LSV Asset Management decreased its position in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 4.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 853,542 shares of the construction company’s stock after selling 40,747 shares during the quarter. LSV Asset Management’s holdings in Toll Brothers were worth $115,416,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Wiser Advisor Group LLC acquired a new stake in shares of Toll Brothers during the 3rd quarter worth approximately $27,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Toll Brothers during the 3rd quarter worth approximately $28,000. Ramirez Asset Management Inc. acquired a new stake in shares of Toll Brothers during the 3rd quarter worth approximately $28,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of Toll Brothers during the 3rd quarter worth approximately $29,000. Finally, Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Toll Brothers during the 4th quarter worth approximately $34,000. Institutional investors and hedge funds own 91.76% of the company’s stock.
Key Stories Impacting Toll Brothers
Here are the key news stories impacting Toll Brothers this week:
- Positive Sentiment: Toll Brothers posted fiscal Q2 results that topped expectations, with EPS of $2.72 versus $2.58 estimated and revenue of $2.53 billion versus $2.42 billion expected, helping support the stock. Toll Brothers (TOL) Q2 2026 Earnings Transcript
- Positive Sentiment: Management described the quarter as “a good quarter in a tougher market,” and earnings-call coverage highlighted margin strength, which may reassure investors about profitability even if demand is uneven. Toll Brothers, Inc. Q2 2026 Earnings Call Summary
- Positive Sentiment: Analysts at Truist Financial kept a Buy rating and set a $165 price target, implying meaningful upside from recent levels despite trimming the target from $170. Read More: Read More.
- Positive Sentiment: Company updates about new luxury-home communities and a “bigger vision” for growth underscore Toll Brothers’ continued expansion strategy in the premium housing market. Toll Brothers Announces Final Opportunity to Purchase a New Luxury Home at Tesoro Club in Port St. Lucie, Florida
- Neutral Sentiment: Coverage this week placed Toll Brothers among the stocks making big moves, suggesting elevated trading interest, though not necessarily a fundamental change. Stocks making big moves this week
- Neutral Sentiment: The company also opened a new Cedar Terrace community in Virginia, adding to its luxury-home pipeline but likely serving as a routine growth update rather than a major catalyst. Toll Brothers Announces Cedar Terrace Community Now Open in Chantilly, Virginia
- Negative Sentiment: Revenue declined 7.6% year over year, signaling that the housing market remains more challenging even as Toll Brothers continues to outperform estimates. Toll Brothers (TOL) Q2 2026 Earnings Transcript
Toll Brothers Trading Down 0.1%
Toll Brothers (NYSE:TOL – Get Free Report) last announced its earnings results on Tuesday, May 19th. The construction company reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.58 by $0.14. Toll Brothers had a return on equity of 15.47% and a net margin of 11.66%.The firm had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.42 billion. During the same quarter last year, the firm posted $3.50 EPS. The business’s revenue was down 7.6% on a year-over-year basis. On average, equities research analysts forecast that Toll Brothers Inc. will post 12.7 earnings per share for the current fiscal year.
Toll Brothers Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Friday, April 10th were given a dividend of $0.26 per share. This is a positive change from Toll Brothers’s previous quarterly dividend of $0.25. The ex-dividend date was Friday, April 10th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.8%. Toll Brothers’s payout ratio is 7.87%.
Analysts Set New Price Targets
A number of brokerages have recently commented on TOL. Seaport Research Partners reaffirmed a “neutral” rating on shares of Toll Brothers in a research note on Tuesday, April 7th. Citigroup reaffirmed a “neutral” rating on shares of Toll Brothers in a research note on Thursday. Citizens Jmp reaffirmed a “market outperform” rating and set a $175.00 price objective on shares of Toll Brothers in a research note on Wednesday, February 18th. UBS Group dropped their price objective on shares of Toll Brothers from $198.00 to $187.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, JPMorgan Chase & Co. raised their price objective on shares of Toll Brothers from $141.00 to $143.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Toll Brothers has an average rating of “Moderate Buy” and a consensus target price of $163.81.
Get Our Latest Research Report on TOL
Insider Buying and Selling
In other news, CEO Douglas C. Jr. Yearley sold 45,116 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer owned 321,256 shares in the company, valued at $51,535,887.52. This trade represents a 12.31% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Stephen F. East sold 1,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $139.70, for a total value of $139,700.00. Following the transaction, the director owned 13,442 shares in the company, valued at $1,877,847.40. This trade represents a 6.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.37% of the company’s stock.
Toll Brothers 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.
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