LSV Asset Management Has $123.54 Million Stake in Toll Brothers Inc. $TOL

LSV Asset Management trimmed its position in shares of Toll Brothers Inc. (NYSE:TOL) by 7.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 894,289 shares of the construction company’s stock after selling 75,500 shares during the period. LSV Asset Management’s holdings in Toll Brothers were worth $123,537,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the business. Cibc World Market Inc. boosted its position in shares of Toll Brothers by 38.5% in the third quarter. Cibc World Market Inc. now owns 12,892 shares of the construction company’s stock worth $1,781,000 after buying an additional 3,585 shares during the period. Rhumbline Advisers lifted its stake in Toll Brothers by 2.8% in the 3rd quarter. Rhumbline Advisers now owns 268,843 shares of the construction company’s stock worth $37,138,000 after acquiring an additional 7,388 shares in the last quarter. Krilogy Financial LLC purchased a new stake in Toll Brothers in the 3rd quarter worth about $1,072,000. Candriam S.C.A. acquired a new stake in Toll Brothers during the 3rd quarter worth about $5,407,000. Finally, Roman Butler Fullerton & Co. purchased a new position in Toll Brothers during the 3rd quarter valued at about $575,000. Hedge funds and other institutional investors own 91.76% of the company’s stock.

Insider Activity

In other news, Director Paul E. Shapiro sold 3,965 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $146.68, for a total transaction of $581,586.20. Following the transaction, the director owned 118,680 shares of the company’s stock, valued at approximately $17,407,982.40. This represents a 3.23% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.37% of the company’s stock.

Toll Brothers Stock Performance

TOL stock opened at $162.38 on Friday. The company has a market capitalization of $15.39 billion, a price-to-earnings ratio of 11.97, a P/E/G ratio of 1.27 and a beta of 1.47. The firm has a 50 day moving average of $143.26 and a two-hundred day moving average of $137.78. The company has a quick ratio of 0.64, a current ratio of 4.38 and a debt-to-equity ratio of 0.34. Toll Brothers Inc. has a 12 month low of $86.67 and a 12 month high of $165.62.

Toll Brothers (NYSE:TOL) last released its quarterly earnings data on Monday, December 8th. The construction company reported $4.58 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.88 by ($0.30). The business had revenue of $3.42 billion during the quarter, compared to analyst estimates of $3.32 billion. Toll Brothers had a net margin of 12.28% and a return on equity of 16.74%. The firm’s revenue for the quarter was up 2.7% on a year-over-year basis. During the same period in the previous year, the firm posted $4.63 EPS. As a group, equities analysts anticipate that Toll Brothers Inc. will post 13.83 EPS for the current fiscal 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 given 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 dividend yield of 0.6%. Toll Brothers’s payout ratio is currently 7.37%.

Key Stories Impacting Toll Brothers

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)

Analyst Ratings Changes

A number of research firms have recently issued reports on TOL. Zacks Research raised shares of Toll Brothers from a “strong sell” rating to a “hold” rating in a research report on Monday. Keefe, Bruyette & Woods dropped their price objective on shares of Toll Brothers from $145.00 to $143.00 and set a “market perform” rating on the stock in a research note on Thursday, December 11th. JPMorgan Chase & Co. decreased their target price on shares of Toll Brothers from $161.00 to $141.00 and set an “overweight” rating for the company in a research note on Friday, December 12th. Wells Fargo & Company boosted their price target on shares of Toll Brothers from $160.00 to $170.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Finally, Royal Bank Of Canada cut their price objective on Toll Brothers from $145.00 to $144.00 and set an “outperform” rating for the company in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Toll Brothers has an average rating of “Moderate Buy” and a consensus target price of $155.87.

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.