Analysts Offer Insights on Consumer Cyclical Companies: Toll Brothers (TOL), Airbnb (ABNB) and Dauch Corporation (DCH)
Three analysts from RBC Capital have issued bullish sentiments on consumer cyclical companies Toll Brothers (TOL), Airbnb (ABNB), and Dauch Corporation (DCH). Michael Dahl maintained a Buy rating on Toll Brothers with a $158.00 price target, Brad Erickson kept a Buy rating on Airbnb with a $173.00 price target, and Tom Narayan maintained a Buy rating on Dauch Corporation with a $10.00 price target. All three stocks currently hold a Moderate Buy consensus rating from analysts, indicating potential upside from current levels.
Thrivent Financial for Lutherans Buys 15,526 Shares of Toll Brothers Inc. $TOL
Thrivent Financial for Lutherans recently increased its stake in Toll Brothers Inc. (NYSE:TOL) by 52.4% in the fourth quarter, purchasing 15,526 additional shares to bring its total holdings to 45,149 shares valued at approximately $6.1 million. This increase follows Toll Brothers' strong fiscal Q2 results, which surpassed analyst expectations for both EPS and revenue, demonstrating robust demand for luxury homes. The company also raised its full-year guidance, increased its quarterly dividend, and received continued positive sentiment from analysts.
Toll Brothers Earnings Call Highlights Margin Strength
Toll Brothers (TOL) exceeded Q2 revenue and earnings guidance, raising its full-year outlook. The luxury homebuilder emphasized strong margins, liquidity, and share repurchases, despite acknowledging challenging demand and regional softness. The company reported healthy order growth, disciplined inventory management, and a strong balance sheet, signaling confidence amidst market uncertainties.
Toll Brothers Announces Final Opportunity to Purchase a New Luxury Home at Tesoro Club in Port St. Lucie, Florida
Toll Brothers has announced the final opportunity to purchase a new luxury home at Tesoro Club in Port St. Lucie, Florida, a staff-gated golf and country club community. A limited number of quick move-in homes, offering over 2,700 square feet and priced from $799,000, are still available. Residents can enjoy resort-style amenities including two 18-hole championship golf courses, a clubhouse, and a Swim & Racquet Club.
Toll Brothers Announces Final Opportunity to Purchase a New Luxury Home at Tesoro Club in Port St. Lucie, Florida
Toll Brothers announced the final opportunity to purchase a luxury home at Tesoro Club in Port St. Lucie, Florida, with a limited number of quick move-in homes remaining. This exclusive golf and country club community offers homes starting at $799,000, along with resort-style amenities such as signature golf courses, a clubhouse, and a Swim & Racquet Club. The community provides an unparalleled lifestyle close to Atlantic Ocean beaches, shopping, and dining.
Toll Brothers Launches Cedar Terrace Community in Northern Virginia Growth Corridor
Toll Brothers has launched Cedar Terrace, a new residential community in Chantilly, Virginia, offering townhomes and condominiums from the mid-$500,000s. This development caters to the growing demand for higher-density housing in Northern Virginia due to affordability constraints and limited land supply. The project reflects a broader shift by builders towards attached housing and mixed-density communities to meet market demands in high-cost metropolitan areas.
Toll Brothers Announces Cedar Terrace Community Now Open in Chantilly, Virginia
Toll Brothers has announced the opening of its new luxury home community, Cedar Terrace, in Chantilly, Virginia. Located in the South Riding neighborhood, Cedar Terrace offers modern townhomes and condominiums with various floor plans and future amenities such as an outdoor pool, tot lot, and pickleball courts, with homes starting from the mid-$500,000s. The community provides convenient access to dining, shopping, major commuter routes, and Dulles International Airport.
Toll Brothers Announces Cedar Terrace Community Now Open in Chantilly, Virginia
Toll Brothers has announced the opening of its new luxury community, Cedar Terrace, in Chantilly, Virginia, offering modern townhomes and condominiums. Located in the South Riding neighborhood, homes are priced from the mid-$500,000s and feature various amenities. The community provides convenient access to shopping, dining, and major transportation routes.
Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: CAVA Group, Inc. (CAVA), Toll Brothers (TOL) and Home Depot (HD)
This article examines analyst ratings for three consumer cyclical companies: CAVA Group, Toll Brothers, and Home Depot. CAVA Group received a "Moderate Buy" consensus with a $92.71 price target. Toll Brothers also has a "Moderate Buy" consensus with a $161.13 price target. Home Depot, despite some varying opinions, maintains a "Strong Buy" consensus with an average price target of $382.00.
Toll Brothers, Inc. (NYSE:TOL) Q2 2026 Earnings Call Transcript
Toll Brothers (NYSE:TOL) reported strong Q2 2026 results, surpassing guidance on revenue and earnings, leading to an upward revision of full-year projections. The luxury homebuilder's success is attributed to its focus on affluent customers, strategic expansion, and disciplined operations, including the recent acquisition of Buffington Homes in Northwest Arkansas. Despite a challenging market, the company maintained stable margins and a consistent incentive load, highlighting the resilience of its business model and the appeal of its brand in the luxury housing segment.
Jim Cramer on Toll Brothers: “Very Tough to Own a Home Builder When Rates Are Rising”
Jim Cramer commented on Toll Brothers (NYSE: TOL), identifying it as his favorite home builder but cautioned against owning home builder stocks when interest rates are rising. He noted that while Toll Brothers has been performing decently, it's not a blowout, and highlighted that the stock hasn't fallen as much as others. Cramer also referenced a previous show where he agreed that if rates came down, Toll Brothers would have good numbers, suggesting optimism now that rates are declining.
TOL Beats Q2 Earnings & Revenue Estimates on Higher Deliveries
Toll Brothers, Inc. (TOL) exceeded Q2 fiscal 2026 earnings and revenue estimates, driven by strong demand and higher delivered pricing, despite a year-over-year decline in both metrics. The company reported adjusted EPS of $2.72 and revenues of $2.53 billion, with home deliveries down but average delivered price increasing significantly. TOL also increased its quarterly dividend and repurchased shares, while updating its Q3 and full-year fiscal 2026 targets.
Toll Brothers Inc. $TOL Shares Purchased by Investment House LLC
Investment House LLC significantly increased its stake in Toll Brothers Inc. ($TOL) by 103.2% in the fourth quarter, bringing its total holdings to 33,849 shares valued at approximately $4.6 million. This increased investment follows Toll Brothers reporting better-than-expected quarterly results, with earnings of $2.72 per share and revenue of $2.53 billion, both surpassing analyst estimates. Despite a year-over-year decline in revenue and EPS, the company raised its quarterly dividend to $0.26 from $0.25, indicating positive future outlook.
Toll Brothers (TOL) Reports Strong Q2 Home Sales, Raises Full-Year Guidance
Toll Brothers Inc. (TOL) reported strong fiscal second-quarter results, with earnings per share and revenue exceeding expectations, leading to a 3.34% rise in shares. The company, a luxury homebuilder, demonstrated resilience in a challenging market, boasting a high GF Score™ of 94/100 and a P/E ratio suggesting potential undervaluation. Despite strong performance, significant insider selling of $12 million in shares over the past three months warrants caution for investors.
Toll Brothers Says Its Average Home Prices Back Above $1 Million
Luxury homebuilder Toll Brothers reported that its average home price surpassed $1 million in the last quarter, a first since mid-2024. Despite a broader housing market slowdown, higher prices contributed to their strong financial performance. Toll Brothers delivered nearly 2,500 homes from February through April at an average price of just under $1.01 million.
Toll Brothers Earnings Beat Estimates. Luxury Homes Are Selling.
Toll Brothers reported earnings that exceeded analyst estimates, primarily driven by strong sales in the luxury homes segment. The positive results indicate a robust demand within the high-end real estate market. This performance was announced after the market closed on Tuesday.
