Toll Brothers (NYSE:TOL) Issues Earnings Results

Toll Brothers (NYSE:TOL) released its earnings results on Tuesday. The construction company reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.58 by $0.14, Zacks reports. The company had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.42 billion. Toll Brothers had a net margin of 12.26% and a return on equity of 16.83%. The firm’s quarterly revenue was down 7.6% on a year-over-year basis. During the same period in the prior year, the firm earned $3.50 EPS.

Toll Brothers Stock Down 2.5%

Shares of NYSE:TOL opened at $123.85 on Wednesday. The company has a quick ratio of 0.62, a current ratio of 4.57 and a debt-to-equity ratio of 0.32. Toll Brothers has a 52-week low of $100.92 and a 52-week high of $168.36. The company has a 50 day moving average of $138.55 and a two-hundred day moving average of $141.62. The company has a market capitalization of $11.73 billion, a price-to-earnings ratio of 8.85, a price-to-earnings-growth ratio of 0.99 and a beta of 1.39.

Toll Brothers Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Friday, April 10th were given a dividend of $0.26 per share. This is a boost from Toll Brothers’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Friday, April 10th. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. Toll Brothers’s dividend payout ratio is currently 7.43%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Truist Financial cut their price objective on shares of Toll Brothers from $190.00 to $170.00 and set a “buy” rating on the stock in a report on Thursday, April 16th. Evercore raised shares of Toll Brothers from an “in-line” rating to an “outperform” rating and set a $176.00 target price for the company in a research report on Monday, April 13th. Wells Fargo & Company increased their target price on shares of Toll Brothers from $170.00 to $185.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. UBS Group increased their target price on shares of Toll Brothers from $181.00 to $198.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Finally, Oppenheimer reissued an “outperform” rating and set a $180.00 target price (up from $177.00) on shares of Toll Brothers in a research report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $164.44.

Insider Activity at Toll Brothers

In other Toll Brothers news, Director Stephen F. East sold 1,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $139.70, for a total value of $139,700.00. Following the completion of the sale, the director owned 13,442 shares of the company’s stock, valued at $1,877,847.40. This trade represents a 6.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Douglas C. Jr. Yearley sold 45,116 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $160.42, for a total transaction of $7,237,508.72. Following the completion of the sale, the chief executive officer directly owned 321,256 shares of the company’s stock, valued at $51,535,887.52. This trade represents a 12.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.37% of the stock is owned by company insiders.

Institutional Trading of Toll Brothers

Several large investors have recently bought and sold shares of the company. Compound Planning Inc. grew its position in Toll Brothers by 5.1% in the fourth quarter. Compound Planning Inc. now owns 4,372 shares of the construction company’s stock valued at $591,000 after acquiring an additional 214 shares in the last quarter. TMB Capital Partners LLC acquired a new stake in Toll Brothers in the fourth quarter valued at approximately $240,000. Invesco Ltd. grew its position in Toll Brothers by 5.5% in the fourth quarter. Invesco Ltd. now owns 270,713 shares of the construction company’s stock valued at $36,606,000 after acquiring an additional 14,180 shares in the last quarter. Axxcess Wealth Management LLC acquired a new stake in Toll Brothers in the fourth quarter valued at approximately $203,000. Finally, Corient Private Wealth LLC grew its position in Toll Brothers by 95.5% in the fourth quarter. Corient Private Wealth LLC now owns 9,168 shares of the construction company’s stock valued at $1,240,000 after acquiring an additional 4,478 shares in the last quarter. Institutional investors and hedge funds 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: Second-quarter EPS of $2.72 beat estimates of $2.58, while revenue of $2.53 billion also topped forecasts, suggesting the homebuilder is still executing well despite a softer housing backdrop. Toll Brothers Reports FY 2026 Second Quarter Results
• Positive Sentiment: Average delivered home prices moved back above $1 million, highlighting strength in Toll Brothers’ luxury segment and helping offset pressure from lower overall revenue versus last year. Homebuilder Toll Brothers Profit Declines Less Than Expected
• Positive Sentiment: Luxury-home orders hit their highest level in two years, reinforcing the view that wealthy buyers are still buying homes even as the broader housing market stays uneven. Toll Brothers Up As Luxury-Home Orders Hit Highest in Two Years
• Positive Sentiment: The company’s results and commentary fueled a guidance-improvement narrative, with reports that shares rose after the earnings beat and that luxury homes are still selling well. Toll Brothers trades higher after FQ2 earnings beat, guidance raise
• Neutral Sentiment: Analyst previews had set expectations for a solid quarter, with estimates around $2.58 EPS and $2.42 billion in revenue ahead of the release. Toll Brothers Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Neutral Sentiment: Broader housing data, including pending home sales, was also in focus, but these headlines are more about the sector backdrop than a Toll Brothers-specific catalyst. Housing Data Enters the Chat: NAHB, HD, TOL
• Negative Sentiment: Even with the earnings beat, revenue was still down 7.6% year over year and EPS declined from $3.50 last year, underscoring that the business is still facing tougher comparisons and a more challenging housing market. Toll Brothers: Fiscal Q2 Earnings Snapshot

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.