Toll Brothers (NYSE:TOL) Announces Quarterly Earnings Results, Beats Estimates By $0.14 EPS

Toll Brothers (NYSE:TOL) posted its earnings results on Tuesday. The construction company reported $2.19 earnings per share for the quarter, topping the consensus estimate of $2.05 by $0.14, FiscalAI reports. The business had revenue of $2.15 billion for the quarter, compared to analyst estimates of $1.86 billion. Toll Brothers had a net margin of 12.28% and a return on equity of 16.74%. The firm’s quarterly revenue was up 15.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.75 EPS.

Toll Brothers Price Performance

Toll Brothers stock opened at $163.96 on Wednesday. Toll Brothers has a 12-month low of $86.67 and a 12-month high of $168.36. 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 firm has a 50-day moving average price of $145.02 and a 200-day moving average price of $138.95. The firm has a market capitalization of $15.54 billion, a PE ratio of 12.09, a price-to-earnings-growth ratio of 1.30 and a beta of 1.47.

Toll Brothers Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were issued a $0.25 dividend. 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 7.37%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on TOL. BTIG Research started coverage on Toll Brothers in a research note on Monday, December 1st. They issued a “neutral” rating on the stock. Zacks Research raised Toll Brothers from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. JPMorgan Chase & Co. lowered their price objective on shares of Toll Brothers from $161.00 to $141.00 and set an “overweight” rating on the stock in a research report on Friday, December 12th. Citizens Jmp assumed coverage on Toll Brothers in a research report on Wednesday, January 7th. They issued a “market outperform” rating and a $175.00 price objective for the company. Finally, Keefe, Bruyette & Woods dropped 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. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $155.87.

Insider Activity

In other news, Director Paul E. Shapiro sold 3,965 shares of Toll Brothers 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 transaction, the director directly owned 118,680 shares in the company, valued at approximately $17,407,982.40. This trade represents a 3.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Toll Brothers

Institutional investors and hedge funds have recently modified their holdings of the stock. Sivia Capital Partners LLC purchased a new position in Toll Brothers in the second quarter valued at $705,000. Sherbrooke Park Advisers LLC boosted its stake in Toll Brothers by 44.4% during the 3rd quarter. Sherbrooke Park Advisers LLC now owns 2,552 shares of the construction company’s stock worth $353,000 after purchasing an additional 785 shares during the last quarter. Hilltop Holdings Inc. purchased a new stake in shares of Toll Brothers during the third quarter worth $342,000. Laird Norton Wetherby Trust Company LLC acquired a new stake in shares of Toll Brothers in the fourth quarter valued at about $322,000. Finally, Arkadios Wealth Advisors purchased a new position in shares of Toll Brothers in the fourth quarter worth about $316,000. 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: Q1 earnings and revenue beat expectations: Toll reported $2.19 EPS (vs. ~$2.05 consensus) and $2.15B revenue (above estimates), with net income up ~19% year‑over‑year — a clear fundamental beat that supports upside. Toll Brothers Q1 earnings beat even as per-home price disappoints
• Positive Sentiment: Revenue growth driven in part by higher land sales and unit deliveries, and cash & cash equivalents rose materially year‑over‑year — balance sheet strength that reduces financial risk for a rate‑sensitive builder. Toll Brothers First-Quarter Revenue Rises Amid Higher Land Sales
• Positive Sentiment: Sector and technical momentum: Toll is benefiting from a strong start for homebuilders in 2026 (investor rotation, hopes for rate cuts), and shares are trading near prior highs — a constructive backdrop for further upside if macro improves. 3 Names to Watch as Homebuilders Near Breakout
• Neutral Sentiment: Market commentary and previews highlighted expectations heading into the print and reinforced that analysts were already tilted positive — useful context but not new catalyst. Brokers Suggest Investing in Toll Brothers (TOL)
• Neutral Sentiment: Company press release and quarter summary provide the official metrics and outlook; important for verification but largely reiterates the beats above. Toll Brothers Reports FY 2026 First Quarter Results
• Negative Sentiment: Per‑home price disappointment and margin pressure: coverage flagged weaker-than-expected per‑home pricing and only modest gross‑profit growth; operating profit was essentially flat despite revenue growth, which could signal margin squeeze if cost trends continue. Toll Brothers Q1 earnings beat even as per-home price disappoints
• Negative Sentiment: Cash‑flow and cost dynamics drew scrutiny: cost of sales rose materially and operating cash flow showed weaker year‑over‑year dynamics in third‑party summaries — items investors watch closely for sustainability of margins. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings
• Negative Sentiment: Insider selling and mixed after‑hours reaction: reports note recent insider sales and a modest post‑earnings pullback in aftermarket trading, which can sap near‑term momentum. Toll Brothers Inc. (TOL) stock falls on Q1 2026 Earnings

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.