Toll Brothers (NYSE:TOL) Earns “Market Outperform” Rating from Citizens Jmp

Toll Brothers (NYSE:TOL)‘s stock had its “market outperform” rating reissued by analysts at Citizens Jmp in a research note issued to investors on Wednesday,Benzinga reports. They currently have a $175.00 price objective on the construction company’s stock. Citizens Jmp’s price objective would suggest a potential upside of 9.20% from the company’s current price.

A number of other brokerages have also recently issued reports on TOL. Oppenheimer lifted their target price on shares of Toll Brothers from $155.00 to $177.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. The Goldman Sachs Group raised their price objective on shares of Toll Brothers from $140.00 to $156.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. UBS Group reduced their target price on Toll Brothers from $183.00 to $181.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. Royal Bank Of Canada lowered their target price on Toll Brothers from $145.00 to $144.00 and set an “outperform” rating on the stock in a report on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods cut their price target on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating for the company in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $160.27.

Toll Brothers Stock Performance

TOL opened at $160.25 on Wednesday. The stock has a market cap of $15.18 billion, a P/E ratio of 11.45, a P/E/G ratio of 1.26 and a beta of 1.47. The company has a debt-to-equity ratio of 0.32, a current ratio of 4.57 and a quick ratio of 0.64. The stock’s 50 day simple moving average is $145.86 and its 200 day simple moving average is $139.24. Toll Brothers has a 1-year low of $86.67 and a 1-year high of $168.36.

Toll Brothers (NYSE:TOL) last issued its quarterly earnings data on Tuesday, February 17th. The construction company reported $2.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.05 by $0.14. The firm had revenue of $2.15 billion during the quarter, compared to analysts’ expectations of $1.86 billion. Toll Brothers had a return on equity of 16.83% and a net margin of 12.26%.Toll Brothers’s revenue was up 15.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.75 earnings per share. As a group, equities analysts anticipate that Toll Brothers will post 13.83 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Paul E. Shapiro sold 3,965 shares of the stock in a transaction dated 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 in the company, valued at approximately $17,407,982.40. This trade represents a 3.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.37% of the company’s stock.

Hedge Funds Weigh In On Toll Brothers

Several institutional investors and hedge funds have recently made changes to their positions in the business. Wiser Advisor Group LLC bought a new position in Toll Brothers during the third quarter worth $27,000. Pinnacle Holdings LLC acquired a new stake in shares of Toll Brothers during the fourth quarter worth $27,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Toll Brothers during the third quarter worth $28,000. Ramirez Asset Management Inc. bought a new position in shares of Toll Brothers in the 3rd quarter worth about $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Toll Brothers in the 3rd quarter valued at about $29,000. 91.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: Q1 results beat expectations — Toll reported stronger-than-expected EPS and revenue with management highlighting profitable momentum on the call; investors view the print as confirmation of luxury demand resilience. Toll Brothers Inc (TOL) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Company reiterated FY26 guidance and targets — management is targeting 8%–10% community count growth while maintaining a ~26% gross margin outlook, signaling confidence in execution and margin discipline. Toll Brothers targets 8%–10% community count growth in 2026 while maintaining 26% gross margin outlook
• Positive Sentiment: Analyst support and sector tailwinds — analysts have reaffirmed bullish views (Citizens JMP $175 PT) and homebuilders are enjoying a rotation into defensive, asset-backed names as interest-rate expectations improve. Those factors lift sentiment on TOL. Analyst note / Benzinga
• Neutral Sentiment: New community openings expand footprint but are incremental — Toll opened Enclave at Hickory Hill (Argyle, TX) and announced Toll Brothers at Midline (Webster, TX); these support long-term sales capacity but are not large near-term catalysts. Enclave at Hickory Hill by Toll Brothers Now Open in Argyle, Texas Toll Brothers Announces New Luxury Home Community Coming Soon to Webster, Texas
• Negative Sentiment: Order activity softer than hoped — multiple reports and the earnings call noted fewer contracts signed and a softer backlog/per-home price than some investors expected, which could weigh on near-term revenue mix and margins. Toll Brothers Q1 earnings beat even as per-home price disappoints
• Negative Sentiment: Negative media/sentiment noise — high-profile commentary (e.g., Cramer segment cautioning against trading the name) can create short-term volatility despite the fundamentals. Cramer’s stop trading: Toll Brothers

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.