Rhumbline Advisers Has $37.14 Million Position in Toll Brothers Inc. $TOL

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

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Root Financial Partners LLC acquired a new position in shares of Toll Brothers in the third quarter valued at $44,000. FNY Investment Advisers LLC acquired a new position in Toll Brothers in the 2nd quarter valued at about $64,000. Global Retirement Partners LLC grew its stake in Toll Brothers by 1,112.8% in the 3rd quarter. Global Retirement Partners LLC now owns 570 shares of the construction company’s stock valued at $79,000 after buying an additional 523 shares during the last quarter. Friedenthal Financial raised its holdings in Toll Brothers by 587.2% in the 3rd quarter. Friedenthal Financial now owns 749 shares of the construction company’s stock valued at $103,000 after acquiring an additional 640 shares during the period. Finally, SBI Securities Co. Ltd. lifted its position in Toll Brothers by 201.7% during the second quarter. SBI Securities Co. Ltd. now owns 875 shares of the construction company’s stock worth $100,000 after acquiring an additional 585 shares during the last quarter. 91.76% of the stock is owned by institutional investors.

Toll Brothers Stock Up 2.2%

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

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

Toll Brothers Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have recently commented on the company. JPMorgan Chase & Co. decreased their target price on Toll Brothers from $161.00 to $141.00 and set an “overweight” rating on the stock in a research report on Friday, December 12th. Wells Fargo & Company boosted their price target on Toll Brothers from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Weiss Ratings upgraded Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday. UBS Group dropped their target price on Toll Brothers from $183.00 to $181.00 and set a “buy” rating for the company in a report on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods decreased their price target on shares of Toll Brothers from $145.00 to $143.00 and set a “market perform” rating on the stock in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $155.87.

Insiders Place Their Bets

In other news, Director Paul E. Shapiro sold 3,965 shares of Toll Brothers stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $146.68, for a total value of $581,586.20. Following the transaction, the director owned 118,680 shares in the company, valued at approximately $17,407,982.40. This trade represents a 3.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 1.37% of the stock is owned by insiders.

Toll Brothers News Roundup

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 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.