TOL Toll Brothers, Inc.

bullish track record → $143.73 -3.63 (-2.5%)
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Mkt Cap $14B P/E 10.6 fwd 10.4 52wk $98.14 - $168.36 Earnings 2026-05-19 2h ago
Insider selling: $69,148,142 sold by 15 insiders (30d)
Est. revisions: -1.0% (1 up, 1 down in 30d)
Factor Model (net -0.1)

Factor Model

net -0.1 1.0 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Toll Brothers Expands With Buffington Homes Deal

Watch: Monitor Q3 deal completion and integration progress as key drivers for growth potential and market reaction.

Toll Brothers agreed to acquire nearly all assets of Buffington Homes of Arkansas, adding nine communities and over 1,500 lots. The deal targets closing in Q3 2026. Despite Truist cutting the price target from $190 to $170, the analyst kept a Buy rating, reflecting cautious optimism amid current mixed revenue momentum and ongoing insider selling.

The acquisition expands Toll Brothers' geographic footprint and lot supply, supporting future revenue growth despite short-term price target reductions and investor caution.

Evidence

13d ago Truist Securities main TOL: Buy → Buy
15d ago Evercore ISI Group up TOL: In-Line → Outperform
15d ago Insider sell by YEARLEY DOUGLAS C JR (TOL): $12,918,008
15d ago Insider buy by SANDSTROM KATHERINE M (TOL): $8,627
3 older signals
Fundamentals & Data ▾
Toll Brothers, Inc. Consumer Cyclical · Residential Construction
Mkt Cap
$14B
P/E
10.6 fwd 10.4
Beta
1.49
52w Range
$98.14 - $168.36
Short Interest
3.5M 4.65%
Days to Cover
2.6 +13%
Technicals downtrend
from 52w Hi
-3.7%
1w return
-3.1%
Insiders
selling 0B / 10S
Analysts
bullish 1 up / 0 down
EPS Estimate
$2.58 -1.0% 30d 1up / 1dn
Est. Dispersion
10% 13 analysts
Analyst Target
$170 $115 - $198
Options P/C
0.88
Insider Cluster
strong sell 1B / 9S
Fund Convergence
strong Citadel, Two Sigma, Bridgewater, Renaissance
Financials
Revenue
$2.1B +15% YoY
FCF
$-12M
Gross Margin
22%
Op Margin
10%
Momentum: decelerating
Top Holders
Citadel $202M
Two Sigma $55M
Bridgewater $42M
Renaissance $9M
Recent Filings & Data
insider trade 97
net selling · $69,148,142 sold · $8,627 bought
15 insiders · 97 transactions (30d)
Recent transactions
EAST STEPHEN F · sell · $139,700
MCLEAN JOHN A. · sell · $354,889
MCLEAN JOHN A. · exercise · $73,114
YEARLEY DOUGLAS C JR · sell · $4,299,308
YEARLEY DOUGLAS C JR · exercise · $853,913
YEARLEY DOUGLAS C JR · sell · $7,237,609
YEARLEY DOUGLAS C JR · exercise · $1,426,117
ZIEGLER GREGG L · other
SHAPIRO PAUL E · other
GARVEY CHRISTINE N · other
EAST STEPHEN F · other
KAN DEREK T. · other
PRITCHETT WENDELL E · other
SANDSTROM KATHERINE M · other
GRIMES KAREN H. · other
STOWELL SCOTT D · other
REINSDORF JUDITH A · other
SHAPIRO PAUL E · sell · $581,581
SHAPIRO PAUL E · exercise · $125,334
SHAPIRO PAUL E · other
GARVEY CHRISTINE N · other
YEARLEY DOUGLAS C JR · other
PARAHUS ROBERT · other
YEARLEY DOUGLAS C JR · other
PARAHUS ROBERT · award
YEARLEY DOUGLAS C JR · award
PARAHUS ROBERT · other
ZIEGLER GREGG L · other
YEARLEY DOUGLAS C JR · other
GRUBB MICHAEL J. · other
YEARLEY DOUGLAS C JR · sell · $2,983,106
SHAPIRO PAUL E · sell · $562,848
SHAPIRO PAUL E · exercise · $125,224
PRITCHETT WENDELL E · sell · $346,783
YEARLEY DOUGLAS C JR · sell · $3,456,385
CONNOR MARTIN P · sell · $735,665
GRUBB MICHAEL J. · sell · $70,315
PARAHUS ROBERT · sell · $1,286,250
SANDSTROM KATHERINE M · buy · $8,627
EAST STEPHEN F · sell · $288,325
GARVEY CHRISTINE N · sell · $92,258
GRUBB MICHAEL J. · sell · $60,000
GARVEY CHRISTINE N · other
GARVEY CHRISTINE N · other
GARVEY CHRISTINE N · other
SHAPIRO PAUL E · sell · $748,772
GARVEY CHRISTINE N · other
GARVEY CHRISTINE N · sell · $46,446
SHAPIRO PAUL E · other
GARVEY CHRISTINE N · other
EAST STEPHEN F · other
KAN DEREK T. · other
MCLEAN JOHN A. · other
PRITCHETT WENDELL E · other
GRIMES KAREN H. · other
STOWELL SCOTT D · other
GARVEY CHRISTINE N · other
GARVEY CHRISTINE N · sell · $25,659
CONNOR MARTIN P · sell · $1,404,459
SHAPIRO PAUL E · other
GARVEY CHRISTINE N · other
GARVEY CHRISTINE N · sell · $2,662
GARVEY CHRISTINE N · other
PARAHUS ROBERT · other
YEARLEY DOUGLAS C JR · other
CONNOR MARTIN P · other
SHAPIRO PAUL E · sell · $514,698
SHAPIRO PAUL E · exercise · $124,664
PARAHUS ROBERT · award
YEARLEY DOUGLAS C JR · award
CONNOR MARTIN P · award
PARAHUS ROBERT · other
YEARLEY DOUGLAS C JR · other
CONNOR MARTIN P · other
GRUBB MICHAEL J. · other
YEARLEY DOUGLAS C JR · sell · $3,955,635
YEARLEY DOUGLAS C JR · sell · $7,725,700
CONNOR MARTIN P · sell · $777,211
MCLEAN JOHN A. · sell · $151,100
MCLEAN JOHN A. · other
YEARLEY DOUGLAS C JR · sell · $3,826,152
CONNOR MARTIN P · sell · $3,248,610
CONNOR MARTIN P · exercise · $716,694
YEARLEY DOUGLAS C JR · sell · $3,575,298
GARVEY CHRISTINE N · other
PARAHUS ROBERT · sell · $1,018,423
YEARLEY DOUGLAS C JR · sell · $12,918,008
YEARLEY DOUGLAS C JR · exercise · $2,877,134
CONNOR MARTIN P · sell · $3,685,828
CONNOR MARTIN P · exercise · $474,150
PRITCHETT WENDELL E · sell · $442,170
CONNOR MARTIN P · sell · $463,730
CONNOR MARTIN P · sell · $1,922,842
SHAPIRO PAUL E · other
GARVEY CHRISTINE N · sell · $20,737
EAST STEPHEN F · sell · $178,980
MCLEAN JOHN A. · other
analyst rating 2
Evercore ISI Group up → Outperform 16d ago
11 signals · latest 2h ago

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