Toll Brothers Q3 Revenue Rises 2.7% to $3.42B, EPS Misses Consensus; Cerity Partners Boosts Stake

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Toll Brothers reported Q3 revenue of $3.42B (up 2.7% YoY) and EPS of $4.58, missing consensus by $0.30. The company also declared a $0.25 quarterly dividend and saw Cerity Partners LLC increase its stake by 16.6% to 90,673 shares ($12.53M).

1. Toll Brothers Opens Model Homes at Woodinville Square

On January 17, 2026, Toll Brothers inaugurated two designer-decorated model homes at Woodinville Square, its new luxury townhome community in Woodinville, Washington. The community offers three-bedroom townhomes with 3.5 baths, open floor plans, and 1- or 2-car garages across 1,510 to over 2,017 square feet. Prices begin in the mid-$800,000 range. Located in the Sammamish River Valley, Woodinville Square provides rooftop decks on select homes and is assigned to the Northshore School District, including Hollywood Hill Elementary, Leota Middle School and Woodinville High School. Residents benefit from proximity to the Schoolhouse District’s dining and wine-tasting venues and direct access to the developing 42-mile Eastrail Trail connecting Kirkland, Bellevue, Renton and Redmond.

2. Grand Opening of Camas Meadows Crossing Models

Also on January 17, 2026, Toll Brothers unveiled the Brasada and Alderbrook model homes at Camas Meadows Crossing, located just 20 minutes from Portland, Oregon. This luxury townhome collection features three-story residences up to 2,481 square feet with 3 to 5 bedrooms and attached two-car garages. Pricing starts in the upper $500,000s. Situated in the Camas School District and across from Camas Meadows Golf Club, the community offers easy access to Lacamas Lake, downtown Camas, and outdoor recreation along the Lacamas Heritage Trail. Quick move-in homes with curated fixtures are available, and homebuyers can personalize selections at the state-of-the-art Toll Brothers Design Studio.

3. Cerity Partners Increases Stake and Recent Financial Results

Institutional investor Cerity Partners LLC boosted its holding in Toll Brothers by 16.6% during the third quarter, acquiring an additional 12,898 shares to reach a total of 90,673 shares valued at approximately $12.53 million. Toll Brothers reported third-quarter revenue of $3.42 billion, a 2.7% year-over-year increase, and net income representing a 12.28% margin. Earnings per share for the quarter were $4.58, compared with $4.63 in the year-earlier period. The company declared a quarterly dividend of $0.25 per share, payable January 23, 2026, reflecting an annualized yield of approximately 0.7% and a payout ratio near 7.4%.

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