Jefferies lifts Bank of Montreal target to Cdn$150, holds rating

Published 28/05/2025, 16:26
Jefferies lifts Bank of Montreal target to Cdn$150, holds rating

On Wednesday, Jefferies updated its outlook on Bank of Montreal (BMO:CN) (NYSE: BMO), raising its price target to Cdn$150.00 from the previous Cdn$129.00, while maintaining a Hold rating on the bank’s shares. The adjustment comes after the bank reported its quarterly results, which were positively influenced by lower-than-anticipated credit provisions, contributing to a robust financial performance. With a market capitalization of $78 billion and trading near its 52-week high, InvestingPro analysis suggests the stock is currently slightly undervalued based on its proprietary Fair Value model.

In the recent quarter, Bank of Montreal’s provisions for credit losses were significantly below expectations, allowing the bank to surpass earnings estimates. This positive outcome was further bolstered by a marked decrease in impaired loan formations, signaling an improvement in credit quality. The bank’s ability to manage its credit risks effectively has been a key factor in its strong quarterly results. Adding to investor confidence, BMO offers a robust 4.38% dividend yield and has maintained dividend payments for an impressive 53 consecutive years, according to InvestingPro data.

The research firm highlighted the bank’s underlying improvement in core earnings, suggesting that this should provide support for the bank’s financial outlook going forward. Despite the market’s potential hesitation to fully recognize the bank’s credit performance, Jefferies anticipates that the demonstrated earnings strength will underpin the bank’s future prospects. Trading at a P/E ratio of 13.94x and showing revenue growth of 3.42%, the bank maintains a FAIR overall Financial Health Score according to InvestingPro, which offers 8 additional key insights about BMO’s performance and valuation in its comprehensive Pro Research Report.

The analyst from Jefferies noted the significance of Bank of Montreal’s credit story in its recent quarterly report. The statement read, "The story in the quarter for BMO was credit: Provisions were well below expectations allowing it to generate a strong beat, but this was underscored by another improvement in its impaired loans, with formations dropping significantly. While the market may not necessarily want to give the bank full marks for this, the underlying improvement in core earnings should be supportive to its outlook."

Investors and market watchers will likely keep an eye on Bank of Montreal’s stock performance following this revised assessment from Jefferies. The updated price target reflects the firm’s recognition of the bank’s robust credit management and its potential impact on the bank’s valuation.

In other recent news, BMO Financial Group reported its second-quarter 2025 earnings, surpassing analyst expectations for earnings per share (EPS) but falling short on revenue forecasts. The bank’s adjusted EPS reached $2.62, exceeding the projected $2.50, while revenue was recorded at $8.68 billion, slightly below the anticipated $8.77 billion. Despite the revenue miss, BMO completed half of its share buyback program and announced a 5% increase in its dividend. Analysts have noted the bank’s strong performance in commercial banking and treasury solutions sectors, contributing to a 9% year-over-year revenue growth. The bank’s return on equity (ROE) stands at 10.6% year-to-date, with a medium-term target of 15%. Furthermore, BMO has been recognized for its leadership in ETF flows and as the best private bank in Canada for ultra-high net worth clients. The bank remains focused on optimizing its balance sheet and deposit mix amid a cautiously optimistic economic outlook.

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