Toll Brothers Inc. (TOL) reported Q1 2026 results. Revenue rose to $2.15 billion, up 15.4% year‑over‑year and above the consensus revenue estimate of $1.87 billion.
On the cash‑flow and balance‑sheet side, the company generated $800.0 million in cash from operating activities (down 290.1% year‑over‑year) and invested $27.8 million in property, plant and equipment (up 60.7% year‑over‑year). Cash and cash equivalents rose to $1.20 billion (up 109.3% year‑over‑year) while total liabilities stood at $6.01 billion (up 3.5% year‑over‑year).
Shares fell 1.73% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Toll Brothers Inc. Insider Trading Activity
Toll Brothers Inc. insiders have traded $TOL stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $TOL stock by insiders over the last 6 months:
- DOUGLAS C. JR. YEARLEY (Chief Executive Officer) sold 20,145 shares for an estimated $2,983,105
- ROBERT PARAHUS (President & COO) sold 9,831 shares for an estimated $1,286,249
- PAUL E SHAPIRO has made 0 purchases and 2 sales selling 7,777 shares for an estimated $1,144,428.
- MARTIN P. CONNOR (Chief Financial Officer) sold 5,350 shares for an estimated $735,665
- MICHAEL J. GRUBB (SVP & Chief Accounting Officer) sold 500 shares for an estimated $70,315
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Toll Brothers Inc. Hedge Fund Activity
We have seen 316 institutional investors add shares of Toll Brothers Inc. stock to their portfolio, and 402 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,151,509 shares (+2067.8%) to their portfolio in Q4 2025, for an estimated $426,147,046
- D1 CAPITAL PARTNERS L.P. removed 1,603,881 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $221,560,121
- MILLENNIUM MANAGEMENT LLC removed 1,038,412 shares (-69.5%) from their portfolio in Q3 2025, for an estimated $143,446,233
- BLACKROCK, INC. removed 976,725 shares (-8.8%) from their portfolio in Q4 2025, for an estimated $132,072,754
- HOLOCENE ADVISORS, LP added 974,567 shares (+78.0%) to their portfolio in Q3 2025, for an estimated $134,626,685
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 784,007 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $106,013,426
- LONG POND CAPITAL, LP removed 641,844 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $88,664,330
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Toll Brothers Inc. Analyst Ratings
Wall Street analysts have issued reports on $TOL in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 12/10/2025
- RBC Capital issued a "Outperform" rating on 12/10/2025
- B of A Securities issued a "Buy" rating on 10/10/2025
- Wedbush issued a "Outperform" rating on 09/05/2025
- Argus Research issued a "Buy" rating on 09/05/2025
To track analyst ratings and price targets for Toll Brothers Inc., check out Quiver Quantitative's $TOL forecast page.
Toll Brothers Inc. Price Targets
Multiple analysts have issued price targets for $TOL recently. We have seen 15 analysts offer price targets for $TOL in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- Tyler Batory from Oppenheimer set a target price of $177.0 on 02/10/2026
- Sam Reid from Wells Fargo set a target price of $170.0 on 01/14/2026
- Susan Maklari from Goldman Sachs set a target price of $156.0 on 01/13/2026
- James McCanless from Citizens set a target price of $175.0 on 01/07/2026
- Michael Rehaut from JP Morgan set a target price of $141.0 on 12/12/2025
- Anthony Pettinari from Citigroup set a target price of $141.0 on 12/11/2025
- Jade Rahmani from Keefe, Bruyette & Woods set a target price of $143.0 on 12/11/2025
