Bank of Montreal Seen Delivering ROE Expansion -- Market Talk

Dow Jones

01/12

1049 ET - Bank of Montreal can deliver return on equity expansion despite still-elevated credit-loss provisions, CIBC Capital Markets' Paul Holden says. Its that ability, which the market appears to be underestimating, alongside a cycle for capital spending in North America that favors commercial lenders and a strong investment banking franchise than underpins CIBC's outperformer call on the stock. Holden says Bank of Montreal was able to expand ROE in fiscal 2025 through levers other than provisions for credit losses. The analyst anticipates a modestly higher net interest margin, growth in net interest revenue, an improving efficiency ratio, capital deployment and U.S. balance sheet optimization will help drive the bank this fiscal year. (robb.stewart@wsj.com)

(END) Dow Jones Newswires

January 12, 2026 10:49 ET (15:49 GMT)

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Its that ability, which the market appears to be underestimating, alongside a cycle for capital spending in North America that favors commercial lenders and a strong investment banking franchise than underpins CIBC's outperformer call on the stock. Holden says Bank of Montreal was able to expand ROE in fiscal 2025 through levers other than provisions for credit losses. The analyst anticipates a modestly higher net interest margin, growth in net interest revenue, an improving efficiency ratio, capital deployment and U.S. balance sheet optimization will help drive the bank this fiscal year. 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Its that ability, which the market appears to be underestimating, alongside a cycle for capital spending in North America that favors commercial lenders and a strong investment banking franchise than underpins CIBC's outperformer call on the stock. Holden says Bank of Montreal was able to expand ROE in fiscal 2025 through levers other than provisions for credit losses. The analyst anticipates a modestly higher net interest margin, growth in net interest revenue, an improving efficiency ratio, capital deployment and U.S. balance sheet optimization will help drive the bank this fiscal year. 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Its that ability, which the market appears to be underestimating, alongside a cycle for capital spending in North America that favors commercial lenders and a strong investment banking franchise than underpins CIBC's outperformer call on the stock. Holden says Bank of Montreal was able to expand ROE in fiscal 2025 through levers other than provisions for credit losses. The analyst anticipates a modestly higher net interest margin, growth in net interest revenue, an improving efficiency ratio, capital deployment and U.S. balance sheet optimization will help drive the bank this fiscal year. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROE":"ASTORIA US QUALITY KINGS ETF","BMO":"蒙特利尔银行","BK4207":"综合性银行"},"translate_title":"蒙特利尔银行有望实现净资产收益率扩张——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROE":1.5,"BMO":1.5},"content_text":"1049 ET - Bank of Montreal can deliver return on equity expansion despite still-elevated credit-loss provisions, CIBC Capital Markets' Paul Holden says. Its that ability, which the market appears to be underestimating, alongside a cycle for capital spending in North America that favors commercial lenders and a strong investment banking franchise than underpins CIBC's outperformer call on the stock. Holden says Bank of Montreal was able to expand ROE in fiscal 2025 through levers other than provisions for credit losses. The analyst anticipates a modestly higher net interest margin, growth in net interest revenue, an improving efficiency ratio, capital deployment and U.S. balance sheet optimization will help drive the bank this fiscal year. (robb.stewart@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  January 12, 2026 10:49 ET (15:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}