Allianz SE Makes New Investment in Toronto Dominion Bank (The) $TD

Allianz SE purchased a new stake in Toronto Dominion Bank (The) (NYSE:TD) (TSE:TD) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 10,650 shares of the bank’s stock, valued at approximately $852,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Canada Pension Plan Investment Board raised its position in Toronto Dominion Bank by 18.5% in the 2nd quarter. Canada Pension Plan Investment Board now owns 12,470,618 shares of the bank’s stock worth $917,832,000 after purchasing an additional 1,946,172 shares during the period. The Manufacturers Life Insurance Company boosted its position in Toronto Dominion Bank by 0.8% during the second quarter. The Manufacturers Life Insurance Company now owns 13,815,706 shares of the bank’s stock valued at $1,010,852,000 after buying an additional 115,203 shares during the period. Picton Mahoney Asset Management bought a new position in shares of Toronto Dominion Bank during the second quarter valued at about $267,475,000. Bank of New York Mellon Corp increased its holdings in shares of Toronto Dominion Bank by 3.2% in the second quarter. Bank of New York Mellon Corp now owns 1,658,144 shares of the bank’s stock worth $121,791,000 after buying an additional 51,698 shares during the period. Finally, Ontario Teachers Pension Plan Board increased its holdings in shares of Toronto Dominion Bank by 304.0% in the second quarter. Ontario Teachers Pension Plan Board now owns 2,446,307 shares of the bank’s stock worth $180,047,000 after buying an additional 1,840,747 shares during the period. Hedge funds and other institutional investors own 52.37% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Wall Street Zen cut Toronto Dominion Bank from a “hold” rating to a “sell” rating in a report on Sunday, February 22nd. Canadian Imperial Bank of Commerce downgraded Toronto Dominion Bank from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Toronto Dominion Bank in a research note on Wednesday, January 21st. National Bank Financial upgraded shares of Toronto Dominion Bank from a “sector perform” rating to an “outperform” rating in a report on Thursday, December 18th. Finally, Jefferies Financial Group lowered shares of Toronto Dominion Bank from a “buy” rating to a “hold” rating in a report on Tuesday, November 25th. Two equities research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $93.00.

Trending Headlines about Toronto Dominion Bank

Here are the key news stories impacting Toronto Dominion Bank this week:

• Positive Sentiment: Record Q1 results and beats — TD reported adjusted Q1 earnings that topped estimates and revenue grew ~18%, driven by Canadian P&C and wholesale fee growth; this is the primary bullish catalyst. The Toronto‑Dominion Bank (TD) Q1 2026 Earnings Call Highlights: Record Earnings and Strategic …
• Positive Sentiment: Dividend increase/confirmation — TD declared a CA$1.08 quarterly common share dividend (payable Apr. 30), supporting income investors and reinforcing capital return credibility. TD BANK GROUP DECLARES DIVIDENDS
• Positive Sentiment: Strategic investment in AI and digital — Management highlighted scaling AI to remediate the U.S. AML program and other tech investments, which may lower future compliance costs and improve efficiency. TD Bank Scales AI to Fix AML Program
• Positive Sentiment: Momentum/valuation interest — Shares recently hit a 52‑week high and analysts/publications are re‑rating TD after robust results and strong total shareholder returns, attracting momentum flows. Toronto Dominion Bank (The) (TD) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: Valuation and investor takeaways — Analysts are revisiting TD’s valuation after record adjusted earnings and the new dividend; some coverage balances growth vs. price, useful for medium‑term positioning. Assessing TD Bank (TSX:TD) Valuation After Record Q1 Earnings And New Dividend
• Neutral Sentiment: Full filings/presentation available — Management released the earnings presentation and slide deck (useful for modeling segment performance and guidance). The Toronto‑Dominion Bank 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: GAAP EPS down year‑over‑year — While adjusted EPS beat, reported GAAP EPS were lower versus the prior year, and remediation/one‑time items remain watchpoints that could temper near‑term investor enthusiasm. Toronto Dominion Bank’s quarterly profit rises on higher interest income

Toronto Dominion Bank Trading Down 1.5%

NYSE:TD opened at $97.31 on Friday. The company has a 50-day moving average price of $95.09 and a 200-day moving average price of $85.63. The stock has a market cap of $162.63 billion, a price-to-earnings ratio of 10.75, a P/E/G ratio of 1.30 and a beta of 0.67. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 0.09. Toronto Dominion Bank has a 12 month low of $54.87 and a 12 month high of $99.84.

Toronto Dominion Bank (NYSE:TD) (TSE:TD) last released its quarterly earnings results on Thursday, February 26th. The bank reported $1.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $0.13. Toronto Dominion Bank had a net margin of 17.52% and a return on equity of 14.28%. The company had revenue of $11.01 billion during the quarter, compared to the consensus estimate of $10.43 billion. During the same period in the prior year, the firm earned $2.02 earnings per share. Toronto Dominion Bank’s revenue was up 18.1% on a year-over-year basis. Equities analysts predict that Toronto Dominion Bank will post 5.48 EPS for the current year.

Toronto Dominion Bank Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Thursday, April 9th will be given a $1.08 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.32 annualized dividend and a dividend yield of 4.4%. Toronto Dominion Bank’s dividend payout ratio is currently 34.81%.

Toronto Dominion Bank Company Profile

Toronto-Dominion Bank (TD) is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario. Formed through the 1955 merger of the Bank of Toronto (founded 1855) and the Dominion Bank (founded 1869), TD is one of Canada’s largest banks and offers a broad range of financial products and services to individual, small business, commercial and institutional clients.

TD’s core businesses include Canadian and U.S. personal and commercial banking, wealth management, wholesale banking and insurance.