Zacks Research Boosts Earnings Estimates for Toll Brothers

Toll Brothers Inc. (NYSE:TOL) – Stock analysts at Zacks Research raised their Q4 2027 earnings per share (EPS) estimates for Toll Brothers in a research note issued on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the construction company will earn $4.61 per share for the quarter, up from their previous forecast of $4.60. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $13.83 per share.

TOL has been the topic of a number of other reports. The Goldman Sachs Group lifted their price target on Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Royal Bank Of Canada cut their price target on shares of Toll Brothers from $145.00 to $144.00 and set an “outperform” rating on the stock in a report on Wednesday, December 10th. Keefe, Bruyette & Woods reduced their price target on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating on the stock in a research report on Thursday, December 11th. BTIG Research began coverage on Toll Brothers in a research note on Monday, December 1st. They set a “neutral” rating on the stock. Finally, Oppenheimer increased their price target on Toll Brothers from $155.00 to $177.00 and gave the company an “outperform” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $155.87.

Toll Brothers Trading Up 0.2%

NYSE:TOL opened at $161.63 on Thursday. The firm has a 50-day simple moving average of $142.83 and a 200-day simple moving average of $137.61. Toll Brothers has a one year low of $86.67 and a one year high of $162.16. The firm has a market cap of $15.31 billion, a P/E ratio of 11.92, a P/E/G ratio of 1.27 and a beta of 1.47. 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 (NYSE:TOL) last issued its earnings results on Monday, December 8th. The construction company reported $4.58 earnings per share for the quarter, missing the consensus estimate of $4.88 by ($0.30). The firm 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%.Toll Brothers’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.63 earnings per share.

Toll Brothers Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, January 9th. Toll Brothers’s dividend payout ratio is 7.37%.

Insider Transactions at Toll Brothers

In other Toll Brothers news, Director Paul E. Shapiro sold 3,965 shares of Toll Brothers stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $146.68, for a total transaction of $581,586.20. Following the completion of the sale, the director directly owned 118,680 shares in the company, valued at approximately $17,407,982.40. The trade was a 3.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Corporate insiders own 1.37% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in TOL. Western Wealth Management LLC grew its position in shares of Toll Brothers by 2.6% during the 4th quarter. Western Wealth Management LLC now owns 2,658 shares of the construction company’s stock valued at $359,000 after acquiring an additional 68 shares during the period. Root Financial Partners LLC boosted its position in Toll Brothers by 21.9% during the fourth quarter. Root Financial Partners LLC now owns 389 shares of the construction company’s stock worth $53,000 after purchasing an additional 70 shares in the last quarter. Merit Financial Group LLC grew its holdings in Toll Brothers by 0.4% in the fourth quarter. Merit Financial Group LLC now owns 20,568 shares of the construction company’s stock valued at $2,781,000 after purchasing an additional 72 shares during the period. IFP Advisors Inc increased its position in shares of Toll Brothers by 2.4% in the fourth quarter. IFP Advisors Inc now owns 3,200 shares of the construction company’s stock valued at $433,000 after buying an additional 74 shares in the last quarter. Finally, NorthCrest Asset Manangement LLC increased its position in shares of Toll Brothers by 0.3% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 26,685 shares of the construction company’s stock valued at $3,633,000 after buying an additional 81 shares in the last quarter. Hedge funds and other institutional investors 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: Zacks Research nudged Q4 2027 EPS up (to $4.61) and upgraded the stock to a “Hold” from “Strong Sell,” signaling reduced downside risk from the analyst community.
• Positive Sentiment: TOL reached a 52‑week high, reflecting bullish investor reaction to recent news and momentum. Toll Brothers stock hits 52-week high
• Positive Sentiment: Company is expanding its community pipeline with new developments and model openings (Argyle, TX; Chapel Hill, NC; Nolensville, TN; Jason’s Walk in Cumming, GA), supporting future revenue/backlog growth.
  Toll Brothers Announces New Luxury Home Community Coming Soon to Argyle, Texas
  Chapel Oaks Model Home Grand Opening
  Sagebrook by Toll Brothers (Nolensville)
  New Home Designs in Jason’s Walk
• Positive Sentiment: Macro/sector tailwind: a Zacks commentary argues that constrained resale supply and federal incentives (“golden handcuffs”) could boost homebuilders in 2026, a favorable backdrop for Toll. Why “Golden Handcuffs” are a Gift to Homebuilders in 2026
• Neutral Sentiment: Zacks has also issued very small upward tweaks to Q1/FY2028 estimates (Q1 2028 to $2.47; FY2028 to $16.60) — slight forecast revisions that support fundamentals but do not materially change the story.
• Neutral Sentiment: Analyst writeups previewing Q1 results are circulating, offering more visibility into sales pace, margins and backlog metrics that will matter at the next earnings release. Seeking Clues to Toll Brothers Q1 Earnings
• Negative Sentiment: Recall the company missed Q4 consensus (EPS $4.58 vs. $4.88), which still weighs on sentiment and raises sensitivity to any softness in home sales or margins in upcoming reports.

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.