Wedbush Weighs in on Toll Brothers’ Q3 Earnings (NYSE:TOL)

Toll Brothers, Inc. (NYSE:TOL) – Equities researchers at Wedbush dropped their Q3 2025 EPS estimates for Toll Brothers in a note issued to investors on Wednesday, February 19th. Wedbush analyst J. Mccanless now forecasts that the construction company will post earnings per share of $4.07 for the quarter, down from their previous estimate of $4.45. Wedbush has a “Outperform” rating and a $175.00 price target on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $14.15 per share. Wedbush also issued estimates for Toll Brothers’ Q4 2025 earnings at $5.60 EPS, FY2025 earnings at $14.44 EPS, Q1 2026 earnings at $1.97 EPS, Q3 2026 earnings at $4.72 EPS and Q4 2026 earnings at $5.80 EPS.

Toll Brothers (NYSE:TOL) last released its quarterly earnings results on Tuesday, February 18th. The construction company reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $1.99 by ($0.24). Toll Brothers had a net margin of 14.03% and a return on equity of 18.32%. The firm had revenue of $1.86 billion during the quarter, compared to the consensus estimate of $1.91 billion.

TOL has been the topic of a number of other research reports. Barclays dropped their price target on shares of Toll Brothers from $135.00 to $115.00 and set an “underweight” rating on the stock in a research report on Thursday, January 16th. Oppenheimer dropped their price target on shares of Toll Brothers from $189.00 to $165.00 and set an “outperform” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $150.00 target price (down previously from $166.00) on shares of Toll Brothers in a research report on Friday, December 13th. Wells Fargo & Company dropped their target price on shares of Toll Brothers from $170.00 to $150.00 and set an “overweight” rating on the stock in a research report on Thursday. Finally, Royal Bank of Canada dropped their target price on shares of Toll Brothers from $142.00 to $139.00 and set an “outperform” rating on the stock in a research report on Thursday. One analyst has rated the stock with a sell rating, six have issued a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $150.86.

Toll Brothers Trading Down 3.2 %

NYSE:TOL opened at $111.45 on Friday. Toll Brothers has a 12 month low of $107.79 and a 12 month high of $169.52. The firm has a market cap of $11.13 billion, a price-to-earnings ratio of 7.67, a P/E/G ratio of 0.99 and a beta of 1.76. The company has a quick ratio of 0.80, a current ratio of 4.65 and a debt-to-equity ratio of 0.35. The company’s 50 day moving average is $129.02 and its 200-day moving average is $141.40.

Toll Brothers Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 24th. Shareholders of record on Friday, January 10th were paid a dividend of $0.23 per share. The ex-dividend date of this dividend was Friday, January 10th. This represents a $0.92 dividend on an annualized basis and a yield of 0.83%. Toll Brothers’s dividend payout ratio is currently 6.33%.

Insiders Place Their Bets

In other news, Director Paul E. Shapiro sold 3,837 shares of the business’s stock in a transaction on Monday, December 16th. The shares were sold at an average price of $134.14, for a total value of $514,695.18. Following the sale, the director now owns 119,937 shares in the company, valued at approximately $16,088,349.18. The trade was a 3.10 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Christine Garvey sold 204 shares of the business’s stock in a transaction on Monday, December 30th. The shares were sold at an average price of $125.78, for a total transaction of $25,659.12. Following the completion of the sale, the director now owns 7,728 shares in the company, valued at $972,027.84. This represents a 2.57 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 15,202 shares of company stock worth $1,947,436 over the last 90 days. Corporate insiders own 1.54% of the company’s stock.

Institutional Investors Weigh In On Toll Brothers

Several institutional investors and hedge funds have recently made changes to their positions in the company. Capital Performance Advisors LLP bought a new position in shares of Toll Brothers in the third quarter valued at about $27,000. Brooklyn Investment Group bought a new position in shares of Toll Brothers in the third quarter valued at about $27,000. Larson Financial Group LLC raised its holdings in shares of Toll Brothers by 57.9% in the third quarter. Larson Financial Group LLC now owns 180 shares of the construction company’s stock valued at $28,000 after buying an additional 66 shares during the last quarter. ORG Partners LLC bought a new position in shares of Toll Brothers in the fourth quarter valued at about $25,000. Finally, Lee Danner & Bass Inc. bought a new position in shares of Toll Brothers in the fourth quarter valued at about $27,000. Institutional investors and hedge funds own 91.76% of the company’s stock.

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.