Bank Of Montreal $BMO Shares Purchased by Swiss Life Asset Management Ltd

Posted by Francis Steltz on May 12th, 2026

Swiss Life Asset Management Ltd increased its holdings in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) by 10.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 110,795 shares of the bank’s stock after purchasing an additional 10,921 shares during the period. Swiss Life Asset Management Ltd’s holdings in Bank Of Montreal were worth $14,387,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Larson Financial Group LLC boosted its holdings in Bank Of Montreal by 466.7% in the third quarter. Larson Financial Group LLC now owns 238 shares of the bank’s stock valued at $31,000 after purchasing an additional 196 shares during the last quarter. WFA of San Diego LLC purchased a new position in shares of Bank Of Montreal during the 2nd quarter valued at about $28,000. Flagship Harbor Advisors LLC acquired a new position in shares of Bank Of Montreal in the 4th quarter valued at about $34,000. Sunbelt Securities Inc. acquired a new position in shares of Bank Of Montreal in the 3rd quarter valued at about $42,000. Finally, Bayforest Capital Ltd boosted its stake in shares of Bank Of Montreal by 669.6% in the fourth quarter. Bayforest Capital Ltd now owns 354 shares of the bank’s stock worth $46,000 after buying an additional 308 shares during the last quarter. 45.82% of the stock is currently owned by institutional investors and hedge funds.

Bank Of Montreal Trading Up 0.1%

Shares of Bank Of Montreal stock opened at $153.00 on Tuesday. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 0.11. Bank Of Montreal has a twelve month low of $100.75 and a twelve month high of $156.00. The firm has a market capitalization of $107.23 billion, a PE ratio of 17.77, a P/E/G ratio of 0.98 and a beta of 0.94. The firm’s 50-day moving average price is $143.67 and its 200 day moving average price is $136.05.

Bank Of Montreal (NYSE:BMO – Get Free Report) (TSE:BMO) last posted its quarterly earnings data on Wednesday, February 25th. The bank reported $2.51 EPS for the quarter, topping the consensus estimate of $2.35 by $0.16. Bank Of Montreal had a return on equity of 12.16% and a net margin of 11.76%.The company had revenue of $7.21 billion during the quarter, compared to analyst estimates of $6.73 billion. During the same period in the previous year, the business earned $3.04 EPS. Bank Of Montreal’s quarterly revenue was up 6.0% on a year-over-year basis. On average, sell-side analysts predict that Bank Of Montreal will post 10.25 EPS for the current fiscal year.

Bank Of Montreal Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Wednesday, April 29th will be given a dividend of $1.67 per share. This represents a $6.68 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Wednesday, April 29th. Bank Of Montreal’s payout ratio is presently 55.75%.

Wall Street Analyst Weigh In

Several research firms recently commented on BMO. Wall Street Zen raised Bank Of Montreal from a “sell” rating to a “hold” rating in a report on Sunday, February 8th. Barclays lowered Bank Of Montreal from an “equal weight” rating to an “underweight” rating in a research report on Friday, March 20th. Raymond James Financial raised shares of Bank Of Montreal from a “market perform” rating to an “outperform” rating in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Bank Of Montreal in a report on Friday, April 17th. Finally, TD Securities upgraded shares of Bank Of Montreal from a “hold” rating to a “buy” rating in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $163.00.

Get Our Latest Research Report on Bank Of Montreal

About Bank Of Montreal

(Free Report)

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.