Market Cap
$12.4B
TOL
Toll Brothers, Inc.
$136.60 ▲ +0.18%
Prev close $136.36Market cap$12.4B
ConsensusBuy
12-mo target$171.40 (+25.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on TOL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (74%)
Inst. Holders
50 funds
Inst. Value
$10.3B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $25.5M sell
Insider Net $
-$25.5M
Social Sentiment
50° Neutral
SEC Reports
4
Press Releases
2
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Toll Brothers Grand Opens Clubhouse and Amenities at The Pines at Sugar Creek in Indian Land, South Carolina
Resort-style amenities now open in this 55+ active-adult community Resort-style amenities now open i
Sep 24, 2026 Insider
Aug 18, 2026 SEC East Stephen F. sold 800 shares
Director @ $135.99 ($108.8K)
Toll Brothers reported Q3 2026 EPS of $2.97, a 1.5% beat vs. $2.93 consensus, but home sales revenues of $2.65B declined
PRESS-RELEASE — Impact 6/10
Toll Brothers reported Q2 2026 EPS of $2.72, a 7.0% miss versus the $2.93 consensus, with revenue of $2.62B in line with
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
Holocene Advisors, LP — ADD
1,331,245 shares ($219.3M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,188,342 shares ($195.8M)
Jun 18, 2026 Insider
Yearley Douglas C. Jr. acquired via exercise 77,957 shares
Executive Chairman @ $31.61 ($2.5M)
Jun 18, 2026 Insider
Yearley Douglas C. Jr. sold 77,957 shares
Executive Chairman @ $156.58 ($12.2M)
Analyst ratings buy % +13.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
74% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Sep 25, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 21, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 14, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 10, 2026 | Citigroup | UPGRADE | Buy | 55% |
| Jun 11, 2026 | RBC Capital | REITERATE | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 5 | 1 | 0 | 74% | |
| Aug 1, 2026 | 7 | 10 | 5 | 1 | 0 | 74% | |
| Jul 1, 2026 | 6 | 10 | 6 | 1 | 0 | 70% | |
| Jun 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| May 1, 2026 | 6 | 9 | 7 | 2 | 0 | 63% | |
| Apr 1, 2026 | 6 | 10 | 6 | 2 | 0 | 67% | |
| Mar 1, 2026 | 6 | 9 | 6 | 2 | 0 | 65% | |
| Feb 1, 2026 | 6 | 9 | 6 | 2 | 0 | 65% |
Price targets
Where 15 covering analysts think TOL trades over the next 12 months.
$171.40 +25.5% upside Strong Buy
Current$136.60 Low$122.00 Median$175.00 High$195.00 15 analysts
$122.00$195.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +12.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 2 bearish, 1 mixed, 1 neutral · avg impact 5.0/10.Plus 2 press releases.
BEARISHPRESS-RELEASE6/10
Toll Brothers reported Q3 2026 EPS of $2.97, a 1.5% beat vs. $2.93 consensus, but home sales revenue
Aug 18, 2026
BEARISHPRESS-RELEASE5/10
Toll Brothers reported Q2 2026 EPS of $2.72, a 7.0% miss versus the $2.93 consensus, with revenue of
Jul 29, 2026
MIXED8-K6/10
Toll Brothers reported Q2 FY2026 EPS of $2.72, beating consensus of $2.58 by 5.4%, and home sales re
May 19, 2026
NEUTRAL8-K3/10
Toll Brothers announced the planned retirement of President and COO Robert Parahus, effective June 3
May 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Toll Brothers Grand Opens Clubhouse and Amenities at The Pines at Sugar Creek in Indian Land, South Carolina
Resort-style amenities now open in this 55+ active-adult community Resort-style amenities now open in this 55+ active-adult community
Sep 29, 2026
other
Toll Brothers Announces New Luxury Home Community Coming Soon to Apex, North Carolina
Madison Downs offers modern home designs and personalized options in a thoughtfully designed community Madison Downs offers modern home designs and pe
Sep 29, 2026
other
New Luxury Waterfront Community, Marion Pointe by Toll Brothers, is Now Open in Marion, Massachusetts
Seaside community offers elevated coastal living in a premier location Seaside community offers elevated coastal living in a premier location
Sep 24, 2026
other
