Thrivent Financial for Lutherans Acquires 15,526 Shares of Toll Brothers Inc. $TOL

Thrivent Financial for Lutherans lifted its holdings in Toll Brothers Inc. (NYSE:TOL) by 52.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 45,149 shares of the construction company’s stock after buying an additional 15,526 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Toll Brothers were worth $6,105,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the business. Greenhaven Associates Inc. boosted its stake in shares of Toll Brothers by 0.4% in the fourth quarter. Greenhaven Associates Inc. now owns 5,603,187 shares of the construction company’s stock worth $757,663,000 after acquiring an additional 22,218 shares during the period. Capital World Investors lifted its position in shares of Toll Brothers by 51.5% in the third quarter. Capital World Investors now owns 5,187,673 shares of the construction company’s stock worth $716,625,000 after buying an additional 1,763,211 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Toll Brothers by 1.4% in the third quarter. Dimensional Fund Advisors LP now owns 2,901,015 shares of the construction company’s stock worth $400,745,000 after buying an additional 39,987 shares in the last quarter. Holocene Advisors LP lifted its position in shares of Toll Brothers by 78.0% in the third quarter. Holocene Advisors LP now owns 2,224,289 shares of the construction company’s stock worth $307,263,000 after buying an additional 974,567 shares in the last quarter. Finally, Bamco Inc. NY lifted its position in shares of Toll Brothers by 2.0% in the third quarter. Bamco Inc. NY now owns 1,156,885 shares of the construction company’s stock worth $159,812,000 after buying an additional 22,205 shares in the last quarter. Institutional investors own 91.76% of the company’s stock.

Toll Brothers News Summary

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

• Positive Sentiment: Toll Brothers reported fiscal Q2 EPS of $2.72, topping estimates, and revenue of about $2.53 billion, also above expectations, reinforcing the view that demand for its luxury homes remains resilient. Article Title
• Positive Sentiment: Management raised full-year fiscal 2026 guidance, including higher expected deliveries and average home prices, which suggests confidence in sales momentum and pricing power. Article Title
• Positive Sentiment: Orders and net signed contract value improved year over year, and commentary around margin strength and capital returns, including share repurchases and a higher dividend, added to the bullish tone. Article Title
• Positive Sentiment: The company is also expanding its footprint with new community openings and final-sales opportunities at existing developments, signaling continued growth in its luxury housing pipeline. Article Title
• Neutral Sentiment: Truist lowered its price target on Toll Brothers to $165 from $170, but maintained a buy rating, leaving Wall Street’s stance constructive overall. Article Title
• Neutral Sentiment: Recent media coverage has focused on the new CEO’s emphasis on aggressive growth, which supports the longer-term story but is less likely to move the stock immediately. Article Title

Insider Activity at Toll Brothers

In other news, CEO Douglas C. Jr. Yearley sold 45,116 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $160.42, for a total value of $7,237,508.72. Following the completion of the sale, the chief executive officer directly owned 321,256 shares of the company’s stock, valued at $51,535,887.52. This trade represents a 12.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Stephen F. East sold 1,000 shares of the firm’s 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 completion of the sale, the director directly owned 13,442 shares of the company’s stock, valued at $1,877,847.40. The trade was a 6.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.37% of the stock is owned by company insiders.

Toll Brothers Price Performance

NYSE:TOL opened at $134.25 on Friday. The firm has a market capitalization of $12.71 billion, a price-to-earnings ratio of 10.16, a PEG ratio of 1.08 and a beta of 1.39. Toll Brothers Inc. has a 1 year low of $100.92 and a 1 year high of $168.36. The business has a 50 day simple moving average of $138.10 and a 200-day simple moving average of $141.64. The company has a debt-to-equity ratio of 0.33, a current ratio of 4.67 and a quick ratio of 0.62.

Toll Brothers (NYSE:TOL) last posted its quarterly earnings data on Tuesday, May 19th. The construction company reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.58 by $0.14. The business had revenue of $2.53 billion during the quarter, compared to analyst estimates of $2.42 billion. Toll Brothers had a return on equity of 15.47% and a net margin of 11.66%.The company’s revenue for the quarter was down 7.6% on a year-over-year basis. During the same period last year, the company earned $3.50 EPS. Equities analysts forecast that Toll Brothers Inc. will post 12.65 EPS for the current year.

Toll Brothers Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Friday, April 10th were paid a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Friday, April 10th. This is a positive change from Toll Brothers’s previous quarterly dividend of $0.25. Toll Brothers’s dividend payout ratio is 7.43%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Evercore reiterated an “outperform” rating and issued a $185.00 target price on shares of Toll Brothers in a research report on Thursday. Citigroup reiterated a “neutral” rating on shares of Toll Brothers in a research report on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Toll Brothers in a research report on Friday, May 8th. Keefe, Bruyette & Woods boosted their target price on Toll Brothers from $143.00 to $170.00 and gave the stock a “market perform” rating in a research report on Wednesday, February 25th. Finally, Barclays decreased their target price on Toll Brothers from $116.00 to $115.00 and set an “underweight” rating on the stock in a research report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $163.81.

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.