Ceredex Value Advisors LLC Buys Shares of 224,656 Toll Brothers Inc. $TOL

Ceredex Value Advisors LLC purchased a new stake in Toll Brothers Inc. (NYSE:TOL) during the second quarter, Holdings Channel.com reports. The firm purchased 224,656 shares of the construction company’s stock, valued at approximately $37,012,000. Toll Brothers comprises 1.0% of Ceredex Value Advisors LLC’s portfolio, making the stock its 24th biggest position.

Other large investors have also recently made changes to their positions in the company. Thrivent Financial for Lutherans lifted its position in shares of Toll Brothers by 52.4% during the fourth quarter. Thrivent Financial for Lutherans now owns 45,149 shares of the construction company’s stock valued at $6,105,000 after buying an additional 15,526 shares during the last quarter. Mariner Investment Group LLC bought a new stake in shares of Toll Brothers in the 2nd quarter valued at about $1,648,000. Summit Place Financial Advisors LLC grew its position in shares of Toll Brothers by 89.1% in the 4th quarter. Summit Place Financial Advisors LLC now owns 12,890 shares of the construction company’s stock worth $1,743,000 after buying an additional 6,075 shares during the last quarter. Meeder Advisory Services Inc. purchased a new position in shares of Toll Brothers in the 2nd quarter worth approximately $862,000. Finally, Investment House LLC raised its stake in shares of Toll Brothers by 103.2% during the 4th quarter. Investment House LLC now owns 33,849 shares of the construction company’s stock worth $4,577,000 after acquiring an additional 17,193 shares in the last quarter. 91.76% of the stock is owned by institutional investors.

Toll Brothers News Roundup

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

• Positive Sentiment: Toll Brothers exceeded third-quarter expectations, reporting $2.97 in earnings per share versus the $2.93 consensus estimate and $2.66 billion in revenue versus $2.62 billion expected. Higher home prices helped offset fewer deliveries, while orders increased. Toll Brothers Beats Q3 Earnings and Revenue Estimates on Higher Pricing
• Positive Sentiment: Management projected approximately $700 million in share repurchases, reaffirmed roughly $10.5 billion in 2026 revenue and maintained its expectation for 8%–10% community growth. These plans may support per-share earnings and signal confidence in the business outlook. Toll Brothers Projects Buybacks and Reaffirms Revenue Outlook
• Positive Sentiment: Truist raised its price target from $165 to $170 and retained a “buy” rating, implying substantial upside based on the referenced trading level. Toll Brothers’ valuation also appears relatively moderate, with a reported price-to-earnings ratio of about 11.7. Benzinga Analyst Price Target Update
• Neutral Sentiment: The opening of a new model home in Ridgefield, Washington, highlights ongoing community expansion and marketing activity, but is unlikely to materially affect near-term financial results. New Model Home Opens at Toll Brothers at Quail Ridge
• Negative Sentiment: Revenue declined 9.7% year over year and quarterly EPS fell from $3.73 to $2.97 in the comparable period. Margin pressure, fewer deliveries and high borrowing costs remain risks, while a reported sale of TOL shares by commentator Stephanie Link may weigh modestly on sentiment. Trade Tracker: Stephanie Link Sells Toll Brothers

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Royal Bank Of Canada reissued an “outperform” rating and set a $158.00 target price on shares of Toll Brothers in a research report on Thursday, June 11th. Barclays lifted their price target on shares of Toll Brothers from $115.00 to $122.00 and gave the stock an “underweight” rating in a report on Tuesday, July 14th. Evercore reaffirmed an “outperform” rating and set a $191.00 price target on shares of Toll Brothers in a research report on Thursday. Oppenheimer lowered Toll Brothers from an “outperform” rating to a “market perform” rating in a report on Tuesday, June 9th. Finally, Argus set a $170.00 price objective on Toll Brothers in a research report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $166.06.

Insiders Place Their Bets

In other news, Chairman Douglas C. Jr. Yearley sold 77,957 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $156.58, for a total transaction of $12,206,507.06. Following the sale, the chairman directly owned 321,256 shares of the company’s stock, valued at $50,302,264.48. The trade was a 19.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Robert Parahus sold 7,500 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $149.66, for a total value of $1,122,450.00. Following the completion of the transaction, the chief operating officer directly owned 23,457 shares in the company, valued at approximately $3,510,574.62. The trade was a 24.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.37% of the stock is owned by insiders.

Toll Brothers Stock Performance

Shares of Toll Brothers stock opened at $145.12 on Friday. The company has a 50 day moving average price of $151.96 and a 200 day moving average price of $146.43. The firm has a market capitalization of $13.56 billion, a P/E ratio of 11.65, a PEG ratio of 1.23 and a beta of 1.35. The company has a quick ratio of 0.59, a current ratio of 4.53 and a debt-to-equity ratio of 0.32. Toll Brothers Inc. has a 52 week low of $123.14 and a 52 week high of $168.36.

Toll Brothers (NYSE:TOL) last released its earnings results on Tuesday, August 18th. The construction company reported $2.97 earnings per share for the quarter, topping the consensus estimate of $2.93 by $0.04. Toll Brothers had a net margin of 11.14% and a return on equity of 14.21%. The company had revenue of $2.66 billion for the quarter, compared to the consensus estimate of $2.62 billion. During the same quarter in the previous year, the firm earned $3.73 EPS. Toll Brothers’s revenue was down 9.7% compared to the same quarter last year. Sell-side analysts expect that Toll Brothers Inc. will post 12.69 EPS for the current year.

Toll Brothers Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Stockholders of record on Friday, July 10th were paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Friday, July 10th. Toll Brothers’s payout ratio is presently 8.35%.

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.