Toll Brothers, Inc. (NYSE:TOL) will release earnings results for the fourth quarter after the closing bell on Monday, Dec. 8.Analysts expect the company to report quarterly earnings at $4.88 per share, up from $4.63 per share in the year-ago period. The consensus estimate for Toll Brothers’ quarterly revenue is $3.32 billion, compared to $3.33 billion a year earlier, according to data from Benzinga Pro.On Aug. 19, Toll Brothers reported third-quarter revenue of $2.95 billion, beating the consensus estimate ...

Core Insights - Toll Brothers, Inc. is set to release its fourth-quarter earnings results on December 8, with expected earnings of $4.88 per share, an increase from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Recent Performance - In the third quarter, Toll Brothers reported revenue of $2.95 billion, surpassing the consensus estimate of $2.85 billion [2] - The company also reported third-quarter earnings of $3.73 per share, exceeding analyst estimates of $3.59 per share [2] - Following the earnings report, shares of Toll Brothers fell by 1.5%, closing at $138.94 [2] Analyst Ratings - JP Morgan upgraded Toll Brothers from Neutral to Overweight with a price target of $161 [5] - B of A Securities maintained a Buy rating but reduced the price target from $155 to $150 [5] - Evercore ISI downgraded the stock from Outperform to In-Line, lowering the price target from $169 to $160 [5] - Citigroup maintained a Neutral rating and raised the price target from $138 to $147 [5] - Wedbush kept an Outperform rating with a price target of $165 [5]

分组1 - U.S. stock futures are trading higher, indicating a positive market sentiment for the day [1] - Toll Brothers Inc. is expected to report quarterly earnings of $4.89 per share on revenue of $3.30 billion, with shares rising 0.1% to $139.00 in after-hours trading [2] - Phreesia Inc. is projected to post quarterly earnings of 2 cents per share on revenue of $120.05 million, with shares increasing 0.5% to $20.39 in after-hours trading [2] - Meihua International Medical Technologies Co., Ltd. announced its delisting from Nasdaq, resulting in a 16.5% drop in shares to $11.71 during after-hours trading [2] - Ooma Inc. is anticipated to report quarterly earnings of 22 cents per share on revenue of $67.59 million, with shares gaining 1.2% to $11.88 in after-hours trading [2] - Compass Minerals International Inc. is expected to report a quarterly loss of 23 cents per share on revenue of $223.50 million, with shares closing up 0.8% at $20.28 [2]

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Core Insights - Toll Brothers, Inc. (TOL) is set to report its fourth-quarter fiscal 2025 results on December 8, after market close. The company has shown a mixed performance in the past quarters, with adjusted earnings and total revenues exceeding estimates in three of the last four quarters, averaging a 5.5% beat [1]. Earnings & Revenue Expectations - The Zacks Consensus Estimate for TOL's fiscal fourth-quarter earnings per share (EPS) has decreased to $4.87, reflecting a 5.2% year-over-year growth. Total revenues are expected to be $3.32 billion, indicating a slight decline of 0.3% from $3.33 billion year-over-year [2]. Factors Influencing Q4 Performance - TOL's revenue performance is anticipated to decline year-over-year due to uncertainties in the U.S. housing market, with consumer confidence remaining low amid high mortgage rates and inflation. Demand has softened particularly in the South, Mountain, and Pacific regions [3]. Home Deliveries and Pricing - For the fiscal fourth quarter, TOL expects home deliveries to be approximately 3,350 units, a decline of 2.4% year-over-year. However, the luxury positioning and higher-income customer base may mitigate some market challenges. The average selling price (ASP) of delivered homes is projected to be between $970,000 and $980,000, up from $950,200 in the previous year, indicating a year-over-year increase of 2.5% [4][5]. Earnings & Margins - TOL's bottom line is expected to improve due to disciplined pricing and sales management, alongside cost control efforts. However, a shift towards lower-margin products in certain regions, particularly the Pacific, is likely to negatively impact the home sales gross margin, which is expected to be 27%, reflecting a 90-basis point contraction year-over-year [6][7]. Backlog - The total backlog for TOL is expected to be 4,935 units, down 17.7% year-over-year, with potential revenues declining by 9% to $5.89 billion [9]. Earnings Prediction Model - The current model does not predict an earnings beat for TOL, as it has an Earnings ESP of -2.84% and a Zacks Rank of 4 (Sell), indicating a lower likelihood of exceeding earnings expectations [10][11].

