Toll Brothers (NYSE:TOL) Announces Quarterly Earnings Results

Toll Brothers (NYSE:TOL) released its quarterly earnings data on Tuesday. The construction company reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.58 by $0.14, Zacks reports. Toll Brothers had a net margin of 11.66% and a return on equity of 15.57%. The firm had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.42 billion. During the same quarter in the prior year, the company posted $3.50 earnings per share. The business’s revenue was down 7.6% on a year-over-year basis.

Toll Brothers Price Performance

TOL opened at $136.21 on Thursday. The firm has a market cap of $12.90 billion, a P/E ratio of 10.30, a PEG ratio of 0.98 and a beta of 1.39. The firm has a 50-day moving average of $138.33 and a 200 day moving average of $141.64. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.62 and a current ratio of 4.57. Toll Brothers has a fifty-two week low of $100.92 and a fifty-two week high of $168.36.

Toll Brothers Increases Dividend

The business also recently declared 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. The ex-dividend date was Friday, April 10th. This is an increase from Toll Brothers’s previous quarterly dividend of $0.25. This represents a $1.04 annualized dividend and a yield of 0.8%. Toll Brothers’s dividend payout ratio (DPR) is currently 7.43%.

Insider Activity

In related news, Director Stephen F. East sold 1,000 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $139.70, for a total transaction of $139,700.00. Following the completion of the transaction, the director owned 13,442 shares in the company, valued at approximately $1,877,847.40. This represents a 6.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Douglas C. Jr. Yearley sold 45,116 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 321,256 shares of the company’s stock, valued at approximately $51,535,887.52. The trade was a 12.31% decrease in their position. The SEC filing for this sale provides additional information. 1.37% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Toll Brothers

Several institutional investors have recently added to or reduced their stakes in TOL. Pinnacle Holdings LLC bought a new position in Toll Brothers during the fourth quarter valued at about $27,000. Wiser Advisor Group LLC bought a new position in Toll Brothers during the third quarter valued at about $27,000. Measured Wealth Private Client Group LLC bought a new position in Toll Brothers during the third quarter valued at about $29,000. Turning Point Benefit Group Inc. bought a new position in Toll Brothers during the third quarter valued at about $37,000. Finally, Smartleaf Asset Management LLC boosted its position in Toll Brothers by 46.7% during the fourth quarter. Smartleaf Asset Management LLC now owns 308 shares of the construction company’s stock worth $42,000 after purchasing an additional 98 shares during the period. Institutional investors own 91.76% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on TOL. Weiss Ratings reiterated a “buy (b-)” rating on shares of Toll Brothers in a report on Friday, May 8th. Truist Financial lowered their target price on shares of Toll Brothers from $190.00 to $170.00 and set a “buy” rating for the company in a report on Thursday, April 16th. Royal Bank Of Canada increased their target price on shares of Toll Brothers from $144.00 to $161.00 and gave the company an “outperform” rating in a report on Thursday, February 19th. Zacks Research upgraded shares of Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Oppenheimer reiterated an “outperform” rating and issued a $180.00 target price (up from $177.00) on shares of Toll Brothers in a report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $164.44.

More Toll Brothers News

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

• Positive Sentiment: Toll Brothers beat fiscal Q2 expectations, reporting earnings of $2.72 per share on revenue of about $2.53 billion, both above Wall Street estimates. Investors are also reacting to the company’s improved order trends, with net signed contract value and unit orders rising year over year. Toll Brothers Reports FY 2026 Second Quarter Results
• Positive Sentiment: Management raised full-year fiscal 2026 guidance, signaling confidence in deliveries and pricing, which helped reinforce the rally in the stock. The company also highlighted margin strength during its earnings call, suggesting profitability has held up better than feared. Toll Brothers Earnings Call Highlights Margin Strength
• Positive Sentiment: The average delivered home price moved back above $1 million, underscoring resilient demand at the high end of the housing market and supporting the view that Toll Brothers can protect pricing power. Toll Brothers says its average home prices back above $1 million
• Neutral Sentiment: Recent coverage of the new CEO emphasizes aggressive growth plans, which may support the long-term story, but it is more of a strategic backdrop than an immediate earnings catalyst. We think we can be bigger: New CEO keeps Toll Brothers focused on aggressive growth
• Negative Sentiment: Even with the beat, revenue was still down year over year, reminding investors that the housing market remains challenged and that growth is not yet broad-based. Homebuilder Toll Brothers Profit Declines Less Than Expected

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.