Toll Brothers (TOL) Projected to Post Earnings on Tuesday

Toll Brothers (NYSE:TOL) is expected to be issuing its Q1 2026 results after the market closes on Tuesday, February 17th. Analysts expect Toll Brothers to post earnings of $2.06 per share and revenue of $1.8552 billion for the quarter. Investors may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Wednesday, February 18, 2026 at 8:30 AM ET.

Toll Brothers (NYSE:TOL) last posted its quarterly earnings data on Monday, December 8th. The construction company reported $4.58 earnings per share for the quarter, missing analysts’ consensus estimates of $4.88 by ($0.30). The firm had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.32 billion. Toll Brothers had a net margin of 12.28% and a return on equity of 16.74%. The business’s quarterly revenue was up 2.7% on a year-over-year basis. During the same period in the prior year, the firm earned $4.63 EPS. On average, analysts expect Toll Brothers to post $14 EPS for the current fiscal year and $16 EPS for the next fiscal year.

Toll Brothers Trading Up 2.2%

Shares of TOL opened at $166.18 on Friday. Toll Brothers has a fifty-two week low of $86.67 and a fifty-two week high of $168.36. The company has a market capitalization of $15.75 billion, a PE ratio of 12.26, a price-to-earnings-growth ratio of 1.30 and a beta of 1.47. The stock has a fifty day moving average of $143.80 and a two-hundred day moving average of $138.18. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.64 and a current ratio of 4.38.

Toll Brothers Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a dividend of $0.25 per share. 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 is currently 7.37%.

Insider Transactions at Toll Brothers

In other news, Director Paul E. Shapiro sold 3,965 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $146.68, for a total value 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. The trade was a 3.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Toll Brothers

Hedge funds have recently made changes to their positions in the business. Morgan Stanley boosted its holdings in Toll Brothers by 3.3% during the fourth quarter. Morgan Stanley now owns 1,105,793 shares of the construction company’s stock worth $149,526,000 after buying an additional 35,719 shares in the last quarter. Victory Capital Management Inc. grew its holdings in shares of Toll Brothers by 20.6% in the 4th quarter. Victory Capital Management Inc. now owns 1,105,754 shares of the construction company’s stock worth $149,520,000 after acquiring an additional 188,570 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of Toll Brothers by 12.6% during the third quarter. Bank of America Corp DE now owns 737,236 shares of the construction company’s stock valued at $101,842,000 after purchasing an additional 82,579 shares during the last quarter. Charles Schwab Investment Management Inc. increased its stake in Toll Brothers by 0.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 704,024 shares of the construction company’s stock worth $95,198,000 after purchasing an additional 4,750 shares in the last quarter. Finally, Voloridge Investment Management LLC raised its holdings in Toll Brothers by 2.9% during the 3rd quarter. Voloridge Investment Management LLC now owns 623,869 shares of the construction company’s stock worth $86,181,000 after buying an additional 17,780 shares during the period. 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: 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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on TOL shares. Wells Fargo & Company increased their price target 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. Royal Bank Of Canada reduced their price objective on Toll Brothers from $145.00 to $144.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 10th. Citigroup began coverage on shares of Toll Brothers in a research report on Wednesday, January 7th. They set an “outperform” rating on the stock. Zacks Research upgraded Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Barclays lifted their price objective on shares of Toll Brothers from $92.00 to $110.00 and gave the company an “underweight” rating in a research note on Wednesday, December 10th. 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 issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $155.87.

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.