Dec 30, 2025 • MSN
BEARISH
JPMorgan turns more cautious on Toll Brothers’ (TOL) 2026 growth path
JPMorgan has taken a more cautious stance on Toll Brothers' 2026 growth outlook, citing concerns about rising inventory levels despite previously being positive on the company. The firm noted that Toll Brothers is increasing its community count and land pipeline, but the potential for higher interest rates could impact demand and profitability.
Dec 30, 2025 • Yahoo Finance Singapore
SOMEWHAT-BEARISH
Toll Brothers Inc. (TOL) is Attracting Investor Attention: Here is What You Should Know
Toll Brothers Inc. (TOL) is gaining investor attention, with a recent stock performance of -1.4% over the past month, while its industry experienced an 11.2% loss. The company is expected to post earnings of $2.03 per share for the current quarter and holds a Zacks Rank #4 (Sell) due to recent changes in consensus estimates. Despite this, its valuation metrics suggest it might be trading at a discount.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Pacer Advisors Inc. Boosts Holdings in Toll Brothers Inc. $TOL
Pacer Advisors Inc. significantly increased its stake in Toll Brothers Inc. (NYSE:TOL) by 173.3% in Q3, now holding 28,091 shares valued at $3.88 million. Despite missing EPS estimates, Toll Brothers reported strong revenue and declared a $0.25 quarterly dividend. The stock maintains a "Moderate Buy" consensus rating among analysts, with a target price of $150.36.
Dec 30, 2025 • Simply Wall Street
NEUTRAL
Improved Earnings Required Before Toll Brothers, Inc. (NYSE:TOL) Shares Find Their Feet
Toll Brothers, Inc. (NYSE:TOL) currently has a P/E ratio of 9.7x, which is lower than nearly half of U.S. companies. This low P/E is likely due to the company's recent earnings decrease of 10% over the last year and analysts' forecasts of a 5.6% annual earnings growth, significantly trailing the broader market's 11%. Investors appear unconvinced of a strong earnings improvement, forming a barrier to a higher share price.
Dec 29, 2025 • Finviz
SOMEWHAT-BEARISH
JPMorgan Turns More Cautious on Toll Brothers' (TOL) 2026 Growth Path
JPMorgan lowered its price target for Toll Brothers (TOL) to $141 from $161, while maintaining an Overweight rating, due to lower-than-expected fiscal 2026 closings and gross margin guidance. Despite this, Toll Brothers exceeded expectations for Q4 2025 quarterly orders and highlighted its luxury business's resilience among affluent buyers. The company is actively using incentives like mortgage rate buydowns to attract customers.
Dec 29, 2025 • MarketBeat
NEUTRAL
Annex Advisory Services LLC Lowers Stake in Toll Brothers Inc. $TOL
Annex Advisory Services LLC has reduced its stake in Toll Brothers Inc. (NYSE:TOL) by 24.0%, selling 10,664 shares and now holding 33,831 shares valued at $4.67 million. Despite missing quarterly EPS estimates at $4.58 against a $4.88 consensus, Toll Brothers exceeded revenue expectations with $3.42 billion and declared a $0.25 quarterly dividend. Analysts maintain a "Moderate Buy" rating for TOL with an average price target of $150.36, even with recent price target trims.