United Capital Financial Advisors LLC Buys New Shares in Bank Of Montreal $BMO

Posted by Brian Himes on Sep 1st, 2026

United Capital Financial Advisors LLC purchased a new stake in shares of Bank Of Montreal (NYSE:BMO – Free Report) (TSE:BMO) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 3,325 shares of the bank’s stock, valued at approximately $588,000.

Several other hedge funds have also recently added to or reduced their stakes in BMO. AQR Capital Management LLC boosted its holdings in shares of Bank Of Montreal by 87.1% in the 1st quarter. AQR Capital Management LLC now owns 5,742 shares of the bank’s stock worth $548,000 after purchasing an additional 2,673 shares in the last quarter. Arrowstreet Capital Limited Partnership purchased a new position in shares of Bank Of Montreal during the 2nd quarter valued at about $1,018,000. Cerity Partners LLC lifted its position in Bank Of Montreal by 1.4% in the 2nd quarter. Cerity Partners LLC now owns 12,364 shares of the bank’s stock worth $1,368,000 after buying an additional 167 shares during the last quarter. Qube Research & Technologies Ltd lifted its position in Bank Of Montreal by 166.3% in the 2nd quarter. Qube Research & Technologies Ltd now owns 411,108 shares of the bank’s stock worth $45,518,000 after buying an additional 256,755 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Bank Of Montreal by 5,614.3% in the second quarter. NewEdge Advisors LLC now owns 2,800 shares of the bank’s stock worth $310,000 after buying an additional 2,751 shares in the last quarter. Institutional investors own 45.82% of the company’s stock.

Bank Of Montreal Stock Down 0.9%

Shares of NYSE:BMO opened at $170.39 on Tuesday. Bank Of Montreal has a 1 year low of $118.66 and a 1 year high of $187.22. The company has a market cap of $118.79 billion, a PE ratio of 19.23, a P/E/G ratio of 1.02 and a beta of 0.94. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.01 and a quick ratio of 1.01. The stock’s 50-day moving average is $177.88 and its 200 day moving average is $159.69.

Bank Of Montreal (NYSE:BMO – Get Free Report) (TSE:BMO) last released its quarterly earnings data on Tuesday, August 25th. The bank reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.71 by $0.13. The business had revenue of $7.10 billion during the quarter, compared to analysts’ expectations of $6.94 billion. Bank Of Montreal had a return on equity of 13.60% and a net margin of 11.72%.The business’s revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the business posted $3.23 EPS. Sell-side analysts anticipate that Bank Of Montreal will post 10.76 EPS for the current year.

Bank Of Montreal Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 26th. Investors of record on Friday, October 30th will be paid a $1.71 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $6.84 dividend on an annualized basis and a yield of 4.0%. Bank Of Montreal’s dividend payout ratio (DPR) is presently 54.29%.

Analysts Set New Price Targets

Several research analysts have commented on BMO shares. Canadian Imperial Bank of Commerce downgraded shares of Bank Of Montreal from a “sector outperform” rating to a “neutral” rating in a research note on Tuesday, August 18th. TD Securities reaffirmed a “buy” rating on shares of Bank Of Montreal in a report on Wednesday, August 12th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Bank Of Montreal in a research report on Thursday. Raymond James Financial reissued an “outperform” rating on shares of Bank Of Montreal in a research note on Tuesday, May 12th. Finally, Desjardins reaffirmed a “hold” rating on shares of Bank Of Montreal in a research note on Thursday, May 28th. Five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bank Of Montreal presently has an average rating of “Hold” and a consensus price target of $163.00.

Get Our Latest Stock Analysis on Bank Of Montreal

Bank Of Montreal Company Profile

(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.

United Capital Financial Advisors LLC Buys New Shares in Bank Of Montreal $BMO

Bank Of Montreal Stock Down 0.9%

Bank Of Montreal Dividend Announcement

Analysts Set New Price Targets

Bank Of Montreal Company Profile

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