GRS Advisors LLC Makes New $28.40 Million Investment in Toll Brothers Inc. $TOL

GRS Advisors LLC purchased a new stake in Toll Brothers Inc. (NYSE:TOL) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 205,612 shares of the construction company’s stock, valued at approximately $28,403,000. Toll Brothers makes up approximately 2.7% of GRS Advisors LLC’s investment portfolio, making the stock its 17th largest holding. GRS Advisors LLC owned about 0.21% of Toll Brothers as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Kaufman Rossin Wealth LLC increased its stake in shares of Toll Brothers by 2.3% during the third quarter. Kaufman Rossin Wealth LLC now owns 3,859 shares of the construction company’s stock worth $533,000 after buying an additional 86 shares during the period. US Bancorp DE lifted its stake in Toll Brothers by 1.5% in the third quarter. US Bancorp DE now owns 6,110 shares of the construction company’s stock worth $844,000 after acquiring an additional 88 shares during the last quarter. Bessemer Group Inc. lifted its stake in Toll Brothers by 5.9% in the third quarter. Bessemer Group Inc. now owns 1,681 shares of the construction company’s stock worth $233,000 after acquiring an additional 93 shares during the last quarter. HM Payson & Co. grew its holdings in Toll Brothers by 6.0% during the 3rd quarter. HM Payson & Co. now owns 1,760 shares of the construction company’s stock worth $243,000 after acquiring an additional 100 shares in the last quarter. Finally, Wedbush Securities Inc. grew its holdings in Toll Brothers by 4.9% during the 3rd quarter. Wedbush Securities Inc. now owns 2,160 shares of the construction company’s stock worth $298,000 after acquiring an additional 101 shares in the last quarter. 91.76% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Citizens Jmp restated a “market outperform” rating and issued a $175.00 price objective on shares of Toll Brothers in a report on Wednesday, February 18th. UBS Group lifted their price objective on shares of Toll Brothers from $181.00 to $198.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Royal Bank Of Canada increased their target price on Toll Brothers from $144.00 to $161.00 and gave the company an “outperform” rating in a report on Thursday, February 19th. Wells Fargo & Company raised their price target on Toll Brothers from $170.00 to $185.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Finally, JPMorgan Chase & Co. lifted their price target on Toll Brothers from $141.00 to $143.00 and gave the stock an “overweight” rating in a report on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Toll Brothers currently has a consensus rating of “Moderate Buy” and a consensus target price of $165.25.

Insider Activity

In other news, CEO Douglas C. Jr. Yearley sold 45,116 shares of Toll Brothers stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $160.42, for a total transaction of $7,237,508.72. Following the sale, the chief executive officer owned 321,256 shares in the company, valued at approximately $51,535,887.52. The trade was a 12.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 value of $581,586.20. Following the completion of the sale, the director directly owned 118,680 shares of the company’s stock, valued at $17,407,982.40. The trade was a 3.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.37% of the company’s stock.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: Board raised the quarterly cash dividend 4% to $0.26/share (sixth consecutive year of increases), reinforcing shareholder returns and signaling healthy cash flow. Toll Brothers Announces Cash Dividend
• Positive Sentiment: Broker commentary highlights valuation attractiveness — Truist called attention to Toll Brothers’ valuation, which can attract value-oriented buyers given the company’s earnings and dividend. Truist highlights attractive valuation for Toll Brothers, Inc. (TOL)
• Positive Sentiment: Analyst sentiment and price targets remain mostly bullish (multiple Buy/Outperform ratings and a median 6‑month target above the current price), supporting upside potential if fundamentals continue. Analyst coverage
• Positive Sentiment: Product pipeline expansion — Toll unveiled two new luxury townhome designs at Cross Kirkland Towns and opened/announced several new communities and model-home sales across key markets, supporting future revenue and presales. Toll Brothers Unveils Two Brand-New Home Designs at Cross Kirkland Towns
• Neutral Sentiment: Shareholders approved the board slate, auditor and pay at the annual meeting — clears governance overhang but is a one-time procedural item. Toll Brothers Shareholders Back Board, Auditor and Pay
• Neutral Sentiment: Hedge fund and institutional activity is mixed — large additions by some firms but sizeable reductions by others, producing ambiguous near-term flows. Institutional holdings
• Negative Sentiment: Insider selling: recent open‑market sales by executives (including the CEO) have been reported, which can create short-term selling pressure and investor concern. Toll Brothers Unveils New Luxury Home Designs at Cross Kirkland Towns in Washington
• Negative Sentiment: Technical/valuation headwinds — the stock is trading below its 50‑day and 200‑day moving averages, which can trigger momentum selling and caution among technical traders. Technical indicators
• Negative Sentiment: Product pricing and market mix risk: new offerings are luxury-priced (e.g., Cross Kirkland starting at ~$1.2M), which limits buyer pool and makes sales more sensitive to local economic or rate headwinds. Pricing risk

Toll Brothers Stock Down 1.1%

Shares of NYSE:TOL opened at $136.56 on Friday. The firm has a 50 day simple moving average of $150.04 and a 200-day simple moving average of $141.61. Toll Brothers Inc. has a twelve month low of $86.67 and a twelve month high of $168.36. The company has a current ratio of 4.57, a quick ratio of 0.62 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $12.93 billion, a PE ratio of 9.75, a P/E/G ratio of 1.08 and a beta of 1.45.

Toll Brothers (NYSE:TOL) last posted its earnings results on Tuesday, February 17th. The construction company reported $2.19 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.14. Toll Brothers had a net margin of 12.26% and a return on equity of 16.83%. The firm had revenue of $2.15 billion for the quarter, compared to the consensus estimate of $1.86 billion. During the same period last year, the firm posted $1.75 EPS. The company’s revenue was up 15.4% on a year-over-year basis. On average, equities analysts predict that Toll Brothers Inc. will post 13.83 EPS for the current fiscal year.

Toll Brothers Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, April 10th will be issued a dividend of $0.26 per share. The ex-dividend date of this dividend is Friday, April 10th. This is a positive change from Toll Brothers’s previous quarterly dividend of $0.25. This represents a $1.04 annualized dividend and a dividend yield of 0.8%. Toll Brothers’s dividend payout ratio is 7.14%.

About Toll Brothers

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.