Toll Brothers: Fiscal Q2 Earnings Snapshot
Toll Brothers Inc. reported strong fiscal second-quarter results, with net income reaching $260.6 million and diluted earnings per share of $2.72, exceeding Wall Street expectations. The home builder also surpassed revenue forecasts, posting $2.53 billion for the period. These figures demonstrate the company's solid performance according to analyst predictions.
Earnings Flash (TOL) Toll Brothers, Inc. Reports Q2 Revenue $2.53B, Vs. FactSet Est of $2.42B
Toll Brothers, Inc. (TOL) announced its Q2 revenue of $2.53 billion, surpassing FactSet's estimate of $2.42 billion. This earnings flash highlights the company's strong financial performance for the quarter.
Toll Brothers trades higher after FQ2 earnings beat, guidance raise (TOL:NYSE)
Toll Brothers (TOL) shares traded higher after the company reported fiscal second-quarter home sales revenue that exceeded expectations. The homebuilder also raised its full-year guidance, despite declines in earnings and deliveries. The stock was up 3.34% in post-market trading.
Toll Brothers (NYSE:TOL) Posts Quarterly Earnings Results, Beats Expectations By $996.43 EPS
Toll Brothers (NYSE:TOL) reported its quarterly earnings, surpassing analyst expectations with an EPS of $2.72 against a $2.57 consensus and revenue of $2.53 billion, exceeding forecasts. Despite the beat, revenue saw a 7.6% year-over-year decrease and EPS was down from $3.50 in the prior year's quarter, causing the stock to trade lower. The company also announced an increase in its quarterly dividend to $0.26 per share.
Toll Brothers Inc. Profit Falls In Q2
Toll Brothers Inc. reported a significant drop in its second-quarter earnings, with profit falling to $260.59 million compared to $352.44 million in the prior year. This translates to an EPS of $2.72 per share, down from $3.50. The luxury homebuilder also experienced a 7.3% decline in revenue, recording $2.53 billion against $2.73 billion last year.
Toll Brothers Opens Cameron Cove Community in East Cobb
Toll Brothers has launched Cameron Cove, a new luxury home community in Marietta's East Cobb area, offering single-family homes starting in the mid-$600,000s. The development features customizable layouts, planned amenities like a pool and playground, and access to high-demand school districts and retail corridors. This new community caters to move-up buyers seeking modern designs and suburban conveniences in metro Atlanta.
Toll Brothers Announces Cameron Cove Now Open in Marietta, Georgia
Toll Brothers has announced the opening of Cameron Cove, a new luxury home community in Marietta, Georgia's East Cobb area. This community offers flexible single-family home designs, resort-style amenities, and personalized options through the Toll Brothers Design Studio. Homes are priced from the mid-$600,000s and are located in a prime school district with convenient access to shopping and dining.
Toll Brothers Announces Cameron Cove Now Open in Marietta, Georgia
Toll Brothers has announced the grand opening of Cameron Cove, their newest luxury home community in Marietta, Georgia. Located in the desirable East Cobb area, the community offers flexible single-family home designs starting from the mid-$600,000s and features resort-style amenities such as a community pool and playground. Prospective homebuyers can personalize their homes at the Toll Brothers Design Studio and benefit from the community's prime location within a sought-after school district.
Will Toll Brothers Stock Break its Post-Earnings Curse?
Toll Brothers Inc. (TOL) is set to release its fiscal second-quarter earnings after market close on Tuesday, May 19, with analysts anticipating a year-over-year decline in earnings and revenue. The stock has a history of performing poorly post-earnings, having closed lower after its last six reports. Options traders are pricing in a significant 7.3% swing, and the stock is currently down 6.3% year-to-date and in oversold territory based on its RSI.
