BlackRock vs TD

BlackRock and TD are compared here to help readers understand their business models, financial performance, and market context. The page offers a neutral overview of how each organisation operates, competes, and positions itself within global markets. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

BLK

Metric

$175.31B

Market Cap

$158.58B

15.29%

Potential Profit

-36.91%

Buy

Analyst Rating

Buy

Why It's Moving

BlackRock surges on massive 2025 inflows, dividend hike, and bold 2026 growth plans.

Posted nearly $700 billion in net inflows for 2025, highlighting robust investor demand and positioning BLK for accelerated growth.
Announced a 10% dividend increase for 2026 and $1.8 billion share repurchase program, underscoring commitment to returning capital amid solid fundamentals.
Set sights on $400 billion in private markets by 2030, emphasizing diversified strategies to tap wealth investor trends and adapt to evolving landscapes.

Sentiment:

🐃Bullish

TD Bank Secures Green Light for $7 Billion Share Buyback, Signaling Strong Capital Confidence

Fresh $7B buyback approval allows repurchases through January 2027 or until limits hit, following completion of previous $8B program at $99.74 average price per share.
Automatic share purchase plan with TD Securities to handle buys during blackout periods, ensuring flexible execution.
Concurrent redemption of $1.25B 4.859% NVCC medium-term notes due 2031, optimizing capital structure without market disruption.

Sentiment:

🐃Bullish

BlackRock surges on massive 2025 inflows, dividend hike, and bold 2026 growth plans.

Posted nearly $700 billion in net inflows for 2025, highlighting robust investor demand and positioning BLK for accelerated growth.
Announced a 10% dividend increase for 2026 and $1.8 billion share repurchase program, underscoring commitment to returning capital amid solid fundamentals.
Set sights on $400 billion in private markets by 2030, emphasizing diversified strategies to tap wealth investor trends and adapt to evolving landscapes.

Sentiment:

🐃Bullish

TD Bank Secures Green Light for $7 Billion Share Buyback, Signaling Strong Capital Confidence

Fresh $7B buyback approval allows repurchases through January 2027 or until limits hit, following completion of previous $8B program at $99.74 average price per share.
Automatic share purchase plan with TD Securities to handle buys during blackout periods, ensuring flexible execution.
Concurrent redemption of $1.25B 4.859% NVCC medium-term notes due 2031, optimizing capital structure without market disruption.

Sentiment:

🐃Bullish

Investment Analysis

BlackRock

BLK

Pros

BlackRock is the world’s largest asset manager, commanding significant market influence with assets under management exceeding $9 trillion.
Strong recurring revenue model from fees on assets under management enhances profitability and cash flow stability.
Leading position in low-cost ETFs and sustainable investing segments positions BlackRock for growth in evolving investment trends.

Considerations

Highly exposed to market volatility and downturns, which can reduce assets under management and fee income.
Regulatory scrutiny on asset managers and evolving ESG regulations may increase compliance costs and operational risks.
Concentration risk due to dependence on a limited number of key clients and products, which can impact revenue if lost.

TD

Pros

Toronto-Dominion Bank has a diverse revenue base spanning Canadian personal banking, U.S. retail, wealth management, insurance, and wholesale banking.
Consistent historical loan growth and projected net interest income growth of over 3% support steady earnings expansion.
Relatively low valuation metrics compared to peers, with a P/E ratio near 10 and attractive dividend yield of around 3.7%.

Considerations

Anti-money-laundering compliance expenses expected to remain elevated in 2025, weighing on profitability.
Near-term analyst consensus shows mixed forecasts, with some predicting modest stock price declines and neutral sentiment.
Macroeconomic uncertainties, especially in the U.S. market and interest rate variability, pose execution risks to growth.

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