Toll Brothers (NYSE:TOL) Issues Quarterly Earnings Results, Beats Expectations By $0.13 EPS

Toll Brothers (NYSE:TOL) posted its quarterly earnings data on Tuesday. The construction company reported $2.19 earnings per share for the quarter, beating the consensus estimate of $2.06 by $0.13, FiscalAI reports. The firm had revenue of $2.15 billion for the quarter, compared to analysts’ expectations of $1.86 billion. Toll Brothers had a net margin of 12.28% and a return on equity of 16.74%.

Toll Brothers Price Performance

TOL traded down $2.16 during trading hours on Tuesday, hitting $163.96. The company’s stock had a trading volume of 2,136,440 shares, compared to its average volume of 1,307,966. The stock has a market cap of $15.54 billion, a price-to-earnings ratio of 12.09, a P/E/G ratio of 1.30 and a beta of 1.47. The business’s 50-day moving average price is $144.40 and its 200-day moving average price is $138.65. The company has a current ratio of 4.38, a quick ratio of 0.64 and a debt-to-equity ratio of 0.34. Toll Brothers has a 12 month low of $86.67 and a 12 month high of $168.36.

Toll Brothers Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a $0.25 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Toll Brothers’s dividend payout ratio (DPR) is 7.37%.

Wall Street Analysts Forecast Growth

Several research firms have commented on TOL. Keefe, Bruyette & Woods decreased their price target on shares of Toll Brothers from $145.00 to $143.00 and set a “market perform” rating on the stock in a research note on Thursday, December 11th. Barclays increased their target price on shares of Toll Brothers from $92.00 to $110.00 and gave the company an “underweight” rating in a report on Wednesday, December 10th. JPMorgan Chase & Co. decreased their target price on shares of Toll Brothers from $161.00 to $141.00 and set an “overweight” rating on the stock in a research report on Friday, December 12th. UBS Group cut their price target on shares of Toll Brothers from $183.00 to $181.00 and set a “buy” rating on the stock in a report on Wednesday, December 10th. Finally, The Goldman Sachs Group increased their price objective on Toll Brothers from $140.00 to $156.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $155.87.

Trending Headlines about Toll Brothers

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

• Positive Sentiment: Q1 results beat expectations: revenue rose ~15.4% to $2.15B and diluted EPS was $2.19, topping estimates — showing solid demand and margin support. Toll Brothers Reports FY 2026 First Quarter Results
• Positive Sentiment: Stronger balance sheet metrics: cash and equivalents roughly doubled year‑over‑year to about $1.20B and leverage remains low, which supports financial flexibility. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Positive Sentiment: Sector tailwinds and technical momentum: homebuilders are drawing investor capital on hopes for lower rates and supply shortages; TOL is trading near prior highs and has a consensus Moderate Buy from analysts. 3 Names to Watch as Homebuilders Near Breakout
• Neutral Sentiment: Analyst coverage mixed around a median target near $160 — several buys and some lower targets mean investor reactions could be driven more by guidance and forward commentary than by the beat itself. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Operating cash‑flow flagged: reported cash from operations was cited as $800M but described as down sharply year‑over‑year (large percentage decline), raising questions about working capital and short‑term cash dynamics. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Rising costs and flat operating profit: cost of sales rose ~19% and operating profit was essentially flat YoY, which could pressure margins if input costs or mix persist. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Insider selling: multiple senior executives sold shares in the past six months, which investors often view as a negative signal for near‑term conviction. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings

Insider Buying and Selling

In other 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 SEC, which is available at the SEC website. 1.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On Toll Brothers

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Pinnacle Holdings LLC bought a new stake in shares of Toll Brothers in the 4th quarter valued at approximately $27,000. Wiser Advisor Group LLC bought a new stake in Toll Brothers in the third quarter worth $27,000. Measured Wealth Private Client Group LLC purchased a new position in Toll Brothers during the third quarter worth $29,000. Turning Point Benefit Group Inc. bought a new position in Toll Brothers during the third quarter valued at $37,000. Finally, Smartleaf Asset Management LLC raised its stake in shares of Toll Brothers by 46.7% in the fourth quarter. Smartleaf Asset Management LLC now owns 308 shares of the construction company’s stock valued at $42,000 after acquiring an additional 98 shares during the period. 91.76% of the stock is currently owned by hedge funds and other 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.