Caisse de depot et placement du Quebec Grows Position in Toll Brothers Inc. $TOL

Caisse de depot et placement du Quebec raised its stake in shares of Toll Brothers Inc. (NYSE:TOL) by 122.9% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 282,814 shares of the construction company’s stock after purchasing an additional 155,910 shares during the quarter. Caisse de depot et placement du Quebec’s holdings in Toll Brothers were worth $46,594,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of TOL. Hilton Head Capital Partners LLC grew its stake in shares of Toll Brothers by 65.5% during the 1st quarter. Hilton Head Capital Partners LLC now owns 187 shares of the construction company’s stock valued at $26,000 after buying an additional 74 shares during the period. Wiser Advisor Group LLC purchased a new position in shares of Toll Brothers in the 3rd quarter worth $27,000. Pinnacle Holdings LLC purchased a new position in shares of Toll Brothers in the 4th quarter worth $27,000. Measured Wealth Private Client Group LLC acquired a new position in Toll Brothers in the third quarter valued at $29,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Toll Brothers in the second quarter valued at $35,000. Hedge funds and other institutional investors own 91.76% of the company’s stock.

Insider Buying and Selling

In other news, COO Robert Parahus sold 7,500 shares of Toll Brothers stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $149.66, for a total transaction of $1,122,450.00. Following the sale, the chief operating officer owned 23,457 shares in the company, valued at $3,510,574.62. This trade represents a 24.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Chairman Douglas C. Jr. Yearley sold 77,957 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $156.58, for a total transaction of $12,206,507.06. Following the transaction, the chairman directly owned 321,256 shares in the company, valued at approximately $50,302,264.48. The trade was a 19.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on TOL. Citigroup upped their price target on Toll Brothers from $176.00 to $179.00 and gave the stock a “buy” rating in a research note on Friday, August 21st. Royal Bank Of Canada reiterated an “outperform” rating and set a $158.00 target price on shares of Toll Brothers in a report on Thursday, June 11th. Barclays increased their target price on shares of Toll Brothers from $115.00 to $122.00 and gave the stock an “underweight” rating in a research report on Tuesday, July 14th. Oppenheimer lowered shares of 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 target on shares of Toll Brothers in a research report on Tuesday, June 2nd. Fifteen research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $166.67.

Toll Brothers Price Performance

Shares of NYSE TOL opened at $145.05 on Friday. Toll Brothers Inc. has a 1-year low of $123.14 and a 1-year high of $168.36. The business has a 50-day moving average of $151.65 and a 200-day moving average of $146.38. The company has a debt-to-equity ratio of 0.32, a current ratio of 4.53 and a quick ratio of 0.55. The company has a market capitalization of $13.56 billion, a price-to-earnings ratio of 11.64, a PEG ratio of 1.21 and a beta of 1.35.

Toll Brothers (NYSE:TOL) last announced its earnings results on Tuesday, August 18th. The construction company reported $2.97 EPS for the quarter, beating the consensus estimate of $2.93 by $0.04. The business had revenue of $2.66 billion for the quarter, compared to the consensus estimate of $2.62 billion. Toll Brothers had a return on equity of 14.21% and a net margin of 11.14%.The company’s revenue was down 9.7% on a year-over-year basis. During the same period last year, the business posted $3.73 EPS. On average, equities analysts anticipate that Toll Brothers Inc. will post 12.81 EPS for the current fiscal year.

Toll Brothers Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 24th. Shareholders of record on Friday, July 10th were given a $0.26 dividend. The ex-dividend date of this dividend was Friday, July 10th. This represents a $1.04 annualized dividend and a yield of 0.7%. Toll Brothers’s dividend payout ratio (DPR) is 8.35%.

More Toll Brothers News

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

• Positive Sentiment: Toll Brothers continues to expand in attractive luxury housing markets, announcing new communities near Dallas, in California, Las Vegas, and Harrison, New York. The developments increase its future selling opportunities and reinforce the company’s premium-market positioning. New Dallas-area community
• Positive Sentiment: The Harrison, New York, project is expected to launch this fall with luxury townhomes priced from approximately $1.6 million, while the Cumming, Georgia, model home is now available for purchase. These announcements could support future orders and revenue, although they are not immediate financial catalysts. Harrison luxury townhome community
• Neutral Sentiment: Recent developments in San Bruno, California, Las Vegas, and other markets demonstrate ongoing geographic growth, but the releases provided no pricing, order, margin, or earnings guidance. Their near-term impact on TOL’s valuation is therefore limited. Las Vegas community announcement
• Negative Sentiment: An analysis argues that Toll Brothers’ earnings per share improved without growth in total earnings, implying that share repurchases or a lower share count—not stronger profitability—supported per-share results. This is concerning because quarterly revenue fell about 9.7% year over year and earnings declined from the prior-year period. Toll Brothers earnings-per-share analysis
• Negative Sentiment: Recent insider activity is also a cautionary signal: company insiders made four reported open-market sales over the past six months and no purchases. The stock is trading below its 50-day moving average and close to its 200-day average, indicating continued investor pressure.

Toll Brothers Company 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.