Toronto Dominion Bank is projected to report Q1 2026 revenue of $10.43 billion and EPS of $1.63, with the current price of $95.15 sitting below the $99.36 average analyst price target.
Investors are primarily focused on the bank's progress regarding U.S. anti-money laundering (AML) remediation and how it manages operations under the $434 billion regulatory asset cap. To resolve past compliance failures, TD is investing roughly $507 million this year into its risk and control infrastructure.
This high level of spending, combined with U.S. growth restrictions, continues to pressure the bank’s operating leverage as it executes its broad strategic recovery plan following the $3.1 billion legal settlement in 2024.