Recent discussions on X about Toll Brothers (TOL) have centered around the company's Q3 2025 earnings report, which revealed record home sale revenues of $2.9 billion, up 6% year-over-year. Many users highlighted the nearly 3,000 homes delivered at an average price just under $1 million, showcasing the luxury builder's resilience. However, there’s a split in opinions as some pointed to the company scaling back its full-year delivery outlook to around 11,200 homes due to ongoing affordability pressures in the housing market.
Further chatter on X has focused on broader housing market dynamics impacting Toll Brothers, including high interest rates and potential build cost fluctuations. Some expressed optimism about the company's ability to manage costs, noting that lumber prices have decreased and tariffs have had minimal impact so far. The conversation remains lively as investors weigh whether these challenges will hinder the stock’s recent upward momentum, which saw it close at $127.17 in a recent session.
Note: This discussion summary was generated from an AI condensation of post data.
Toll Brothers Insider Trading Activity
Toll Brothers 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:
- ROBERT PARAHUS (President & COO) sold 9,831 shares for an estimated $1,286,249
- PAUL E SHAPIRO sold 7,000 shares for an estimated $748,771
- STEPHEN F. EAST sold 2,500 shares for an estimated $288,325
- MICHAEL J. GRUBB (SVP & Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,000 shares for an estimated $130,315.
- CHRISTINE GARVEY sold 770 shares for an estimated $92,258
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Toll Brothers Hedge Fund Activity
We have seen 352 institutional investors add shares of Toll Brothers stock to their portfolio, and 411 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LONE PINE CAPITAL LLC removed 3,800,580 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $433,760,195
- AQR CAPITAL MANAGEMENT LLC added 1,183,304 shares (+83.1%) to their portfolio in Q2 2025, for an estimated $135,050,485
- D1 CAPITAL PARTNERS L.P. added 913,881 shares (+132.4%) to their portfolio in Q2 2025, for an estimated $104,301,238
- INVESCO LTD. removed 905,008 shares (-77.4%) from their portfolio in Q2 2025, for an estimated $103,288,563
- HOLOCENE ADVISORS, LP added 751,255 shares (+150.7%) to their portfolio in Q2 2025, for an estimated $85,740,733
- DIMENSIONAL FUND ADVISORS LP added 701,739 shares (+32.5%) to their portfolio in Q2 2025, for an estimated $80,089,472
- VICTORY CAPITAL MANAGEMENT INC removed 678,520 shares (-69.6%) from their portfolio in Q2 2025, for an estimated $77,439,487
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Toll Brothers Analyst Ratings
Wall Street analysts have issued reports on $TOL in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 08/26/2025
- Wells Fargo issued a "Overweight" rating on 08/21/2025
- RBC Capital issued a "Outperform" rating on 08/21/2025
- B of A Securities issued a "Buy" rating on 08/19/2025
- Seaport Global issued a "Buy" rating on 07/23/2025
- Raymond James issued a "Strong Buy" rating on 05/23/2025
- Evercore ISI Group issued a "Outperform" rating on 05/22/2025
To track analyst ratings and price targets for Toll Brothers, check out Quiver Quantitative's $TOL forecast page.
Toll Brothers Price Targets
Multiple analysts have issued price targets for $TOL recently. We have seen 11 analysts offer price targets for $TOL in the last 6 months, with a median target of $155.0.
Here are some recent targets:
- Jay McCanless from Wedbush set a target price of $165.0 on 08/26/2025
- Buck Horne from Raymond James set a target price of $160.0 on 08/25/2025
- Anthony Pettinari from Citigroup set a target price of $142.0 on 08/25/2025
- Sam Reid from Wells Fargo set a target price of $160.0 on 08/21/2025
- Mike Dahl from RBC Capital set a target price of $145.0 on 08/21/2025
- Rafe Jadrosich from B of A Securities set a target price of $145.0 on 08/19/2025
- Kenneth Zener from Seaport Global set a target price of $161.0 on 07/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
