Toll Brothers (NYSE:TOL – Free Report) had its price objective boosted by Keefe, Bruyette & Woods from $143.00 to $170.00 in a research note published on Wednesday,Benzinga reports. They currently have a market perform rating on the construction company’s stock.
A number of other research analysts have also recently commented on the stock. Wells Fargo & Company raised their price target on shares of Toll Brothers from $170.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. JPMorgan Chase & Co. increased their target price on Toll Brothers from $141.00 to $143.00 and gave the stock an “overweight” rating in a report on Monday. Weiss Ratings upgraded Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 10th. UBS Group upped their price target on Toll Brothers from $181.00 to $198.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Finally, Citigroup started coverage on Toll Brothers in a research note on Wednesday, January 7th. They set an “outperform” rating for the company. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $162.20.
View Our Latest Analysis on Toll Brothers
Toll Brothers Stock Down 1.5%
Toll Brothers (NYSE:TOL – Get Free Report) last announced its quarterly earnings data 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 16.83%. The business’s revenue was up 15.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.75 EPS. On average, analysts anticipate that Toll Brothers will post 13.83 EPS for the current year.
Toll Brothers Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were given a $0.25 dividend. The ex-dividend date was Friday, January 9th. This represents a $1.00 annualized dividend and a yield of 0.6%. Toll Brothers’s payout ratio is presently 7.14%.
Insider Buying and Selling
In other news, Director Paul E. Shapiro sold 3,965 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $146.68, for a total transaction of $581,586.20. Following the sale, the director owned 118,680 shares in the company, valued at approximately $17,407,982.40. This represents a 3.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.37% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently added to or reduced their stakes in TOL. McLaughlin Asset Management Inc. bought a new stake in Toll Brothers during the 4th quarter worth about $1,227,000. Compound Planning Inc. raised its stake in shares of Toll Brothers by 5.1% in the fourth quarter. Compound Planning Inc. now owns 4,372 shares of the construction company’s stock worth $591,000 after acquiring an additional 214 shares during the last quarter. TMB Capital Partners LLC acquired a new position in shares of Toll Brothers during the fourth quarter worth approximately $240,000. Invesco Ltd. grew its stake in shares of Toll Brothers by 5.5% during the fourth quarter. Invesco Ltd. now owns 270,713 shares of the construction company’s stock valued at $36,606,000 after purchasing an additional 14,180 shares during the last quarter. Finally, Axxcess Wealth Management LLC bought a new stake in shares of Toll Brothers during the fourth quarter valued at approximately $203,000. Institutional investors and hedge funds own 91.76% of the company’s stock.
Toll Brothers News Roundup
Here are the key news stories impacting Toll Brothers this week:
- Positive Sentiment: Q4 results and growth tailwinds — Toll reported a solid quarterly beat with revenue up ~15% year-over-year and EPS above consensus, supporting the company’s earnings momentum and valuation metrics. (Earnings detail referenced in recent company filings and coverage.)
- Positive Sentiment: Industry recognition boosts brand and marketing leverage — Toll Brothers won seven Gold Awards (and 28 Silver Awards) from the NAHB’s Nationals, reinforcing its leadership in the luxury segment and potentially aiding sales and pricing power. Toll Brothers Honored at The Nationals Awards by NAHB
- Positive Sentiment: New community opens in Houston area — Toll launched Toll Brothers at Wildtree (Magnolia, TX), expanding its for-sale inventory in a high-demand Sun Belt market with homes starting in the $500Ks. This adds to forward backlog and revenue runway. New Toll Brothers Community Now Open in Magnolia, Texas
- Positive Sentiment: Analyst bullishness remains — UBS and other firms have high price targets (UBS raised its target recently), supporting upside narrative for longer-term investors. UBS Expects “Better housing days” for Toll Brothers (TOL), Raises Target to $198
- Neutral Sentiment: Strategic land buy in Chelsea — Toll closed on a West Chelsea development site for ~$53M, signaling urban expansion but also near-term cash outlay and development risk for a cyclical market. Luxury residential developer purchases Chelsea development site for $53 million
- Neutral Sentiment: Institutional repositioning mixed — filings show large-scale additions by some funds (e.g., Price T. Rowe) and big reductions by others (D1 Capital, BlackRock). That creates both buying and selling pressure depending on fund flows.
- Negative Sentiment: Significant insider selling — CEO and other insiders have sold material blocks of shares in recent months, which can signal near-term liquidity preference and weigh on sentiment. (Insider activity summarized in market notices.)
- Negative Sentiment: Some analyst/market caution — a recent price-target change from Keefe, Bruyette & Woods upgraded the target but kept a “market perform” stance, and short-term profit-taking after TOL’s run to near its 1-year high is likely contributing to today’s pullback. Benzinga note on price target change
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.
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