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Stock impact report

TD Securities Turns More Constructive on Bank of Montreal (BMO) as ROE Trajectory Improves [Yahoo! Finance]

Bank Of Montreal (BMO) 
Last bank of montreal earnings: 2/25 06:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
On January 28, as previously reported, TD Securities analyst Mario Mendonca upgraded Bank of Montreal (NYSE:BMO) to Buy from Hold and raised his price target to C$209 from C$184. The move followed a change in the bank's return on equity outlook. BMO shifted its guidance from 15% in the medium term to 15% exiting 2027, a change the firm views “very favourably,” Mendonca told investors. Based on that update, the firm now expects the bank's ROE to increase by about 300 basis points over the next two years, outpacing peers by roughly 150 basis points, which led the analyst to raise estimates. BMO's earnings base is spread across Canadian banking, US banking, wealth management, and capital markets. That mix tends to provide balance, since a slowdown in one area rarely derails the entire business. The stock has reflected that stability, rising nearly 40% over the past year. Looking ahead to 2026, the focus is likely to be on credit quality, loan demand, and how changes in interest rates Show less Read more
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