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

Shares of Toll Brothers Inc. (NYSE:TOL) have received a consensus rating of “Moderate Buy” from the eighteen analysts that are covering the stock, Marketbeat reports. Two equities research analysts have rated the stock with a sell rating, six have assigned a hold rating, eight have given a buy rating and two have given a strong buy rating to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $150.3571.

Several analysts recently commented on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Toll Brothers in a research report on Wednesday, October 8th. Zacks Research cut Toll Brothers from a “hold” rating to a “strong sell” rating in a research report on Thursday, December 11th. Keefe, Bruyette & Woods cut their price target on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating for the company in a research note on Thursday, December 11th. Citigroup lowered their price target on Toll Brothers from $147.00 to $141.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Finally, Wedbush reissued an “outperform” rating and issued a $165.00 price objective on shares of Toll Brothers in a report on Thursday, September 18th.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: Zacks raised its Q1 2026 EPS estimate to $2.00 (from $1.85), a small upward revision that suggests a modestly better near‑term quarter than they previously expected. MarketBeat TOL page
• Neutral Sentiment: Zacks projects FY2028 EPS of $16.58, implying longer‑term earnings recovery — but this is distant and the firm still rates the stock a “Strong Sell,” so investors should treat this as a long‑range view rather than immediate upside. MarketBeat TOL page
• Negative Sentiment: Zacks cut multiple near‑term and medium‑term estimates: Q4 2026 EPS lowered to $3.99 (from $4.68); FY2026 to $12.53 (from $13.72); and a series of Q2–Q4 2026 and Q1–Q4 2027 quarter estimates were trimmed (examples: Q3 2026 to $3.43 from $3.80; Q4 2027 to $4.60 from $4.77). The broad downgrades and continued “Strong Sell” rating increase downside pressure on sentiment and could weigh on the stock if other brokers follow suit. MarketBeat TOL page

Hedge Funds Weigh In On Toll Brothers

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Allworth Financial LP increased its stake in shares of Toll Brothers by 98.9% during the third quarter. Allworth Financial LP now owns 2,910 shares of the construction company’s stock worth $402,000 after purchasing an additional 1,447 shares in the last quarter. IFP Advisors Inc increased its stake in Toll Brothers by 47.2% during the 3rd quarter. IFP Advisors Inc now owns 3,126 shares of the construction company’s stock worth $432,000 after buying an additional 1,002 shares in the last quarter. Swiss Life Asset Management Ltd raised its holdings in shares of Toll Brothers by 73.0% during the third quarter. Swiss Life Asset Management Ltd now owns 4,451 shares of the construction company’s stock valued at $615,000 after acquiring an additional 1,878 shares during the last quarter. CIBC Private Wealth Group LLC lifted its position in shares of Toll Brothers by 15.1% in the third quarter. CIBC Private Wealth Group LLC now owns 3,764 shares of the construction company’s stock valued at $520,000 after acquiring an additional 493 shares in the last quarter. Finally, CIBC Bancorp USA Inc. purchased a new position in shares of Toll Brothers in the third quarter valued at approximately $959,000. 91.76% of the stock is owned by hedge funds and other institutional investors.

Toll Brothers Stock Up 0.9%

Toll Brothers stock opened at $139.58 on Friday. The business’s 50-day moving average price is $136.08 and its 200 day moving average price is $130.49. The company has a quick ratio of 0.64, a current ratio of 4.38 and a debt-to-equity ratio of 0.34. The firm has a market cap of $13.26 billion, a price-to-earnings ratio of 10.29, a price-to-earnings-growth ratio of 1.15 and a beta of 1.39. Toll Brothers has a 52 week low of $86.67 and a 52 week high of $149.79.

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

Toll Brothers Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be paid a $0.25 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Toll Brothers’s dividend payout ratio (DPR) is currently 7.37%.

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.