Toll Brothers Announces Amenity Center is Now Open for Residents at its Oakbend Wellen Park Community in Venice, Florida
Resort-style amenities enhance vibrant new home community Resort-style amenities enhance vibrant new home community
Sep 24, 2026
other
Toll Brothers Announces Cloverhill at Cumming City Center Coming Soon to Cumming, Georgia
New luxury community will offer townhomes and single-family homes within the vibrant Cumming City Center district New luxury community will offer town
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.89 | $4.32–$5.12 | 6.8% | -1.1% | 1↑ 12↓ | $3.5B | 13 |
| Next Q | $1.84 | $1.65–$2.08 | -16.1% | -0.8% | 4↑ 6↓ | $1.9B | 9 |
| Current FY | $12.72 | $12.15–$12.95 | -5.7% | -0.3% | 5↑ 10↓ | $10.8B | 15 |
| Next FY | $13.81 | $11.52–$14.80 | 8.6% | -1.6% | 5↑ 9↓ | $11.0B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.893 | — |
| 7d ago | $4.905 | -0.011 |
| 30d ago | $4.946 | -0.053 |
| 60d ago | $5.054 | -0.160 |
| 90d ago | $5.043 | -0.149 |
Institutional ownership
Which big funds own TOL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.3B total value (62,815,521 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,776,609 | $1.6B | 15.6% | — |
| Capital World Investors | 5,252,278 | $865.3M | 8.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,291,127 | $707.0M | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,174,405 | $687.7M | 6.6% | — |
| FMR LLC | 4,111,225 | $677.3M | 6.5% | — |
| STATE STREET CORP | 3,505,828 | $577.6M | 5.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,106,991 | $511.9M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,490,850 | $410.4M | 4.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,617,618 | $265.8M | 2.6% | — |
| GOLDMAN SACHS GROUP INC | 1,470,543 | $242.3M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Holocene Advisors, LP | ADD | 1,059,585 | 1,331,245 | +25.6% | $219.3M |
| NORGES BANK | NEW | — | 1,188,342 | — | $195.8M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 762,752 | 1,119,309 | +46.7% | $184.4M |
| JPMORGAN CHASE & CO | DOUBLED | 535,716 | 1,080,884 | +101.8% | $178.9M |
| FIRST TRUST ADVISORS LP | ADD | 598,128 | 820,066 | +37.1% | $135.1M |
| CITADEL ADVISORS LLC | TRIM | 1,132,636 | 720,696 | -36.4% | $118.7M |
| UBS Group AG | ADD | 446,640 | 698,364 | +56.4% | $115.1M |
| Zurich Insurance Group Ltd/FI | NEW | — | 460,235 | — | $75.8M |
| MARSHALL WACE, LLP | ADD | 221,231 | 353,898 | +60.0% | $58.3M |
| Quantinno Capital Management LP | TRIM | 497,751 | 339,368 | -31.8% | $55.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 14 transactions. Net -$25.5M — $0.00 bought, $25.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | East Stephen F. | Director | SELL | 800 | $135.99 | $108.8K |
| Jun 18, 2026 | Yearley Douglas C. Jr. | Executive Chairman | EXERCISE | 77,957 | $31.61 | $2.5M |
| Jun 18, 2026 | Yearley Douglas C. Jr. | Executive Chairman | SELL | 77,957 | $156.58 | $12.2M |
| Jun 18, 2026 | Parahus Robert | President & COO | SELL | 7,500 | $149.66 | $1.1M |
| Apr 15, 2026 | East Stephen F. | Director | SELL | 1,000 | $139.70 | $139.7K |
| Mar 4, 2026 | McLean John A | Director | EXERCISE | 2,313 | $31.61 | $73.1K |
| Mar 4, 2026 | McLean John A | Director | SELL | 2,313 | $153.43 | $354.9K |
| Feb 27, 2026 | Yearley Douglas C. Jr. | Chief Executive Officer | EXERCISE | 27,014 | $31.61 | $853.9K |
| Feb 27, 2026 | Yearley Douglas C. Jr. | Chief Executive Officer | SELL | 27,014 | $159.15 | $4.3M |
| Feb 24, 2026 | Yearley Douglas C. Jr. | Chief Executive Officer | SELL | 2,103 | $161.04 | $338.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TOL.
Shares short
3,761,319
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
4.3
At avg daily volume
Of shares outstanding
≈4.1%
Estimate — not % of float
All TOL filing & press-release reports (6)
- PRESS-RELEASE reportAug 18, 2026
- PRESS-RELEASE reportJul 29, 2026
- 8-K reportMay 19, 2026
- 8-K reportMay 13, 2026
- PRESS-RELEASE reportApr 21, 2026
- PRESS-RELEASE reportMar 11, 2026