1 Canadian Banking Giant That’s My Top TSX Pick

From recovery to momentum, here’s why I’m backing TD Bank as my top TSX stock pick this year.

| More on:
customer uses bank ATM

Source: Getty Images

Whether you are trying to build wealth for retirement or simply want to lock in some reliable dividends, few sectors offer the kind of stability that Canadian banks do. But among the big players, Toronto-Dominion Bank (TSX:TD) is starting to look like a real winner this year – and not just because it bounced back from a tough year.

With the worst seemingly behind it, TD stock is not only climbing back in 2025 but also showing investors that it still knows how to deliver. Combine that with its stable dividends and a presence on both sides of the border, and you’ve got a bank stock that blends income and growth surprisingly well.

In this article, I’ll explain why TD is not only my top Canadian bank stock to buy right now but also one of the top TSX stock picks for long-term investors.

A solid rebound with more room to grow

TD Bank is one of the biggest lenders in the country with a strong presence in both Canadian and U.S. markets. After facing a rough patch in 2024, TD is finally regaining investor confidence and rewarding those who stayed patient.

After falling by nearly 11% last year, the stock has surged over 32% so far in 2025. As a result, it currently trades at $101.29 per share, giving it a market cap of $173.8 billion. At this market price, the bank offers a quarterly dividend, which works out to a solid 4.1% annualized yield, making it a strong income option for long-term investors.

Much of TD stock’s solid performance could be attributed to growing optimism around interest rate cuts, as well as a sharp improvement in TD’s own fundamentals. While 2024 brought regulatory challenges that weighed on its U.S. operations, the bank now seems to be moving past those setbacks. As a result, investors are focusing more on its improving earnings, steady revenue, and how it’s positioning itself for future growth.

In the second quarter of its fiscal year 2025 (ended in April), TD reported a YoY (year-over-year) rise in its revenue to $14 billion. Although there was a slight sequential dip, the bank still managed to maintain strong margins and profitability.

Its adjusted net profit for the quarter came in at $3.4 billion, which was slightly down YoY, but the decline was more a result of short-term headwinds rather than structural issues. And even with that minor decline, TD’s net profit margin remained healthy at 24.5%.

Last quarter, the bank’s performance also reflected strong demand in its Canadian personal and commercial banking segment. Meanwhile, its U.S. retail banking operations are still catching up, but signs of improvement are beginning to show.

Long-term strategies to shape future growth

One of the major factors that makes TD a top Canadian bank stock to buy and a top TSX stock pick is its broader focus on long-term growth. Interestingly, the bank continues to invest heavily in digital innovation and operational efficiency. That includes expanding its U.S. credit card partnerships and boosting self-serve capabilities across channels.

As the economic outlook brightens and interest rates ease further, TD could be in the perfect position to keep growing its top and bottom line. That’s why TD stock is definitely worth considering for anyone looking to invest in a proven bank with real upside potential.

Fool contributor Jitendra Parashar has positions in Toronto-Dominion Bank. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

More on Bank Stocks

pig shows concept of sustainable investing
Bank Stocks

TD Bank: Buy, Sell, or Hold in 2026?

The momentum in TD Bank's businesses continues strong, with a positive outlook for 2026 despite macro-economic concerns.

Read more »

dividend stocks bring in passive income so investors can sit back and relax
Bank Stocks

TD Bank’s “Back to Winning” Plan Is a Massive Deal for Investors

TD Bank (TSX:TD) stock is back to winning and it might be headed for higher highs in 2026.

Read more »

Two seniors float in a pool.
Stocks for Beginners

A 3% Dividend Stock for any Retirement Safety Net

RBC’s 150-year dividend streak and record earnings make it a standout retirement anchor for dependable income.

Read more »

Piggy bank wrapped in Christmas string lights
Bank Stocks

3 Canadian Bank Stocks Delivering Decades Upon Decades of Dividends

Let's dive into three of the top banks Canada has to offer, and why these three stocks are worth considering…

Read more »

Piggy bank on a flying rocket
Bank Stocks

RBC vs. TD: Which Canadian Bank Stock Is the Better Buy?

RBC or TD: pick between the safest compounder and a recovery play with more upside.

Read more »

man looks worried about something on his phone
Stocks for Beginners

Is BNS Stock a Buy for its Dividend Yield?

Scotiabank’s rich yield is tempting. Here’s what its refocus and risks mean for dividend investors today.

Read more »

woman checks off all the boxes
Bank Stocks

Is BNS Stock a Buy, Sell, or Hold for 2026?

Bank of Nova Scotia just hit a new record high. Are more gains on the way?

Read more »

coins jump into piggy bank
Bank Stocks

Bank of Montreal vs. RBC: Which Canadian Bank Stock is the Better Buy?

Here are the main differences between BMO and Royal Bank, and how you can decide which is the best Canadian…

Read more »