Toll Brothers luxury moat meets a tougher market test
Toll Brothers, a luxury homebuilder, demonstrated strong performance with 5% contract growth and reduced incentives in its fiscal third quarter, thanks to high-income, cash-flush buyers. However, the company faces potential vulnerabilities from instability in the U.S. Treasury and equity markets, which could impact the wealth and confidence of its affluent customer base. Despite robust operational control and strategic positioning in the luxury segment, the ultimate test for Toll Brothers lies in whether its buyers' financial resilience can withstand significant market shifts beyond the company's control.
New Model Home Now Open at Toll Brothers at Quail Ridge in Ridgefield, Washington
Toll Brothers has announced the grand opening of the new Hosmer Farmhouse model home at their luxury community, Toll Brothers at Quail Ridge, in Ridgefield, Washington. This model features an open-concept design with a first-floor primary suite and showcases the quality and personalization options available. The community offers diverse home designs, starting from the mid-$900,000s, and is located near top schools and recreational opportunities.
Toll Brothers' Washington model home has a downstairs main suite and two-story great room
Toll Brothers has announced the grand opening of its new Hosmer Farmhouse model home at Toll Brothers at Quail Ridge in Ridgefield, Washington. This luxury single-family home community offers open-concept designs with a two-story great room and a first-floor primary suite, with homes ranging from 2,790 to over 3,600 square feet and starting from the mid-$900,000s. Buyers can personalize their homes at the Toll Brothers Design Studio and benefit from access to top-rated schools and extensive recreational opportunities.
Toll Brothers Beats Q3 Earnings & Revenue Estimates on Higher Pricing
Toll Brothers (TOL) exceeded Q3 fiscal 2026 earnings and revenue estimates, primarily due to higher pricing, despite a year-over-year decline in both top and bottom lines. The company's luxury-focused business model and affluent customer base helped navigate a challenging housing market. Toll Brothers also reported increased net signed contracts and maintained substantial liquidity, supporting share repurchases and dividends.
Toll Brothers Releases Q3 2026 Financial Results
Toll Brothers, Inc. reported Q3 2026 financial results, exceeding Wall Street expectations despite a softer housing market. The company posted diluted earnings of $2.97 per share and revenue of $2.65 billion, both slightly above analyst estimates. However, both EPS and revenue saw year-over-year declines, reflecting broader market pressures.
Toll Brothers Records Lower Sales as Home Deliveries Decline
Toll Brothers reported lower sales in the third quarter due to a decrease in home deliveries, despite selling homes at higher prices. The luxury homebuilder posted a profit of $280.1 million, or $2.97 per share, which was down from $369.6 million, or $3.73 per share, in the same period last year but exceeded analyst expectations. The company delivered 2,662 homes, a decline from 2,959 homes delivered a year ago.
Toll Brothers Reports FY 2026 Third Quarter Results
Toll Brothers, Inc. reported its third-quarter results for fiscal year 2026, with net income of $280.1 million and diluted earnings per share of $2.97, down from the previous year. Despite a challenging market, the company exceeded its guidance for home sales revenues and adjusted gross margin, reaffirming its full-year guidance. Toll Brothers also highlighted its strong balance sheet, increased share repurchases, and plans for community count growth in fiscal years 2026 and beyond.
Toll Brothers Announces Model Home Grand Opening at Franklin Ridge Community in Franklin, Tennessee
Toll Brothers, Inc. announced the grand opening of its Liora Transitional model home at Franklin Ridge, a new luxury single-family home community in Franklin, Tennessee. The public is invited to an event on August 20, 2026. The community offers 4-7 bedroom homes starting from $1.58 million, featuring innovative designs, expansive outdoor living, and convenient access to local amenities and top-rated school districts.
Toll Brothers Plans a Model Home With a Speakeasy in Homes Starting at $1.58M
Toll Brothers announced the grand opening of its Liora Transitional model home at Franklin Ridge, a new luxury single-family community in Franklin, Tennessee, on August 20, 2026. Homes in the community feature 4 to 7 bedrooms, range from 3,929 to 4,415+ square feet, and start at $1.58 million. The model home will showcase a full home gym and an elevated speakeasy.
