TD dividend analysis

TD dividend deep dive

Income read on TD: trailing yield 7.50%, payout ratio 55%, 5y CAGR 2.5%, 10y CAGR 9.5%. The growth streak runs 26 years.

TD dividend-safety read: 58/100. The score is the Quality pillar (60/100) penalized for high payout — at 55% of earnings, that adjustment pulls the headline flat or up from raw Quality.

TD DRIP table at flat yield + growth: 5y ≈ 44.8%, 10y ≈ 109.7%, 20y ≈ 339.9% cumulative income return on the 7.50% starting yield. Useful as a back-of-envelope only — assumes the yield stays at TTM and the growth rate persists.

TD sits in a peer group of KO (5.00%), PG (1.50%), PEP (2.90%), with the trio yielding a mean of 3.13%. The 7.50% yield on TD is the cleanest single-number comparison; payout ratio and growth rate are the two follow-ups.

Ex-dividend cadence on TD: most recent ex-date 2026-03-01, payment 2026-03-15. Quarterly schedules are the norm for US payers; the ex-date is the cutoff for entitlement to the upcoming distribution, while the payment date is when cash hits the brokerage.

Income thesis line for TD: starting yield of 7.50%, projected growth of 2.5%, safety read 58/100. The forward open question is the durability of the next dividend hike given the 55% earnings payout.