TSE:TD

Toronto-Dominion Bank (TD.TO)

169.98
-0.92 (0.54%)
as of Jun 26, 2026, 4:37:58 pm Market Open.
2225 watching
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 61 opinions in the last 12 months.

Toronto-Dominion Bank (TD) has experienced a significant rally, recovering remarkably from past penalties related to money laundering. While many experts acknowledge its robust earnings and strong position within the Canadian banking system, there are growing concerns about its current valuation, which is perceived as high compared to historical norms. Overall, the stock is seen as solid but largely fully priced, leading some analysts to recommend trimming positions or looking for better entry points. The consensus recommendation varies, with some holding the stock due to its solid long-term dividend potential while noting that growth may be constrained due to regulatory issues in the U.S. Experts emphasize caution, suggesting that investors consider taking profits or waiting for a potential pullback before further investment.

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Consensus
Trim
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Valuation
Overvalued
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Similar
RY
WAIT
Likes this bank and management. The biggest risk, short-term, is what is inside their US Commerce Bank. Would like to see another quarter or 2 of data.
TOP PICK
Credit performance has been really good. 6.1% dividend yield. Because he doesn't think there will be a lot of upside, he has also written a $46 call option.
BUY
If Canadian consumer starts to deteriorate, it will hurt retail banking. Canada is a very resource oriented country and their loan book will become more difficult. However, they have very good tier 1 ratios and he would buy at these levels.
TOP PICK
6.1% yield. Strong, diversified portfolio. Have talked about being prepared for loan losses in a real economy for well over a year so they are well positioned.
TOP PICK
Capital Trust IV, June/19 @ 9.52%.
COMMENT
Not any worse off than any of the other banks.
PAST TOP PICK
(A Top Pick Dec 27/07. Down 30%.) Still likes. Quality management. Strong retail focus. One of the few banks that grew its dividends. Still a Buy.
DON'T BUY
Loath to put any money into financials right now. Thinks there are lots of bad loans coming the banks’ ways. Things are not going to look good for the banks for a while. Doesn't like their exposure in the US at this point in time.
TOP PICK
Good management. Mostly retail business. Recently raised over $1 billion and seemed to have set a bottom in on the stock. Growth will be slower than average for a while. Looking for an 8% to 10% return including dividends.
COMMENT
Thinks it is the best in class in the banking sector. Have a very vibrant retail space and the retail-banking arm is doing quite well. Commerce Bank acquisition is a fantastic franchise in the US and they have immunized as much risk as possible in their mortgage book. Bank is conservative, well run and well capitalized.
PAST TOP PICK
(A Top Pick July 16/07. Down 36%.) Sold his holdings when profitability started to deteriorate.
BUY
Cdn banks did relatively well to other global banks. Sold off because of concerns of their ratios and where growth is going to come from. This one has exposure to Northeast US as well as having US Ameritrade, which has affected some of their capital ratios. Good growth strategy. Trades at a discount multiple to the other banks.
BUY
All of the Canadian banks are screening very well right now. Market is looking for quality, good profits, strong sustainable dividend yield, clean balance sheets and interesting trading opportunities.
DON'T BUY
If you buy, put in a $35 stoploss. A lot of the banks are still just trying to make a base.
BUY
Good entry point if you are able to handle short-term volatility and you have a 3-year view.
Showing 1,366 to 1,380 of 2,216 entries