EARNINGSPocket FM revenue run rate doubles to $500M as AI generates 99% of new audio contentSep 11, 2026
DEALSADFJF declares CAD 0.02 semi-annual cash dividend, payable October 15Sep 11, 2026
WORLDChina's global tax campaign may be just getting startedSep 11, 2026
COINHassett kept up to $5 million Coinbase stake as Trump reshaped crypto policySep 11, 2026
WORLDFederal prosecutors open criminal probe into Clippers salary-cap deals as NBA fine reaches $30 millionSep 11, 2026
QBTSD-Wave Quantum registers 7.1 million U.S. Commerce Department shares for resaleSep 10, 2026
ENERGYTreasury yields hit session highs as Bessent's buyback misses and bond sell-off widensSep 10, 2026
WORLDFairfax County 9/11 guide allocates half its words to Muslim safe spaces, 15% to the attacks themselvesSep 10, 2026
EARNINGSPocket FM revenue run rate doubles to $500M as AI generates 99% of new audio contentSep 11, 2026
DEALSADFJF declares CAD 0.02 semi-annual cash dividend, payable October 15Sep 11, 2026
WORLDChina's global tax campaign may be just getting startedSep 11, 2026
COINHassett kept up to $5 million Coinbase stake as Trump reshaped crypto policySep 11, 2026
WORLDFederal prosecutors open criminal probe into Clippers salary-cap deals as NBA fine reaches $30 millionSep 11, 2026
QBTSD-Wave Quantum registers 7.1 million U.S. Commerce Department shares for resaleSep 10, 2026
ENERGYTreasury yields hit session highs as Bessent's buyback misses and bond sell-off widensSep 10, 2026
WORLDFairfax County 9/11 guide allocates half its words to Muslim safe spaces, 15% to the attacks themselvesSep 10, 2026

BMO Financial Group Q3 2026: adjusted EPS $3.96, up 22% as credit improves and capital markets set records

$3.96 in adjusted earnings per share, up 22% year-over-year, headlined BMO Financial Group's (BMO) third-quarter fiscal 2026 results released August 25. Adjusted net income reached a record $2.9 billion, with pre-provision pretax earnings…

By Lucia Moretti·Sep 1, 2026·3 min read·earnings

Key takeaways

  • BMO Financial Group reported Q3 fiscal 2026 adjusted EPS of $3.96, up 22% year-over-year, with record adjusted net income of $2.9 billion.
  • Reported EPS was $2.38, reflecting a $973 million goodwill charge tied to the announced sale of the transportation finance and vendor finance businesses.
  • Capital Markets delivered record PPPT of $903 million, up 39%, and BMO agreed to acquire the Capital Markets business of Euroz Hartleys Group in Australia.
  • Total provision for credit losses was $722 million, down from $739 million the prior quarter, with impaired losses of $708 million marking the lowest in ten quarters.
  • BMO announced exits from 138 U.S. branches, its transportation finance portfolio, and Moneris Canada, plus a new buyback of up to 25 million shares pending regulatory approval.

$3.96 in adjusted earnings per share, up 22% year-over-year, headlined BMO Financial Group's (BMO) third-quarter fiscal 2026 results released August 25. Adjusted net income reached a record $2.9 billion, with pre-provision pretax earnings (PPPT) climbing 13% to $4.5 billion across all four operating segments. Reported EPS was $2.38, after a $973 million goodwill charge tied to the announced sale of the transportation finance and vendor finance businesses.

Metric Q3 2026 Change
Adjusted EPS $3.96 +22% YoY
Adjusted net income $2.9B record
PPPT $4.5B +13% YoY; record all 4 segments
ROE (adjusted) 14.0% +200bps YoY
ROTCE (adjusted) 18.0% +240bps YoY
ROA 72bps reported
NIM ex Markets 226bps +5bps YoY; -3bps QoQ
Total PCL $722M from $739M prior quarter
CET1 ratio 13.0% flat QoQ

Revenue grew 11% year-over-year. Non-interest revenue rose 26% (15% excluding trading) on higher wealth management fees, debt underwriting, TPS fees, and lending fees. The efficiency ratio was 54.9%; operating leverage, 1.6%.

