Seaport Res Ptn Weighs in on Toll Brothers Q2 Earnings

Toll Brothers, Inc. (NYSE:TOL) – Seaport Res Ptn issued their Q2 2025 EPS estimates for Toll Brothers in a research note issued to investors on Tuesday, December 10th. Seaport Res Ptn analyst K. Zener forecasts that the construction company will post earnings per share of $3.25 for the quarter. The consensus estimate for Toll Brothers’ current full-year earnings is $14.55 per share. Seaport Res Ptn also issued estimates for Toll Brothers’ Q4 2025 earnings at $5.16 EPS and FY2025 earnings at $14.13 EPS.

Toll Brothers (NYSE:TOL) last posted its earnings results on Monday, December 9th. The construction company reported $4.63 earnings per share for the quarter, beating the consensus estimate of $4.34 by $0.29. Toll Brothers had a net margin of 14.48% and a return on equity of 19.64%. The firm had revenue of $3.33 billion during the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter last year, the firm earned $4.11 EPS. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis.

Several other equities analysts also recently weighed in on the company. Evercore ISI lifted their target price on Toll Brothers from $181.00 to $184.00 and gave the company an “outperform” rating in a research report on Wednesday. Royal Bank of Canada upped their target price on shares of Toll Brothers from $143.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday. Keefe, Bruyette & Woods cut shares of Toll Brothers from an “outperform” rating to a “market perform” rating and decreased their price target for the company from $168.00 to $164.00 in a research report on Tuesday. Oppenheimer reaffirmed an “outperform” rating and set a $189.00 price objective on shares of Toll Brothers in a research report on Thursday. Finally, Bank of America lifted their target price on Toll Brothers from $160.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, September 19th. Two analysts have rated the stock with a sell rating, five have assigned a hold rating, nine have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $152.53.

Toll Brothers Trading Down 3.3 %

Shares of NYSE TOL opened at $133.86 on Friday. The company has a current ratio of 4.92, a quick ratio of 0.57 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $13.52 billion, a PE ratio of 8.91, a PEG ratio of 1.07 and a beta of 1.69. Toll Brothers has a twelve month low of $95.46 and a twelve month high of $169.52. The stock has a fifty day simple moving average of $153.40 and a 200-day simple moving average of $139.08.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Old North State Trust LLC boosted its stake in Toll Brothers by 7.4% in the third quarter. Old North State Trust LLC now owns 2,069 shares of the construction company’s stock valued at $320,000 after acquiring an additional 143 shares during the period. Franklin Resources Inc. grew its stake in Toll Brothers by 5.4% during the 3rd quarter. Franklin Resources Inc. now owns 180,023 shares of the construction company’s stock worth $27,659,000 after buying an additional 9,195 shares during the last quarter. Peapack Gladstone Financial Corp bought a new position in Toll Brothers during the 3rd quarter worth $263,000. Tidal Investments LLC acquired a new stake in Toll Brothers in the third quarter worth $258,000. Finally, Wilmington Savings Fund Society FSB lifted its stake in Toll Brothers by 39.7% in the third quarter. Wilmington Savings Fund Society FSB now owns 12,559 shares of the construction company’s stock valued at $1,940,000 after buying an additional 3,570 shares during the last quarter. 91.76% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Toll Brothers

In related news, CEO Douglas C. Jr. Yearley sold 50,000 shares of the firm’s stock in a transaction on Friday, September 27th. The stock was sold at an average price of $154.51, for a total transaction of $7,725,500.00. Following the transaction, the chief executive officer now directly owns 246,382 shares in the company, valued at $38,068,482.82. This trade represents a 16.87 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Martin P. Connor sold 5,000 shares of Toll Brothers stock in a transaction on Friday, September 27th. The stock was sold at an average price of $155.44, for a total transaction of $777,200.00. Following the completion of the transaction, the chief financial officer now directly owns 9,721 shares of the company’s stock, valued at approximately $1,511,032.24. This represents a 33.97 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 106,000 shares of company stock valued at $16,435,800. 1.54% of the stock is currently owned by corporate insiders.

Toll Brothers Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 24th. Shareholders of record on Friday, January 10th will be given a $0.23 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.69%. The ex-dividend date is Friday, January 10th. Toll Brothers’s payout ratio is 6.12%.

About Toll Brothers

Toll Brothers, Inc, together with its subsidiaries, designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States. It designs, builds, markets, and sells condominiums through Toll Brothers City Living. The company also develops a range of single-story living and first-floor primary bedroom suite home designs, as well as communities with recreational amenities, such as golf courses, marinas, pool complexes, country clubs, and fitness and recreation centers; and develops, operates, and rents apartments.