Rhumbline Advisers Purchases 7,388 Shares of Toll Brothers Inc. $TOL

Rhumbline Advisers increased its holdings in shares of Toll Brothers Inc. (NYSE:TOL) by 2.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 268,843 shares of the construction company’s stock after buying an additional 7,388 shares during the quarter. Rhumbline Advisers owned 0.28% of Toll Brothers worth $37,138,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TOL. AQR Capital Management LLC raised its position in shares of Toll Brothers by 83.1% during the second quarter. AQR Capital Management LLC now owns 2,607,993 shares of the construction company’s stock worth $297,650,000 after purchasing an additional 1,183,304 shares during the period. Massachusetts Financial Services Co. MA raised its holdings in Toll Brothers by 4.0% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 2,011,618 shares of the construction company’s stock worth $229,586,000 after buying an additional 78,035 shares during the period. Norges Bank acquired a new stake in Toll Brothers during the 2nd quarter worth approximately $154,782,000. Holocene Advisors LP lifted its stake in Toll Brothers by 150.7% in the second quarter. Holocene Advisors LP now owns 1,249,722 shares of the construction company’s stock valued at $142,631,000 after buying an additional 751,255 shares in the last quarter. Finally, Bamco Inc. NY boosted its holdings in shares of Toll Brothers by 116.9% in the second quarter. Bamco Inc. NY now owns 1,134,680 shares of the construction company’s stock valued at $129,501,000 after buying an additional 611,523 shares during the period. 91.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Toll Brothers

In other news, Director Paul E. Shapiro sold 3,965 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $146.68, for a total transaction of $581,586.20. Following the transaction, the director directly owned 118,680 shares in the company, valued at $17,407,982.40. The trade was a 3.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.37% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

TOL has been the topic of a number of research analyst reports. Oppenheimer raised their price objective on shares of Toll Brothers from $155.00 to $177.00 and gave the stock an “outperform” rating in a report on Tuesday. Royal Bank Of Canada dropped their price target on Toll Brothers from $145.00 to $144.00 and set an “outperform” rating on the stock in a research note on Wednesday, December 10th. UBS Group reduced their price objective on Toll Brothers from $183.00 to $181.00 and set a “buy” rating for the company in a research report on Wednesday, December 10th. Zacks Research upgraded Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. cut their target price on Toll Brothers from $161.00 to $141.00 and set an “overweight” rating on the stock in a research note on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Toll Brothers has a consensus rating of “Moderate Buy” and an average price target of $155.87.

Toll Brothers News Summary

Here are the key news stories impacting Toll Brothers this week:

• Positive Sentiment: Announced a new master-planned community, Evergrove, in Richmond, Texas — expands Toll’s footprint in fast-growing Fort Bend County and supports future lot/home deliveries in a higher‑margin market. Toll Brothers Announces New Master-Planned Community Coming Soon to Richmond, Texas
• Positive Sentiment: Opened Toll Brothers at The Bluffs (Wesley Chapel/Waxhaw, NC) — limited 12-site luxury enclave with million‑plus starting prices, which helps sustain pricing power and backlog quality in the luxury segment. Toll Brothers Announces Opening of New Community in Waxhaw, North Carolina
• Positive Sentiment: Multiple model‑home grand openings (Montebello, CA and Incanta Lago, Henderson NV) — near‑term sales activity & marketing cadence that can accelerate community absorption. Toll Brothers Announces Model Home Grand Opening at Ironridge at Metro Heights in Montebello, California Toll Brothers Announces Model Home Grand Opening at Incanta Lago in Henderson, Nevada
• Positive Sentiment: Sector tailwinds and sentiment: coverage noting structural supply constraints (“golden handcuffs”) and Toll’s strong brand/analyst support (multiple buy/outperform ratings, recent price targets above current levels) help justify investor enthusiasm. Why “Golden Handcuffs” are a Gift to Homebuilders in 2026
• Neutral Sentiment: Upcoming catalyst: Toll reports Q1 fiscal 2026 results after the close on Feb. 17 — results and guidance will likely drive near‑term volatility; current previews note mixed recent quarters. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect
• Negative Sentiment: Insider and institutional selling: recent disclosures show multiple senior exec stock sales and large institutional reductions (e.g., D1 Capital, Millennium), which could pressure sentiment if sustained. Toll Brothers Launches Exclusive Luxury Home Community at The Bluffs in Wesley Chapel, NC
• Negative Sentiment: Recent earnings execution risk: Q4 showed an EPS miss vs. consensus and year‑over‑year EPS pressure — upcoming quarter and margins will be watched closely. Toll Brothers to Report Q1 Earnings: Here’s What Investors Must Expect

Toll Brothers Stock Performance

TOL opened at $166.18 on Friday. The business’s 50-day simple moving average is $143.80 and its 200 day simple moving average is $138.18. Toll Brothers Inc. has a 52-week low of $86.67 and a 52-week high of $168.36. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.64 and a current ratio of 4.38. The firm has a market capitalization of $15.75 billion, a PE ratio of 12.26, a PEG ratio of 1.30 and a beta of 1.47.

Toll Brothers (NYSE:TOL) last posted its quarterly earnings results on Monday, December 8th. The construction company reported $4.58 earnings per share for the quarter, missing the consensus estimate of $4.88 by ($0.30). The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.32 billion. Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.The firm’s revenue for the quarter was up 2.7% compared to the same quarter last year. During the same period last year, the firm earned $4.63 EPS. As a group, sell-side analysts expect that Toll Brothers Inc. will post 13.83 earnings per share for the current fiscal year.

Toll Brothers Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Friday, January 9th were paid a $0.25 dividend. The ex-dividend date was Friday, January 9th. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Toll Brothers’s dividend payout ratio (DPR) is currently 7.37%.

Toll Brothers Company Profile

Toll Brothers, Inc is a publicly traded homebuilding company that focuses on designing and constructing luxury residential properties. The company’s core business encompasses a broad range of housing products, including custom single-family homes, upscale condominium communities and rental apartment ventures. Toll Brothers emphasizes high-end finishes and architectural craftsmanship, positioning itself in the premium segment of the U.S. housing market.

In addition to traditional homebuilding, Toll Brothers operates specialized divisions to address evolving consumer preferences.