Toast, Inc. $TOST Shares Bought by ABN Amro Investment Solutions

ABN Amro Investment Solutions raised its stake in shares of Toast, Inc. (NYSE:TOST) by 14.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 157,430 shares of the company’s stock after purchasing an additional 20,002 shares during the period. ABN Amro Investment Solutions’ holdings in Toast were worth $5,748,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of TOST. Quent Capital LLC purchased a new position in Toast in the 3rd quarter valued at about $27,000. RiverPark Advisors LLC purchased a new position in shares of Toast in the second quarter valued at approximately $30,000. Alpine Bank Wealth Management purchased a new position in shares of Toast in the third quarter valued at approximately $30,000. Wolff Wiese Magana LLC acquired a new stake in shares of Toast in the third quarter worth approximately $37,000. Finally, Loomis Sayles & Co. L P purchased a new stake in shares of Toast during the second quarter worth approximately $42,000. Hedge funds and other institutional investors own 82.91% of the company’s stock.

Toast Price Performance

NYSE:TOST opened at $27.24 on Monday. The firm has a market capitalization of $16.01 billion, a price-to-earnings ratio of 50.44 and a beta of 1.93. The company’s 50-day moving average is $33.55 and its two-hundred day moving average is $37.12. Toast, Inc. has a 1-year low of $25.91 and a 1-year high of $49.66.

Toast (NYSE:TOST) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.16 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.24 by ($0.08). The firm had revenue of $1.63 billion for the quarter, compared to analyst estimates of $1.62 billion. Toast had a return on equity of 18.86% and a net margin of 5.56%.The firm’s quarterly revenue was up 22.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.05 EPS. As a group, equities analysts anticipate that Toast, Inc. will post 0.39 earnings per share for the current fiscal year.

Toast declared that its Board of Directors has approved a stock repurchase program on Thursday, February 12th that authorizes the company to repurchase $0.00 in outstanding shares. This repurchase authorization authorizes the company to repurchase shares of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

A number of research analysts have weighed in on TOST shares. UBS Group set a $40.00 price objective on Toast in a report on Friday. DA Davidson reduced their target price on shares of Toast from $42.00 to $36.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Morgan Stanley set a $51.00 price target on shares of Toast in a research report on Friday. Needham & Company LLC dropped their price objective on shares of Toast from $60.00 to $35.00 and set a “buy” rating for the company in a research note on Friday. Finally, Canaccord Genuity Group set a $37.00 target price on shares of Toast in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $41.18.

Key Stories Impacting Toast

Here are the key news stories impacting Toast this week:

• Positive Sentiment: Revenue and growth: Q4 revenue was $1.63B, up ~22% year-over-year and roughly in line with consensus, signaling sustained top-line momentum that supports longer‑term ARR expansion. Read More.
• Positive Sentiment: Analyst support remains: Major firms (Citigroup and Needham) kept “Buy” ratings even after trimming targets, which can limit downside from negative headlines and signals continued institutional conviction. Read More. Read More.
• Neutral Sentiment: Board authorizes buyback: The company announced a share-repurchase authorization; the report listed $0.00 in buyback dollars (no dollar amount disclosed), so the move signals intent but lacks immediate capital deployment details. Read More.
• Neutral Sentiment: Market commentary: Bullish analyst/guest pieces argue Toast’s ARR growth, margin expansion and industry position make it resilient amid sector pressures — helpful for sentiment but not new financial data. Read More.
• Negative Sentiment: EPS miss: Toast reported EPS below consensus ($0.16 reported vs. ~$0.24 expected per consensus), which is an earnings disappointment that likely pressured some short‑term investor sentiment. Read More.
• Negative Sentiment: Price target cuts: Citigroup cut its target from $51 to $42 and Needham trimmed theirs from $60 to $35 — reductions that reduce analyst-derived upside even though both maintained Buy ratings. Read More. Read More.

Insider Activity at Toast

In related news, CFO Elena Gomez sold 1,437 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $30.34, for a total value of $43,598.58. Following the sale, the chief financial officer directly owned 164,629 shares in the company, valued at approximately $4,994,843.86. The trade was a 0.87% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Aman Narang sold 1,648 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $30.34, for a total transaction of $50,000.32. Following the completion of the transaction, the chief executive officer directly owned 340,723 shares in the company, valued at $10,337,535.82. The trade was a 0.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 100,856 shares of company stock valued at $3,540,449 over the last 90 days. Corporate insiders own 12.14% of the company’s stock.

About Toast

Toast, Inc (NYSE: TOST) is a technology company that builds a cloud-based platform for restaurants and other foodservice businesses. Headquartered in Boston, Massachusetts, Toast offers integrated point-of-sale (POS) systems and a suite of software and hardware designed to streamline front-of-house and back-of-house operations. The company went public in 2021 and has positioned itself as a vertically integrated provider for the restaurant industry.

Toast’s product portfolio includes touchscreen POS terminals and handheld order-and-pay devices, kitchen display systems, and peripherals tailored for high-volume foodservice environments.