All-electric $1.2M townhomes open near Silicon Valley transit in Milpitas
Toll Brothers (NYSE:TOL) has announced the grand opening of model homes at its new luxury all-electric townhome community, Toll Brothers at South Main, in Milpitas, California. These three-story townhomes, priced from $1.2 million, offer up to 1,684+ sq. ft., 3 bedrooms, 3 bathrooms, and attached 2-car garages, with a public event scheduled for May 23rd. The community emphasizes luxury living, modern features, and convenience, with proximity to major Silicon Valley employers, shopping, dining, and transit options.
Toll Brothers Announces Model Home Grand Opening at Toll Brothers at South Main Community in Milpitas, California
Toll Brothers has announced the grand opening of new model homes at its Toll Brothers at South Main townhome community in Milpitas, California. A public Model Home Grand Opening event is scheduled for May 23. These luxury three-story townhomes, priced from $1.2 million, offer 3 bedrooms and 3 bathrooms, featuring modern designs and access to a community park, and are located conveniently near Silicon Valley employers and transportation.
Toll Brothers Announces Cameron Cove Now Open in Marietta, Georgia
Toll Brothers has announced the opening of Cameron Cove, a new luxury home community in Marietta, Georgia. Located in the East Cobb area, the community offers flexible single-family home designs starting from the mid-$600,000s and features resort-style amenities such as a community pool, outdoor kitchen, and playground. This development aims to provide luxurious modern homes in a prime location within a sought-after school district.
How Will Toll Brothers Stock React To Its Upcoming Earnings?
Toll Brothers (TOL) is scheduled to report earnings on Tuesday, May 19, 2026, and this article analyzes historical stock reactions to past earnings reports to help traders make informed decisions. It examines one-day, five-day, and twenty-one-day post-earnings returns, as well as correlations between these periods and the influence of peer earnings performance. The analysis provides statistical data on the odds of positive returns and potential trading strategies based on historical trends.
Toll Brothers, Inc. Trade Ideas — BOATS:TOL
This page compiles various trading ideas for Toll Brothers, Inc. (TOL) from different analysts and traders on TradingView. The ideas include both long and short positions, technical analysis, and fundamental considerations, with some focusing on earnings reports and market trends. Users share their strategies, entry/exit points, and risk management approaches, often emphasizing that these are personal opinions and not financial advice.
Toll Brothers Inc (TOL) Shares Fall 4.4% -- What GF Score of 94 Tells Investors
Toll Brothers Inc (TOL) shares dropped 4.4% on May 15, 2026, contributing to a broader decline over the past month. Despite being considered undervalued according to GuruFocus's GF Value™ and having a strong GF Score™ of 94/100, the company has seen significant insider selling with no purchases, suggesting caution for investors. The stock's current P/E ratio is also above its five-year historical median.
Pacer Advisors Inc. Has $1.53 Million Stake in Toll Brothers Inc. $TOL
Pacer Advisors Inc. significantly reduced its stake in Toll Brothers Inc. by 59.7% in the fourth quarter, now holding 11,323 shares valued at $1.53 million. Despite this reduction, Toll Brothers maintains a "Moderate Buy" consensus rating from analysts with an average price target of $164.44. The company recently reported strong quarterly earnings, beating estimates, and increased its quarterly dividend.
Cary's Everstead townhomes add rooftops, lawn care from upper $700Ks
Toll Brothers announced Everstead, a new luxury townhome community in Cary, North Carolina, with sales expected to begin in winter 2026-2027. These low-maintenance townhomes will feature up to 3,295 sq. ft., rooftop terraces, and included lawn care, priced from the upper $700,000s. The community offers modern designs and personalization options in a prime location with access to a private park, top-rated schools, and proximity to Research Triangle Park.
Toll Brothers Announces Everstead, A New Luxury Townhome Community Coming Soon to Cary, North Carolina
Toll Brothers, the leading luxury home builder, has announced Everstead, a new community of luxury townhomes coming to Cary, North Carolina. The community will offer low-maintenance living with modern designs and personalization options, with homes priced from the upper $700,000s and anticipated to open for sale in winter 2026-2027. Residents will benefit from included lawn care, an exclusive community park, and convenient access to schools, shopping, dining, and Research Triangle Park.
