Zacks Research Forecasts Reduced Earnings for Toll Brothers

Toll Brothers, Inc. (NYSE:TOL) – Stock analysts at Zacks Research lowered their FY2025 earnings per share (EPS) estimates for shares of Toll Brothers in a research note issued to investors on Tuesday, March 4th. Zacks Research analyst S. Mukherjee now forecasts that the construction company will post earnings per share of $13.71 for the year, down from their previous estimate of $13.84. The consensus estimate for Toll Brothers’ current full-year earnings is $13.83 per share. Zacks Research also issued estimates for Toll Brothers’ Q4 2025 earnings at $5.21 EPS, Q1 2026 earnings at $2.12 EPS, Q2 2026 earnings at $3.47 EPS, Q1 2027 earnings at $2.46 EPS and FY2027 earnings at $16.55 EPS.

A number of other analysts have also recently weighed in on TOL. UBS Group reduced their target price on shares of Toll Brothers from $185.00 to $183.00 and set a “buy” rating for the company in a report on Thursday, February 20th. Keefe, Bruyette & Woods reduced their price objective on Toll Brothers from $164.00 to $132.00 and set a “market perform” rating for the company in a research note on Tuesday, February 25th. Seaport Res Ptn raised Toll Brothers from a “strong sell” rating to a “hold” rating in a research report on Monday, January 27th. Wedbush reiterated an “outperform” rating and issued a $175.00 price target on shares of Toll Brothers in a research report on Friday, February 14th. Finally, Citigroup dropped their price target on Toll Brothers from $155.00 to $137.00 and set a “neutral” rating on the stock in a research note on Monday, January 6th. Two equities research analysts have rated the stock with a sell rating, five have issued a hold rating, eight have issued a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $147.57.

Toll Brothers Stock Performance

Shares of TOL opened at $111.37 on Thursday. The company has a debt-to-equity ratio of 0.35, a current ratio of 4.65 and a quick ratio of 0.80. The firm’s 50 day moving average is $125.48 and its 200-day moving average is $140.24. Toll Brothers has a 12-month low of $105.73 and a 12-month high of $169.52. The stock has a market capitalization of $11.12 billion, a P/E ratio of 7.66, a P/E/G ratio of 1.02 and a beta of 1.77.

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

Institutional Investors Weigh In On Toll Brothers

Several institutional investors have recently made changes to their positions in TOL. ORG Partners LLC bought a new position in Toll Brothers during the fourth quarter valued at approximately $25,000. Capital Performance Advisors LLP bought a new position in shares of Toll Brothers during the 3rd quarter valued at $27,000. Brooklyn Investment Group bought a new position in shares of Toll Brothers during the 3rd quarter valued at $27,000. Lee Danner & Bass Inc. acquired a new stake in shares of Toll Brothers in the 4th quarter valued at $27,000. Finally, Larson Financial Group LLC boosted its holdings in Toll Brothers by 57.9% in the third quarter. Larson Financial Group LLC now owns 180 shares of the construction company’s stock worth $28,000 after purchasing an additional 66 shares in the last quarter. 91.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Toll Brothers

In related news, CFO Martin P. Connor sold 11,140 shares of Toll Brothers stock in a transaction on Monday, December 30th. The stock was sold at an average price of $126.07, for a total transaction of $1,404,419.80. Following the completion of the sale, the chief financial officer now owns 20,618 shares of the company’s stock, valued at approximately $2,599,311.26. This trade represents a 35.08 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Paul E. Shapiro sold 3,837 shares of the company’s stock in a transaction dated Monday, December 16th. The stock was sold at an average price of $134.14, for a total value of $514,695.18. Following the completion of the transaction, the director now directly owns 119,937 shares in the company, valued at approximately $16,088,349.18. The trade was a 3.10 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 15,622 shares of company stock worth $1,993,880. 1.54% of the stock is currently owned by company insiders.

Toll Brothers Dividend Announcement

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

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.