ING Groep NV decreased its position in Toll Brothers Inc. (NYSE:TOL – Free Report) by 46.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 26,400 shares of the construction company’s stock after selling 22,500 shares during the period. ING Groep NV’s holdings in Toll Brothers were worth $3,647,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TOL. Kaufman Rossin Wealth LLC boosted its stake in shares of Toll Brothers by 2.3% in the 3rd quarter. Kaufman Rossin Wealth LLC now owns 3,859 shares of the construction company’s stock valued at $533,000 after purchasing an additional 86 shares during the last quarter. Bessemer Group Inc. raised its stake in shares of Toll Brothers by 5.9% during the third quarter. Bessemer Group Inc. now owns 1,681 shares of the construction company’s stock worth $233,000 after buying an additional 93 shares during the last quarter. Applied Finance Capital Management LLC lifted its holdings in Toll Brothers by 4.0% in the second quarter. Applied Finance Capital Management LLC now owns 2,579 shares of the construction company’s stock valued at $294,000 after buying an additional 100 shares during the period. HM Payson & Co. boosted its stake in Toll Brothers by 6.0% in the third quarter. HM Payson & Co. now owns 1,760 shares of the construction company’s stock valued at $243,000 after acquiring an additional 100 shares during the last quarter. Finally, Independent Advisor Alliance grew its holdings in Toll Brothers by 3.3% during the 3rd quarter. Independent Advisor Alliance now owns 3,249 shares of the construction company’s stock worth $449,000 after acquiring an additional 105 shares during the period. 91.76% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
TOL has been the topic of a number of analyst reports. Oppenheimer increased their price target on Toll Brothers from $155.00 to $177.00 and gave the company an “outperform” rating in a research note on Tuesday. Barclays increased their target price on Toll Brothers from $92.00 to $110.00 and gave the company an “underweight” rating in a research note on Wednesday, December 10th. UBS Group reduced their target price on Toll Brothers from $183.00 to $181.00 and set a “buy” rating on the stock in a report on Wednesday, December 10th. Weiss Ratings upgraded Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday. Finally, BTIG Research started coverage on Toll Brothers in a research note on Monday, December 1st. They issued a “neutral” rating for the company. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Toll Brothers has a consensus 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 the company’s stock in a transaction that occurred on 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 transaction, the director owned 118,680 shares in the company, valued at $17,407,982.40. This represents a 3.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.37% of the company’s stock.
Toll Brothers News Summary
Here are the key news stories impacting Toll Brothers this week:
- Positive Sentiment: Multiple new luxury communities and model-home openings signal continued land-development and sales activity, supporting future revenue growth — recent announcements include Incanta Lago (Henderson, NV). Incanta Lago model-home opening
- Positive Sentiment: New luxury community (Toll Brothers at The Bluffs at Wesley Chapel / Waxhaw, NC) opens with high-priced, limited-inventory homes — supports mix/ASP improvement and brand strength. The Bluffs at Wesley Chapel
- Positive Sentiment: Additional community rollouts (Argyle, TX; Chapel Oaks in Chapel Hill, NC) broaden geographic pipeline and signal ongoing land/build activity across markets. Argyle, Texas community
- Positive Sentiment: Sector tailwinds and bullish commentary — Zacks and other analysts highlight structural supply constraints (“golden handcuffs”) and favorable policy/market dynamics that could boost homebuilder demand in 2026. Why “Golden Handcuffs” are a Gift to Homebuilders
- Neutral Sentiment: TOL shares recently hit a 52‑week high, reflecting recent positive news flow and analyst targets; this can attract momentum traders but also raises short‑term profit-taking risk. 52-week high report
- Neutral Sentiment: Analyst/estimate moves: Zacks lifted near-term EPS forecasts slightly and changed its rating to Hold (from Strong Sell), a modest endorsement but not a full upgrade to Buy—keeps expectations steady. (Zacks research notes)
- Negative Sentiment: Insider selling has been active in recent months (multiple senior executives sold shares), which can concern some investors about insider conviction or tax/liquidity-driven selling. See Quiver summary for details. Insider trading details
- Negative Sentiment: Large institutional reductions (notable funds trimmed or exited positions in recent quarters) could cap upside if selling continues; monitor 13F/quarterly activity. (Quiver institutional holdings summary)
Toll Brothers Stock Performance
TOL stock opened at $162.38 on Friday. Toll Brothers Inc. has a 1-year low of $86.67 and a 1-year high of $165.62. The company has a current ratio of 4.38, a quick ratio of 0.64 and a debt-to-equity ratio of 0.34. The firm has a market cap of $15.39 billion, a PE ratio of 11.97, a P/E/G ratio of 1.27 and a beta of 1.47. The business’s 50-day moving average price is $143.26 and its two-hundred day moving average price is $137.78.
Toll Brothers (NYSE:TOL – Get Free Report) last released its quarterly earnings results on Monday, December 8th. The construction company reported $4.58 EPS for the quarter, missing analysts’ consensus estimates of $4.88 by ($0.30). Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.The business had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.32 billion. During the same period in the prior year, the business earned $4.63 EPS. The company’s revenue for the quarter was up 2.7% compared to the same quarter last year. As a group, research analysts forecast that Toll Brothers Inc. will post 13.83 earnings per share for the current year.
Toll Brothers Dividend Announcement
The business 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 of this dividend was Friday, January 9th. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Toll Brothers’s payout ratio is presently 7.37%.
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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