BMO Poised for ROE Rebound as U.S. Growth Kicks In -- Market Talk

Dow Jones

Mar 27

Bank of Montreal's focus on scaling its U.S. business and on optimization should support the company's return on equity goals, says TD Cowen's Mario Mendonca. In a report, the analyst expects ROE to increase 340 basis points from 2025 to 2027 "almost double the Big 6 [Canadian banks] (ex. TD) of 180 basis points." This pegs ROE at 14.6%, up from 11.3% in 2025, which Mendonca says will be driven by return of capital, net interest margin improvement from U.S. deposit mix, and loan growth, particularly in the U.S. He says that personal-commercial loans also will be a driving factor. "Improving fundamentals and relative valuation support our positive outlook and buy rating," Mendonca says. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

March 27, 2026 09:56 ET (13:56 GMT)

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In a report, the analyst expects ROE to increase 340 basis points from 2025 to 2027 \"almost double the Big 6 [Canadian banks] (ex. TD) of 180 basis points.\" This pegs ROE at 14.6%, up from 11.3% in 2025, which Mendonca says will be driven by return of capital, net interest margin improvement from U.S. deposit mix, and loan growth, particularly in the U.S. He says that personal-commercial loans also will be a driving factor. \"Improving fundamentals and relative valuation support our positive outlook and buy rating,\" Mendonca says. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2026 09:56 ET (13:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BMO Poised for ROE Rebound as U.S. Growth Kicks In -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBMO Poised for ROE Rebound as U.S. Growth Kicks In -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-27 21:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Bank of Montreal's focus on scaling its U.S. business and on optimization should support the company's return on equity goals, says TD Cowen's Mario Mendonca. In a report, the analyst expects ROE to increase 340 basis points from 2025 to 2027 \"almost double the Big 6 [Canadian banks] (ex. TD) of 180 basis points.\" This pegs ROE at 14.6%, up from 11.3% in 2025, which Mendonca says will be driven by return of capital, net interest margin improvement from U.S. deposit mix, and loan growth, particularly in the U.S. He says that personal-commercial loans also will be a driving factor. \"Improving fundamentals and relative valuation support our positive outlook and buy rating,\" Mendonca says. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 27, 2026 09:56 ET (13:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4207","symbol_name":"综合性银行","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2622279028","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622279028","pubTimestamp":1774619760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Bank of Montreal's focus on scaling its U.S. business and on optimization should support the company's return on equity goals, says TD Cowen's Mario Mendonca. In a report, the analyst expects ROE to increase 340 basis points from 2025 to 2027 \"almost double the Big 6 [Canadian banks]  of 180 basis points.\" This pegs ROE at 14.6%, up from 11.3% in 2025, which Mendonca says will be driven by return of capital, net interest margin improvement from U.S. deposit mix, and loan growth, particularly in the U.S. He says that personal-commercial loans also will be a driving factor. \"Improving fundamentals and relative valuation support our positive outlook and buy rating,\" Mendonca says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4207":"综合性银行","ROE":"ASTORIA US QUALITY KINGS ETF","BMO":"蒙特利尔银行"},"translate_title":"随着美国经济增长的开始，蒙特利尔银行有望实现净资产收益率反弹——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BMO":1.5,"ROE":1.5},"content_text":"Bank of Montreal's focus on scaling its U.S. business and on optimization should support the company's return on equity goals, says TD Cowen's Mario Mendonca. In a report, the analyst expects ROE to increase 340 basis points from 2025 to 2027 \"almost double the Big 6 [Canadian banks] (ex. TD) of 180 basis points.\" This pegs ROE at 14.6%, up from 11.3% in 2025, which Mendonca says will be driven by return of capital, net interest margin improvement from U.S. deposit mix, and loan growth, particularly in the U.S. He says that personal-commercial loans also will be a driving factor. \"Improving fundamentals and relative valuation support our positive outlook and buy rating,\" Mendonca says. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 27, 2026 09:56 ET (13:56 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"}}}