Core Viewpoint - Toll Brothers, Inc. is expected to report an increase in quarterly earnings and a slight decrease in revenue compared to the previous year [1] Group 1: Earnings and Revenue Expectations - Analysts predict Toll Brothers will report earnings of $4.88 per share for the fourth quarter, up from $4.63 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $3.32 billion, slightly down from $3.33 billion a year earlier [1] Group 2: Analyst Upgrade and Price Target - JP Morgan analyst Michael Rehaut upgraded Toll Brothers from Neutral to Overweight, setting a price target of $161 [2] Group 3: Dividend Yield and Investment Calculations - Toll Brothers currently offers an annual dividend yield of 0.71%, translating to a quarterly dividend of 25 cents per share, or $1.00 annually [2] - To earn $500 monthly from dividends, an investment of approximately $846,360 or around 6,000 shares is required, while $100 monthly would need about $169,272 or 1,200 shares [2] Group 4: Dividend Yield Mechanics - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Group 5: Stock Price Movement - Shares of Toll Brothers fell by 1.2%, closing at $141.06 on Thursday [4]

Core Insights - Toll Brothers, Inc. is launching a new luxury townhome community named Rivercrest in Reno, Nevada, with sales expected to begin in early 2026 [1][4]. Group 1: Community Features - Rivercrest will offer three townhome designs ranging from 1,724 to 1,899 square feet, featuring versatile second-floor lofts, spacious great rooms, and primary bedroom suites with walk-in closets [2]. - Each home will include full-length driveways and two-car attached garages, enhancing convenience for homeowners [2]. Group 2: Location and Lifestyle - The community is situated in the historic Old Southwest neighborhood, close to the Truckee River and Riverwalk District, providing residents with urban convenience and natural beauty [4][6]. - Residents will have access to recreational and entertainment options, unique shops, eateries, and a vibrant local arts scene within walking distance [6]. Group 3: Company Background - Toll Brothers, Inc. is recognized as the nation's leading builder of luxury homes and has been in operation for 58 years, becoming a public company in 1986 [9][10]. - The company operates in over 60 markets across 24 states and offers a range of housing options for various buyer demographics [10].

