Bank Of Montreal (BERZ) Invested Capital (2009 - 2026)

Bank Of Montreal (BERZ) has 14 years of Invested Capital data on file, last reported at $67.6 billion in Q1 2026.

• Invested Capital for Q1 2026 came in at $67.6 billion, changed 0.06% year-over-year; the trailing twelve-month figure through Jan 2026 was $67.6 billion (changed 0.06% YoY), and the FY2025 annual result was $63.6 billion, up 2.89% from the prior year.
• Invested Capital improved to $67.6 billion in Q1 2026 per BERZ's latest filing, from $63.6 billion in the prior quarter.
• Over five years, Invested Capital peaked at $67.6 billion in Q1 2026 and troughed at $40.9 billion in Q2 2023.
• A 5-year average of $55.3 billion and a median of $56.5 billion in 2025 frame the typical range for Invested Capital.
• The sharpest annual moves came in 2024 and 2025: Invested Capital jumped 59.88% in 2024, then declined 19.22% in 2025.
• A 5-year view of Invested Capital shows it stood at $53.5 billion in 2022, then grew by 4.95% to $56.2 billion in 2023, then advanced by 10.01% to $61.8 billion in 2024, then climbed by 2.89% to $63.6 billion in 2025, then rose by 6.32% to $67.6 billion in 2026.
• Business Quant data shows BERZ's Invested Capital at $67.6 billion in Q1 2026, $63.6 billion in Q4 2025, and $56.8 billion in Q3 2025.