Holocene Advisors LP Purchases 974,567 Shares of Toll Brothers Inc. $TOL

Holocene Advisors LP boosted its position in shares of Toll Brothers Inc. (NYSE:TOL) by 78.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,224,289 shares of the construction company’s stock after buying an additional 974,567 shares during the period. Holocene Advisors LP’s holdings in Toll Brothers were worth $307,263,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kaufman Rossin Wealth LLC lifted its holdings 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 worth $533,000 after buying an additional 86 shares during the period. US Bancorp DE increased its stake in shares of Toll Brothers by 1.5% during the third quarter. US Bancorp DE now owns 6,110 shares of the construction company’s stock valued at $844,000 after buying an additional 88 shares during the period. Bessemer Group Inc. increased 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 valued at $233,000 after buying an additional 93 shares during the period. HM Payson & Co. raised its holdings in shares of 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 in the last quarter. Finally, Wedbush Securities Inc. raised its holdings in shares of Toll Brothers by 4.9% in the third quarter. Wedbush Securities Inc. now owns 2,160 shares of the construction company’s stock valued at $298,000 after acquiring an additional 101 shares in the last quarter. 91.76% of the stock is owned by institutional investors.

Toll Brothers Stock Performance

Shares of TOL opened at $136.56 on Monday. 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 firm has a market cap of $12.93 billion, a PE ratio of 9.75, a P/E/G ratio of 1.06 and a beta of 1.45. Toll Brothers Inc. has a 12 month low of $86.67 and a 12 month high of $168.36. The stock has a fifty day moving average price of $150.04 and a 200-day moving average price of $141.66.

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

Toll Brothers Increases Dividend

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

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

Insider Activity

In other Toll Brothers news, Director Paul E. Shapiro sold 3,965 shares of the business’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 transaction of $581,586.20. Following the sale, the director owned 118,680 shares of the company’s stock, valued at approximately $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. Also, CEO Douglas C. Jr. Yearley sold 45,116 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were 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. The trade was a 12.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Royal Bank Of Canada increased their target price on shares of Toll Brothers from $144.00 to $161.00 and gave the stock an “outperform” rating in a report on Thursday, February 19th. Weiss Ratings raised shares of Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 10th. Keefe, Bruyette & Woods upped their price target on shares of Toll Brothers from $143.00 to $170.00 and gave the stock a “market perform” rating in a research report on Wednesday, February 25th. JPMorgan Chase & Co. lifted their price objective on shares of Toll Brothers from $141.00 to $143.00 and gave the company an “overweight” rating in a report on Monday, February 23rd. Finally, Oppenheimer reissued an “outperform” rating and issued a $180.00 price objective (up from $177.00) on shares of Toll Brothers in a research note on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $165.25.

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.