← BANK OF MONTREAL /CAN/

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 TTM
Total Revenue $21.1b
$22.3b +5.56%
$23.0b +3.49%
$25.5b +10.62%
$25.2b -1.17%
$27.2b +7.94%
$33.7b +24.00%
$31.2b -7.45%
$32.8b +5.12%
$36.3b +10.61%
$37.5b +3.48%
Revenue From Interest — — $19.5b $26.2b $23.3b $19.9b $26.9b $55.6b $66.0b $63.5b —
Trading revenues (Note 17) $1.2b $1.4b $1.8b $298.0m $15.0m $296.0m $8.2b ($216.0m) $2.4b $2.6b —
Mutual fund revenues $1.4b $1.4b $1.5b $1.4b $1.4b $1.6b $1.3b $1.2b $1.3b $1.5b —
Other revenues — — — — — — — $643.0m $13.0m $255.0m —
Net Interest Income $9.9b
$10.0b +1.37%
$10.3b +3.06%
$12.9b +24.97%
$14.0b +8.40%
$14.3b +2.43%
$15.9b +11.01%
$18.7b +17.60%
$19.5b +4.21%
$21.5b +10.37%
$21.9b +1.94%
Selling And Marketing Expense — — — — — — $517.0m $812.0m $837.0m $806.0m $13.4b
General And Administrative Expense — — — — — — $8.1b $11.5b $10.9b $12.0b $12.6b
Amortization of intangible assets (Note 10) $444.0m $485.0m $503.0m $554.0m $620.0m $634.0m $604.0m $1.0b $1.1b $1.2b —
Restructuring And Mergern Acquisition — — — — — — ($7.4b) $4.8b $172.0m $17.0m $44.0m
Interest Expense $4.5b $5.7b $9.1b $13.3b $9.3b $5.6b $11.0b $36.9b $46.5b $42.0b $39.5b
Interest Expense On Lease Liabilities — — — — $53.0m $56.0m $59.0m $92.0m $110.0m $110.0m $39.5b
Interest Income — — $19.5b $26.2b $23.3b $19.9b $26.9b $55.6b $66.0b $63.5b $61.4b
Gain On Sale Of Business — — — — — — ($37.0m) $0 $0 ($102.0m) ($132.0m)
Gain On Sale Of Security — — — — — — $281.0m $180.0m $200.0m $287.0m $334.0m
Share Of Profit Loss Of Associates And Joint Ventures Accounted For Using Equity Method $140.0m $386.0m $167.0m $151.0m $161.0m $248.0m $274.0m $185.0m $207.0m $175.0m —
Pre-Tax Income — — — — — — $17.9b $5.9b $9.5b $11.6b $12.9b
Provision for income taxes (Note 22) $1.1b $1.3b $2.0b $1.5b $1.3b $2.5b $4.3b $1.5b $2.2b $2.8b —
Current Tax Expense (Income) — — $1.3b $1.2b $1.2b $2.3b $3.9b $2.2b $2.1b $2.8b —
Deferred Tax Expense (Income) Recognised In Profit Or Loss — — — — ($87.0m) ($184.0m) ($475.0m) $732.0m ($153.0m) ($12.0m) —
Net Income From Continuing And Discontinued Operation — — — — — — $13.5b $4.4b $7.3b $8.7b $9.7b
Net Income $4.6b
$5.3b +15.53%
$5.5b +1.87%
$5.8b +5.65%
$5.1b -11.48%
$7.8b +52.13%
$13.5b +74.58%
$4.4b -67.67%
$7.3b +67.40%
$8.7b +19.08%
$9.3b +6.38%
Preferred Stock Dividends — — — — — — $231.0m $331.0m $386.0m $436.0m $449.0m
Basic Earnings (Loss) Per Share $6.94 $7.95 $8.19 $8.68 $7.56 $11.60 $20.04 $5.69 $9.52 $11.46 $13.06
Diluted Earnings (Loss) Per Share $6.92 $7.92 $8.17 $8.66 $7.55 $11.58 $19.99 $5.68 $9.51 $11.44 $13.02
Basic Average Shares — — — — — — $664.0m $709.4m $727.7m $721.9m $711.0m
Diluted Average Shares — — — — — — $665.7m $710.5m $728.5m $723.3m $712.6m
Additional Financial Items
Applicable Tax Rate — — $0 $0 $0 $0 $0 $0 $0 $0 —
Average Effective Tax Rate — — $0 $0 $0 $0 $0 $0 $0 $0 —
Impairment Loss Recognised In Profit Or Loss Intangible Assets Other Than Goodwill — — $13.0m — — — — — — — —
Profit Loss Attributable To Noncontrolling Interests — — — — — — — $12.0m $9.0m $16.0m —
Profit Loss Attributable To Owners Of Parent $4.6b $5.3b $5.5b $5.8b $5.1b $7.8b $13.5b $4.4b $7.3b $8.7b —
Profit Loss Before Tax $5.7b $6.6b $7.4b $7.3b $6.3b $10.3b $17.9b $5.9b $9.5b $11.6b —
Tax Rate Effect Of Foreign Tax Rates — — ($0) ($0) ($0) ($0) ($0) ($0) ($0) ($0) —
Loans $12.6b $13.6b $16.3b $19.8b $17.9b $15.7b $20.5b $40.2b $40.1b $38.7b —
Securities (Note 2) $1.6b $1.8b $2.5b $5.5b $5.0b $4.0b $5.6b $11.4b $15.0b $15.9b —
Securities borrowed or purchased under resale agreements — — — — — — — $5.9b $6.8b $6.1b —
Deposits with banks $223.0m $324.0m $641.0m $787.0m $390.0m $197.0m $843.0m $4.0b $4.0b $2.9b —
Deposits $3.0b $3.9b $6.1b $8.6b $6.2b $3.2b $6.7b $26.5b $34.6b $29.3b —
Securities sold but not yet purchased and securities lent or sold under repurchase agreements — — — — — — — $7.3b $8.9b $9.1b —
