Bank of Montreal

MEDIA ADVISORY - BMO Hosts Inaugural Technology and Innovation Leaders Conference in New York

BMO will host its inaugural Technology and Innovation Leaders Conference on November 12, 2026 at the InterContinental Barclay Hotel in New York. The event brings together more than 100 public and private companies including AMD, IBM, ServiceNow, Reddit, Roblox and D-Wave Quantum for presentations, panels and one-on-one meetings across AI, cybersecurity, fintech and semiconductors. This is a media advisory for a bank-hosted investor conference with no financial or operational impact on BMO itself.

•4d ago

BMO Announces Upcoming Ticker Change from SHNY to GLLD for MicroSectors™ Gold 3× Leveraged ETNs

Bank of Montreal and REX Shares announced the MicroSectors Gold 3x Leveraged ETNs will change ticker symbol from SHNY to GLLD, effective at the open on November 12, 2026. The ETNs retain their CUSIP (063679526), NYSE Arca listing, daily 3x leverage reset, and all other terms -- only the symbol changes. The rename is intended to make the product's link to SPDR Gold Shares (GLD) more apparent; it is a cosmetic change with no economic impact on BMO, which remains the senior unsecured obligor on the notes.

•6d ago

Stonepeak Completes Acquisition of BMO's Transportation and Vendor Finance Businesses and Launches Longview Capital Solutions

Stonepeak completed its acquisition of BMO Financial Group's U.S. and Canadian Transportation Finance and Vendor Finance businesses and relaunched the platform as Longview Capital Solutions. BMO will continue to service and originate current and future loans on behalf of Longview under a transition services arrangement, with no material operational changes for customers at this time. For BMO, this closes out a previously announced divestiture of non-core commercial finance units; the release discloses no deal terms or financial impact.

•10d ago

BMO Closes Sale of Transportation and Vendor Finance Businesses

BMO closed the previously announced sale of its Transportation Finance and Vendor Finance businesses to Stonepeak, transferring about C$11 billion — roughly 75% of the C$14.5 billion combined portfolio — at closing. The remaining balances are expected to transfer in Q1 fiscal 2027, and BMO retains a 19.9% stake in the Stonepeak-managed entity, renamed Longview Capital Solutions. The transaction is expected to add roughly 23 bps to BMO's CET1 ratio in Q4 fiscal 2026, a modest capital benefit that was already anticipated when the deal was announced.

•10d ago

MEDIA ADVISORY - BMO Hosts Inaugural Technology and Innovation Leaders Conference in New York

BMO will host its inaugural Technology and Innovation Leaders Conference on November 12, 2026 at the InterContinental Barclay Hotel in New York. The event brings together leaders from more than 100 public and private technology companies — including AMD, IBM, ServiceNow, Reddit, and Roblox — with BMO's research and capital markets teams for presentations, panels, and one-on-one meetings. This is a media advisory announcing the conference logistics; it contains no financial results or corporate actions material to BMO.

•10d ago

MEDIA ADVISORY - BMO to Host Inaugural Financials Conference in Boca Raton, Florida

BMO Capital Markets will host its inaugural BMO Financials Conference in Boca Raton, Florida on November 9-10, 2026. More than 70 public and private companies are expected to participate, including BlackRock, Blackstone, KKR, Morgan Stanley, Manulife and MetLife, with sessions covering asset and wealth management, insurance, business services and payments. The event is a routine conference announcement with no financial or strategic implications for BMO itself.

•10d ago

BMO Announces Executive Appointments

BMO named Tim Cox as U.S. Country Head and CEO of its U.S. subsidiaries BMO Financial Corp. and BMO Bank N.A., effective November 1, 2026. Cox, U.S. General Counsel since 2022 and a BMO veteran since 2010, will report to Group CEO Darryl White and chair the U.S. Management Committee. Darrel Hackett, U.S. CEO for the past several years after 22+ years at BMO, will retire from that role and move to Executive Vice-Chair and Senior Advisor. The transition is an orderly, well-planned succession for BMO's U.S. franchise — the bank's largest growth market — with continuity preserved through Hackett's advisory role.

•19d ago

REG-Bank of New York Mellon FRN Variable Rate Fix - Replacement

Bank of New York Mellon, acting as agent bank, published a replacement rate-fix notice for Bank of Montreal's Series CBL45 EUR 750 million floating rate note due September 2029. The rate determined for the 91-day period from Sep 4, 2026 to Dec 4, 2026 is 2.866%, implying interest of 7.24 per EUR 1,000 denomination, or about EUR 5.43 million in total, payable Dec 4, 2026. The 'replacement' element is administrative only -- the source and contact were updated to Bank of New York Mellon and all other details from the original Sep 11 announcement are unchanged. No terms, ratings, or payment obligations were altered.