Toll Brothers (TOL) Q2 2026 Preview: EPS Est. $2.58, Reports May 20
Toll Brothers (NYSE: TOL) is expected to report a significant year-over-year decline in its second-quarter fiscal 2026 results on May 20, with analysts forecasting EPS of $2.58 and revenue of $2.42 billion. These estimates reflect a downward revision over the past 90 days, signaling concerns about demand conditions and margin pressure in the luxury housing market. Investors will be closely watching for management's guidance on future deliveries, average selling prices, and land acquisition strategies to assess the company's trajectory amidst a complex housing market.
Toll Brothers Set to Report Q2 Earnings: Key Things to Watch
Toll Brothers (TOL) is set to release its second-quarter fiscal 2026 earnings on May 19, with analysts watching for insights into luxury housing demand, pricing strategies, and margins. While demand in the luxury sector and an increase in community count may have supported sales, potential negative factors include unfavorable product mix and softer conditions in some regional markets, which could pressure margins. The Zacks Consensus Estimate predicts a year-over-year decline in both EPS and revenues.
Toll Brothers Announces Final Opportunity to Purchase a New Home at The Cove at Encinitas in Coastal Southern California
Toll Brothers announced the final opportunity to purchase one of three remaining luxury homes at The Cove at Encinitas, an exclusive all-electric community in Encinitas, California. These homes are located less than a mile from South Ponto Beach, priced from $2,689,000, and available for move-in as early as October 2026. The community offers a blend of luxury and coastal living with custom design options at the Toll Brothers Design Studio.
Layton Pointe by Toll Brothers Now Open in Delray Beach, Florida
Toll Brothers has announced the opening of Layton Pointe, an exclusive new community of 31 single-family homes in Delray Beach, Florida. The luxury homes, ranging from 2,643 to over 4,187 square feet, are priced from $1.35 million and offer personalized designs and quick move-in options. This community provides convenient access to Atlantic Avenue, beaches, dining, entertainment, and major roadways.
Toll Brothers Announces Final Opportunity to Purchase a New Home at The Cove at Encinitas in Coastal Southern California
Toll Brothers is offering the final opportunity to purchase a new luxury home at The Cove at Encinitas in Southern California, with only three homes remaining for quick move-in by October 2026. Located less than a mile from South Ponto Beach, these homes are priced from $2,689,000 and offer spacious designs with coastal contemporary architecture. The community provides easy access to beaches, restaurants, shopping, and freeways, highlighting its appeal for upscale coastal living.
Layton Pointe by Toll Brothers Now Open in Delray Beach, Florida
Toll Brothers has announced the opening of Layton Pointe, an exclusive community of 31 luxury single-family homes in Delray Beach, Florida. The homes, priced from $1.35 million, offer flexible floor plans and personalization options, with some featuring golf course views. Located near Atlantic Avenue, the community provides convenient access to dining, entertainment, recreation, and major roadways.
Only three $2.7M beach homes left in this all-electric enclave
Toll Brothers announced the final opportunity to purchase one of three remaining luxury homes at The Cove at Encinitas, an all-electric community in Encinitas, California. Priced from $2,689,000, these homes offer quick move-in by October 2026 and feature coastal contemporary designs with 5 bedrooms and 5.5 baths, located less than a mile from South Ponto Beach. The community provides exceptional coastal living with convenient access to amenities and aligns with Toll Brothers' focus on luxury locations.
Toll Brothers Announces Final Opportunity to Purchase a New Home at The Cove at Encinitas in Coastal Southern California
Toll Brothers, Inc. is offering the final opportunity to purchase one of three remaining luxury homes at The Cove at Encinitas, an all-electric community in Encinitas, California. These quick move-in homes are priced from $2,689,000 and offer 5 bedrooms, 5.5 baths, and bonus spaces in a coastal contemporary style. The community is located less than a mile from South Ponto Beach, providing luxury coastal living with convenient access to local amenities and outdoor activities, and homes are available for move-in as early as October 2026.
