Lyell Wealth Management LP Buys 4,147 Shares of Toll Brothers Inc. $TOL

Lyell Wealth Management LP raised its stake in shares of Toll Brothers Inc. (NYSE:TOL) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 95,644 shares of the construction company’s stock after purchasing an additional 4,147 shares during the period. Lyell Wealth Management LP’s holdings in Toll Brothers were worth $12,933,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the business. Greenhaven Associates Inc. lifted its holdings in shares of Toll Brothers by 0.4% in the 4th quarter. Greenhaven Associates Inc. now owns 5,603,187 shares of the construction company’s stock valued at $757,663,000 after acquiring an additional 22,218 shares during the last quarter. Capital World Investors raised its holdings in Toll Brothers by 51.5% during the 3rd quarter. Capital World Investors now owns 5,187,673 shares of the construction company’s stock valued at $716,625,000 after buying an additional 1,763,211 shares during the period. Dimensional Fund Advisors LP lifted its position in 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 during the last quarter. Holocene Advisors LP boosted its stake in Toll Brothers by 78.0% during 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 during the period. Finally, Norges Bank bought a new position in Toll Brothers during the fourth quarter valued at $168,312,000. Institutional investors own 91.76% of the company’s stock.

Analysts Set New Price Targets

TOL has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods raised shares of Toll Brothers from a “market perform” rating to an “outperform” rating and lifted their price target for the stock from $158.00 to $161.00 in a research note on Tuesday. Oppenheimer downgraded shares of Toll Brothers from an “outperform” rating to a “market perform” rating in a research note on Tuesday. JPMorgan Chase & Co. raised their price objective on shares of Toll Brothers from $141.00 to $143.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Barclays decreased their price objective on shares of Toll Brothers from $116.00 to $115.00 and set an “underweight” rating for the company in a research note on Wednesday, April 8th. Finally, Royal Bank Of Canada downgraded shares of Toll Brothers from an “outperform” rating to a “sector perform” rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $163.56.

Insider Transactions at Toll Brothers

In other Toll Brothers news, Director Stephen F. East sold 1,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $139.70, for a total transaction of $139,700.00. Following the sale, the director directly owned 13,442 shares in the company, valued at $1,877,847.40. This represents a 6.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.37% of the stock is currently owned by company insiders.

Toll Brothers Stock Performance

Shares of TOL stock opened at $147.01 on Friday. The firm’s 50 day moving average price is $138.81 and its 200-day moving average price is $142.44. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.59 and a current ratio of 4.67. Toll Brothers Inc. has a one year low of $104.09 and a one year high of $168.36. The firm has a market cap of $13.74 billion, a P/E ratio of 11.12, a P/E/G ratio of 1.15 and a beta of 1.36.

Toll Brothers (NYSE:TOL) last issued its quarterly earnings data on Tuesday, May 19th. The construction company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.58 by $0.14. The firm had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.42 billion. Toll Brothers had a net margin of 11.66% and a return on equity of 15.47%. The business’s revenue for the quarter was down 7.6% compared to the same quarter last year. During the same period in the prior year, the business posted $3.50 EPS. As a group, equities research analysts predict that Toll Brothers Inc. will post 12.68 EPS for the current year.

Trending Headlines about Toll Brothers

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

• Positive Sentiment: Toll Brothers is benefiting from a broad analyst-research backdrop that has mostly turned constructive, with multiple recent estimate increases for fiscal 2026, 2027, and later periods, suggesting confidence in the company’s longer-term earnings power.
• Positive Sentiment: Recent articles highlight Toll Brothers as a standout homebuilder in a challenging housing market, with better operating leverage and marketing strategies potentially helping support results despite affordability and land/labor cost headwinds. Article Title
• Positive Sentiment: The company also announced several community updates, including a new opening in Denton, Texas, and “last chance” / “final opportunity” notices at communities in Nevada and California, which can signal ongoing sales momentum and remaining inventory demand. Article Title Article Title Article Title
• Positive Sentiment: Toll Brothers also received a “Best of Show” award for its Marsh Harbor community, reinforcing the company’s premium brand and product quality. Article Title
• Neutral Sentiment: A market commentary piece also noted that Toll Brothers has recently outperformed after its earnings report, with investors rotating toward traditional value and quality names; this supports the stock but is more of a sentiment-driven narrative than a direct business catalyst. Article Title
• Negative Sentiment: Not all analyst revisions were bullish: Zacks Research trimmed some near-term and longer-dated EPS estimates, including Q3 2026 and Q3 2027, which could temper enthusiasm around the pace of earnings growth.

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.