•1mo ago

BMO Completes Sale of 138 U.S. Branches to First Citizens Bank

BMO Financial Group has completed the sale of 138 U.S. branches to First-Citizens Bank & Trust Company, closing out a divestiture that was previously announced. The branches sold are located in North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma, and Idaho, along with select locations in Minnesota, Oregon, and Illinois. BMO frames the deal as part of its strategy to optimize its U.S. financial center network and redeploy capital and resources toward markets with stronger client engagement and long-term growth potential. With $1.5 trillion in total assets as of July 31, 2026, BMO is the eighth-largest bank in North America, so the divested branch network represents a small slice of its overall footprint.

•2mo ago

BMO and REX Shares Launch MicroSectors™ 3× Long and -3× Short Brazil, Japan and Taiwan ETNs (Cboe BZX: BRZL, BRZD, JPNU, JPND, TAWN, TPEI)

Bank of Montreal and REX Shares launched six MicroSectors ETNs offering 3x leveraged long and short exposure to the equity markets of Brazil, Japan, and Taiwan. The notes are unsecured senior obligations of BMO linked to indices tracking the iShares MSCI Brazil (EWZ), Japan (EWJ), and Taiwan (EWT) ETFs. Trading begins tomorrow on the Cboe BZX Exchange under the tickers BRZL, BRZD, JPNU, JPND, TAWN, and TPEI, with a maturity date of July 31, 2046.

•2mo ago

BMO and REX Shares Launch MicroSectors™ 3× Long and -3× Short High Yield and Investment Grade Corporate Bond ETNs (Cboe BZX: HYGU, HYGD, LQDU, LQDD)

BMO and REX Shares launched four new MicroSectors ETNs offering 3x leveraged long and short exposure to high-yield and investment-grade corporate bond indices. The HYGU, HYGD, LQDU, and LQDD notes are linked to VettaFi indices tracking the HYG and LQD ETFs and begin trading August 11 on the Cboe BZX Exchange. These senior unsecured obligations of BMO mature in 2046 and carry significant volatility and decay risk due to their leveraged daily reset structure.

•2mo ago

NYSE Content Update: Entry Deadline Nears for The Money Awards 2026

ICE's NYSE unit issued a routine content update previewing upcoming TV segments, including discussions on fintech awards and blockchain applications at the FIFA World Cup. The update also listed scheduled participants for the Closing Bell, including BMO and Rex Shares. This advisory relates to exchange programming and marketing, presenting no material financial data or strategic updates for ICE.

•3mo ago

BMO Economics: Host Cities to Anchor up to $81B Soccer-Powered Economic Boost for U.S.

BMO Economics estimates the 2026 soccer tournament could add up to $81 billion to U.S. quarterly GDP, driven by tourism and hospitality spending. The U.S. is expected to capture roughly four-fifths of total fan spending across North America due to a higher concentration of host cities and larger stadium capacities. BMO Financial Group, the eighth largest bank in North America by assets, reported total assets of $1.5 trillion as of April 30, 2026.

•5mo ago

BMO and REX Shares Launch MicroSectors™ 3× Long and -3× Short Artificial Intelligence (AI) ETNs (NYSE Arca: AIQU, AIQD)

Bank of Montreal and REX Shares launched two new leveraged exchange-traded notes (ETNs) tracking the artificial intelligence sector. The MicroSectors™ 3× Long AI ETN (AIQU) and -3× Short AI ETN (AIQD) offer three-times daily leveraged exposure to the BITA AI Leaders Select NTR US Index. The products begin trading on NYSE Arca, targeting sophisticated investors seeking short-term directional bets on AI infrastructure and application companies.

•5mo ago

Media Advisory - BMO Financial Group to Announce its Second Quarter 2026 Results

BMO Financial Group announced that it will release its second quarter 2026 financial results on May 27, 2026, at approximately 6:00 a.m. ET. The company will host an investor conference call at 8:15 a.m. ET on the same day to discuss the quarterly performance. A replay of the call will be available via telephone until June 27, 2026, and via webcast until September 1, 2026.

•6mo ago

BMO Hosts 21st Farm to Market | Chemicals Conference in New York

BMO announced it will host its 21st annual Farm to Market | Chemicals Conference in New York on May 13-14, 2026. The event will feature discussions on global food, agriculture, and chemical trends, with analysts leading sessions and over 100 companies participating. The conference aims to provide insights on pressing industry topics including supply issues, input costs, and biofuels policies.

•6mo ago

Housing Market Shifts as Homebuyers Upsize to Forever Homes: BMO Real Financial Progress Index

BMO released its Real Financial Progress Index, noting a shift toward 'forever homes' as Americans delay homeownership until age 40 on average. Survey results indicate 74% of Americans still view homeownership as a major aspiration, though 51% are waiting for rates to drop further before acting. The release highlights BMO's consumer tools and grant programs to assist prospective buyers navigating the challenging market.

•6mo ago