Inside Layton Pointe, Toll Brothers’ $1.35M enclave near Delray’s beaches
Toll Brothers has officially opened Layton Pointe, a new luxury single-family home community in Delray Beach, Florida. This exclusive enclave features 31 homes sites with designs ranging from 2,643 to over 4,187 square feet, priced from $1.35 million. The community offers a prime location with access to Atlantic Avenue, beaches, and major highways, along with personalization options through the Toll Brothers Design Studio.
Toll Brothers Announces Final Opportunity to Purchase a New Home at The Cove at Encinitas in Coastal Southern California
Toll Brothers has announced the final opportunity to purchase a new luxury home at The Cove at Encinitas, an all-electric community in Encinitas, California. Only three homes remain for sale, available for quick move-in as early as October 2026, and are priced from $2,689,000. This community offers luxury coastal living with homes ranging from approximately 2,600 to over 4,000 square feet, featuring 5 bedrooms, 5.5 baths, and bonus spaces, all located less than one mile from South Ponto Beach.
Seth J. Ring to Become President and Chief Operating Officer at Toll Brothers
Toll Brothers Inc. (NYSE: TOL) has announced the promotion of Seth J. Ring to president and chief operating officer, effective June 30. Ring, who started with the company in 2004, will also join the board of directors and succeeds Robert Parahus, who is retiring but will remain as a senior advisor. Executive Chairman Douglas C. Yearley Jr. praised both Parahus for his 40 years of service and Ring for his two decades of experience and leadership.
Toll Brothers (TOL) Stock Sinks As Market Gains: Here's Why
Toll Brothers (TOL) stock closed down 1.15% at $132.88, underperforming the broader market which saw the S&P 500 gain 0.59%. The home builder's shares have lagged the Construction sector and S&P 500 significantly over the past month. Analysts project a decline in both earnings and revenue for Toll Brothers' upcoming earnings report, leading to a Zacks Rank of #4 (Sell) for the stock.
Toll Brothers (TOL) Announces Leadership Change with Seth J. Ring as COO
Toll Brothers Inc. (TOL) has appointed Seth J. Ring as president and chief operating officer, effective June 30, 2026. Ring, with 22 years at the company, will succeed Robert Parahus and also join the board. Despite insider selling activity, the company exhibits a high GF Score of 95 and strong profitability and growth, with its P/E ratio suggesting potential undervaluation.
Toll Brothers names Seth Ring as president and COO By Investing.com
Toll Brothers has appointed Seth J. Ring as its new president and chief operating officer, effective June 30, 2026, succeeding Robert Parahus, who is retiring after 40 years with the company. Ring, a 22-year veteran of Toll Brothers, will also join the board of directors. The company, which is considered undervalued by InvestingPro analysis, recently announced the acquisition of Buffington Homes of Arkansas and is preparing for its earnings report on May 19.
Toll Brothers (NYSE: TOL) appoints Seth Ring President and COO, joins Board
Toll Brothers (NYSE: TOL) announced that Seth J. Ring will succeed Robert Parahus as President and Chief Operating Officer, effective June 30, 2026. Ring, a 22-year company veteran, will also join the Board of Directors. Parahus will remain as a senior advisor for one year to ensure a smooth transition, and Ring's compensation package includes a $1,000,000 base salary plus significant cash and equity incentives.
Toll Brothers Announces Seth Ring to Succeed Rob Parahus as President and Chief Operating Officer
Toll Brothers, Inc. announced that Seth J. Ring will succeed Robert Parahus as President and Chief Operating Officer, effective June 30, 2026. Ring, a 22-year veteran of the company, will also join the Board of Directors, while Parahus will transition to a senior advisor role after 40 years of service. Toll Brothers is the nation's leading builder of luxury homes, recognized for operational excellence and sustained growth.
