Q1 EPS Estimates for Toll Brothers Lifted by Zacks Research

Toll Brothers Inc. (NYSE:TOL) – Research analysts at Zacks Research upped their Q1 2026 earnings per share (EPS) estimates for shares of Toll Brothers in a note issued to investors on Monday, December 22nd. Zacks Research analyst Team now forecasts that the construction company will post earnings per share of $2.00 for the quarter, up from their prior forecast of $1.85. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $13.83 per share. Zacks Research also issued estimates for Toll Brothers’ Q2 2026 earnings at $3.12 EPS, Q3 2026 earnings at $3.43 EPS, Q1 2027 earnings at $2.09 EPS, Q2 2027 earnings at $3.46 EPS, Q3 2027 earnings at $3.82 EPS, Q4 2027 earnings at $4.60 EPS and FY2027 earnings at $13.97 EPS.

Toll Brothers (NYSE:TOL) last announced its earnings results on Monday, December 8th. The construction company reported $4.58 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.88 by ($0.30). Toll Brothers had a net margin of 12.28% and a return on equity of 16.74%. The business had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.32 billion. During the same period in the previous year, the company earned $4.63 earnings per share. The business’s revenue for the quarter was up 2.7% on a year-over-year basis.

Other research analysts have also issued reports about the stock. JPMorgan Chase & Co. decreased their price objective on shares of Toll Brothers from $161.00 to $141.00 and set an “overweight” rating for the company in a report on Friday, December 12th. Bank of America decreased their price target on Toll Brothers from $155.00 to $150.00 and set a “buy” rating for the company in a research note on Friday, October 10th. Weiss Ratings reissued a “hold (c+)” rating on shares of Toll Brothers in a report on Wednesday, October 8th. BTIG Research initiated coverage on Toll Brothers in a report on Monday, December 1st. They set a “neutral” rating on the stock. Finally, Citigroup decreased their target price on Toll Brothers from $147.00 to $141.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $150.36.

Toll Brothers Stock Up 0.9%

Shares of NYSE:TOL opened at $139.58 on Wednesday. The firm has a market cap of $13.26 billion, a PE ratio of 10.29, a price-to-earnings-growth ratio of 1.15 and a beta of 1.39. The company has a fifty day simple moving average of $136.08 and a 200 day simple moving average of $130.49. The company has a current ratio of 4.38, a quick ratio of 0.64 and a debt-to-equity ratio of 0.34. Toll Brothers has a 12-month low of $86.67 and a 12-month high of $149.79.

Toll Brothers Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, January 9th. Toll Brothers’s payout ratio is presently 7.37%.

Institutional Trading of Toll Brothers

Institutional investors and hedge funds have recently made changes to their positions in the stock. Kaufman Rossin Wealth LLC grew its position in shares of Toll Brothers by 2.3% during the third quarter. Kaufman Rossin Wealth LLC now owns 3,859 shares of the construction company’s stock worth $533,000 after acquiring an additional 86 shares during the last quarter. US Bancorp DE boosted its stake in Toll Brothers by 1.5% during the 3rd quarter. US Bancorp DE now owns 6,110 shares of the construction company’s stock valued at $844,000 after purchasing an additional 88 shares during the period. Farther Finance Advisors LLC grew its position in Toll Brothers by 6.5% in the 2nd quarter. Farther Finance Advisors LLC now owns 1,485 shares of the construction company’s stock worth $169,000 after purchasing an additional 90 shares during the last quarter. Bessemer Group Inc. increased its stake in shares of Toll Brothers by 5.9% in the third quarter. Bessemer Group Inc. now owns 1,681 shares of the construction company’s stock valued at $233,000 after purchasing an additional 93 shares during the period. Finally, Brooklyn Investment Group increased its stake in shares of Toll Brothers by 52.8% in the first quarter. Brooklyn Investment Group now owns 272 shares of the construction company’s stock valued at $29,000 after purchasing an additional 94 shares during the period. 91.76% of the stock is currently owned by institutional investors and hedge funds.

More Toll Brothers News

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

• Positive Sentiment: Zacks raised its Q1 2026 EPS estimate to $2.00 (from $1.85), a small upward revision that suggests a modestly better near‑term quarter than they previously expected. MarketBeat TOL page
• Neutral Sentiment: Zacks projects FY2028 EPS of $16.58, implying longer‑term earnings recovery — but this is distant and the firm still rates the stock a “Strong Sell,” so investors should treat this as a long‑range view rather than immediate upside. MarketBeat TOL page
• Negative Sentiment: Zacks cut multiple near‑term and medium‑term estimates: Q4 2026 EPS lowered to $3.99 (from $4.68); FY2026 to $12.53 (from $13.72); and a series of Q2–Q4 2026 and Q1–Q4 2027 quarter estimates were trimmed (examples: Q3 2026 to $3.43 from $3.80; Q4 2027 to $4.60 from $4.77). The broad downgrades and continued “Strong Sell” rating increase downside pressure on sentiment and could weigh on the stock if other brokers follow suit. MarketBeat TOL page

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.