Toll Brothers Announces Model Home Grand Opening at Franklin Ridge Community in Franklin, Tennessee
Toll Brothers has announced the grand opening of its Liora Transitional model home at the new Franklin Ridge luxury single-family home community in Franklin, Tennessee. The event, open to the public, will take place on August 20, 2026. Homes in the community feature innovative architecture, range from 3,929 to 4,415+ square feet with 4 to 7 bedrooms, and start from $1.58 million.
Toll Brothers Announces Rivercrest Model Home Grand Opening in Reno, Nevada
Toll Brothers (NYSE:TOL) has announced the grand opening of its Rivercrest model home community in Reno, Nevada, on Saturday, August 22, 2026, from 11:00 a.m. to 3:00 p.m. The luxury townhomes, located in the Old Southwest neighborhood, offer 3-4 bedrooms and are priced from the upper $500,000s, providing residents with an urban lifestyle close to the Truckee River and downtown amenities. This event invites home shoppers to tour the decorated model and available quick move-in homes, highlighting Toll Brothers' commitment to high-quality homes in desirable locations.
Toll Brothers prices Reno townhomes from the upper $500,000s
Toll Brothers announced the grand opening of its new Rivercrest luxury townhome community in Old Southwest Reno, Nevada, on Saturday, August 22, 2026. The community offers three townhome designs ranging from 1,712 to 1,882 square feet, with prices starting from the upper $500,000s. These homes feature 3-4 bedrooms, primary suites with walk-in closets, second-floor lofts, two-car garages, and landscaped backyards, situated near the Truckee River and other local attractions.
Toll Brothers Announces Rivercrest Model Home Grand Opening in Reno, Nevada
Toll Brothers is hosting the grand opening of its Rivercrest luxury townhome model home in Reno, Nevada, on Saturday, August 22, 2026. Located in the Old Southwest neighborhood, Rivercrest offers three townhome designs priced from the upper $500,000s, featuring 3-4 bedrooms and close proximity to the Truckee River and downtown Reno amenities. The event invites prospective buyers to tour the decorated model and available quick move-in homes.
Toll Brothers Announces Rivercrest Model Home Grand Opening in Reno, Nevada
Toll Brothers announced the grand opening of its Rivercrest community model home in Reno, Nevada, inviting home shoppers to tour the new luxury townhomes. Located in the historic Old Southwest neighborhood, Rivercrest offers three townhome designs ranging from 1,712 to 1,882 square feet, priced from the upper $500,000s, with features like spacious bedrooms, lofts, and two-car garages. This development highlights Toll Brothers' commitment to creating luxury homes in desirable locations with modern architecture and access to Reno's urban amenities.
Judge blocks Toll Brothers from building on disputed easement near Ann Arbor - for now
A Washtenaw County judge has temporarily blocked luxury housing developer Toll Brothers from building on an access easement near Ann Arbor, a partial victory for landowner Susan Miller in her lawsuit. Miller claims the easement to her 19-acre property was improperly terminated and a new one recorded without her knowledge. While construction on the easement is halted, the judge denied Miller's request to stop the construction of a wastewater treatment plant, stating no imminent harm as permits are still pending.
Toll Brothers (TOL), Why Is It Getting Attention Today?
Toll Brothers (TOL) is gaining attention due to its expansion into luxury housing markets across several states and recent community announcements. Despite a slight pullback, the stock has shown strong 90-day and 5-year returns. Analysts consider the stock undervalued with a fair value estimate of $168.20, driven by projected community count growth and stable margins, though speculative builds and rising buyer incentives pose potential risks.
How Will Toll Brothers Stock React To Its Upcoming Earnings?
Toll Brothers (NYSE:TOL) is scheduled to report earnings on August 18, 2026. Historically, TOL has seen positive one-day post-earnings returns about 60% of the time over the last five years, though this drops to 42% for the last three years. The article provides detailed historical data on 1-day, 5-day, and 21-day post-earnings returns, correlation analyses, and comparisons with peer performance to help traders anticipate stock reactions.
