Toll Brothers’ (TOL) “Market Outperform” Rating Reaffirmed at Citizens Jmp

Citizens Jmp reiterated their market outperform rating on shares of Toll Brothers (NYSE:TOL) in a report published on Wednesday morning,Benzinga reports. Citizens Jmp currently has a $175.00 price target on the construction company’s stock.

TOL has been the subject of a number of other reports. Wells Fargo & Company upped their price target on Toll Brothers from $160.00 to $170.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Citigroup assumed coverage on shares of Toll Brothers in a report on Wednesday, January 7th. They set an “outperform” rating on the stock. Keefe, Bruyette & Woods reduced their target price on shares of Toll Brothers from $145.00 to $143.00 and set a “market perform” rating for the company in a research note on Thursday, December 11th. BTIG Research assumed coverage on Toll Brothers in a research report on Monday, December 1st. They set a “neutral” rating on the stock. Finally, Zacks Research raised Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Toll Brothers currently has a consensus rating of “Moderate Buy” and an average target price of $155.87.

Toll Brothers Price Performance

NYSE TOL opened at $159.92 on Wednesday. The company has a market cap of $15.15 billion, a P/E ratio of 11.42, a P/E/G ratio of 1.29 and a beta of 1.47. Toll Brothers has a 1 year low of $86.67 and a 1 year high of $168.36. The company has a current ratio of 4.38, a quick ratio of 0.64 and a debt-to-equity ratio of 0.34. The company has a fifty day simple moving average of $145.45 and a 200 day simple moving average of $139.09.

Toll Brothers (NYSE:TOL) last released its quarterly earnings results on Tuesday, February 17th. The construction company reported $2.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.14. The company had revenue of $2.15 billion during the quarter, compared to analysts’ expectations of $1.86 billion. Toll Brothers had a net margin of 12.26% and a return on equity of 16.99%. The business’s quarterly revenue was up 15.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.75 earnings per share. On average, sell-side analysts predict that Toll Brothers will post 13.83 EPS for the current year.

Toll Brothers Dividend Announcement

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

Insider Activity at Toll Brothers

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

Institutional Trading of Toll Brothers

Several large investors have recently made changes to their positions in the business. Wiser Advisor Group LLC acquired a new stake in shares of Toll Brothers during the 3rd quarter worth approximately $27,000. Pinnacle Holdings LLC acquired a new stake in Toll Brothers during the 4th quarter worth $27,000. Abich Financial Wealth Management LLC bought a new stake in shares of Toll Brothers during the 3rd quarter valued at $28,000. Ramirez Asset Management Inc. acquired a new position in shares of Toll Brothers in the 3rd quarter valued at $28,000. Finally, Measured Wealth Private Client Group LLC bought a new position in shares of Toll Brothers in the 3rd quarter worth $29,000. Institutional investors own 91.76% of the company’s stock.

Toll Brothers News Summary

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

• Positive Sentiment: Q1 results beat consensus: Toll reported $2.19 EPS and $2.15B revenue, both ahead of estimates, driven by higher volume and luxury-home demand — the company reiterated FY26 guidance and provided a robust slide deck. Read More.
• Positive Sentiment: Earnings call highlighted profitable momentum and management tone was confident on move-up/luxury demand — a positive signal that higher-end buyers are returning. Read More.
• Positive Sentiment: Sector tailwind: homebuilders are in favor as capital rotates into value/asset-backed names and XHB is up YTD; Toll is nearing a technical breakout after strong YTD gains. This thematic support helps the stock even as housing data lags. Read More.
• Neutral Sentiment: Analyst positioning: Citizens JMP reaffirmed a Market Outperform and a $175 price target (shows upside vs. current levels), which provides analyst support but isn’t a catalyst by itself. Read More.
• Neutral Sentiment: Full earnings-call transcript is available for deeper read on backlog, pricing and options — useful for investors who want line-item detail before acting. Read More.
• Negative Sentiment: Contract activity and per-home pricing disappointed: management reported fewer signed contracts than some expected and per-home sales price trends were softer, raising concerns about near-term demand momentum and backlog conversion. Read More.
• Negative Sentiment: Margin and operating metrics mixed: cost of sales rose materially, gross profit growth lagged revenue, operating profit was essentially flat and operating cash flow dynamics weaken the near-term margin story. Analysts flagged margin pressure and a softer backlog. Read More.
• Negative Sentiment: Insider selling and mixed institutional flows highlighted by data providers; QuiverQuant notes insider sell activity and some large fund rebalancing — a potential sentiment drag for short-term holders. Read More.

Toll Brothers Company Profile

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.