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Bank of Montreal stock started at Neutral by UBS, highlights U.S. leverage and cost control

EditorEmilio Ghigini
Published 07/02/2024, 05:15 AM
BMO
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On Tuesday, UBS initiated coverage on Bank of Montreal (BMO:CN) (NYSE: BMO) stock with a Neutral rating and set a price target of C$122.00. The firm outlined its perspective on the bank, highlighting its well-diversified operations and strong positions in Commercial Banking, with a notable leverage to the U.S. market compared to its competitors.

The analysis pointed to Bank of Montreal's robust pre-tax pre-provision revenues, attributing the performance to solid top-line growth and effective expense control. This includes the benefits derived from cost savings associated with the Bank of the West.

However, the bank is currently facing challenges that are affecting its bottom line results, specifically rising Provision for Credit Losses (PCLs). UBS noted that the recent upward adjustment in the PCL guidance range and the forecasts of Return on Equity (ROE) hovering around 11-11.5% are likely to maintain the bank's valuation within a certain limit.

The firm also commented on the bank's valuation, observing that at approximately 10 times Next Twelve Months (NTM) Earnings Per Share (EPS), Bank of Montreal's shares appear to be fairly valued. This assessment is based on the comparison with its 5-year average of 10.1 times EPS. UBS's stance reflects a cautious optimism about the bank's financial prospects, balanced by the recognition of the challenges it faces.

In other recent news, BMO Financial Group reported a robust Q2 2024, with an adjusted net income of $2 billion and earnings per share of $2.59. The strong performance was primarily driven by growth in Canadian personal and commercial banking, capital markets, and wealth businesses.

Despite a 25% decline in US P&C net income, BMO's US segment showed overall resilience compared to regional competitors. The bank's focus on a digital-first strategy and its reputation as an innovative and ethical company were also emphasized.

On another front, the CEOs of Canada's five largest banks, including BMO, recently appeared before the Canadian parliament to discuss their climate change strategies. The banks acknowledged the importance of transitioning to more sustainable practices but emphasized the complexity and time required to reduce funding for fossil fuel extraction. They also highlighted their commitment to achieving net-zero emissions in operations and financed emissions by 2050.

In terms of analyst insight, BMO's credit quality has been a topic of discussion due to higher than expected Provision for Credit Losses. However, analysts from RBC Capital Markets have given BMO an "Outperform" rating, suggesting confidence in the bank's performance relative to the market. These developments underscore the evolving landscape for BMO and other major Canadian banks.

InvestingPro Insights

As UBS weighs in on the Bank of Montreal with a neutral stance, real-time data from InvestingPro provides a deeper dive into the bank's financial health and market performance. With a solid market capitalization of $60.66 billion, and a Price/Earnings (P/E) ratio of 13.74, the Bank of Montreal shows signs of stability in terms of investor valuation. The P/E ratio has seen a slight uptick to 13.94 when looking at the last twelve months as of Q2 2024, suggesting a consistent investor outlook.

InvestingPro Tips highlight that while the bank is a prominent player in the banking industry, it is currently grappling with weak gross profit margins. Moreover, seven analysts have revised their earnings downwards for the upcoming period, indicating potential concerns about future profitability. Despite this, the Bank of Montreal has a strong dividend track record, having maintained payments for 52 consecutive years, with a current dividend yield of 5.43% as of 2024. Additionally, analysts predict the company will remain profitable this year, supported by profitability over the last twelve months.

For those looking to delve further into Bank of Montreal's performance metrics and gain additional insights, InvestingPro offers more tips. Utilize the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, and discover the full range of InvestingPro Tips to inform your investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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