GSA Capital Partners LLP Invests $2.16 Million in Toll Brothers Inc. $TOL
GSA Capital Partners LLP has invested $2.16 million in Toll Brothers Inc. by purchasing 13,114 shares during the second quarter. Institutional investors hold a significant 91.76% of the company, which maintains a "Moderate Buy" consensus rating from analysts with an average price target of $164.88. Toll Brothers recently surpassed earnings expectations with an EPS of $2.72 and revenue of $2.53 billion, and also announced a quarterly dividend of $0.26.
Assetmark Inc. Trims Stock Holdings in Toll Brothers Inc. $TOL
Assetmark Inc. reduced its stake in Toll Brothers Inc. by 6% in the second quarter, selling 11,495 shares but still holding 179,605 shares valued at approximately $29.6 million. Despite insider selling by COO Robert Parahus and Chairman Douglas C. Yearley, other institutional investors significantly increased their positions. Toll Brothers also reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Milford Funds Ltd. Sells 19,252 Shares of Toll Brothers Inc. $TOL
Milford Funds Ltd. has reduced its stake in Toll Brothers Inc. (NYSE:TOL) by selling 19,252 shares, retaining 335,735 shares valued at approximately $55.3 million. This comes as institutional investors collectively own 91.76% of the company, and several company executives, including COO Robert Parahus and Chairman Douglas C. Yearley, also sold significant shares. Despite these sales, Toll Brothers beat quarterly earnings and revenue estimates, and analysts maintain a "Moderate Buy" consensus with an average price target of $164.88.
MGO One Seven LLC Sells 7,698 Shares of Toll Brothers Inc. $TOL
MGO One Seven LLC significantly reduced its stake in Toll Brothers Inc. (NYSE:TOL) by selling 7,698 shares, cutting its holdings by 70.4%. Despite this, Toll Brothers surpassed quarterly earnings expectations with an EPS of $2.72 and revenue of $2.53 billion, even as revenue declined year-over-year. The company maintains a "Moderate Buy" consensus from analysts with an average price target of $164.88, and declared a quarterly dividend of $0.26.
Toll Brothers to Report Q3 Earnings: Here's What to Expect This Season
Toll Brothers (TOL) is set to report its fiscal third-quarter 2026 results on August 18, with analysts expecting a decline in both earnings per share and total revenues compared to the previous year. The housing market's uncertainties, elevated mortgage rates, and affordability challenges are anticipated to have negatively impacted home deliveries and overall revenue. Despite these headwinds, the company's luxury positioning and efforts in offering affordable luxury homes, along with improvements in cycle times, are noted as potential positive factors.
Mariner Investment Group LLC Makes New Investment in Toll Brothers Inc. $TOL
Mariner Investment Group LLC recently acquired 10,000 shares of Toll Brothers Inc. (NYSE:TOL) worth approximately $1.65 million, increasing institutional ownership to 91.76%. Despite insider selling by the Chairman and COO, analysts maintain a "Moderate Buy" rating with an average price target of $164.88. Toll Brothers exceeded quarterly earnings and revenue estimates, reporting $2.72 EPS and $2.53 billion in revenue, and pays a quarterly dividend of $0.26 per share.
Toll Brothers to Report Q3 Earnings: Here's What to Expect This Season
Toll Brothers (TOL) is set to report its Q3 fiscal 2026 earnings on August 18th, with expectations for a year-over-year decline in both EPS and revenues due to housing market uncertainties and elevated mortgage rates. Despite softness in certain geographic segments, the company's luxury positioning, improved cycle times, and favorable pricing measures are expected to provide some support. Analysts forecast a decrease in home deliveries and a contraction in gross margins, with the stock currently holding a Zacks Rank of 3 and an Earnings ESP of 0.00%.
Toll Brothers at Revera Luxury Home Community Opens in Richmond, Texas
Toll Brothers has opened its new luxury home community, Toll Brothers at Revera, in Richmond, Texas, featuring modern home designs on spacious lots with prices starting in the mid-$400,000s. The community offers resort-style amenities such as a pool, clubhouse, and pickleball courts, and is located within the Lamar Consolidated Independent School District. A professionally designed model home is now open for viewing, showcasing the available customization options through the Toll Brothers Design Studio.
