Seaport Res Ptn Expects Weaker Earnings for Toll Brothers

Toll Brothers, Inc. (NYSE:TOL) – Equities researchers at Seaport Res Ptn dropped their Q2 2025 earnings per share (EPS) estimates for shares of Toll Brothers in a research report issued to clients and investors on Wednesday, February 19th. Seaport Res Ptn analyst K. Zener now forecasts that the construction company will post earnings of $2.92 per share for the quarter, down from their previous forecast of $3.25. Seaport Res Ptn has a “Hold” rating on the stock. The consensus estimate for Toll Brothers’ current full-year earnings is $14.15 per share. Seaport Res Ptn also issued estimates for Toll Brothers’ Q4 2025 earnings at $5.23 EPS, FY2025 earnings at $14.07 EPS and FY2026 earnings at $14.18 EPS.

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

Other research analysts also recently issued reports about the stock. Keefe, Bruyette & Woods downgraded shares of Toll Brothers from an “outperform” rating to a “market perform” rating and lowered their price objective for the company from $168.00 to $164.00 in a research report on Tuesday, December 10th. Royal Bank of Canada lowered their price target on Toll Brothers from $142.00 to $139.00 and set an “outperform” rating for the company in a report on Thursday. Evercore ISI raised their price objective on Toll Brothers from $181.00 to $184.00 and gave the company an “outperform” rating in a research note on Wednesday, December 11th. The Goldman Sachs Group decreased their target price on Toll Brothers from $143.00 to $125.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, Bank of America reduced their price target on shares of Toll Brothers from $156.00 to $140.00 and set a “buy” rating on the stock in a research note on Thursday. One research analyst has rated the stock with a sell rating, six have given a hold rating, eight have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, Toll Brothers presently has a consensus rating of “Moderate Buy” and a consensus price target of $150.86.

Toll Brothers Price Performance

Shares of NYSE:TOL opened at $115.16 on Friday. The firm has a 50 day moving average of $129.02 and a 200-day moving average of $141.40. Toll Brothers has a 12 month low of $106.95 and a 12 month high of $169.52. The company has a current ratio of 4.65, a quick ratio of 0.80 and a debt-to-equity ratio of 0.35. The stock has a market capitalization of $11.50 billion, a PE ratio of 7.93, a PEG ratio of 0.99 and a beta of 1.76.

Institutional Trading of Toll Brothers

Large investors have recently bought and sold shares of the business. Creative Planning lifted its stake in shares of Toll Brothers by 11.5% in the 3rd quarter. Creative Planning now owns 10,323 shares of the construction company’s stock valued at $1,595,000 after purchasing an additional 1,063 shares during the period. Bleakley Financial Group LLC bought a new stake in Toll Brothers in the third quarter worth approximately $265,000. Blue Trust Inc. lifted its stake in Toll Brothers by 111.4% in the third quarter. Blue Trust Inc. now owns 353 shares of the construction company’s stock valued at $55,000 after buying an additional 186 shares during the period. OLD National Bancorp IN acquired a new position in Toll Brothers in the third quarter valued at approximately $207,000. Finally, Allspring Global Investments Holdings LLC boosted its holdings in shares of Toll Brothers by 74.8% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 582 shares of the construction company’s stock worth $90,000 after buying an additional 249 shares in the last quarter. 91.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Paul E. Shapiro sold 3,837 shares of the stock in a transaction on Monday, December 16th. The shares were sold at an average price of $134.14, for a total transaction of $514,695.18. Following the completion of the sale, the director now directly owns 119,937 shares in the company, valued at $16,088,349.18. This represents a 3.10 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Christine Garvey sold 204 shares of Toll Brothers stock in a transaction on Monday, December 30th. The stock was sold at an average price of $125.78, for a total transaction of $25,659.12. Following the transaction, the director now directly owns 7,728 shares of the company’s stock, valued at $972,027.84. This represents a 2.57 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 15,202 shares of company stock valued at $1,947,436 in the last three months. Insiders own 1.54% of the company’s stock.

Toll Brothers Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 24th. Investors of record on Friday, January 10th were issued a $0.23 dividend. The ex-dividend date of this dividend was Friday, January 10th. This represents a $0.92 dividend on an annualized basis and a yield of 0.80%. Toll Brothers’s payout ratio is 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.