NYSE$BMO

Bank of Montreal · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Bank of Montreal reported strong second quarter 2026 results with reported net income of CAD 2.63 billion, up 34% year-over-year.

BMO Financial Group reported Q2 2026 net income of CAD 2,630 million (reported) and CAD 2,733 million (adjusted), with EPS of CAD 3.53 (reported) and CAD 3.67 (adjusted). Results showed broad-based revenue growth, improved ROE to 13.0% (reported)/13.5% (adjusted), lower provisions for credit losses, and a CET1 ratio of 13.0%. The bank also increased its dividend by 5% and repurchased shares.

  • Reported net income rose 34% to CAD 2,630 million and adjusted net income rose 34% to CAD 2,733 million.
  • Reported EPS increased 41% to CAD 3.53 and adjusted EPS increased 40% to CAD 3.67.
  • ROE improved to 13.0% (reported) and 13.5% (adjusted), up from 9.4% and 9.8% respectively.
  • CET1 ratio stood at 13.0%; quarterly dividend raised 5% to CAD 1.71 per share.

Headline financials

Total Revenue

C$9.57B

Previous: C$6.28B+52.5%
EPS (adj)

C$3.67

Previous: C$1.89+94.2%
Adjusted ROE

13.5%

No prior period
Provision for credit losses

C$739M

No prior period
CET1 Ratio

13.0%

No prior period
Reported ROE

13.0%

No prior period
Net Income

C$2.63B

Previous: C$1.42B+85.4%
Operating Income

C$4.4B

Previous: C$1.88B+133.5%

Revenue & EPS history

BMO · Revenue · Quarterly

C$9.57B

Q2 2026+52.5%vs Q2 2025
Beat estimate in 8 of 12 quarters(67%)
ActualEstimate

Forward guidance

Management highlighted continued momentum in ROE and EPS growth, with focus on client relationships, innovation including AI, and disciplined capital management. A planned sale of certain finance businesses is expected to result in a CAD 1.1 billion pre-tax charge in Q3.

Tailwinds

  • Strong fee revenue growth across segments
  • Solid commercial loan growth in Canada and U.S.
  • Improved operating leverage

Headwinds

  • Expected CAD 1.1 billion pre-tax charge from business sale in Q3 2026

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+0.3%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.0%

Avg return

30 days after

53%

20 / 38 earnings

Positive

+5.9%

Q3 2020

Best reaction

-5.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.8%+0.5%
Q1 2026+4.0%-1.2%+10.1%
Q3 2025+4.9%+6.4%+13.7%
Q2 2025+1.4%+2.9%+4.1%
Q1 2025-2.1%+3.0%-2.8%
Q4 2024-0.1%+5.8%+0.8%
Q2 2024-5.4%-7.5%-12.8%
Q4 2023+3.6%+4.3%+20.2%
Q3 2023+2.0%+2.6%+1.4%
Q2 2023-4.6%-3.0%+0.9%
Q1 2023-0.5%-0.3%-8.4%
Q4 2022+1.2%-3.4%-7.4%
Q3 2022-3.2%-5.5%-9.8%
Q2 2022-0.5%+3.1%-8.3%
Q1 2022-0.4%+0.9%+3.6%
Q4 2021+2.2%+3.7%+2.4%
Q3 2021+2.0%-1.1%-0.3%
Q2 2021+0.9%+2.5%+2.1%
Q1 2021+3.3%+1.0%+10.2%
Q4 2020+2.6%+5.6%+4.6%
Q3 2020+5.9%+8.5%+0.3%
Q2 2020+1.8%+0.3%+1.5%
Q1 2020-2.5%-9.3%-33.5%
Q4 2019-1.8%-0.2%+2.6%
Q3 2019-4.2%-1.7%+4.6%
Q2 2019-2.1%-3.8%-0.8%
Q1 2019+2.4%+3.1%-0.5%
Q4 2018-4.1%-6.8%-12.1%
Q3 2018+0.2%-0.0%+1.0%
Q2 2018+1.2%+1.8%+0.9%
Q1 2018-2.2%-4.7%-3.8%
Q4 2017-0.3%+0.2%+3.8%
Q3 2017-2.6%-2.2%+2.3%
Q2 2017-2.4%-3.6%+0.7%
Q1 2017-0.3%+1.4%-1.3%
Q4 2016+2.7%+8.2%+9.4%
Q3 2016+2.9%+2.6%+1.7%
Q2 2016+2.5%+1.2%-0.9%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
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Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
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Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q1 2009
Q3 2008
Q2 2008
Q1 2008
Q3 2007
Q2 2007
Q1 2007
Q3 2006
Q2 2006
Q1 2006
Q4 2005
Q3 2005
Q2 2005
Q1 2005
Q3 2004
Q2 2004
Q1 2004

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