Toast (NYSE:TOST) CRO Jonathan Vassil Sells 4,700 Shares

Posted by Geri Gentry on Aug 8th, 2026

Toast, Inc. (NYSE:TOST – Get Free Report) CRO Jonathan Vassil sold 4,700 shares of Toast stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $36.02, for a total value of $169,294.00. Following the completion of the sale, the executive owned 69,966 shares in the company, valued at $2,520,175.32. This represents a 6.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jonathan Vassil also recently made the following trade(s):

On Monday, August 3rd, Jonathan Vassil sold 14,280 shares of Toast stock. The stock was sold at an average price of $32.89, for a total value of $469,669.20.
On Tuesday, July 7th, Jonathan Vassil sold 3,150 shares of Toast stock. The stock was sold at an average price of $30.03, for a total value of $94,594.50.
On Thursday, July 2nd, Jonathan Vassil sold 6,647 shares of Toast stock. The shares were sold at an average price of $28.85, for a total transaction of $191,765.95.

Toast Price Performance

NYSE TOST opened at $34.47 on Friday. The stock has a market capitalization of $17.72 billion, a P/E ratio of 44.19 and a beta of 1.72. The firm’s 50-day moving average is $28.44 and its two-hundred day moving average is $27.90. Toast, Inc. has a 12 month low of $22.26 and a 12 month high of $46.11.

Toast (NYSE:TOST – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $0.26 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.06). The company had revenue of $1.91 billion during the quarter, compared to analyst estimates of $1.87 billion. Toast had a return on equity of 23.90% and a net margin of 7.14%.The business’s revenue was up 23.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.13 earnings per share. As a group, analysts anticipate that Toast, Inc. will post 0.98 EPS for the current year.

Institutional Investors Weigh In On Toast

Several institutional investors have recently modified their holdings of the company. Norges Bank purchased a new position in Toast in the fourth quarter valued at $202,808,000. ValueAct Holdings L.P. lifted its holdings in Toast by 135.9% during the 4th quarter. ValueAct Holdings L.P. now owns 8,015,277 shares of the company’s stock worth $284,622,000 after buying an additional 4,618,077 shares during the last quarter. XN LP lifted its holdings in Toast by 50.8% during the 4th quarter. XN LP now owns 8,988,386 shares of the company’s stock worth $319,178,000 after buying an additional 3,029,856 shares during the last quarter. Principal Financial Group Inc. boosted its position in shares of Toast by 36.0% during the 1st quarter. Principal Financial Group Inc. now owns 7,977,244 shares of the company’s stock worth $211,478,000 after acquiring an additional 2,111,009 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC boosted its position in shares of Toast by 343.6% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 1,792,209 shares of the company’s stock worth $79,377,000 after acquiring an additional 1,388,210 shares in the last quarter. 82.91% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Rothschild & Co Redburn reiterated a “neutral” rating and issued a $35.00 price objective on shares of Toast in a research note on Tuesday, May 12th. Barclays boosted their target price on Toast from $35.00 to $39.00 and gave the stock an “overweight” rating in a research note on Wednesday. Evercore reaffirmed an “outperform” rating on shares of Toast in a research report on Wednesday. Royal Bank Of Canada lifted their price objective on Toast from $31.00 to $36.00 and gave the company a “sector perform” rating in a research note on Wednesday. Finally, Citigroup boosted their price objective on Toast from $36.00 to $39.00 and gave the stock a “buy” rating in a research report on Wednesday. Seventeen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Toast currently has a consensus rating of “Moderate Buy” and a consensus target price of $38.62.

View Our Latest Research Report on TOST

Key Headlines Impacting Toast

Here are the key news stories impacting Toast this week:

Positive Sentiment: Analysts raise price targets: BMO Capital Markets lifted its Toast price target to $40, while Needham and Keefe, Bruyette & Woods also expressed expectations for meaningful appreciation. These calls reinforce the bullish case following Toast’s growth and improving profitability. BMO Capital Markets Raises Toast Price Target Needham Forecasts Toast Price Appreciation Keefe Bruyette Woods Toast Outlook
Positive Sentiment: AI and partnership momentum: A report highlights Toast’s AI initiatives and relationships with Google and hotel operators as potential catalysts for expanding its addressable market and strengthening the long-term growth story. Toast AI, Google, and Hotel Partnership Report
Positive Sentiment: Options activity signals bullish positioning: High trading volume in Toast call options suggests some traders are positioning for additional upside, although options activity is a market signal rather than a change in fundamentals. Toast High Call Option Volume
Neutral Sentiment: Mixed quarterly results: Toast exceeded revenue expectations, reporting $1.91 billion, up 23.1% year over year, but adjusted earnings per share fell short of consensus estimates. The revenue growth supports the bull case, while the earnings miss raises questions about execution and near-term margins. Toast Second Quarter Sales Report
Negative Sentiment: Valuation concerns: A Seeking Alpha analysis recommended trimming the position, arguing that Toast’s valuation could become difficult to justify if growth or profitability slows. This is a risk after the stock’s recent rally. Toast Valuation Downgrade
Negative Sentiment: Executives sell shares: CEO Aman Narang sold approximately $4.9 million of Toast stock, while the CFO and CRO also sold shares. Because the transactions were made under pre-arranged Rule 10b5-1 plans, they may reflect scheduled diversification rather than diminished confidence, but the volume can still weigh on sentiment.

About Toast

(Get Free Report)

Toast, Inc (NYSE: TOST) is a technology company that builds a cloud-based platform for restaurants and other foodservice businesses. Headquartered in Boston, Massachusetts, Toast offers integrated point-of-sale (POS) systems and a suite of software and hardware designed to streamline front-of-house and back-of-house operations. The company went public in 2021 and has positioned itself as a vertically integrated provider for the restaurant industry.

Toast’s product portfolio includes touchscreen POS terminals and handheld order-and-pay devices, kitchen display systems, and peripherals tailored for high-volume foodservice environments.