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TD Bank sees FY26 adjusted EPS growth 6%-8%, adjusted ROE 13%

Sees FY26 adjusted expense growth 3%-4%, with positive operating leverage, and a 13% CET1 ratio. Sees medium-term adjusted EPS growth 7%-10%, adjusted ROE 16%, positive adjusted operating leverage, and mid-50s adjusted efficiency ratio. Sees C$1.1B+ in cost reductions in FY27-FY28. Sees 300bps of adjusted ROE improvement over medium-term. Comments taken from the company’s Investor Day.

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