Toll Brothers Announces New Waterfront Luxury Home Community Coming Soon to Yulee, Florida
Toll Brothers, Inc. is launching Maris Cove, a new luxury waterfront community in Yulee, Florida, featuring 30 expansive single-family home sites along the Intracoastal Waterway. The community will offer homes with 4 to 6 bedrooms and up to 4,000 square feet, priced from the low $900,000s, with sales anticipated to begin in early 2027. Maris Cove will provide residents with a private community dock and convenient access to local amenities like golf courses, Amelia Island, and top-rated schools.
Toll Brothers at Revera Luxury Home Community Opens in Richmond, Texas
Toll Brothers has opened a new luxury home community called Toll Brothers at Revera in Richmond, Texas, located approximately 30 miles southwest of Houston. The community features single-family homes with 3 to 5 bedrooms, ranging from 2,230 to 3,901 square feet, priced from the mid-$400,000s. Residents will have access to resort-style amenities including a pool, clubhouse, and pickleball courts, and the community is situated within the Lamar Consolidated Independent School District.
Toll Brothers Announces New Waterfront Luxury Home Community Coming Soon to Yulee, Florida
Toll Brothers, a leading luxury home builder, announced Maris Cove, a new gated waterfront community in Yulee, Florida, featuring 30 expansive single-family home sites along the Intracoastal Waterway. The community will offer homes with 4 to 6 bedrooms and up to 4,000 square feet, with prices starting from the low $900,000s, and is anticipated to open for sale in early 2027. Maris Cove provides residents with premier access to a private community dock and is conveniently located near golf courses, Amelia Island, and top-rated Nassau County schools.
Toll Brothers Donates $1.6 Million to Help HomeAid Build a Future Without Homelessness
Toll Brothers has donated over $1.6 million to HomeAid America, a national nonprofit dedicated to ending homelessness, following its 32nd Annual Gala. This donation supports HomeAid's mission through construction, community engagement, and educational initiatives for individuals and families experiencing or at risk of homelessness. The funds will help build and renovate housing, expanding HomeAid's impact, including a new affiliate in the Delaware Valley.
Annex Advisory Services LLC Acquires 14,829 Shares of Toll Brothers Inc. $TOL
Annex Advisory Services LLC increased its holdings in Toll Brothers Inc. by 32.4%, acquiring an additional 14,829 shares and bringing its total stake to 60,662 shares valued at approximately $9.99 million. Toll Brothers, a luxury homebuilder, surpassed quarterly earnings expectations with $2.72 EPS on $2.53 billion in revenue, despite a year-over-year revenue decline. The company currently trades at $152.61, maintains a "Moderate Buy" consensus rating with an average price target of $164.88, and offers a quarterly dividend of $0.26 per share.
Toll Brothers Announces Final Opportunity to Own a Luxury Home in the Bella Terra Collection at Tesoro Highlands in Valencia, California
Toll Brothers announced the final opportunity to purchase a luxury home in the Bella Terra Collection at Tesoro Highlands in Valencia, California, with only three homes remaining, including a fully furnished model. This gated community offers spacious homes priced from $1.65 million, along with resort-style amenities and breathtaking views. The company highlights the unique chance to acquire a professionally designed, move-in-ready property in this sought-after location.
How Investors May Respond To Toll Brothers (TOL) Doubling Down On Luxury Communities Amid Cautious Earnings Expectations
Toll Brothers (TOL) has been emphasizing luxury community development, including recent openings and final home opportunities across multiple states, with homes ranging from mid-$400,000s to over $3 million. This strategy comes as analysts are cautious about the company's upcoming earnings report on August 18, particularly regarding guidance and margins, and the potential impact of rising incentives and spec inventory if demand cools. The company's investment narrative projects $13.2 billion in revenue and $1.5 billion in earnings by 2029, with a fair value estimate of $168.20.