Subordinated debt $170.0m $155.0m $226.0m $279.0m $265.0m $195.0m $227.0m $430.0m $456.0m $456.0m —
Other liabilities (Note 13) $1.3b $1.6b $2.8b $4.4b $2.8b $2.2b $4.1b $9.9b $2.6b $3.3b —
Securities commissions and fees $924.0m $969.0m $1.0b $1.0b $1.0b $1.1b $1.1b $1.0b $1.1b $1.2b —
Deposit and payment service charges $1.1b $1.1b $1.1b $1.2b $1.2b $1.2b $1.3b $1.5b $1.6b $1.8b —
Lending fees $859.0m $917.0m $997.0m $1.2b $1.3b $1.4b $1.4b $1.5b $1.5b $1.3b —
Card fees $526.0m $479.0m $564.0m $437.0m $358.0m $442.0m $548.0m $700.0m $847.0m $831.0m —
Investment management and custodial fees $1.6b $1.6b $1.7b $1.7b $1.8b $2.0b $1.8b $1.9b $2.1b $2.3b —
Underwriting and advisory fees $820.0m $1.0b $936.0m $986.0m $1.1b $1.4b $1.2b $1.1b $1.4b $1.7b —
Securities gains, other than trading (Note 2) $84.0m $171.0m $239.0m $249.0m $124.0m $591.0m $281.0m $181.0m $200.0m $287.0m —
Foreign exchange gains, other than trading $162.0m $191.0m $182.0m $166.0m $127.0m $167.0m $181.0m $235.0m $263.0m $271.0m —
Insurance service results (Note 14) — — — — — — — $389.0m $340.0m $421.0m —
Insurance investment results (Note 14) — — — — — — — $171.0m $105.0m $124.0m —
Share of profit in associates and joint ventures $140.0m $386.0m $167.0m $151.0m $161.0m $248.0m $274.0m $185.0m $207.0m $175.0m —
Provision for Credit Losses (Note 3) $771.0m $746.0m $662.0m $872.0m $3.0b $20.0m $313.0m $2.2b $3.8b $3.6b —
Employee compensation (Notes 20 and 21) $7.4b $7.5b $7.5b $8.4b $7.9b $8.3b $8.8b $11.5b $10.9b $12.0b —
Premises and equipment (Note 8) $2.4b $2.5b $2.8b $3.0b $3.2b $3.4b $3.6b $4.9b $4.1b $4.5b —
Advertising and business development — — — — — $397.0m $517.0m $814.0m $837.0m $806.0m —
Communications $294.0m $286.0m $282.0m $296.0m $304.0m $264.0m $278.0m $368.0m $388.0m $342.0m —
Professional fees $523.0m $563.0m $564.0m $568.0m $555.0m $607.0m $788.0m $1.1b $583.0m $678.0m —
Association, clearing and annual regulator fees — — — — — — — $272.0m $321.0m $302.0m —
Other $1.4b $1.3b $1.4b $1.3b $1.2b $1.9b $1.6b $1.5b $1.3b $1.3b —
Income (loss) before taxes and non-controlling interest in subsidiaries $5.7b $6.6b $7.4b $7.3b $6.3b $10.3b $17.9b $5.9b $9.5b $11.6b —
Bank shareholders $4.6b $5.3b $5.5b $5.8b $5.1b $7.8b $13.5b $4.4b $7.3b $8.7b —
Non-controlling interest in subsidiaries $9.0m $2.0m — — — — $0 $12.0m $9.0m $16.0m —
Dividends per common share $3 $73 $73 $74 $75 $14 $38 $143 $156 $153 —
Diluted EPS — — — — — — $19.99 $5.76 $9.51 $11.44 $13.02
Diluted NI Availto Com Stockholders — — — — — — $13.3b $4.1b $6.9b $8.3b $9.3b
Impairment Of Capital Assets — — — — — — $11.0m $49.0m $27.0m $92.0m $102.0m
Insurance And Claims — — — — — $1.4b ($683.0m) $1.9b — — —
Minority Interests — — — — — — $0 ($12.0m) ($9.0m) ($16.0m) ($13.0m)
Normalized Income — — — — — — $8.8b $8.0b $7.0b $8.9b $9.9b
Other Special Charges — — — — — — $1.1b $27.0m ($659.0m) ($19.0m) —
Reconciled Depreciation — — — — — — $1.5b $2.1b $2.1b $2.2b $1.2b
Salaries And Wages — — — — — — $8.8b $11.5b $10.9b $12.0b $12.6b
Selling General And Administration — — — — — — $8.6b $12.3b $11.7b $12.8b —
Special Income Charges — — — — — — $6.2b ($4.8b) $460.0m ($192.0m) ($204.0m)
Tax Effect Of Unusual Items — — — — — — $1.5b ($1.2b) $106.7m ($47.0m) ($50.4m)
Tax Provision — — — — — — $4.3b $1.5b $2.2b $2.8b $3.2b
Tax Rate For Calcs — — — — — — $0 $0 $0 $0 $0
Employee Benefits Expense $7.4b $7.5b $7.5b $8.4b $7.9b $8.3b $8.8b $11.5b $10.9b $12.0b —
Expense Relating To Variable Lease Payments Not Included In Measurement Of Lease Liabilities — — — — $219.0m $236.0m $206.0m $218.0m $258.0m $276.0m —
Total Unusual Items — — — — — — $6.2b ($4.8b) $460.0m ($192.0m) ($204.0m)

Amounts are shown in USD as reported in each fiscal year filing.

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.