Toll Brothers Q4 EPS Forecast Increased by Zacks Research

Toll Brothers Inc. (NYSE:TOL) – Research analysts at Zacks Research raised their Q4 2027 earnings per share (EPS) estimates for shares of Toll Brothers in a note issued to investors on Tuesday, February 10th. Zacks Research analyst Team now expects that the construction company will earn $4.61 per share for the quarter, up from their previous forecast of $4.60. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $13.83 per share.

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

Several other research firms have also issued reports on TOL. Oppenheimer raised their price target on shares of Toll Brothers from $155.00 to $177.00 and gave the stock an “outperform” rating in a research report on Tuesday. Keefe, Bruyette & Woods reduced their price objective on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating for the company in a research report on Thursday, December 11th. BTIG Research initiated coverage on Toll Brothers in a report on Monday, December 1st. They set a “neutral” rating on the stock. Citigroup initiated coverage on Toll Brothers in a research note on Wednesday, January 7th. They issued an “outperform” rating for the company. Finally, Barclays raised their target price on Toll Brothers from $92.00 to $110.00 and gave the stock an “underweight” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $155.87.

Toll Brothers Trading Up 2.2%

Shares of Toll Brothers stock opened at $166.18 on Thursday. Toll Brothers has a 1 year low of $86.67 and a 1 year high of $168.36. The company’s fifty day simple moving average is $143.80 and its 200-day simple moving average is $138.08. The company has a market cap of $15.75 billion, a price-to-earnings ratio of 12.26, a PEG ratio of 1.28 and a beta of 1.47. The company has a current ratio of 4.38, a quick ratio of 0.64 and a debt-to-equity ratio of 0.34.

Hedge Funds Weigh In On Toll Brothers

A number of large investors have recently modified their holdings of TOL. Candriam S.C.A. bought a new position in shares of Toll Brothers in the 3rd quarter valued at about $5,407,000. Moody Aldrich Partners LLC lifted its holdings in Toll Brothers by 93.7% in the third quarter. Moody Aldrich Partners LLC now owns 27,234 shares of the construction company’s stock valued at $3,762,000 after buying an additional 13,175 shares during the period. Allianz Asset Management GmbH boosted its stake in Toll Brothers by 11.1% in the third quarter. Allianz Asset Management GmbH now owns 226,911 shares of the construction company’s stock valued at $31,345,000 after acquiring an additional 22,687 shares during the last quarter. Alps Advisors Inc. bought a new position in Toll Brothers in the third quarter valued at approximately $6,929,000. Finally, Compass Wealth Management LLC grew its holdings in Toll Brothers by 528.2% during the 3rd quarter. Compass Wealth Management LLC now owns 18,972 shares of the construction company’s stock worth $2,621,000 after acquiring an additional 15,952 shares during the period. 91.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Toll Brothers

In related news, Director Paul E. Shapiro sold 3,965 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $146.68, for a total transaction of $581,586.20. Following the transaction, the director owned 118,680 shares in the company, valued at $17,407,982.40. This represents a 3.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.37% of the stock is owned by insiders.

Toll Brothers Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.25 dividend. The ex-dividend date was Friday, January 9th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Toll Brothers’s payout ratio is 7.37%.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: Announced a new master-planned community, Evergrove, in Richmond, Texas — expands Toll’s footprint in fast-growing Fort Bend County and supports future lot/home deliveries in a higher‑margin market. Toll Brothers Announces New Master-Planned Community Coming Soon to Richmond, Texas
• Positive Sentiment: Opened Toll Brothers at The Bluffs (Wesley Chapel/Waxhaw, NC) — limited 12-site luxury enclave with million‑plus starting prices, which helps sustain pricing power and backlog quality in the luxury segment. Toll Brothers Announces Opening of New Community in Waxhaw, North Carolina
• Positive Sentiment: Multiple model‑home grand openings (Montebello, CA and Incanta Lago, Henderson NV) — near‑term sales activity & marketing cadence that can accelerate community absorption. Toll Brothers Announces Model Home Grand Opening at Ironridge at Metro Heights in Montebello, California Toll Brothers Announces Model Home Grand Opening at Incanta Lago in Henderson, Nevada
• Positive Sentiment: Sector tailwinds and sentiment: coverage noting structural supply constraints (“golden handcuffs”) and Toll’s strong brand/analyst support (multiple buy/outperform ratings, recent price targets above current levels) help justify investor enthusiasm. Why “Golden Handcuffs” are a Gift to Homebuilders in 2026
• Neutral Sentiment: Upcoming catalyst: Toll reports Q1 fiscal 2026 results after the close on Feb. 17 — results and guidance will likely drive near‑term volatility; current previews note mixed recent quarters. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect
• Negative Sentiment: Insider and institutional selling: recent disclosures show multiple senior exec stock sales and large institutional reductions (e.g., D1 Capital, Millennium), which could pressure sentiment if sustained. Toll Brothers Launches Exclusive Luxury Home Community at The Bluffs in Wesley Chapel, NC
• Negative Sentiment: Recent earnings execution risk: Q4 showed an EPS miss vs. consensus and year‑over‑year EPS pressure — upcoming quarter and margins will be watched closely. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect

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.