TD Earnings

TD reported its FY2025Q4 earnings on 2025-12-04, showcasing a revenue of 14.00B against an estimate of 14.00B, resulting in a 3.36% surprise. The EPS was 1.56, surpassing the expected 1.46 by 6.85% . The stock experienced a 2.03% price change on the earnings day and a 5.65% change over the next five days, reflecting market reactions to the results.

Following TD's FY2025Q4 earnings announcement on 2025-12-04, the stock price moved by 2.03% on the day of the release. Over the subsequent five days, it saw a 5.65% change. Historically, TD's stock price tends to shift by an average of +0.22% in the 10 days leading up to earnings and +1.92% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TD’s annual revenue to reach 14.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.76% and EPS estimates Revise Upward by 2.67% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between TD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.76%, while EPS estimates moved Revise Upward by 2.67% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TD's stock price typically moves by +0.22% in the 10 days before its earnings and +1.92% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.00 and revenue of 14.00B.

The earnings call reflects a stable financial performance with positive elements like share buybacks and strong credit performance. However, there are concerns about weaker insurance results, slight declines in U.S. deposit growth, and unclear guidance on asset cap relief. The Q&A session did not reveal significant negative sentiment but highlighted uncertainties in regulatory timelines. Overall, the mix of positive and negative factors, along with stable but not exceptional financial metrics, suggests a neutral stock price movement over the next two weeks.