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TOL · NYSE · Residential Construction

Toll Brothers (TOL)

Builds luxury homes and communities for buyers across multiple life stages.

$138.35
vs last close+2.85 (+2.10%)
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Toll Brothers, Inc.TOL
Consumer Discretionary

Builds and sells luxury detached and attached homes through build-to-order communities and speculative inventory across the United States. Five geographic homebuilding regions anchor the business, supported by in-house mortgage, title, design, engineering, smart-home, landscaping, and building-components services.

Builds luxury detached and attached homes for first-time, move-up, empty-nester, active-adult, and second-home buyers. Communities combine build-to-order homes with speculative inventory, and operations are concentrated in the United States across the North, Mid-Atlantic, South, Mountain, and Pacific regions.

Mortgage, title, architecture, engineering, land development, smart-home, landscaping, and building-components capabilities support the sale and delivery process. Repeat acquisitions have also served as a route into new local markets.

Execution depends on acquiring and approving land, opening communities, coordinating subcontractors and materials, and matching homes to affluent buyers across life stages. Demand remains tied to mortgage rates, household confidence, resale conditions, pricing, cancellations, and warranty or construction-defect claims.

Company facts

CEOKarl K. Mistry
ListedJul 8, 1986
ExchangeNYSE
HeadquartersFort Washington, PA
CountryUnited States
Employees4,900
CIK0000794170
ISINUS8894781033

Market cap$12.67B
EPS (ttm)$12.45
P/E (ttm)10.88
ROE14.2%
P/B1.48
P/S1.18
Dividend yieldDiv yield0.75%
Beta1.28vs XLY 0.93

Price target$170.00+25.5%Average of 46 analysts
ConsensusBuy23 of 46 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 20, 2026Evercore ISIReiterate
Rating: —Target: $185
Rating: OutperformTarget: $191
Aug 20, 2026UBSReiterate
Rating: —Target: $187
Rating: BuyTarget: $195
Jul 14, 2026BarclaysReiterate
Rating: —Target: $110
Rating: UnderweightTarget: $122
Jul 10, 2026CitigroupUpgrade
Rating: Outperform
Rating: Buy
Jun 9, 2026Keefe, Bruyette & WoodsUpgrade
Rating: Market Perform
Rating: Outperform

Next report
Dec 14, 26
in 83 days
EPS estimate
$4.89
Revenue estimate
$3.53B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Dec '25Feb '26May '26Aug '26Dec '26
Reported$1.75$3.50$3.73$4.58$2.19$2.72$2.97Pending
Estimate$1.99$2.81$3.60$4.88$2.05$2.58$2.93$4.89
Surprise−12.1%+24.6%+3.6%−6.1%+6.8%+5.4%+1.4%—

RevenueReportedEstimate

Feb '25May '25Aug '25Dec '25Feb '26May '26Aug '26Dec '26
Reported$1.86B$2.74B$2.95B$3.42B$2.15B$2.53B$2.66BPending
Estimate$2.66B$2.48B$2.86B$3.30B$1.85B$2.42B$2.62B$3.53B
Surprise−30.1%+10.4%+3.1%+3.7%+15.7%+4.8%+1.5%—
Estimate$4.89
ReportedDue Dec 14, 2026
Estimate$3.53B
ReportedDue Dec 14, 2026
View details

Debt to equity34.10%
Current ratio390.40%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$3.33B$1.86B$2.74B$2.95B$3.42B$2.15B$2.53B$2.66B
Net income$475.4M$177.7M$352.4M$369.6M$446.7M$210.9M$260.6M$280.1M
Net margin14.3%9.6%12.9%12.6%13.0%9.8%10.3%10.5%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$611.1M$219.1M$449.7M$487.7M$564.1M$219.1M$346.6M$359.2M
YoY growth+9.4%−28.9%−27.9%−1.9%−7.7%−0.0%−22.9%−26.4%

Balance sheet, Jul 31, 2026Cash & short-term investments $1.06B · Total debt $2.91B · Total assets $14.69B · Shareholders' equity $8.53B

Revenue
$2.66B
Operating income
$359.2M
Net income
$280.1M
View details

Dividend yield
0.75%
Next ex-date
Oct 9, 26
in 17 days
Annual dividend
$1.02
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.23$0.25$0.25$0.25$0.25$0.26$0.26$0.26
Annual yield0.74%1.00%0.79%0.77%0.69%0.72%0.68%0.74%
Ex-dateJan 10Apr 11Jul 11Oct 10Jan 9Apr 10Jul 10Oct 9
Payment dateJan 24Apr 25Jul 25Oct 24Jan 23Apr 24Jul 24Oct 23
View details

Institutions93.44%87.34M shares
838 holders · as of Jun 30, 2026
Insiders0.65%606.2K shares
18 holders · as of Jul 1, 2026
Other5.91%5.52M shares
remainder

93.47M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.46%9.78Mas of Jun 30, 2026
Greenhaven Associates IncInstitution
6.02%5.63Mas of Jun 30, 2026
Capital World InvestorsInstitution
5.62%5.25Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.59%4.29Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.47%4.17Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 18, 2026Robert Parahusofficer: President & COO−7,500$149.66
Jun 18, 2026Douglas C. Jr. Yearleydirector, officer: Executive Chairman−77,957$156.58
Apr 15, 2026Stephen F. Eastdirector−1,000$139.70
Mar 4, 2026John A. McLeandirector−2,313$153.43
Feb 27, 2026Douglas C. Jr. Yearleydirector, officer: Chief Executive Officer−27,014$159.15
View details

  • Lennar

    National rival across luxury, move-up, and active-adult homes

  • PulteGroup

    Broad competitor in move-up, luxury, and active-adult housing

  • NVR

    Direct East Coast overlap in move-up and luxury homes

  • D.R. Horton

    Scale rival spanning move-up, luxury, and active-adult homes

  • KB Home

    Personalized new homes competing for first-time and move-up buyers

Compare

CompanyPriceChange
Toll Brothers$138.35+2.10%$12.67B10.910.21.2−9.7%
Lennar$82.07+5.11%$19.39B14.816.60.6−9.0%
PulteGroup$121.64+2.24%$22.96B12.211.51.4−9.6%
NVR$6,308.88+1.94%$16.71B16.116.31.8−10.6%
D.R. Horton$142.36+2.23%$38.95B13.312.81.2+0.0%
KB Home$49.04+2.47%$2.93B11.611.50.5−27.3%
Median13.312.81.2−9.6%