3.1M) failed to deliver

Settlement: 20260513, Price: $152.52, FTD Value: $3,126,049.92, BANK OF MONTREAL

May 12, 2026

short_interest

FTD: BMO — 41,860 shares ($6.4M) failed to deliver

Settlement: 20260512, Price: $153.08, FTD Value: $6,407,928.8, BANK OF MONTREAL

Apr 30, 2026

short_interest

FTD: BMO — 6,287 shares ($0.9M) failed to deliver

Settlement: 20260430, Price: $148.19, FTD Value: $931,670.53, BANK OF MONTREAL

Apr 28, 2026

short_volume

Short Volume: BMO — 98.4% short (3.1M / 3.1M)

Short: 3,062,925 | Exempt: 0 | TRF Vol: 3,111,214 | Short Ratio: 98.4% | Off-exchange volume (dark pool + OTC)

Apr 1, 2026

short_interest

FTD: BMO — 5,846 shares ($0.8M) failed to deliver

Settlement: 20260401, Price: $135.34, FTD Value: $791,197.64, BANK OF MONTREAL

Mar 25, 2026

short_interest

FTD: BMO — 5,886 shares ($0.8M) failed to deliver

Settlement: 20260325, Price: $136.39, FTD Value: $802,791.54, BANK OF MONTREAL

Mar 10, 2026

short_interest

FTD: BMO — 8,848 shares ($1.3M) failed to deliver

Settlement: 20260310, Price: $141.98, FTD Value: $1,256,239.04, BANK OF MONTREAL

Mar 6, 2026

short_interest

FTD: BMO — 21,595 shares ($3.1M) failed to deliver

Settlement: 20260306, Price: $144.00, FTD Value: $3,109,680, BANK OF MONTREAL

Mar 2, 2026

short_interest

FTD: BMO — 5,997 shares ($0.9M) failed to deliver

Settlement: 20260302, Price: $143.93, FTD Value: $863,148.21, BANK OF MONTREAL

Feb 27, 2026

short_interest

FTD: BMO — 10,464 shares ($1.6M) failed to deliver

Settlement: 20260227, Price: $148.85, FTD Value: $1,557,566.4, BANK OF MONTREAL

Feb 25, 2026

short_interest

FTD: BMO — 13,503 shares ($1.9M) failed to deliver

Settlement: 20260225, Price: $142.30, FTD Value: $1,921,476.9, BANK OF MONTREAL

Feb 11, 2026

short_interest

FTD: BMO — 4,276 shares ($0.6M) failed to deliver

Settlement: 20260211, Price: $145.64, FTD Value: $622,756.64, BANK OF MONTREAL

Feb 3, 2026

short_interest

FTD: BMO — 3,695 shares ($0.5M) failed to deliver

Settlement: 20260203, Price: $138.45, FTD Value: $511,572.75, BANK OF MONTREAL

Feb 2, 2026

short_interest

FTD: BMO — 11,895 shares ($1.6M) failed to deliver

Settlement: 20260202, Price: $136.15, FTD Value: $1,619,504.25, BANK OF MONTREAL