Core Viewpoint - The article summarizes key research rating adjustments from Wall Street that are likely to influence market trends, highlighting companies with upgraded, downgraded, and newly initiated ratings [1][6]. Upgraded Ratings - Toll Brothers (TOL): JPMorgan upgraded the rating from "Neutral" to "Overweight," raising the target price from $138 to $161, citing significantly higher gross and operating margins compared to industry averages [5]. - Toast (TOST): JPMorgan upgraded the rating from "Neutral" to "Overweight," maintaining the target price at $43, with expectations of improved performance if regulatory policies on transaction fees are implemented [5]. - Accelerant (ARX): Citizens JMP upgraded the rating from "Market Perform" to "Outperform," setting a target price of $20, indicating that market concerns over its related party business have been overstated [5]. - UMH Properties (UMH): Colliers upgraded the rating from "Neutral" to "Buy," increasing the target price from $16 to $17, highlighting the resilience of the manufactured housing sector [5]. - Descartes Systems (DSGX): Raymond James upgraded the rating from "Market Perform" to "Outperform," setting a target price of $118, noting that the current price-to-EBITDA ratio is near a 10-year low, positioning it well for a market recovery [5]. Downgraded Ratings - PayPal (PYPL): JPMorgan downgraded the rating from "Overweight" to "Neutral," lowering the target price from $85 to $70, indicating that 2026 will be a critical year for execution and investment [5]. - Sociedad Química y Minera (SQM): Goldman Sachs downgraded the rating from "Buy" to "Neutral," raising the target price from $45 to $63, as the stock has risen 80% this year, exceeding fundamental support [5]. - Lennar (LEN): JPMorgan downgraded the rating from "Neutral" to "Underweight," lowering the target price from $118 to $115, maintaining a cautious stance on the residential builders sector for 2026 [5]. - Halozyme (HALO): Goldman Sachs downgraded the rating from "Neutral" to "Sell," setting a target price of $56, expressing concerns over the ambitious revenue targets set for 2041 [5]. - Fidelity National Information Services (FISV): JPMorgan downgraded the rating from "Overweight" to "Neutral," maintaining the target price at $85, indicating that 2026 will be a year requiring proof of execution [5]. Newly Initiated Ratings - United Airlines (UAL): Citigroup initiated coverage with a "Buy" rating and a target price of $132, citing a positive outlook for the airline industry [10]. - General Electric Aviation (GE): Susquehanna initiated coverage with a "Positive" rating and a target price of $350, noting its dominant position in the commercial aviation engine market [10][12]. - Hershey (HSY): Jefferies resumed coverage with a "Hold" rating and a target price of $181, acknowledging the company's strategies to manage cocoa cost pressures while noting high current valuations [10][13]. - Monday.com (MNDY): Guggenheim initiated coverage with a "Buy" rating and a target price of $250, indicating a potential 64% upside from current levels [10][13]. - Cava Group (CAVA): Truist initiated coverage with a "Buy" rating and a target price of $66, highlighting its leadership in the Mediterranean fast-casual dining sector [10][13].

Core Insights - Toll Brothers, Inc. is set to release its quarterly earnings on December 8, 2025, with an anticipated EPS of $4.91 and projected revenue of $3.32 billion, which are critical indicators of the company's financial health [1][2] Financial Performance - The expected EPS of $4.91 indicates a 6.1% increase year-over-year, reflecting effective management and cost control [2][6] - The projected revenue of $3.32 billion shows a slight decrease of 0.3% compared to the previous year, suggesting potential challenges in sales growth [2][6] Analyst Sentiment - There have been no revisions to the consensus EPS estimate in the past 30 days, indicating analysts' confidence in their forecasts, which is important for investor sentiment [3] Financial Ratios - The company has a P/E ratio of 10.35, suggesting a moderate valuation, while the price-to-sales ratio is 1.26 and the enterprise value to sales ratio is 1.47, providing insights into revenue and overall valuation [4] - An earnings yield of 9.66% indicates a strong return on investment for shareholders [5][6] - The debt-to-equity ratio stands at 0.38, demonstrating effective debt management, and a current ratio of 4.14 indicates strong liquidity, ensuring the company can meet short-term obligations [5]

Core Insights - Toll Brothers, Inc. has launched a new luxury home community called Toll Brothers at Maple Hills in Covington, Washington, featuring modern home designs and serene natural surroundings [1][5] Group 1: Community Features - The community offers 22 new single-family homes ranging from 2,678 to over 3,367 square feet, priced from the mid-$900,000s, with options for 4 to 6 bedrooms and 3 to 5 baths [2] - Homes include versatile options such as lofts, flex rooms, daylight basements, and covered outdoor living spaces, with select homes backing onto a protected private greenbelt [2] - The community features amenities like a park with a playground, multi-use walking paths, and direct access to the trail system at Cedar Creek Park [5] Group 2: Location and Accessibility - The community is designed to provide a peaceful retreat while maintaining convenient access to commuter routes, major employers, and future retail and dining options [5] - Future retail shopping, dining, and entertainment at the planned LakePointe town center will be within walking distance, enhancing the community's appeal [5] - The upcoming Covington Connector will facilitate easy commutes to Seattle, Bellevue, and Seattle-Tacoma International Airport [5] Group 3: Company Overview - Toll Brothers, Inc. is the nation's leading builder of luxury homes, founded in 1967 and publicly traded since 1986 [7] - The company operates in over 60 markets across 24 states, offering a range of housing options for various buyer segments [8] - Toll Brothers has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years [9]