Advisors Capital Management LLC Invests $2.51 Million in Toll Brothers Inc. $TOL

Advisors Capital Management LLC purchased a new position in shares of Toll Brothers Inc. (NYSE:TOL) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 18,197 shares of the construction company’s stock, valued at approximately $2,514,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TOL. AQR Capital Management LLC increased its holdings in shares of Toll Brothers by 83.1% in the 2nd quarter. AQR Capital Management LLC now owns 2,607,993 shares of the construction company’s stock valued at $297,650,000 after acquiring an additional 1,183,304 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in Toll Brothers by 4.0% during the second quarter. Massachusetts Financial Services Co. MA now owns 2,011,618 shares of the construction company’s stock valued at $229,586,000 after purchasing an additional 78,035 shares during the last quarter. Norges Bank bought a new stake in Toll Brothers during the second quarter valued at $154,782,000. Holocene Advisors LP lifted its position in shares of Toll Brothers by 150.7% in the 2nd quarter. Holocene Advisors LP now owns 1,249,722 shares of the construction company’s stock worth $142,631,000 after buying an additional 751,255 shares during the last quarter. Finally, Bamco Inc. NY lifted its position in shares of Toll Brothers by 116.9% in the 2nd quarter. Bamco Inc. NY now owns 1,134,680 shares of the construction company’s stock worth $129,501,000 after buying an additional 611,523 shares during the last quarter. 91.76% of the stock is owned by institutional investors.

Toll Brothers News Summary

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

• Positive Sentiment: Q1 results beat expectations — Toll reported stronger-than-expected EPS and revenue with management highlighting profitable momentum on the call; investors view the print as confirmation of luxury demand resilience. Toll Brothers Inc (TOL) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Company reiterated FY26 guidance and targets — management is targeting 8%–10% community count growth while maintaining a ~26% gross margin outlook, signaling confidence in execution and margin discipline. Toll Brothers targets 8%–10% community count growth in 2026 while maintaining 26% gross margin outlook
• Positive Sentiment: Analyst support and sector tailwinds — analysts have reaffirmed bullish views (Citizens JMP $175 PT) and homebuilders are enjoying a rotation into defensive, asset-backed names as interest-rate expectations improve. Those factors lift sentiment on TOL. Analyst note / Benzinga
• Neutral Sentiment: New community openings expand footprint but are incremental — Toll opened Enclave at Hickory Hill (Argyle, TX) and announced Toll Brothers at Midline (Webster, TX); these support long-term sales capacity but are not large near-term catalysts. Enclave at Hickory Hill by Toll Brothers Now Open in Argyle, Texas Toll Brothers Announces New Luxury Home Community Coming Soon to Webster, Texas
• Negative Sentiment: Order activity softer than hoped — multiple reports and the earnings call noted fewer contracts signed and a softer backlog/per-home price than some investors expected, which could weigh on near-term revenue mix and margins. Toll Brothers Q1 earnings beat even as per-home price disappoints
• Negative Sentiment: Negative media/sentiment noise — high-profile commentary (e.g., Cramer segment cautioning against trading the name) can create short-term volatility despite the fundamentals. Cramer’s stop trading: Toll Brothers

Toll Brothers Trading Up 0.2%

Shares of Toll Brothers stock opened at $160.25 on Friday. The business has a fifty day simple moving average of $145.86 and a 200-day simple moving average of $139.24. Toll Brothers Inc. has a fifty-two week low of $86.67 and a fifty-two week high of $168.36. The firm has a market cap of $15.18 billion, a price-to-earnings ratio of 11.45, a price-to-earnings-growth ratio of 1.26 and a beta of 1.47. The company has a quick ratio of 0.64, a current ratio of 4.57 and a debt-to-equity ratio of 0.32.

Toll Brothers (NYSE:TOL) last issued its quarterly earnings results on Tuesday, February 17th. The construction company reported $2.19 EPS for the quarter, topping the consensus estimate of $2.05 by $0.14. The firm had revenue of $2.15 billion for 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 for the quarter was up 15.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.75 earnings per share. On average, equities analysts forecast that Toll Brothers Inc. will post 13.83 EPS for the current fiscal year.

Toll Brothers Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Friday, January 9th were paid 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 yield of 0.6%. Toll Brothers’s dividend payout ratio (DPR) is currently 7.37%.

Insider Transactions at Toll Brothers

In other Toll Brothers news, Director Paul E. Shapiro sold 3,965 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 118,680 shares in the company, valued at $17,407,982.40. This trade represents a 3.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 1.37% of the company’s stock.

Analyst Upgrades and Downgrades

TOL has been the subject of a number of recent research reports. The Goldman Sachs Group boosted their price objective on shares of Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Barclays upped their target price on Toll Brothers from $92.00 to $110.00 and gave the company an “underweight” rating in a report on Wednesday, December 10th. Royal Bank Of Canada increased their price target on Toll Brothers from $144.00 to $161.00 and gave the stock an “outperform” rating in a research report on Thursday. Weiss Ratings upgraded Toll Brothers from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 10th. Finally, Zacks Research upgraded Toll Brothers from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. One research 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. According to data from MarketBeat, Toll Brothers currently has an average rating of “Moderate Buy” and an average price target of $160.27.

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.