TSE:TD

Toronto-Dominion Bank (TD.TO)

170.16
+2.26 (1.35%)
as of Aug 5, 2026, 7:44:30 pm Market Open.
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Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 56 opinions in the last 12 months.

The Toronto-Dominion Bank (TD) has experienced remarkable growth in the past year, recovering from past penalties and regulatory challenges. Analysts highlight its well-positioned status within the Canadian banking sector, benefiting from AI investments and a favorable regulatory environment. Despite the impressive performance, there are concerns about its high price-to-earnings (PE) ratio, which is currently above historical averages, prompting some experts to suggest trimming positions. Many consensus opinions indicate a cautious outlook due to the overvaluation, signaling potential profit-taking opportunities. Overall, while TD is seen as a strong, solid bank with good long-term prospects, expertise suggests waiting for a better entry point or considering other investment opportunities in the current market climate.

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Consensus
Caution
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Valuation
Overvalued
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Similar
RY
PAST TOP PICK
(A Top Pick March 6/07. Up 2.6%.) Still his favourite bank. Very little CDO/subprime US exposure. The Commerce acquisition in the US will be pretty well cleaned up by the time they take ownership. Still a Buy under $70.
BUY
In a fantastic position during the subprime issue as they had no exposure. The only negative for them is that they bought Commerce Bank in the US and own Bank North so there is execution risk. Have a fantastic retail network. Strong capital ratios. Also have 49% ownership in TD Waterhouse and Ameritrade.
TOP PICK
Avoided a lot of the banking problems. Good retail bankers. Very disciplined management.
COMMENT
Likes their stand on refusing to bail out others who created the mess. Have some other problems in that they made some big acquisitions on US banks. Trading at 12X current earnings and 11.5X forward. This is not his favourite bank.
BUY
This would be his Top Pick of the Canadian banks. While he thought the Commerce Bancorp acquisition was a little bit pricey, it is an excellent fit for them. This is probably the best consumer bank out there.
BUY
Recently acquired Bank of Commerce in Manhattan and at a half decent price. The growth rate with this bank is going to be attractive.
BUY
Bank stocks are starting to look very interesting. He would want to see the 4th quarter results first. He would also like to know how the banks see this coming year. If you don't own it, you might want to take a third of your position now. Until we see an end to the sub prime mess, we don't know how low the banks can go.
TOP PICK
Down almost the same percentage as the other banks but as of Nov/07 is the best performing bank. Exited US lending a few years ago so has no subprime exposure. Probably some small asset-backed commercial paper but any write-offs will be miniscule. Will have the best capital and best year over year earnings growth in this quarter.
HOLD
Likes the Canadian banks in general. Will have some exposure to the sub prime mess, but won’t be near the magnitude of their US counterparts.
BUY
His favourite Canadian bank. Looking at their long-term strategy, they know where they're going in the next 5 years and execute on that.
BUY
Over the long term you will be a winner with either Toronto Dominion (TD-T) or Royal RY-T). Fantastic retail franchises, which will really determine the winners in the banking space. This stock has been knocked back a bit so you are getting a better valuation than with Royal.
TOP PICK
Could have picked any one of the Canadian banks. Doesn't expect there is a contagion that will flow back from the US. Percentage of its earnings from the retail business is the highest of any of the banks. Excellent management. Attractive valuation.
HOLD
Canadian banks are very, very difficult. They don't have the value in them that the US ones do. His model price is $75.20, a 7% positive differential. There is more value elsewhere.
COMMENT
She is neutral on banks. This is a good one.
WEAK BUY
Bank north is a solid investment, think it’s a fantastic long term investment for TD. The housing market issue is lingering over TD. Well run. Evaluation right now look attractive.
Showing 1,441 to 1,455 of 2,219 entries