Is Bank of Montreal Stock a Good Investment?
Bank of Montreal Investment Advice | BMO |
- Examine Bank of Montreal's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Bank of Montreal's leadership team and their track record. Good management can help Bank of Montreal navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Banks space and any emerging trends that could impact Bank of Montreal's business and its evolving consumer preferences.
- Compare Bank of Montreal's performance and market position to its competitors. Analyze how Bank of Montreal is positioned in terms of product offerings, innovation, and market share.
- Check if Bank of Montreal pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Bank of Montreal's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Bank of Montreal stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Bank of Montreal is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Bank of Montreal Stock
Researching Bank of Montreal's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 55.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.17. Some equities with similar Price to Book (P/B) outperform the market in the long run. Bank of Montreal has Price/Earnings To Growth (PEG) ratio of 1.46. The entity recorded earning per share (EPS) of 7.41. The firm last dividend was issued on the 29th of April 2025. Bank of Montreal had 2:1 split on the 15th of March 2001.
To determine if Bank of Montreal is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Bank of Montreal's research are outlined below:
| Bank of Montreal has a poor financial position based on the latest SEC disclosures | |
| On 26th of February 2025 Bank of Montreal paid $ 1.1329 per share dividend to its current shareholders | |
| Latest headline from zacks.com: Is Bank of Montreal Stock a Solid Choice Right Now |
Bank of Montreal Quarterly Accounts Payable |
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Bank of Montreal uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Bank of Montreal. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Bank of Montreal's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 22nd of May 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 6th of December 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of October 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Bank of Montreal's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Bank of Montreal's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1996-08-27 | 1996-07-31 | 0.49 | 0.54 | 0.05 | 10 | ||
1996-02-27 | 1996-01-31 | 0.47 | 0.52 | 0.05 | 10 | ||
1997-08-26 | 1997-07-31 | 0.6 | 0.66 | 0.06 | 10 | ||
1999-08-24 | 1999-07-31 | 0.62 | 0.69 | 0.07 | 11 | ||
2002-11-26 | 2002-10-31 | 0.77 | 0.85 | 0.08 | 10 | ||
2004-11-23 | 2004-10-31 | 0.91 | 0.81 | -0.1 | 10 | ||
2009-11-24 | 2009-10-31 | 1.02 | 1.13 | 0.11 | 10 | ||
2004-05-26 | 2004-04-30 | 1.01 | 1.12 | 0.11 | 10 |
Bank of Montreal Target Price Consensus
Bank target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Bank of Montreal's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 14 | Buy |
Most Bank analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Bank stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Bank of Montreal, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationBank of Montreal Target Price Projection
Bank of Montreal's current and average target prices are 96.70 and 100.60, respectively. The current price of Bank of Montreal is the price at which Bank of Montreal is currently trading. On the other hand, Bank of Montreal's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Bank of Montreal Market Quote on 23rd of March 2025
Target Price
Analyst Consensus On Bank of Montreal Target Price
Bank of Montreal Analyst Ratings
Bank of Montreal's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Bank of Montreal stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Bank of Montreal's financials, market performance, and future outlook by experienced professionals. Bank of Montreal's historical ratings below, therefore, can serve as a valuable tool for investors.Know Bank of Montreal's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Bank of Montreal is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bank of Montreal backward and forwards among themselves. Bank of Montreal's institutional investor refers to the entity that pools money to purchase Bank of Montreal's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Manufacturers Life Insurance Co | 2024-12-31 | 6.8 M | Jarislowsky Fraser Ltd | 2024-12-31 | 6.7 M | Beutel, Goodman & Company Ltd. | 2024-12-31 | 6.6 M | Cibc Global Asset Management Inc | 2024-12-31 | 6.4 M | Caisse De Depot Et Placement Du Quebec | 2024-12-31 | 5.4 M | Fmr Inc | 2024-12-31 | 5.2 M | Federation Des Caisses Desjardins Du Quebec | 2024-12-31 | 4.9 M | Geode Capital Management, Llc | 2024-12-31 | 4.3 M | Legal & General Group Plc | 2024-12-31 | 4.2 M | Royal Bank Of Canada | 2024-12-31 | 60.6 M | Vanguard Group Inc | 2024-12-31 | 30.5 M |
Bank of Montreal's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 70.44 B.Market Cap |
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Bank of Montreal's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.00 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.03 | |
| Return On Assets | 0.00 | 0.01 | |
| Return On Equity | 0.10 | 0.14 |
Determining Bank of Montreal's profitability involves analyzing its financial statements and using various financial metrics to determine if Bank of Montreal is a good buy. For example, gross profit margin measures Bank of Montreal's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Bank of Montreal's profitability and make more informed investment decisions.
