Truist Financial Upgrades Toll Brothers (NYSE:TOL) to “Strong-Buy”

Toll Brothers (NYSE:TOL) was upgraded by equities research analysts at Truist Financial to a “strong-buy” rating in a report released on Tuesday,Zacks.com reports.

A number of other research analysts have also recently commented on TOL. The Goldman Sachs Group boosted their price target on Toll Brothers from $140.00 to $156.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Keefe, Bruyette & Woods raised their target price on shares of Toll Brothers from $143.00 to $170.00 and gave the company a “market perform” rating in a research note on Wednesday, February 25th. Zacks Research raised Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. JPMorgan Chase & Co. raised their price target on Toll Brothers from $141.00 to $143.00 and gave the company an “overweight” rating in a report on Monday, February 23rd. Finally, Royal Bank Of Canada upped their price target on shares of Toll Brothers from $144.00 to $161.00 and gave the company an “outperform” rating in a research note on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $165.25.

Toll Brothers Stock Performance

Shares of TOL stock traded down $3.90 during trading hours on Tuesday, reaching $149.66. The company had a trading volume of 917,144 shares, compared to its average volume of 1,269,190. The firm has a market cap of $14.17 billion, a PE ratio of 10.69, a price-to-earnings-growth ratio of 1.20 and a beta of 1.45. The business has a fifty day moving average price of $149.07 and a 200-day moving average price of $141.17. Toll Brothers has a one year low of $86.67 and a one year high of $168.36. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.62 and a current ratio of 4.57.

Toll Brothers (NYSE:TOL) last announced its earnings results 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. Toll Brothers had a return on equity of 16.83% and a net margin of 12.26%.The business had revenue of $2.15 billion for the quarter, compared to analysts’ expectations of $1.86 billion. During the same period last year, the firm posted $1.75 earnings per share. The business’s revenue for the quarter was up 15.4% on a year-over-year basis. Sell-side analysts predict that Toll Brothers will post 13.83 earnings per share for the current fiscal year.

Insider Activity at Toll Brothers

In other Toll Brothers news, Director Paul E. Shapiro sold 3,965 shares of Toll Brothers stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $146.68, for a total value of $581,586.20. Following the sale, the director owned 118,680 shares in the company, valued at $17,407,982.40. The trade was a 3.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Douglas C. Jr. Yearley sold 45,116 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $160.42, for a total value of $7,237,508.72. Following the transaction, the chief executive officer owned 321,256 shares of the company’s stock, valued at approximately $51,535,887.52. This represents a 12.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.37% of the company’s stock.

Institutional Investors Weigh In On Toll Brothers

Large investors have recently added to or reduced their stakes in the business. Candriam S.C.A. acquired a new position in Toll Brothers in the third quarter valued at $5,407,000. Moody Aldrich Partners LLC increased its position in Toll Brothers by 93.7% in the 3rd quarter. Moody Aldrich Partners LLC now owns 27,234 shares of the construction company’s stock valued at $3,762,000 after acquiring an additional 13,175 shares during the period. Allianz Asset Management GmbH increased its position in Toll Brothers by 11.1% in the 3rd 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 period. Alps Advisors Inc. purchased a new stake in Toll Brothers during the 3rd quarter valued at approximately $6,929,000. Finally, Advisors Capital Management LLC acquired a new stake in Toll Brothers during the 3rd quarter worth approximately $2,514,000. 91.76% of the stock is owned by hedge funds and other institutional investors.

Toll Brothers News Roundup

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

• Positive Sentiment: Truist initiated/strengthened coverage and put a bullish target on the stock, giving a buy/strong?buy stance and a $190 price target (about ~26.8% upside from recent levels), which supports longer?term upside expectations. Truist coverage and $190 PT
• Positive Sentiment: New community launches broaden Toll Brothers’ sales pipeline and lot inventory — Liberty Ridge in Boulder City, NV; Oakhill Reserve in Tomball, TX; and the Regency at Rockhill Ridge (55+) in Sellersville, PA — which can support future revenue and backlog growth. Liberty Ridge announcement Tomball community Regency at Rockhill Ridge
• Neutral Sentiment: Zacks published mixed estimate moves: another note raised some longer?range quarter estimates (Q4 2027), and one report boosted Q3 EPS expectations — these are supportive but smaller in impact compared with near?term cuts and macro headwinds. Zacks Q3 EPS raised
• Negative Sentiment: Zacks also trimmed several near?term estimates (cuts to Q1 2028 and Q2 2026 EPS forecasts), which reduces short?term earnings visibility and likely weighs on sentiment until sales pace and margins stabilize. (Reported in Zacks/Market commentary.)
• Negative Sentiment: Macro pressure on the home?building sector — higher mortgage rates and weaker existing/pending sales — is spotlighted in recent coverage and is pressuring builder stocks generally, including Toll Brothers. This industry?level weakness helps explain the stock move today. Barron’s: mortgage rates and builder stocks

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.