Hennion & Walsh Asset Management Inc. Sells 6,022 Shares of Toll Brothers Inc. $TOL

Hennion & Walsh Asset Management Inc. decreased its holdings in Toll Brothers Inc. (NYSE:TOL) by 45.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,104 shares of the construction company’s stock after selling 6,022 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Toll Brothers were worth $961,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Baron Wealth Management LLC acquired a new position in shares of Toll Brothers during the 4th quarter worth approximately $226,000. Exchange Traded Concepts LLC acquired a new position in shares of Toll Brothers in the fourth quarter valued at $348,000. Wincap Financial LLC raised its position in shares of Toll Brothers by 3.7% in the fourth quarter. Wincap Financial LLC now owns 6,705 shares of the construction company’s stock valued at $907,000 after purchasing an additional 238 shares during the period. Byrne Asset Management LLC lifted its stake in shares of Toll Brothers by 18.1% during the 4th quarter. Byrne Asset Management LLC now owns 17,077 shares of the construction company’s stock worth $2,309,000 after buying an additional 2,612 shares during the last quarter. Finally, SG Americas Securities LLC boosted its holdings in shares of Toll Brothers by 182.9% during the 4th quarter. SG Americas Securities LLC now owns 190,498 shares of the construction company’s stock worth $25,759,000 after buying an additional 123,150 shares during the period. 91.76% of the stock is currently owned by institutional investors.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: New Jersey division won 10 Sales & Marketing Awards including two “Community of the Year” honors — bolsters Toll Brothers’ premium brand and marketing edge in a key market. Read More.
• Positive Sentiment: Announced Toll Brothers at South Park (Charlotte, NC) — luxury townhomes starting in the mid-$900k, sales expected late 2026; expands presence in an affluent, walkable submarket. Read More.
• Positive Sentiment: New luxury waterfront community Marion Pointe (Marion, MA) announced — homes start around $1.5M, targeting high-margin coastal buyers and adding high-ASP inventory to the pipeline. Read More.
• Positive Sentiment: New luxury condominium community announced for Scottsdale, AZ (Cavasson) and new home sites released at Monterey at Lakewood Ranch (Sarasota area) — continued lot releases and product diversification support near-term sales cadence. Read More. · Read More.
• Neutral Sentiment: Plans to add more higher-priced homes in the Denver area — increases average selling price and potential margin, but adds exposure to demand sensitivity in a higher-rate, affordability-constrained market. Read More.
• Negative Sentiment: Quiver/press aggregation highlights recent insider selling and large institutional position changes (notably CEO sales and mixed hedge fund moves) — can pressure sentiment and suggests some investors are taking profits or rebalancing. Read More.

Analysts Set New Price Targets

Several research analysts have weighed in on TOL shares. Zacks Research raised shares of Toll Brothers from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Citigroup upped their target price on Toll Brothers from $141.00 to $162.00 and gave the company a “neutral” rating in a research report on Thursday, February 26th. UBS Group lifted their price target on Toll Brothers from $181.00 to $198.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Barclays restated an “underweight” rating on shares of Toll Brothers in a research note on Monday, February 23rd. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $175.00 price objective on shares of Toll Brothers in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $165.25.

Toll Brothers Stock Performance

TOL opened at $135.95 on Friday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.62 and a current ratio of 4.57. Toll Brothers Inc. has a 52-week low of $86.67 and a 52-week high of $168.36. The firm has a market cap of $12.88 billion, a P/E ratio of 9.71, a price-to-earnings-growth ratio of 1.07 and a beta of 1.49. The business’s fifty day moving average is $147.90 and its 200-day moving average is $141.00.

Toll Brothers (NYSE:TOL) last posted its quarterly earnings data 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. The business had revenue of $2.15 billion during the quarter, compared to analysts’ expectations of $1.86 billion. Toll Brothers had a net margin of 12.26% and a return on equity of 16.83%. Toll Brothers’s revenue was up 15.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.75 earnings per share. Sell-side analysts expect that Toll Brothers Inc. will post 13.83 EPS for the current fiscal year.

Toll Brothers Increases Dividend

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

Insider Activity at Toll Brothers

In other Toll Brothers news, CEO Douglas C. Jr. Yearley sold 45,116 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $160.42, for a total transaction of $7,237,508.72. Following the completion of the sale, the chief executive officer directly owned 321,256 shares in the company, valued at $51,535,887.52. This represents a 12.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Paul E. Shapiro sold 3,965 shares of the firm’s stock in a transaction 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 sale, the director directly owned 118,680 shares in the company, valued at approximately $17,407,982.40. This represents a 3.23% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.37% of the company’s stock.

About Toll Brothers

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.