Analysts Are Bullish on These Financial Stocks: Marketaxess Holdings (MKTX), Toronto Dominion Bank (TD)TD reported Q4 with adjusted EPS of $2.18, beating our $2.00 estimate and above consensus of $2.01. Revenue (net of ISE) increased 15% while expenses grew by 10% y/y, creating operating leverage of 5.6% against our +4.6%. For PTPP by segment, US Banking outperformed our expectations, while the remaining segments were largely in line. (0.41%) was much lower than our 0.47%. Management continues to progress in its AML remediation and US asset reduction, with US loan growth down 9% (+2% excluding portfolio sales). TD’s CET1 ratio came in at 14.7% vs. our 14.9% (Street at 14.7%).