Truist Financial Begins Coverage on Toll Brothers (NYSE:TOL)

Truist Financial assumed coverage on shares of Toll Brothers (NYSE:TOL) in a report released on Wednesday. The firm set a “buy” rating and a $190.00 price target on the construction company’s stock. Truist Financial’s price objective suggests a potential upside of 23.69% from the company’s current price.

Several other analysts have also recently issued reports on the stock. Evercore set a $174.00 target price on shares of Toll Brothers in a research note on Thursday, February 19th. JPMorgan Chase & Co. boosted their target price on Toll Brothers from $141.00 to $143.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Barclays restated an “underweight” rating on shares of Toll Brothers in a report on Monday, February 23rd. The Goldman Sachs Group lifted their price objective on Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Finally, Citizens Jmp reissued a “market outperform” rating and set a $175.00 price target on shares of Toll Brothers in a research report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $165.25.

Toll Brothers Trading Down 0.4%

Shares of Toll Brothers stock opened at $153.61 on Wednesday. The stock has a market capitalization of $14.55 billion, a PE ratio of 10.97, a price-to-earnings-growth ratio of 1.20 and a beta of 1.45. The stock has a 50 day moving average price of $148.80 and a two-hundred day moving average price of $141.09. Toll Brothers has a 52 week low of $86.67 and a 52 week high of $168.36. 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 (NYSE:TOL) last announced its earnings results on Tuesday, February 17th. The construction company reported $2.19 EPS for the quarter, beating the consensus estimate of $2.05 by $0.14. The company had revenue of $2.15 billion during the quarter, compared to the consensus estimate of $1.86 billion. Toll Brothers had a net margin of 12.26% and a return on equity of 16.83%. The firm’s revenue for the quarter was up 15.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.75 earnings per share. As a group, equities analysts anticipate that Toll Brothers will post 13.83 earnings per share for the current fiscal year.

Insider Transactions at Toll Brothers

In related news, CEO Douglas C. Jr. Yearley sold 45,116 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $160.42, for a total transaction of $7,237,508.72. Following the sale, the chief executive officer owned 321,256 shares in the company, valued at approximately $51,535,887.52. This represents a 12.31% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Paul E. Shapiro sold 3,965 shares of the firm’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 completion of the sale, the director owned 118,680 shares of the company’s stock, valued at approximately $17,407,982.40. This represents a 3.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.37% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Toll Brothers

Institutional investors and hedge funds have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd bought a new stake in shares of Toll Brothers in the 4th quarter valued at about $113,000. McLaughlin Asset Management Inc. bought a new position in Toll Brothers in the fourth quarter worth approximately $1,227,000. Compound Planning Inc. raised its stake in Toll Brothers by 5.1% in the fourth quarter. Compound Planning Inc. now owns 4,372 shares of the construction company’s stock worth $591,000 after buying an additional 214 shares in the last quarter. TMB Capital Partners LLC purchased a new position in shares of Toll Brothers in the 4th quarter valued at $240,000. Finally, Invesco Ltd. lifted its position in shares of Toll Brothers by 5.5% during the fourth quarter. Invesco Ltd. now owns 270,713 shares of the construction company’s stock valued at $36,606,000 after buying an additional 14,180 shares during the last quarter. 91.76% of the stock is owned by institutional investors.

Toll Brothers News Summary

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

• Positive Sentiment: Zacks raised several medium‑/longer‑term EPS forecasts (Q3 2026, Q4 2026, Q3 2027, Q4 2027 and FY2027–FY2028), implying stronger earnings later in the forecast horizon — this supports longer‑term upside expectations for TOL.
• Neutral Sentiment: Toll Brothers announced local community developments and grand openings (Mira Vista in San Diego; Quail Ridge in Ridgefield, WA), which sustain revenue pipeline and inventory turns but are small, localized growth drivers. Mira Vista release Quail Ridge release
• Negative Sentiment: Zacks cut several near‑term EPS forecasts (notably Q2 2026 from $3.12 to $2.53, and reductions for Q1/Q2 2027 and FY2026), signaling weaker near‑term demand/earnings than previously modeled — this likely pressured the stock intraday.
• Negative Sentiment: Sector commentary: media and housing data point to higher mortgage rates and falling closed/pending sales (NAR January data), which are cited as reasons builder stocks could face near‑term pressure. Barron’s: Higher mortgage rates
• Negative Sentiment: Investor commentary remains cautious: a recent Seeking Alpha piece argues there’s not yet enough conviction to upgrade Toll Brothers to a buy, reinforcing conservative sentiment among some investors. Seeking Alpha article

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.