Toll Brothers, Inc.
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No SEC Form 4 filings for $TOL in the last 30 days.
See all $TOL insider activity →BlackRock disclosed a 10.1% stake in Toll Brothers (TOL), owning 9.3M shares with sole voting and dispositive power. No single client holds over 5% of TOL's shares. The filing was signed on September 4, 2026.
Toll Brothers (TOL) reported Q3 2026 revenue of $2.66B and net income of $280.15M, with updated delivery guidance. The company is expanding its luxury community pipeline, including a new project in San Bruno, California, with homes starting at $2.1M. Analysts project 2029 revenue of $13.2B and earnings of $1.5B, a 15% upside from current prices.
Keefe Bruyette upgraded Toll Brothers (TOL) to 'Outperform' with a $161 price target, citing its focus on higher-income buyers and resilience. Lennar (LEN) was downgraded to 'Underperform' with an $86 target due to challenges in the entry-level market. BTIG also cut LEN's target to $73. TOL shares rose 1%, LEN fell 0.8%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning TOL (Toll Brothers, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent TOL coverage spans earnings, financial news and market movers.
The disclosure may add modest buying pressure as a large institutional holder signals confidence, but no immediate corporate action is indicated.
Strong Q3 results and luxury pipeline expansion could support near‑term price appreciation.
Potential upside as analysts raise expectations.
Earnings miss and margin compression likely pressure the stock lower.
Revenue and earnings contraction suggest near‑term pressure on the stock, while strong balance sheet and credit facility provide liquidity cushion.
alphai scores every news story that mentions TOL with an AI model for sentiment and relevance, and aggregates insider trades from Toll Brothers, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
BlackRock disclosed a 10.1% stake in Toll Brothers (TOL), owning 9.3M shares with sole voting and dispositive power. No single client holds over 5% of TOL's shares. The filing was signed on September 4, 2026.
2 min readToll Brothers (TOL) reported Q3 2026 revenue of $2.66B and net income of $280.15M, with updated delivery guidance. The company is expanding its luxury community pipeline, including a new project in San Bruno, California, with homes starting at $2.1M. Analysts project 2029 revenue of $13.2B and earnings of $1.5B, a 15% upside from current prices.
3 min readKeefe Bruyette upgraded Toll Brothers (TOL) to 'Outperform' with a $161 price target, citing its focus on higher-income buyers and resilience. Lennar (LEN) was downgraded to 'Underperform' with an $86 target due to challenges in the entry-level market. BTIG also cut LEN's target to $73. TOL shares rose 1%, LEN fell 0.8%.
2 min readToll Brothers reported a 9.7% drop in Q3 revenue to $2.66B, with home sales revenue down 7.9% to $2.65B. Operating income fell 26.4% to $359.2M, and margins contracted. The company cited higher mortgage rates and affordability pressures as factors. Toll Brothers had $1.06B in cash as of July 31, 2026.
2 min readToll Brothers Inc (TOL) reported an 8% year-over-year decline in home sales revenue for Q3 2026, with a 5% decrease over nine months. Despite challenges, it maintains a strong GF Score of 96/100, but its stock is deemed overvalued at $146.22 vs. an intrinsic value of $136.94. The company has a robust backlog of $6.24B and a gross margin of 23.9%, though net income fell 24% to $280.1M.
2 min readToll Brothers (TOL) reported Q3 2026 earnings of $2.97 per share, beating estimates. Revenue was $2.65B, with net income of $280.1M. Adjusted home sales gross margin was 25.6%. Net signed contracts rose 5% YoY. UBS and Citi raised price targets, citing strong execution. Management increased share repurchase target to $700M. Hedge fund holdings decreased in Q2 2026. Investors should watch community expansion, incentive levels, and Q4 delivery guidance.
2 min readToll Brothers reported 3Q FY2026 revenue of $2.66B, down 9.8% YoY, and EPS of $2.97, down 20.3% YoY. Home deliveries fell 10% while average prices rose 2%. Management expects near-term demand softness but sees long-term fundamentals as positive.
1 min readKeefe, Bruyette & Woods maintained an Outperform rating for Toll Brothers (TOL) and raised its price target to $170.00 from $161.00. TOL is currently trading at $144.76, which is 5.7% over its GF Value™ of $136.94. The company has a GF Score™ of 96/100, indicating strong performance, with 11 gurus holding positions, 8 of whom added to their stakes recently. TOL operates in the luxury homebuilding sector with a market cap of $13.37 billion.
2 min readToll Brothers (TOL) reported Q3 2026 earnings, highlighting a 5% increase in net agreements and $2.5B in sales. The company maintained strong margins and reaffirmed full-year guidance, including $10.5B in home sales revenue. TOL returned $231M to shareholders and increased its stock repurchase projection to $700M. The luxury move-up segment drove growth, with 61% of revenue. The company's financial strength and strategic land investments support continued growth.
3 min readUS new-home sales fell 10.5% in July to a 607,000 annual rate, below economist expectations. Median home price dropped 0.9% to $393,800. DR Horton expects lower sales, while Toll Brothers saw contract increases. Inventory decreased 1.6% to 488,000 homes. Sales varied regionally, with declines in the South and Midwest. Data is volatile but seen as a timely market indicator.
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