Bank Of Montreal (BMO) Investment Advisory (2009 - 2026)
Bank Of Montreal (BMO) posted quarterly Investment Advisory of $488.5 million for Q1 2026, up 20.83% YoY from $404.3 million in Q1 2025, and up 9.31% sequentially from $446.9 million in Q4 2025.
Bank Of Montreal (BMO) Investment Advisory (2009 - 2026) Analysis & Trends
Bank Of Montreal has disclosed Investment Advisory across 18 years of filings, most recently posting $488.5 million for Q1 2026.
- In Q1 2026, Investment Advisory rose 20.83% year-over-year to $488.5 million; the TTM figure through Jan 2026 stood at $1.8 billion (up 12.65% YoY), while the FY2025 annual figure was $1.7 billion, up 10.57% from the prior year.
- Investment Advisory rose to $488.5 million in Q1 2026, from $446.9 million in the prior quarter.
- Over the last five years, Investment Advisory for BMO reached as high as $488.5 million in Q1 2026 and fell as low as $324.5 million in Q4 2022.
- The 5-year median for Investment Advisory is $368.2 million (2022), against an average of $377.6 million.
- Annual changes were most pronounced in 2022 — Investment Advisory slipped 21.85% — and 2026, when it gained 20.83%.
- A 5-year view of Investment Advisory shows it stood at $324.5 million in 2022, then advanced by 7.5% to $348.8 million in 2023, then climbed by 14.2% to $398.4 million in 2024, then gained by 12.19% to $446.9 million in 2025, then climbed by 9.31% to $488.5 million in 2026.
- According to Business Quant data, Investment Advisory over the past three periods registered $488.5 million, $446.9 million, and $428.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Advisory (Qtr) |
|---|---|---|---|---|---|
| 1 | Hsbc Holdings | 1,641.64 Bn | 1,642.09 Bn | - | - |
| 2 | Bank Of America | 423.61 Bn | -183.09 Bn | 29.24 Bn | - |
| 3 | Wells Fargo & Company | 264.70 Bn | 189.62 Bn | - | - |
| 4 | Citigroup | 256.70 Bn | -1,928.30 Bn | 19.85 Bn | - |
| 5 | UBS Group AG | 156.73 Bn | 156.73 Bn | - | - |
| 6 | Bank of New York Mellon | 100.92 Bn | 44.00 Bn | - | - |
| 7 | Jpmorgan Chase | 93.06 Bn | 120.14 Bn | - | - |
| 8 | Sumitomo Mitsui Financial | 92.45 Bn | 93.39 Bn | - | - |
| 9 | Bank of N.T. Butterfield & Son | 2.40 Bn | -454.67 Mn | 152.73 Mn | - |
| 10 | Bank Of Montreal | - | - | - | 488.55 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jan 31, 2026 | 488.55 Mn |
| Oct 31, 2025 | 446.94 Mn |
| Jul 31, 2025 | 428.67 Mn |
| Apr 30, 2025 | 390.72 Mn |
| Jan 31, 2025 | 404.34 Mn |
| Oct 31, 2024 | 398.37 Mn |
| Jul 31, 2024 | 385.60 Mn |
| Apr 30, 2024 | 369.50 Mn |
| Jan 31, 2024 | 357.29 Mn |
| Oct 31, 2023 | 348.83 Mn |
| Jul 31, 2023 | 356.62 Mn |
| Apr 30, 2023 | 342.18 Mn |
| Jan 31, 2023 | 325.47 Mn |
| Oct 31, 2022 | 324.50 Mn |
| Jul 31, 2022 | 335.89 Mn |
| Apr 30, 2022 | 348.19 Mn |
| Jan 31, 2022 | 368.18 Mn |
| Oct 31, 2021 | 415.22 Mn |
| Jul 31, 2021 | 408.62 Mn |
| Apr 30, 2021 | 378.09 Mn |