BMO Earnings
Wednesday, May 27 2026
EPS Estimate
$3.43
$3.32 – $3.53
Revenue Estimate
$9.4B
Current Price
$153.08
Our Position
bullishTruck credit cleanup signals end to BMO's worst headwinds
structured data
est. revisions falling
(-1.6pp / 30d)
This marks a tactical inflection in a segment that's been a drag on BMO's credit metrics since late 2023. Falling impairments and provisions free up capital and reduce earnings drag going forward—if the improvement sticks. The risk: loan formations remain well below historical levels ($65M vs. $131M in Q4 2025), so any true recovery is still early stage and fragile to macro shocks.
Watch: Watch Q2 results for confirmation—whether impairments stabilize and loan formations accelerate as trucking activity normalizes. If they reverse, it signals the cycle hasn't turned and BMO faces more pain ahead.
Data Signal Summary
1 bullish
1 bearish
Insider buying cluster
Put/call 1.4 (bearish skew)
Key Context
Insider Activity
buying
Price Trend
mixed
1-Month Return
+6.1%
From 52w High
-1.2%
P/E Ratio
17.6
Est. Revisions (30d)
+0.6% 11up/1dn
Analyst Target (mean)
$142 $127–$156 -7%
Options P/C Ratio
1.39
Est. Dispersion
6% 12 analysts
Insider Cluster
buy cluster
Recent Activity
insider trades
121 transactions
Other
·
Bank Of Montreal (Issuer)
·243,000 shares
Buy
·
Bank Of Montreal (Issuer)
·243,000 shares
·$34,162,641
Other
·
Bank Of Montreal (Issuer)
·350,000 shares
Buy
·
Bank Of Montreal (Issuer)
·350,000 shares
·$48,751,850
Buy
·
Bank Of Montreal (Issuer)
·350,000 shares
·$48,301,750
116 more
Buy
·
Bank Of Montreal
·350,000 shr
·$48,814,150
Buy
·
Bank Of Montreal
·350,000 shr
·$49,916,650
Buy
·
Bank Of Montreal
·350,000 shr
·$50,132,250
Buy
·
Bank Of Montreal
·350,000 shr
·$49,196,700
Buy
·
Bank Of Montreal
·350,000 shr
·$49,851,900
Other
·
Bank Of Montreal
·250,000 shr
Buy
·
Bank Of Montreal
·250,000 shr
·$35,952,250
Buy
·
Bank Of Montreal
·250,000 shr
·$36,411,750
Other
·
Bank Of Montreal
·285,000 shr
Buy
·
Bank Of Montreal
·285,000 shr
·$40,783,500
Exercise
·
Tannenbaum (Alan)
·9,824 shr
·$973,853
Other
·
Tannenbaum (Alan)
·9,824 shr
·$1,398,976
Buy
·
Bank Of Montreal
·250,000 shr
·$36,085,750
Other
·
Brown (Tammy Lynne)
·350 shr
·$49,439
Exercise
·
Hackett (Darrel H)
·9,428 shr
·$693,721
Other
·
Hackett (Darrel H)
·9,428 shr
·$1,373,867
Exercise
·
Hackett (Darrel H)
·18,478 shr
·$1,214,669
Other
·
Hackett (Darrel H)
·18,478 shr
·$2,690,212
Exercise
·
Haward Laird,Sharon Marie
·3,643 shr
·$258,121
Other
·
Haward Laird,Sharon Marie
·3,643 shr
·$522,693
Exercise
·
Kamanga (Deland)
·16,426 shr
·$1,218,743
Other
·
Kamanga (Deland)
·16,426 shr
·$2,362,173
Other
·
Bank Of Montreal
·94,400 shr
Other
·
Bank Of Montreal
·100,000 shr
Buy
·
Bank Of Montreal
·94,400 shr
·$13,430,288
Buy
·
Bank Of Montreal
·100,000 shr
·$14,212,900
Other
·
Bank Of Montreal
·50,500 shr
Other
·
Bank Of Montreal
·51,900 shr
Buy
·
Bank Of Montreal
·50,500 shr
·$7,184,938
Other
·
Bank Of Montreal
·150,000 shr
Buy
·
Bank Of Montreal
·51,900 shr
·$7,385,525
Buy
·
Bank Of Montreal
·150,000 shr
·$21,228,750
Buy
·
Bank Of Montreal
·150,000 shr
·$21,031,950
Other
·
Bank Of Montreal
·103,000 shr
Buy
·
Bank Of Montreal
·150,000 shr
·$21,202,800
Buy
·
Bank Of Montreal
·103,000 shr
·$14,793,478
Other
·
Bank Of Montreal
·122,200 shr
Buy
·
Bank Of Montreal
·122,200 shr
·$17,515,537
Buy
·
Bank Of Montreal
·150,000 shr
·$21,185,100
Buy
·
Bank Of Montreal
·150,000 shr
·$20,941,500
Buy
·
Bank Of Montreal
·150,000 shr
·$21,155,400
Buy
·
