Toll Brothers (NYSE:TOL) Releases Earnings Results

Toll Brothers (NYSE:TOL) issued its quarterly earnings data on Tuesday. The construction company reported $2.19 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.14, FiscalAI reports. The business had revenue of $2.15 billion for the quarter, compared to analyst estimates of $1.86 billion. Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.Toll Brothers’s quarterly revenue was up 15.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.75 EPS.

Toll Brothers Stock Down 1.3%

Shares of NYSE TOL opened at $163.96 on Wednesday. The business’s fifty day moving average price is $145.02 and its 200-day moving average price is $138.95. Toll Brothers has a one year low of $86.67 and a one year high of $168.36. The stock has a market capitalization of $15.54 billion, a PE ratio of 12.09, a P/E/G ratio of 1.30 and a beta of 1.47. The company has a debt-to-equity ratio of 0.34, a current ratio of 4.38 and a quick ratio of 0.64.

Toll Brothers Announces Dividend

The business 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 of this dividend was Friday, January 9th. This represents a $1.00 annualized dividend and a yield of 0.6%. Toll Brothers’s payout ratio is currently 7.37%.

Trending Headlines about Toll Brothers

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

• Positive Sentiment: Q1 earnings beat: Toll reported $2.19 EPS, ahead of consensus, marking year‑over‑year EPS growth and a clear beat that validates pricing and margin strength. Toll Brothers (TOL) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Top‑line beat and profit growth: Revenue rose to $2.15B (ahead of estimates) and net income increased year‑over‑year, helped in part by higher land sales. These items support near-term earnings visibility. Toll Brothers First-Quarter Revenue Rises Amid Higher Land Sales
• Positive Sentiment: Company release confirms results and guidance context — formal Q1 report provides the detail investors will model into FY26. Toll Brothers Reports FY 2026 First Quarter Results
• Neutral Sentiment: Sector tailwind and technical set‑up: Homebuilders are seeing renewed investor interest and TOL is trading near prior highs — a breakout could amplify upside if macro (rates) improves. 3 Names to Watch as Homebuilders Near Breakout
• Neutral Sentiment: Analyst coverage is generally constructive (median target ~ $160; several Buy/Outperform ratings), giving a mixed but supportive backdrop for investors. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Operational and cash‑flow cautions: gross profit and operating profit showed limited improvement (operating profit roughly flat), cost of sales rose materially, and reported operating cash flow declined year‑over‑year — these factors temper the beat. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Insider selling and some institutional repositioning were highlighted in post‑earnings reporting, which can weigh on sentiment despite strong headline numbers. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings

Analysts Set New Price Targets

A number of analysts have weighed in on TOL shares. UBS Group decreased their target price on shares of Toll Brothers from $183.00 to $181.00 and set a “buy” rating for the company in a research report on Wednesday, December 10th. Wells Fargo & Company lifted their target price on shares of Toll Brothers from $160.00 to $170.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. The Goldman Sachs Group boosted their target price on shares of Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Keefe, Bruyette & Woods decreased their price target on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating for the company in a report on Thursday, December 11th. Finally, Zacks Research raised Toll Brothers from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. One investment 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. According to MarketBeat.com, Toll Brothers currently has an average rating of “Moderate Buy” and a consensus price target of $155.87.

Insider Activity

In related news, Director Paul E. Shapiro sold 3,965 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were 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 of the company’s stock, valued at approximately $17,407,982.40. This represents a 3.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Wiser Advisor Group LLC bought a new position in Toll Brothers in the third quarter worth about $27,000. Pinnacle Holdings LLC purchased a new position in shares of Toll Brothers during the 4th quarter worth approximately $27,000. Measured Wealth Private Client Group LLC purchased a new position in shares of Toll Brothers during the 3rd quarter worth approximately $29,000. Turning Point Benefit Group Inc. bought a new position in shares of Toll Brothers in the 3rd quarter worth approximately $37,000. Finally, Smartleaf Asset Management LLC lifted its stake in shares of Toll Brothers by 46.7% in the 4th quarter. Smartleaf Asset Management LLC now owns 308 shares of the construction company’s stock valued at $42,000 after purchasing an additional 98 shares during the period. 91.76% of the stock is currently owned by institutional investors.

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.