Evaluate Bank of Montreal's management efficiency
As of the 23rd of March 2025, Return On Tangible Assets is likely to grow to 0.01. Also, Return On Capital Employed is likely to grow to 0.03. At this time, Bank of Montreal's Asset Turnover is very stable compared to the past year. Bank of Montreal's management efficiency ratios could be used to measure how well Bank of Montreal manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 104.24 | 109.45 | |
| Tangible Book Value Per Share | 77.40 | 81.27 | |
| Enterprise Value Over EBITDA | 28.12 | 29.52 | |
| Price Book Value Ratio | 1.26 | 1.62 | |
| Enterprise Value Multiple | 28.12 | 29.52 | |
| Price Fair Value | 1.26 | 1.62 | |
| Enterprise Value | 40.2 B | 42.2 B |
Bank of Montreal has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Basic technical analysis of Bank Stock
As of the 23rd of March, Bank of Montreal shows the Standard Deviation of 1.1, mean deviation of 0.7519, and Risk Adjusted Performance of (0.01). Bank of Montreal technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Bank of Montreal's Outstanding Corporate Bonds
Bank of Montreal issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Bank of Montreal uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Bank bonds can be classified according to their maturity, which is the date when Bank of Montreal has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Bank of Montreal's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Bank of Montreal's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.03) | |||
| Mean Deviation | 0.7519 | |||
| Coefficient Of Variation | (8,371) | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 | |||
| Information Ratio | 0.0404 | |||
| Jensen Alpha | 0.0171 | |||
| Total Risk Alpha | 0.0602 | |||
| Treynor Ratio | (0.04) | |||
| Maximum Drawdown | 6.84 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.74 | |||
| Skewness | 0.7252 | |||
| Kurtosis | 3.33 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.03) | |||
| Mean Deviation | 0.7519 | |||
| Coefficient Of Variation | (8,371) | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 | |||
| Information Ratio | 0.0404 | |||
| Jensen Alpha | 0.0171 | |||
| Total Risk Alpha | 0.0602 | |||
| Treynor Ratio | (0.04) | |||
| Maximum Drawdown | 6.84 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.74 | |||
| Skewness | 0.7252 | |||
| Kurtosis | 3.33 |
Consider Bank of Montreal's intraday indicators
Bank of Montreal intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Bank of Montreal stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Bank of Montreal Corporate Filings
FWP | 21st of March 2025 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 19th of March 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Bank Stock media impact
Far too much social signal, news, headlines, and media speculation about Bank of Montreal that are available to investors today. That information is available publicly through Bank media outlets and privately through word of mouth or via Bank internal channels. However, regardless of the origin, that massive amount of Bank data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Bank of Montreal news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Bank of Montreal relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Bank of Montreal's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Bank of Montreal alpha.
Bank of Montreal Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Bank of Montreal can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Bank of Montreal Historical Investor Sentiment
Investor biases related to Bank of Montreal's public news can be used to forecast risks associated with an investment in Bank. The trend in average sentiment can be used to explain how an investor holding Bank can time the market purely based on public headlines and social activities around Bank of Montreal. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Bank of Montreal's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Bank of Montreal and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Bank of Montreal news discussions. The higher the estimate score, the more favorable the investor's outlook on Bank of Montreal.
Bank of Montreal Maximum Pain Price Across June 20th 2025 Option Contracts
Bank of Montreal's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Bank of Montreal close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Bank of Montreal's options.
Bank of Montreal Corporate Directors
| Eric Fleche | Independent Director | Profile | |
| Craig Broderick | Independent Director | Profile | |
| Martin Eichenbaum | Independent Director | Profile | |
| Stephen Dent | Independent Director | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank of Montreal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. To learn how to invest in Bank Stock, please use our How to Invest in Bank of Montreal guide.You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank of Montreal. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank of Montreal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.639 | Dividend Share 6.2 | Earnings Share 7.41 | Revenue Per Share | Quarterly Revenue Growth 0.172 |
The market value of Bank of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank of Montreal's market value can be influenced by many factors that don't directly affect Bank of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Bank of Montreal's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Bank of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.