Healthcare of Ontario Pension Plan Trust Fund Adds $38M in Bank of Montreal ($BMO)

Key Points

  • Healthcare of Ontario Pension Plan Trust Fund changed its Bank of Montreal ($BMO) stake by 7.0% last quarter, boosting to 3,495,672 shares worth $582.38 million.
  • Wall Street's consensus rating on $BMO is Hold and an average price target of $153.07.
  • $BMO last traded around $166.60.

Healthcare of Ontario Pension Plan Trust Fund increased its position in Bank of Montreal ($BMO) by 7.0% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,495,672 shares of Bank of Montreal after buying 228,210 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund's holdings in Bank of Montreal were worth $582.38 million as of its most recent filing.

Bank of Montreal ($BMO) Stock

Last price$166.60
Market cap$117.88B
P/E ratio18.02
Forward P/E14.44
PEG ratio1.86
Beta1.16
52-week low$104.09
52-week high$169.35
50-day MA$154.16
200-day MA$137.35

Bank of Montreal Earnings

EPS (ttm)$9.34
Revenue (ttm)$34.68B
Revenue growth15.8%
Net margin28.1%
Return on equity11.4%
Next earningsAug 25, 2026

Bank of Montreal Dividend

Annual dividend$4.95
Dividend yield294.00%
Payout ratio50.7%
Ex-dividend dateJul 30, 2026

Analysts Set New Price Targets

ConsensusHold
Average target$153.07
High target$164.80
Low target$141.11
Analysts covering3

About Bank of Montreal

Bank of Montreal provides diversified financial services primarily in North America. It operates through Canadian Personal and Commercial Banking; U.S. Banking; Wealth Management; and Capital Markets segments. The company offers checking accounts, savings, money markets and certificates of deposits, debit cards, overdrafts, digital banking, credit cards, loans, mortgages, investment and retirement options, and other banking services; and commercial banking products and services comprise various of financing options and treasury and payment solutions, as well as risk management products. It also offers investing, banking, and wealth management advisory; digital investing services; financial solutions for individuals, families, and businesses; offers investment management services to institutional, retail, and high net worth investors; and diversified insurance, and wealth and pension de-risking solutions. In addition, the company provides individual life, critical illness and annuity products, as well as segregated funds, and group creditor and travel insurance to customers; debt and equity capital-raising, loan origination and syndication, balance sheet management, treasury management, mergers and acquisitions advice, restructurings and recapitalizations, trade finance, and risk mitigation services, as well as a range of banking and other operating services. Further, the company offers research and access to financial markets for institutional, corporate and retail clients through an integrated suite of sales and trading solutions related to debt, foreign exchange, interest rates, credit, equities, securitization, and commodities; provides new product development and origination services, as well as risk management and advisory services for hedging strategies, including in interest rates, foreign exchange rates and commodities prices; and funding and liquidity management services. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada.

ExchangeNYSE
SectorFinancial Services
IndustryBanks - Diversified
HeadquartersMontreal, QC
CEOMr. William Darryl White
Employees53,234

See Also

This instant news alert was generated by automated narrative technology and financial data from Opentrades and public regulatory filings. It is for informational purposes only and is not financial advice.