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TD Bank (TD) investor relations material
TD Bank AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Welcomed shareholders and proxy holders, acknowledged Indigenous lands, and outlined meeting protocols for both in-person and virtual attendees.
Confirmed quorum with over 54% of shares represented and explained voting and Q&A procedures.
Provided agenda details and emphasized interactive participation, including translation and accessibility.
Financial performance review
Reported a strong year with revenues up 9% to CAD 61.8 billion and earnings up 5% to over CAD 15 billion in 2025.
Earnings per share rose 7% to CAD 8.37; CET1 ratio ended at 14.7%.
Q1 2026 saw record earnings of over CAD 4.2 billion, up 16%, and EPS of CAD 2.44, up 21%.
U.S. operations contributed about 20% of total earnings, with continued investment and growth.
Board and executive committee updates
Five new independent directors joined in 2025, bringing diverse experience.
Board focused on long-term needs, risk oversight, and strengthening governance.
Close collaboration with new CEO, who has driven decisive action and improved performance.
- Record earnings, robust segment growth, and strong capital amid ongoing AML remediation.TD
Q1 20268 Apr 2026 - Record growth in deposits and credit cards, with stable NIM and strong credit quality outlook.TD
NBF’s 24th Annual Financial Services Conference24 Mar 2026 - Loan growth, cost efficiency, and capital returns drive strong results and strategic progress.TD
2026 RBC Capital Markets Global Financial Institutions Conference11 Mar 2026 - $3.6B AML provision drove a reported loss despite strong Canadian and wholesale results.TD
Q3 20244 Mar 2026 - Flat adjusted earnings, record revenue, and Schwab sale set up a strong capital position.TD
Q1 20254 Mar 2026 - Q2 2025 profit soared on Schwab sale, but core earnings fell 4% as CET1 hit 14.9%.TD
Q2 20254 Mar 2026 - Q3 2025 saw strong earnings, higher CET1, and continued U.S. BSA/AML remediation and restructuring.TD
Q3 20254 Mar 2026 - Strong Q1 2026 results with robust capital, digital growth, and disciplined cost management.TD
Investor presentation2 Mar 2026 - Record growth, U.S. expansion, and integration drive a strong outlook for the platform.TD
TD Cowen’s 8th Annual Future of the Consumer Conference1 Feb 2026
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