Toll Brothers Inc. (NYSE:TOL) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Toll Brothers Inc. (NYSE:TOL) have been given an average recommendation of “Moderate Buy” by the eighteen analysts that are presently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, five have assigned a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $155.8667.

TOL has been the topic of several research reports. BTIG Research assumed coverage on Toll Brothers in a research report on Monday, December 1st. They set a “neutral” rating on the stock. Royal Bank Of Canada dropped their price target on Toll Brothers from $145.00 to $144.00 and set an “outperform” rating on the stock in a research report on Wednesday, December 10th. Keefe, Bruyette & Woods decreased their price objective 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. Citizens Jmp initiated coverage on shares of Toll Brothers in a report on Wednesday, January 7th. They set a “market outperform” rating and a $175.00 target price on the stock. Finally, Citigroup initiated coverage on shares of Toll Brothers in a research report on Wednesday, January 7th. They issued an “outperform” rating on the stock.

Toll Brothers News Roundup

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

• Positive Sentiment: Announced a new master-planned community, Evergrove, in Richmond, Texas — expands Toll’s footprint in fast-growing Fort Bend County and supports future lot/home deliveries in a higher‑margin market. Toll Brothers Announces New Master-Planned Community Coming Soon to Richmond, Texas
• Positive Sentiment: Opened Toll Brothers at The Bluffs (Wesley Chapel/Waxhaw, NC) — limited 12-site luxury enclave with million‑plus starting prices, which helps sustain pricing power and backlog quality in the luxury segment. Toll Brothers Announces Opening of New Community in Waxhaw, North Carolina
• Positive Sentiment: Multiple model‑home grand openings (Montebello, CA and Incanta Lago, Henderson NV) — near‑term sales activity & marketing cadence that can accelerate community absorption. Toll Brothers Announces Model Home Grand Opening at Ironridge at Metro Heights in Montebello, California Toll Brothers Announces Model Home Grand Opening at Incanta Lago in Henderson, Nevada
• Positive Sentiment: Sector tailwinds and sentiment: coverage noting structural supply constraints (“golden handcuffs”) and Toll’s strong brand/analyst support (multiple buy/outperform ratings, recent price targets above current levels) help justify investor enthusiasm. Why “Golden Handcuffs” are a Gift to Homebuilders in 2026
• Neutral Sentiment: Upcoming catalyst: Toll reports Q1 fiscal 2026 results after the close on Feb. 17 — results and guidance will likely drive near‑term volatility; current previews note mixed recent quarters. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect
• Negative Sentiment: Insider and institutional selling: recent disclosures show multiple senior exec stock sales and large institutional reductions (e.g., D1 Capital, Millennium), which could pressure sentiment if sustained. Toll Brothers Launches Exclusive Luxury Home Community at The Bluffs in Wesley Chapel, NC
• Negative Sentiment: Recent earnings execution risk: Q4 showed an EPS miss vs. consensus and year‑over‑year EPS pressure — upcoming quarter and margins will be watched closely. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect

Insider Buying and Selling at Toll Brothers

In related news, Director Paul E. Shapiro sold 3,965 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the director owned 118,680 shares of the company’s stock, valued at $17,407,982.40. This trade represents a 3.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.37% of the stock is owned by insiders.

Institutional Investors Weigh In On Toll Brothers

A number of institutional investors have recently modified their holdings of TOL. Greenhaven Associates Inc. boosted its stake in Toll Brothers by 0.4% in the 4th quarter. Greenhaven Associates Inc. now owns 5,603,187 shares of the construction company’s stock worth $757,663,000 after purchasing an additional 22,218 shares in the last quarter. Capital World Investors lifted its stake in shares of Toll Brothers by 51.5% in the third quarter. Capital World Investors now owns 5,187,673 shares of the construction company’s stock worth $716,625,000 after buying an additional 1,763,211 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Toll Brothers by 1.4% during the third quarter. Dimensional Fund Advisors LP now owns 2,901,015 shares of the construction company’s stock valued at $400,745,000 after buying an additional 39,987 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Toll Brothers by 83.1% during the second quarter. AQR Capital Management LLC now owns 2,607,993 shares of the construction company’s stock valued at $297,650,000 after buying an additional 1,183,304 shares during the last quarter. Finally, Holocene Advisors LP increased its position in shares of Toll Brothers by 78.0% during the third quarter. Holocene Advisors LP now owns 2,224,289 shares of the construction company’s stock valued at $307,263,000 after acquiring an additional 974,567 shares in the last quarter. 91.76% of the stock is owned by hedge funds and other institutional investors.

Toll Brothers Stock Up 2.2%

Shares of Toll Brothers stock opened at $166.18 on Monday. 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’s fifty day simple moving average is $143.80 and its two-hundred day simple moving average is $138.08. The company has a market cap of $15.75 billion, a P/E ratio of 12.26, a PEG ratio of 1.28 and a beta of 1.47. Toll Brothers has a 12-month low of $86.67 and a 12-month high of $168.36.

Toll Brothers (NYSE:TOL) last posted its earnings results on Monday, December 8th. The construction company reported $4.58 EPS for the quarter, missing the consensus estimate of $4.88 by ($0.30). Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.The company had revenue of $3.42 billion during the quarter, compared to analysts’ expectations of $3.32 billion. During the same period in the prior year, the business posted $4.63 earnings per share. The company’s revenue for the quarter was up 2.7% on a year-over-year basis. Research analysts anticipate that Toll Brothers will post 13.83 EPS for the current year.

Toll Brothers Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a dividend of $0.25 per share. 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 (DPR) is presently 7.37%.

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.