Toll Brothers at Fortune Ridge Community Opens in Southeast, New York Intrado
Toll Brothers has announced the opening of its new luxury home community, Toll Brothers at Fortune Ridge, in Southeast, New York. Located about 60 miles north of Manhattan, the community offers single-family estates with modern architecture, extensive personalization options, and amenities including a clubhouse, pool, and fitness center. Homes are priced from the upper $900,000s and feature spacious half- to one-acre lots with wooded views.
Toll Brothers at Fortune Ridge Community Opens in Southeast, New York
Toll Brothers, Inc. has opened its newest luxury home community, Toll Brothers at Fortune Ridge, in Southeast, New York, approximately 60 miles north of Manhattan. This community offers single-family estates with modern architecture, diverse floor plans, and amenities such as a clubhouse, pool, and sports courts, with pricing starting from the upper $900,000s. The development provides a blend of comfort and elegance on half to one-acre home sites, surrounded by nature and conveniently located near major interstates and local attractions.
Toll Brothers Announces Final Opportunity to Own a Luxury Home in the Bella Terra Collection at Tesoro Highlands in Valencia, California
Toll Brothers, Inc. announced the final opportunity to purchase a new luxury home in the Bella Terra Collection at Tesoro Highlands in Valencia, California. Only three homes remain, including a fully furnished model home. These homes offer spacious designs, resort-style amenities, and are priced from $1.65 million.
Toll Brothers at Fortune Ridge Community Opens in Southeast, New York
Toll Brothers, Inc. has opened its new luxury home community, Toll Brothers at Fortune Ridge, in Southeast, New York. The community offers single-family estates with modern architecture, premium amenities, and personalization options, with pricing starting from the upper $900,000s. It features a clubhouse, pool, fitness center, and sports courts, all set in a wooded environment close to nature and conveniences.
Toll Brothers (TOL) Projected to Post Quarterly Earnings on Tuesday
Toll Brothers (TOL) is anticipated to release its Q3 2026 earnings after the market closes on Tuesday, August 18th, with analysts projecting $2.92 EPS on $2.618 billion in revenue. The company's previous quarter surpassed expectations, and analysts foresee $13 EPS for the current fiscal year and $14 for the next. Wall Street holds a "Moderate Buy" consensus rating for TOL, with an average price target of $164.88.
Toll Brothers Announces Final Opportunity to Own a New Home at Holly Farm in Woodstock, Georgia
Toll Brothers has announced the final opportunity to purchase a new luxury home at Holly Farm in Woodstock, Georgia, with only two quick move-in homes remaining. This highly sought-after community offers versatile single-family home designs, scenic wooded views, and resort-style amenities, including an outdoor pool and pickleball courts. The homes are priced from $799,000 and are located in the Sequoyah High School District.
Toll Brothers Announces Final Opportunity to Own a New Home at Holly Farm in Woodstock, Georgia
Toll Brothers has announced the final opportunity to purchase a new home at its Holly Farm luxury community in Woodstock, Georgia, with only two quick move-in homes remaining. These homes are priced from $799,000 and offer versatile single-family designs on expansive, wooded lots within the Sequoyah High School District. Residents can enjoy resort-style amenities including an outdoor pool, pickleball courts, and a play field.
Toll Brothers, Inc. Revenue Breakdown – NYSE:TOL
This article provides a revenue breakdown for Toll Brothers, Inc. (NYSE: TOL). Last year, the company generated $10.97 billion USD in revenue, with the Home Building segment contributing the most at $10.84 billion USD. All of the revenue came from the United States.
Toll Brothers (TOL) Expands Luxury Communities, Is The Stock Still 10% Below Fair Value?
Toll Brothers (TOL) is expanding its luxury communities across several states, leading to a market narrative that the stock is 10% undervalued with a fair value of $168.20 against its current trading price of $151.33. This expansion is expected to drive revenue and earnings growth, supported by projected 8-10% year-over-year community count growth. However, the company's reliance on spec builds and rising sales incentives could pressure margins, introducing mixed signals for investors.
Toll Brothers, Inc. Revenue Breakdown – SWB:TLK
This article provides a revenue breakdown for Toll Brothers, Inc. (SWB:TLK), detailing its top-performing segment and regional contribution. In the last year, the company generated €9.51 billion, with Home Building being the primary segment contributing €9.40 billion, and the United States accounting for the entirety of this revenue.
