Aviso Financial Inc. Increases Stock Holdings in Bank Of Montreal $BMO

Aviso Financial Inc. increased its holdings in Bank Of Montreal (NYSE:BMO) (TSE:BMO) by 24.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,002,099 shares of the bank’s stock after purchasing an additional 195,154 shares during the period. Bank Of Montreal comprises about 5.3% of Aviso Financial Inc.’s portfolio, making the stock its 2nd largest holding. Aviso Financial Inc.’s holdings in Bank Of Montreal were worth $130,601,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of BMO. Choreo LLC grew its stake in shares of Bank Of Montreal by 3.6% in the third quarter. Choreo LLC now owns 2,735 shares of the bank’s stock worth $356,000 after acquiring an additional 95 shares during the period. Intrust Bank NA boosted its holdings in Bank Of Montreal by 3.0% in the third quarter. Intrust Bank NA now owns 3,710 shares of the bank’s stock worth $483,000 after purchasing an additional 107 shares during the last quarter. Checchi Capital Advisers LLC grew its position in Bank Of Montreal by 3.6% in the 3rd quarter. Checchi Capital Advisers LLC now owns 3,131 shares of the bank’s stock worth $408,000 after purchasing an additional 109 shares during the period. Focus Partners Advisor Solutions LLC raised its stake in Bank Of Montreal by 4.5% during the 2nd quarter. Focus Partners Advisor Solutions LLC now owns 2,616 shares of the bank’s stock valued at $289,000 after buying an additional 112 shares during the last quarter. Finally, Turn8 Private Wealth Inc. raised its stake in Bank Of Montreal by 1.0% during the 3rd quarter. Turn8 Private Wealth Inc. now owns 11,018 shares of the bank’s stock valued at $1,437,000 after buying an additional 113 shares during the last quarter. Hedge funds and other institutional investors own 45.82% of the company’s stock.

Bank Of Montreal Stock Performance

Shares of BMO opened at $143.93 on Friday. The business has a 50-day simple moving average of $137.46 and a two-hundred day simple moving average of $129.35. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.11. Bank Of Montreal has a 52 week low of $85.40 and a 52 week high of $149.01. The stock has a market cap of $101.65 billion, a price-to-earnings ratio of 16.72, a PEG ratio of 1.00 and a beta of 0.94.

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

Bank Of Montreal Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Shareholders of record on Wednesday, April 29th will be given a $1.67 dividend. This represents a $6.68 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date is Wednesday, April 29th. Bank Of Montreal’s dividend payout ratio is presently 56.56%.

Key Headlines Impacting Bank Of Montreal

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 Analysts Forecast Growth

A number of research firms have recently issued reports on BMO. Raymond James Financial upgraded Bank Of Montreal from a “market perform” rating to an “outperform” rating in a research note on Friday, February 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Bank Of Montreal in a research report on Monday, December 29th. Zacks Research raised shares of Bank Of Montreal from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 19th. Jefferies Financial Group reiterated a “hold” rating on shares of Bank Of Montreal in a research note on Wednesday. Finally, Wall Street Zen raised shares of Bank Of Montreal from a “sell” rating to a “hold” rating in a report on Sunday, February 8th. Two research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $163.00.

Bank Of Montreal 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.