- The trend backdrop is active with a 64-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
BMO
TOR
Week ended 07 Aug 2026
Weekly Investor Report
Bank of Montreal · Financial Services · Banks - Diversified
Latest close
253.2 CAD
0.7%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 18.7% above the Trend Line and sits at 96.9% of its 52-week range. The latest completed week returned 0.7%, after a 0.6% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 68/100. Near-term considerations: price is close to its 52-week high.
Setup score
80
out of 100
Latest Close
253.2 CAD
7 Aug 2026
1W Return
0.7%
latest completed week
4W Return
0.6%
short-term follow-through
12W Return
20.6%
quarterly tape
Trend Breadth
100.0%
52 of 52 weeks active
Volume Ratio
1.7x
vs 13-week average
- 10 reversal markers appear in the recent smart-money tape.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
0.7%
Latest completed week; four-week move 0.6%.
Indicator stack
100/79
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 61.46%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
68/100
25 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 18.7% above the Trend Line and sits at 96.9% of its 52-week range. The latest completed week returned 0.7%, after a 0.6% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.7x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 1.0012-week average 0.91
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure1.00Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1010 reversal markers
No recent accumulation markers. 10 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.6% over four weeks, 20.6% over 12 weeks, and 67.5% over one year. The current trend has remained active for 64 consecutive weeks.
Performance by holding period
Active trend streak64 weeks
Active weeks in one year52
Trend breadth100.0%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure1.58Latest activity-pressure read.
Pressure change2.6%Four-week change in activity pressure.
Leadership15.83Latest relative-leadership reading.
RS change-24.8%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 30 Apr 2026
Field coverage 73%
Model confidence 72%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength86/100Blend of value, momentum, and quality. Underlying universe rank 15; rank 1 is best.
Value62/100Relative valuation strength. Underlying universe rank 39; rank 1 is best.
Quality75/100Profitability and accounting quality. Underlying universe rank 26; rank 1 is best.
Momentum83/100Medium-term price momentum. Underlying universe rank 18; rank 1 is best.
Growth79/100Revenue and earnings growth. Underlying universe rank 22; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 18.2x Price divided by trailing earnings.
- Price / sales
- 4.7x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 4.4% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- 47.2% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 12.7% Latest one-year revenue growth.
- EPS growth
- 22.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -66.1% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 2.6% Cash dividends relative to market value.
- Buyback yield
- 2.5% Net share repurchases relative to market value.
- Shareholder yield
- 5.1% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment68/100
Weighted news tone is positive across 25 relevant articles.
12 positive · 13 neutral · 0 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-1.3%Distance below the 52-week high.
13-week volatility1.8%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher17 of 269 weeks finished lower.
Best week+6.0%Week of 22 May.
Worst week-3.6%Week of 13 Mar.
Latest week+0.7%Week of 7 Aug.
Shape of recent returns
Strong gains3
Modest gains14
Flat weeks0
Modest losses9
Sharp losses0
Recent vol1.8%13-week weekly-return volatility.
Base vol2.2%52-week weekly-return volatility.
Up/down split33/19Count of positive and negative weeks in the 52-week window.
Average skew2.3% / -1.1%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorCA Financial Services
4-week rank39 / 83
Group average-0.7%
Trend breadth69.9%
Trend69.9%active weekly trend signals
MD59.0%positive activity pressure
RS50.6%positive relative leadership
Four-week leaders
IndustryCA Banks - Diversified
4-week rank1 / 6
Group average-0.5%
Trend breadth100.0%
Trend100.0%active weekly trend signals
MD100.0%positive activity pressure
RS100.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape83/100
Trend, activity pressure, participation, and risk combine to a 83/100 tape read.
Indicator analysis83/100Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.
Activity pressure 1.00; 10 reversal markers Next-Week ExpectancyPositive 61.46%Next-week expectancy is positive with a 61.46% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors76/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 14 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment68/100Weighted news tone is positive across 25 relevant articles.
Raymond James Financial Issues Positive Forecast for Bank of Montreal (TSE:BMO) Stock Price Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 253.2 CAD | 0.7% | 213.4 CAD | 145.0 CAD | 1.58 | 15.83 | 13.7M | On |
| 31 Jul 2026 | 251.5 CAD | 1.0% | 211.0 CAD | 144.0 CAD | 1.67 | 19.37 | 16.8M | On |
| 24 Jul 2026 | 249.0 CAD | -1.7% | 208.6 CAD | 143.1 CAD | 1.60 | 18.35 | 8.3M | On |
| 17 Jul 2026 | 253.4 CAD | 0.7% | 206.1 CAD | 142.2 CAD | 1.62 | 21.38 | 9.5M | On |
| 10 Jul 2026 | 251.6 CAD | 2.6% | 203.5 CAD | 141.2 CAD | 1.54 | 21.05 | 10.5M | On |
| 3 Jul 2026 | 245.4 CAD | -0.6% | 201.1 CAD | 140.3 CAD | 1.42 | 18.84 | 681.6K | On |
| 26 Jun 2026 | 246.9 CAD | 1.9% | 198.7 CAD | 139.4 CAD | 1.39 | 21.11 | 2.0M | On |
| 19 Jun 2026 | 242.4 CAD | 3.1% | 196.3 CAD | 138.5 CAD | 1.35 | 19.59 | 4.4M | On |
| 12 Jun 2026 | 235.2 CAD | 2.6% | 193.8 CAD | 137.6 CAD | 1.35 | 16.80 | 1.6M | On |
| 5 Jun 2026 | 229.2 CAD | 2.4% | 191.7 CAD | 136.7 CAD | 1.24 | 16.10 | 1.6M | On |
| 29 May 2026 | 223.9 CAD | 0.7% | 189.7 CAD | 135.9 CAD | 1.21 | 12.73 | 11.1M | On |
| 22 May 2026 | 222.5 CAD | 6.0% | 188.0 CAD | 135.1 CAD | 1.14 | 13.35 | 12.0M | On |
| 15 May 2026 | 209.9 CAD | 0.3% | 186.3 CAD | 134.4 CAD | 0.93 | 9.40 | 14.6M | On |
| 8 May 2026 | 209.3 CAD | 0.9% | 185.0 CAD | 133.7 CAD | 0.83 | 8.59 | 17.3M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.