Bank Of Montreal
·150,000 shr
·$21,073,050
Other
·
Bank Of Montreal
·200,000 shr
Buy
·
Bank Of Montreal
·200,000 shr
·$27,651,600
Other
·
Bank Of Montreal
·75,000 shr
Buy
·
Bank Of Montreal
·75,000 shr
·$10,308,150
Buy
·
Bank Of Montreal
·75,000 shr
·$10,333,950
Buy
·
Bank Of Montreal
·100,000 shr
·$13,539,200
Buy
·
Bank Of Montreal
·100,000 shr
·$13,501,900
Buy
·
Bank Of Montreal
·100,000 shr
·$13,619,200
Buy
·
Bank Of Montreal
·75,000 shr
·$10,234,725
Buy
·
Bank Of Montreal
·100,000 shr
·$13,420,100
Buy
·
Bank Of Montreal
·100,000 shr
·$13,241,700
Buy
·
Bank Of Montreal
·100,000 shr
·$13,238,700
Buy
·
Bank Of Montreal
·100,000 shr
·$13,338,500
Buy
·
Bank Of Montreal
·100,000 shr
·$13,296,000
Buy
·
Bank Of Montreal
·75,000 shr
·$10,017,150
Buy
·
Bank Of Montreal
·100,000 shr
·$13,243,300
Buy
·
Bank Of Montreal
·100,000 shr
·$13,380,400
Buy
·
Bank Of Montreal
·100,000 shr
·$13,389,600
Other
·
Claxton (Hazel Cynthia)
·325 shr
·$43,600
Buy
·
Bank Of Montreal
·100,000 shr
·$13,089,800
Other
·
Dufaux (Caroline)
Buy
·
Hackett (Darrel H)
·146 shr
·$14,734
Buy
·
Hackett (Darrel H)
·54 shr
·$6,136
Buy
·
Haward Laird,Sharon Marie
·84 shr
·$9,582
Buy
·
Kamanga (Deland)
·75 shr
·$8,454
Buy
·
Malone (Mona Elizabeth)
·19 shr
·$2,138
Buy
·
McManus (Brian)
·311 shr
·$35,670
Buy
·
Tannenbaum (Alan)
·8 shr
·$909
Buy
·
Tennyson, Steven Lloyd
·54 shr
·$6,151
Buy
·
White (William Darryl)
·25 shr
·$2,849
Other
·
Bank Of Montreal
·175,000 shr
Buy
·
Bank Of Montreal
·175,000 shr
·$23,129,750
Exercise
·
Tannenbaum (Alan)
·11,447 shr
·$1,017,134
Other
·
Tannenbaum (Alan)
·11,447 shr
·$1,514,369
Buy
·
Bank Of Montreal
·175,000 shr
·$23,129,050
Buy
·
Bank Of Montreal
·175,000 shr
·$23,035,775
Buy
·
Bank Of Montreal
·175,000 shr
·$22,496,075
Buy
·
Bank Of Montreal
·175,000 shr
·$22,242,150
Buy
·
Bank Of Montreal
·175,000 shr
·$22,245,125
Buy
·
Bank Of Montreal
·175,000 shr
·$22,613,500
Buy
·
Bank Of Montreal
·200,000 shr
·$25,071,600
Other
·
Brown (Tammy Lynne)
Buy
·
Bank Of Montreal
·175,000 shr
·$22,144,150
Other
·
Bank Of Montreal
·225,000 shr
Buy
·
Bank Of Montreal
·175,000 shr
·$22,012,550
Buy
·
Bank Of Montreal
·225,000 shr
·$28,066,500
Other
·
Bank Of Montreal
·125,000 shr
Buy
·
Bank Of Montreal
·125,000 shr
·$15,232,375
Buy
·
Bank Of Montreal
·225,000 shr
·$27,646,650
Buy
·
Bank Of Montreal
·225,000 shr
·$27,740,250
Buy
·
Bank Of Montreal
·225,000 shr
·$28,100,925
Buy
·
Bank Of Montreal
·175,000 shr
·$22,078,000
Buy
·
Bank Of Montreal
·175,000 shr
·$21,954,275
Buy
·
Bank Of Montreal
·225,000 shr
·$28,036,575
Buy
·
Bank Of Montreal
·225,000 shr
·$27,615,375
Other
·
Bank Of Montreal
·15,000 shr
Buy
·
Bank Of Montreal
·15,000 shr
·$2,267,835
Other
·
Bank Of Montreal
·25,000 shr
Buy
·
Bank Of Montreal
·25,000 shr
·$3,814,375
Buy
·
Bank Of Montreal
·25,000 shr
·$3,831,525
Buy
·
Bank Of Montreal
·25,000 shr
·$3,810,625
Other
·
Bank Of Montreal
·30,000 shr
Buy
·
Bank Of Montreal
·30,000 shr
·$4,472,730
Buy
·
Bank Of Montreal
·30,000 shr
·$4,475,940
Buy
·
Bank Of Montreal
·30,000 shr
·$4,424,220
Buy
·
Bank Of Montreal
·30,000 shr
·$4,347,390
Buy
·
Bank Of Montreal
·30,000 shr
·$4,318,320
Buy
·
Bank Of Montreal
·30,000 shr
·$4,259,400
Buy
·
Bank Of Montreal
·30,000 shr
·$4,230,600
Other
·
Bank Of Montreal
·50,000 shr
Buy
·
Bank Of Montreal
·50,000 shr
·$6,872,600
Buy
·
Bank Of Montreal
·50,000 shr
·$6,866,600
Buy
·
Bank Of Montreal
·50,000 shr
·$6,786,800
Buy
·
Bank Of Montreal
·50,000 shr
·$6,855,600
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