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

Lyell Wealth Management LP boosted its holdings in shares of Toll Brothers Inc. (NYSE:TOL) by 4.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,644 shares of the construction company’s stock after purchasing an additional 4,147 shares during the period. Lyell Wealth Management LP owned about 0.10% of Toll Brothers worth $12,933,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Greenhaven Associates Inc. increased its holdings in Toll Brothers by 0.4% during the 4th quarter. Greenhaven Associates Inc. now owns 5,603,187 shares of the construction company’s stock valued at $757,663,000 after purchasing an additional 22,218 shares during the period. Capital World Investors increased 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 purchasing an additional 1,763,211 shares during the period. Dimensional Fund Advisors LP increased its holdings in Toll Brothers by 1.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,901,015 shares of the construction company’s stock valued at $400,745,000 after purchasing an additional 39,987 shares during the period. Holocene Advisors LP increased its holdings in Toll Brothers by 78.0% during the 3rd quarter. Holocene Advisors LP now owns 2,224,289 shares of the construction company’s stock valued at $307,263,000 after purchasing an additional 974,567 shares during the period. Finally, Norges Bank purchased a new position in Toll Brothers during the 4th quarter valued at about $168,312,000. Hedge funds and other 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 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.

Insider Transactions at Toll Brothers

In other Toll Brothers news, Director Stephen F. East sold 1,000 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $139.70, for a total value of $139,700.00. Following the completion of the sale, the director owned 13,442 shares in the company, valued at approximately $1,877,847.40. This represents a 6.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

TOL has been the topic of several research reports. Royal Bank Of Canada cut Toll Brothers from an “outperform” rating to a “sector perform” rating in a research report on Tuesday. BTIG Research initiated coverage on Toll Brothers in a research report on Tuesday. They set a “buy” rating on the stock. Weiss Ratings cut Toll Brothers from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, May 22nd. Piper Sandler cut Toll Brothers from an “overweight” rating to a “neutral” rating in a research report on Tuesday. Finally, JPMorgan Chase & Co. lifted their price objective on Toll Brothers from $141.00 to $143.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, thirteen have issued 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 company has an average rating of “Moderate Buy” and a consensus target price of $163.56.

Toll Brothers Trading Up 5.8%

NYSE:TOL opened at $147.01 on Friday. Toll Brothers Inc. has a one year low of $104.09 and a one year high of $168.36. The business has a fifty day moving average price of $138.81 and a 200-day moving average price of $142.44. The firm has a market capitalization of $13.74 billion, a price-to-earnings ratio of 11.12, a price-to-earnings-growth ratio of 1.15 and a beta of 1.36. The company has a debt-to-equity ratio of 0.33, a current ratio of 4.67 and a quick ratio of 0.59.

Toll Brothers (NYSE:TOL) last announced its earnings results on Tuesday, May 19th. The construction company reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.58 by $0.14. The company had revenue of $2.53 billion for the quarter, compared to analysts’ expectations of $2.42 billion. Toll Brothers had a return on equity of 15.47% and a net margin of 11.66%.Toll Brothers’s revenue for the quarter was down 7.6% compared to the same quarter last year. During the same period last year, the firm earned $3.50 EPS. Sell-side analysts forecast that Toll Brothers Inc. will post 12.68 EPS for the current year.

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.