Capital deployment and the commodity thesis

BMO announced the exit from 138 U.S. branches (carrying approximately $5 billion in deposits), the transportation finance portfolio (approximately USD 10 billion in loan balances), and Moneris Canada. CFO Rahul Nalgirkar said these dispositions are expected to generate 50 basis points of CET1 on closing, with the lost earnings split roughly two-thirds from U.S. Banking and one-third from Canadian P&C. Redeployment toward higher-return segments, Nalgirkar said, keeps BMO's Investor Day EPS and PPPT growth commitments intact. BMO also announced a new normal-course issuer bid covering up to 25 million shares (approximately 3.6% of shares outstanding), pending regulatory approval.

Capital Markets produced record PPPT of $903 million, up 39%, on strong equity trading and debt underwriting. Global Markets revenue rose 27%. BMO also announced an agreement to acquire the Capital Markets business of Euroz Hartleys Group in Australia, combining its metals and mining franchise with one of Australia's leading investment banking and equity distribution platforms as demand for critical minerals and energy infrastructure grows globally. Group Head Alan Tannenbaum named metals and mining, power utilities and infrastructure, and industrial sectors as the business lines with the clearest runway, crediting a multi-year investment cycle in people and product breadth for the durability of the results.

Credit quality and the tariff variable

Chief Risk Officer Piyush Agrawal reported total PCL of $722 million, down from $739 million the prior quarter. Impaired losses came to $708 million (41 basis points), the lowest in ten quarters. Gross impaired loans stand at $6.8 billion (97 basis points), down 4 basis points sequentially; the performing allowance is $4.8 billion, covering 69 basis points of performing loans. Agrawal said BMO expects Q4 impaired PCL to track in line with Q3, with no change to the 2026 full-year guidance.

The live variable is Canada-U.S. trade policy. The latest round of 338 tariffs applies to 5% of Canada-to-U.S. exports, and CEO Darryl White called the direct credit exposure "very, very manageable," noting that less than 1% of the loan book carries direct trade exposure, with a significant portion of that to investment-grade borrowers. U.S. Banking ROE was 9.8% (up 90 basis points year-over-year) with ROTCE of 17.3%. White reiterated the medium-term target of 15% ROE exiting fiscal 2027.

Related reading

Share
© 2026 NewsMeter

Frequently asked

Why was BMO's reported EPS so much lower than its adjusted EPS?

Reported EPS was $2.38 versus adjusted EPS of $3.96 because of a $973 million goodwill charge tied to the announced sale of the transportation finance and vendor finance businesses.

How is BMO exposed to Canada-U.S. tariffs?

CEO Darryl White called the direct credit exposure 'very, very manageable,' noting less than 1% of the loan book carries direct trade exposure, with a significant portion to investment-grade borrowers, while the latest round of 338 tariffs applies to 5% of Canada-to-U.S. exports.

What did BMO's asset dispositions accomplish for its capital?

CFO Rahul Nalgirkar said the dispositions are expected to generate 50 basis points of CET1 on closing, with lost earnings split roughly two-thirds from U.S. Banking and one-third from Canadian P&C, while keeping Investor Day EPS and PPPT growth commitments intact.

What was BMO's CET1 ratio and return on equity in Q3 2026?

BMO's CET1 ratio was 13.0%, flat quarter-over-quarter, and its adjusted ROE was 14.0%, up 200 basis points year-over-year.

What acquisition did BMO announce in its Capital Markets business?

BMO announced an agreement to acquire the Capital Markets business of Euroz Hartleys Group in Australia, combining its metals and mining franchise with a leading Australian investment banking and equity distribution platform amid growing demand for critical minerals and energy infrastructure.