Zacks Research Raises Earnings Estimates for Toll Brothers

Toll Brothers Inc. (NYSE:TOL) – Equities researchers at Zacks Research raised their Q4 2027 earnings per share estimates for Toll Brothers in a report issued on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the construction company will post earnings of $4.61 per share for the quarter, up from their prior estimate of $4.60. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $13.83 per share.

Toll Brothers (NYSE:TOL) last issued its quarterly earnings results on Monday, December 8th. The construction company reported $4.58 earnings per share for the quarter, missing the consensus estimate of $4.88 by ($0.30). Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.32 billion. During the same period in the prior year, the business earned $4.63 earnings per share. Toll Brothers’s revenue for the quarter was up 2.7% compared to the same quarter last year.

A number of other research analysts have also issued reports on TOL. UBS Group dropped their price target on shares of Toll Brothers from $183.00 to $181.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. The Goldman Sachs Group lifted their price objective on Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Citigroup assumed coverage on Toll Brothers in a research report on Wednesday, January 7th. They set an “outperform” rating on the stock. Citizens Jmp initiated coverage on Toll Brothers in a report on Wednesday, January 7th. They issued a “market outperform” rating and a $175.00 price target for the company. Finally, Weiss Ratings upgraded Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Toll Brothers has a consensus rating of “Moderate Buy” and an average target price of $155.87.

Toll Brothers Stock Up 0.6%

Shares of Toll Brothers stock opened at $162.38 on Thursday. Toll Brothers has a one year low of $86.67 and a one year high of $165.62. The company has a market cap of $15.39 billion, a P/E ratio of 11.97, a PEG ratio of 1.27 and a beta of 1.47. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.64 and a current ratio of 4.38. The firm has a fifty day moving average of $143.26 and a two-hundred day moving average of $137.78.

Toll Brothers Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, January 9th. Toll Brothers’s payout ratio is 7.37%.

Insider Activity

In related news, Director Paul E. Shapiro sold 3,965 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $146.68, for a total value of $581,586.20. Following the sale, the director directly owned 118,680 shares in the company, valued at $17,407,982.40. The trade was a 3.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.37% of the stock is owned by company insiders.

Hedge Funds Weigh In On Toll Brothers

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Wiser Advisor Group LLC purchased a new position in shares of Toll Brothers during the 3rd quarter worth approximately $27,000. Pinnacle Holdings LLC purchased a new stake in Toll Brothers in the 4th quarter valued at approximately $27,000. Abich Financial Wealth Management LLC acquired a new stake in Toll Brothers during the 3rd quarter valued at $28,000. Ramirez Asset Management Inc. purchased a new position in Toll Brothers during the third quarter worth $28,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in Toll Brothers during the third quarter worth $29,000. Institutional investors and hedge funds own 91.76% of the company’s stock.

Trending Headlines about Toll Brothers

Here are the key news stories impacting Toll Brothers this week:

• Positive Sentiment: Multiple new luxury communities and model-home openings signal continued land-development and sales activity, supporting future revenue growth — recent announcements include Incanta Lago (Henderson, NV). Incanta Lago model-home opening
• Positive Sentiment: New luxury community (Toll Brothers at The Bluffs at Wesley Chapel / Waxhaw, NC) opens with high-priced, limited-inventory homes — supports mix/ASP improvement and brand strength. The Bluffs at Wesley Chapel
• Positive Sentiment: Additional community rollouts (Argyle, TX; Chapel Oaks in Chapel Hill, NC) broaden geographic pipeline and signal ongoing land/build activity across markets. Argyle, Texas community
• Positive Sentiment: Sector tailwinds and bullish commentary — Zacks and other analysts highlight structural supply constraints (“golden handcuffs”) and favorable policy/market dynamics that could boost homebuilder demand in 2026. Why “Golden Handcuffs” are a Gift to Homebuilders
• Neutral Sentiment: TOL shares recently hit a 52‑week high, reflecting recent positive news flow and analyst targets; this can attract momentum traders but also raises short‑term profit-taking risk. 52-week high report
• Neutral Sentiment: Analyst/estimate moves: Zacks lifted near-term EPS forecasts slightly and changed its rating to Hold (from Strong Sell), a modest endorsement but not a full upgrade to Buy—keeps expectations steady. (Zacks research notes)
• Negative Sentiment: Insider selling has been active in recent months (multiple senior executives sold shares), which can concern some investors about insider conviction or tax/liquidity-driven selling. See Quiver summary for details. Insider trading details
• Negative Sentiment: Large institutional reductions (notable funds trimmed or exited positions in recent quarters) could cap upside if selling continues; monitor 13F/quarterly activity. (Quiver institutional holdings summary)

About Toll Brothers

Toll Brothers, Inc is a publicly traded homebuilding company that focuses on designing and constructing luxury residential properties. The company’s core business encompasses a broad range of housing products, including custom single-family homes, upscale condominium communities and rental apartment ventures. Toll Brothers emphasizes high-end finishes and architectural craftsmanship, positioning itself in the premium segment of the U.S. housing market.

In addition to traditional homebuilding, Toll Brothers operates specialized divisions to address evolving consumer preferences.