Bank of Montreal Ownership
| BMO Stock | USD 97.01 0.17 0.18% |
Shares in Circulation | First Issued 1994-03-31 | Previous Quarter 730.2 M | Current Value 728.5 M | Avarage Shares Outstanding 588.6 M | Quarterly Volatility 73.2 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Bank |
Bank Stock Ownership Analysis
About 53.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.24. Some equities with similar Price to Book (P/B) outperform the market in the long run. Bank of Montreal has Price/Earnings To Growth (PEG) ratio of 1.36. The entity recorded earning per share (EPS) of 6.63. The firm last dividend was issued on the 30th of October 2024. Bank of Montreal had 2:1 split on the 15th of March 2001. Bank of Montreal provides diversified financial services primarily in North America. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada. Bank Of Montreal is traded on New York Stock Exchange in the United States. For more info on Bank of Montreal please contact William White at 416-867-7366 or go to https://www.bmo.com.Besides selling stocks to institutional investors, Bank of Montreal also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Bank of Montreal's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Bank of Montreal's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Bank of Montreal Quarterly Liabilities And Stockholders Equity |
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Less than 1% of Bank of Montreal are currently held by insiders. Unlike Bank of Montreal's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Bank of Montreal's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Bank of Montreal's insider trades
Bank Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Bank of Montreal is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bank of Montreal backward and forwards among themselves. Bank of Montreal's institutional investor refers to the entity that pools money to purchase Bank of Montreal's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Cibc Global Asset Management Inc | 2024-09-30 | 6.6 M | Jarislowsky Fraser Ltd | 2024-09-30 | 6.3 M | Beutel, Goodman & Company Ltd. | 2024-09-30 | 5.9 M | Caisse De Depot Et Placement Du Quebec | 2024-09-30 | 5.4 M | Legal & General Group Plc | 2024-09-30 | 5.4 M | Federation Des Caisses Desjardins Du Quebec | 2024-09-30 | 5.1 M | Fmr Inc | 2024-09-30 | 5 M | Manufacturers Life Insurance Co | 2024-09-30 | 4.8 M | Healthcare Of Ontario Pension Plan Trust Fund | 2024-09-30 | 4.2 M | Royal Bank Of Canada | 2024-09-30 | 55.3 M | Vanguard Group Inc | 2024-09-30 | 29.9 M |
Bank of Montreal Outstanding Bonds
Bank of Montreal issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Bank of Montreal uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Bank bonds can be classified according to their maturity, which is the date when Bank of Montreal has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Bank of Montreal Corporate Filings
FWP | 27th of December 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 20th of December 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 22nd of November 2024 Other Reports | ViewVerify | |
| 29th of November 2024 Other Reports | ViewVerify |
Pair Trading with Bank of Montreal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank of Montreal will appreciate offsetting losses from the drop in the long position's value.Moving together with Bank Stock
| 0.83 | C | Citigroup Aggressive Push | PairCorr |
| 0.74 | BK | Bank of New York Fiscal Year End 10th of January 2025 | PairCorr |
| 0.85 | CM | Canadian Imperial Bank | PairCorr |
Moving against Bank Stock
| 0.83 | JPM-PL | JPMorgan Chase | PairCorr |
| 0.82 | JPM-PK | JPMorgan Chase | PairCorr |
| 0.82 | JPM-PM | JPMorgan Chase | PairCorr |
| 0.79 | TD | Toronto Dominion Bank | PairCorr |
| 0.79 | JPM-PJ | JPMorgan Chase | PairCorr |
The ability to find closely correlated positions to Bank of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank of Montreal to buy it.
The correlation of Bank of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank of Montreal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. To learn how to invest in Bank Stock, please use our How to Invest in Bank of Montreal guide.You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank of Montreal. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank of Montreal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.17 | Earnings Share 6.63 | Revenue Per Share 43.316 | Quarterly Revenue Growth (0.04) | Return On Assets 0.005 |
The market value of Bank of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank of Montreal's market value can be influenced by many factors that don't directly affect Bank of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bank of Montreal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bank of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.