Toll Brothers Inc. $TOL Shares Sold by Bank of America Corp DE
Bank of America Corp DE reduced its stake in Toll Brothers Inc. (TOL) by 1.0% in the first quarter, selling 7,676 shares but still retaining over 751,000 shares valued at $102.5 million. Despite this, other institutional investors significantly increased their holdings, and insiders also sold substantial shares. Analysts maintain a "Moderate Buy" rating for Toll Brothers, with an average price target of $164.88, following the company's recent beat on quarterly earnings and revenue estimates.
Toll Brothers Announces Final Opportunity to Own a New Luxury Home in Seabrook Village at Nocatee
Toll Brothers has announced the final opportunity to purchase a luxury home in Seabrook Village at Nocatee, Ponte Vedra, Florida, with only one home remaining. The available home, priced at $799,000, features the Sparrow Elite design and will be move-in ready in October 2026. Residents of Seabrook Village have exclusive access to private amenities and the extensive resort-style offerings of the Nocatee community.
Toll Brothers Announces Final Opportunity to Own a New Luxury Home in Seabrook Village at Nocatee
Toll Brothers announced the final opportunity to purchase a luxury home in Seabrook Village at Nocatee, Ponte Vedra, Florida, with only one residence remaining. The available home, located at 24 Seawatch Lane and featuring the Sparrow Elite design, is priced at $799,000 and will be move-in ready in October 2026. Residents will have exclusive access to private amenities within Seabrook Village and the extensive resort-style offerings of the Nocatee community.
Toll Brothers Selling Select Model Homes at Regency at Folsom Ranch in Folsom, California
Toll Brothers is selling nine professionally decorated and fully furnished model homes at its 55+ active-adult community, Regency at Folsom Ranch, in Folsom, California. These homes, priced from the upper $800,000s, are from the Sequoia, Redwood, and Tahoe Collections and offer a move-in-ready luxury experience. The community provides extensive resort-style amenities and is located near Sacramento.
Toll Brothers Opens Rivington Landing Luxury Condo Community in Danbury, Connecticut
Toll Brothers, Inc. announced the opening of Rivington Landing, a new luxury condo community in Danbury, Connecticut, located within the existing Rivington by Toll Brothers master plan. The community offers single-level residences with elevator access, featuring two bedrooms and two bathrooms, with prices starting from the low $500,000s. Residents will have access to the master plan's extensive amenities, including a 15,000-square-foot clubhouse, pools, walking trails, and various courts.
Toll Brothers Opens Rivington Landing Luxury Condo Community in Danbury, Connecticut
Toll Brothers, Inc. has announced the opening of its new luxury condo community, Rivington Landing, in Danbury, Connecticut. This community is part of the larger Rivington by Toll Brothers master plan and offers single-level residences with elevator access, starting from the low $500,000s. Residents will have access to extensive amenities, including a clubhouse, pools, and sports courts, and the location provides convenient access to shopping, dining, and major commuter routes.
Toll Brothers Selling Select Model Homes at Regency at Folsom Ranch in Folsom, California
Toll Brothers is selling nine professionally decorated and fully furnished model homes at Regency at Folsom Ranch, an active-adult community in Folsom, California. These luxury single-story homes, part of the Sequoia, Redwood, and Tahoe Collections, are priced from the upper $800,000s and offer resort-style amenities. This presents a unique opportunity for homebuyers to acquire a move-in-ready residence in a desirable Sacramento-area location.
Toll Brothers Inc. $TOL Shares Sold by Amundi
Amundi reduced its stake in Toll Brothers Inc. (NYSE:TOL) by 31.5% in the first quarter, selling 33,703 shares and retaining 73,250 shares valued at approximately $10 million. Despite some institutional selling, other firms like EverSource Wealth Advisors and Royal Bank of Canada increased their holdings, with institutional investors collectively owning 91.76% of the company. Toll Brothers reported strong quarterly EPS of $2.72, exceeding consensus, though revenue saw a slight decline.
