Summit Place Financial Advisors LLC Purchases New Stake in Toll Brothers Inc. $TOL

Summit Place Financial Advisors LLC acquired a new position in shares of Toll Brothers Inc. (NYSE:TOL) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 6,815 shares of the construction company’s stock, valued at approximately $941,000.

Several other hedge funds have also recently bought and sold shares of TOL. Kaufman Rossin Wealth LLC lifted its holdings in shares of Toll Brothers by 2.3% during the 3rd quarter. Kaufman Rossin Wealth LLC now owns 3,859 shares of the construction company’s stock worth $533,000 after acquiring an additional 86 shares during the period. Farther Finance Advisors LLC raised its position in Toll Brothers by 6.5% during the second quarter. Farther Finance Advisors LLC now owns 1,485 shares of the construction company’s stock valued at $169,000 after purchasing an additional 90 shares in the last quarter. Old Port Advisors raised its position in Toll Brothers by 4.5% during the second quarter. Old Port Advisors now owns 2,165 shares of the construction company’s stock valued at $247,000 after purchasing an additional 94 shares in the last quarter. Applied Finance Capital Management LLC lifted its stake in Toll Brothers by 4.0% during the second quarter. Applied Finance Capital Management LLC now owns 2,579 shares of the construction company’s stock worth $294,000 after purchasing an additional 100 shares during the last quarter. Finally, HM Payson & Co. boosted its holdings in shares of Toll Brothers by 6.0% in the 3rd quarter. HM Payson & Co. now owns 1,760 shares of the construction company’s stock valued at $243,000 after purchasing an additional 100 shares in the last quarter. 91.76% of the stock is owned by institutional investors.

Key Toll Brothers News

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

• Positive Sentiment: Board announces planned succession — Douglas Yearley will move to Executive Chairman and Karl K. Mistry (22‑year Toll veteran) will become CEO effective March 30, 2026; company says Yearley will remain active to smooth the transition. Toll Brothers Announces Chairman and CEO Doug Yearley to Become Executive Chairman; Karl Mistry to Succeed Yearley as Chief Executive Officer
• Positive Sentiment: Sell‑side support: Citizens JMP initiated coverage with a “market outperform” and $175 price target (about 29% above current levels), providing an analyst catalyst for buying interest. Benzinga Coverage Note
• Positive Sentiment: Technical/relative strength note: media screeners flagged TOL as showing improved relative strength vs. peers, which can attract momentum and ETF/quant flows. Stocks showing improved relative strength: Toll Brothers
• Neutral Sentiment: Ongoing product expansion: Toll continues to open and market new luxury communities (e.g., Vintage Grove in Fuquay‑Varina, Ledgestone in Lawrenceville and final releases at Crosswinds at Nocatee), supporting steady revenue pipeline but with localized demand risk. Toll-Brothers Announces New Luxury Home Community Coming Soon to Fuquay-Varina, North Carolina
• Neutral Sentiment: Sector context: commentary in the press notes home builders are off to a solid start but will need incentives to keep momentum — supports demand thesis but implies margin/price concessions could appear. Home Builder Stocks Are Off to a Good Start. What It Will Take to Keep the Momentum.
• Negative Sentiment: Recent earnings nuance: December quarter showed solid revenue but a slight EPS miss versus consensus, and analysts are parsing margins and backlog trends — this remains a potential drag if macro or mortgage rates worsen. Why Is Toll Brothers (TOL) Up 2.3% Since Last Earnings Report?
• Neutral Sentiment: Analyst narrative pieces: recent articles summarize Wall Street’s favorable view of TOL but emphasize judge‑for-yourself factors (valuation, housing cycle exposure)—useful for investor debate but not an immediate operational change. Wall Street Analysts Think Toll Brothers (TOL) Is a Good Investment: Is It?

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on TOL. Evercore ISI reissued an “in-line” rating and set a $160.00 price target (down previously from $169.00) on shares of Toll Brothers in a report on Tuesday, October 7th. 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. Bank of America lowered their target price on Toll Brothers from $155.00 to $150.00 and set a “buy” rating for the company in a research note on Friday, October 10th. UBS Group reduced their price target on shares of Toll Brothers from $183.00 to $181.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. Finally, Citigroup initiated coverage on shares of Toll Brothers in a report on Wednesday. They set an “outperform” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $152.00.

Toll Brothers Trading Up 0.7%

TOL opened at $135.71 on Friday. The company has a debt-to-equity ratio of 0.34, a current ratio of 4.38 and a quick ratio of 0.64. Toll Brothers Inc. has a fifty-two week low of $86.67 and a fifty-two week high of $149.79. The company’s 50 day moving average price is $136.01 and its two-hundred day moving average price is $132.44. The firm has a market capitalization of $12.89 billion, a price-to-earnings ratio of 10.01, a PEG ratio of 1.12 and a beta of 1.43.

Toll Brothers (NYSE:TOL) last issued 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 quarter last year, the firm posted $4.63 EPS. Toll Brothers’s revenue for the quarter was up 2.7% on a year-over-year basis. As a group, research analysts predict 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 will be paid on Friday, January 23rd. Shareholders of record on Friday, January 9th will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. Toll Brothers’s payout ratio is 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.