Citigroup sets USD 168 target for Toll Brothers stock. Revenue falls 9.70 percent

Published on 10/28/2026 at 06:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nineteen firms cover Toll Brothers stock. Third-quarter net income fell 24.20 percent to USD 280.10 million in fiscal third quarter 2026.

Analyst views meet operating pressure

Citigroup set a USD 168.00 target on October 15, 2026.
Fiscal third-quarter net income fell 24.20 percent to USD 280.10 million.
Toll Brothers had a USD 13.1 billion market capitalization as of October 27, 2026.

TOL, US8894781033, Illustration mit AI erstellt.

Toll Brothers (US8894781033) received a new USD 168.00 price target from Citigroup on October 15, 2026, according to MarketBeat. The target arrives as the luxury homebuilder manages weaker year-over-year revenue and profit in its fiscal third quarter.

What does the target mean for earnings?

Toll Brothers reported fiscal third-quarter revenue of USD 2.66 billion and net income of USD 280.10 million for the period ended July 31, 2026. Compared with the prior-year quarter, revenue fell 9.70 percent and net income declined 24.20 percent, while diluted earnings per share fell from USD 3.73 to USD 2.97, according to MarketBeat. The result exceeded the cited revenue and earnings expectations, but the year-over-year comparison points to pressure on sales conversion and margins.

Three dated company markers

On August 18, 2026, Toll Brothers reported USD 2.66 billion of fiscal third-quarter revenue; on September 16, 2026, it declared a USD 0.26 per-share quarterly dividend; on October 15, 2026, Citigroup set a USD 168.00 target, with all three events reported by MarketBeat.

Which dates come next?

Toll Brothers' fiscal year ends on October 31, 2026, and the next fiscal-year earnings report is scheduled for December 14, 2026, according to LineVest and Barrons. The dates give investors a defined window for testing whether fourth-quarter deliveries can improve the earnings trend.

Valuation meets execution risk

MarketBeat listed 19 research firms covering Toll Brothers, with 14 buy ratings, four holds and one sell rating as of October 17, 2026. Its average 12-month target was USD 166.67, above Citigroup's USD 168.00 target only by a narrow margin, showing that the latest target sits near the published group view rather than far above it.

The company describes itself as a luxury homebuilder serving more than 60 U.S. markets, with traditional homebuilding and city-living operations. Its investor-relations page identifies the stock as NYSE-listed under ticker TOL and reports fiscal 2025 revenue of USD 10.8 billion, according to Toll Brothers.

Market value remains the reference point

Toll Brothers had a market capitalization of USD 13.1 billion as of October 27, 2026. Its 52-week range was USD 123.14 to USD 168.36 in the latest cited market overview, putting the USD 168.00 Citigroup target just below that upper boundary.

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