Hager Investment Management Services LLC Has $2.09 Million Stake in Toll Brothers Inc. $TOL

Hager Investment Management Services LLC raised its position in shares of Toll Brothers Inc. (NYSE:TOL) by 33.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,131 shares of the construction company’s stock after acquiring an additional 3,775 shares during the period. Hager Investment Management Services LLC’s holdings in Toll Brothers were worth $2,090,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Sivia Capital Partners LLC bought a new stake in Toll Brothers during the 2nd quarter valued at approximately $705,000. Asset Management One Co. Ltd. acquired a new position in shares of Toll Brothers during the second quarter worth approximately $1,528,000. Envestnet Asset Management Inc. boosted its position in shares of Toll Brothers by 4.8% in the second quarter. Envestnet Asset Management Inc. now owns 51,934 shares of the construction company’s stock valued at $5,927,000 after acquiring an additional 2,398 shares during the period. Bessemer Group Inc. boosted its position in shares of Toll Brothers by 347.3% in the second quarter. Bessemer Group Inc. now owns 1,588 shares of the construction company’s stock valued at $182,000 after acquiring an additional 1,233 shares during the period. Finally, Transcend Capital Advisors LLC grew its stake in shares of Toll Brothers by 42.2% in the second quarter. Transcend Capital Advisors LLC now owns 6,425 shares of the construction company’s stock worth $733,000 after acquiring an additional 1,907 shares during the last quarter. 91.76% of the stock is currently owned by institutional investors.

Toll Brothers Trading Down 1.5%

Shares of TOL stock opened at $157.19 on Thursday. The firm has a fifty day moving average of $147.46 and a 200-day moving average of $140.27. The stock has a market cap of $14.89 billion, a price-to-earnings ratio of 11.23, a P/E/G ratio of 1.25 and a beta of 1.47. Toll Brothers Inc. has a 52-week low of $86.67 and a 52-week high of $168.36. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.62 and a current ratio of 4.57.

Toll Brothers (NYSE:TOL) last issued its earnings results on Tuesday, February 17th. The construction company reported $2.19 earnings per share for the quarter, beating the consensus estimate of $2.05 by $0.14. Toll Brothers had a net margin of 12.26% and a return on equity of 16.83%. The business had revenue of $2.15 billion for the quarter, compared to analyst estimates of $1.86 billion. During the same period in the previous year, the business earned $1.75 EPS. The firm’s revenue was up 15.4% on a year-over-year basis. On average, equities research analysts forecast that Toll Brothers Inc. will post 13.83 earnings per share for the current fiscal year.

Toll Brothers Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Friday, January 9th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, January 9th. Toll Brothers’s dividend payout ratio is currently 7.14%.

Key Stories Impacting Toll Brothers

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

• Positive Sentiment: Q4 results and growth tailwinds — Toll reported a solid quarterly beat with revenue up ~15% year-over-year and EPS above consensus, supporting the company’s earnings momentum and valuation metrics. (Earnings detail referenced in recent company filings and coverage.)
• Positive Sentiment: Industry recognition boosts brand and marketing leverage — Toll Brothers won seven Gold Awards (and 28 Silver Awards) from the NAHB’s Nationals, reinforcing its leadership in the luxury segment and potentially aiding sales and pricing power. Toll Brothers Honored at The Nationals Awards by NAHB
• Positive Sentiment: New community opens in Houston area — Toll launched Toll Brothers at Wildtree (Magnolia, TX), expanding its for-sale inventory in a high-demand Sun Belt market with homes starting in the $500Ks. This adds to forward backlog and revenue runway. New Toll Brothers Community Now Open in Magnolia, Texas
• Positive Sentiment: Analyst bullishness remains — UBS and other firms have high price targets (UBS raised its target recently), supporting upside narrative for longer-term investors. UBS Expects “Better housing days” for Toll Brothers (TOL), Raises Target to $198
• Neutral Sentiment: Strategic land buy in Chelsea — Toll closed on a West Chelsea development site for ~$53M, signaling urban expansion but also near-term cash outlay and development risk for a cyclical market. Luxury residential developer purchases Chelsea development site for $53 million
• Neutral Sentiment: Institutional repositioning mixed — filings show large-scale additions by some funds (e.g., Price T. Rowe) and big reductions by others (D1 Capital, BlackRock). That creates both buying and selling pressure depending on fund flows.
• Negative Sentiment: Significant insider selling — CEO and other insiders have sold material blocks of shares in recent months, which can signal near-term liquidity preference and weigh on sentiment. (Insider activity summarized in market notices.)
• Negative Sentiment: Some analyst/market caution — a recent price-target change from Keefe, Bruyette & Woods upgraded the target but kept a “market perform” stance, and short-term profit-taking after TOL’s run to near its 1-year high is likely contributing to today’s pullback. Benzinga note on price target change

Insider Activity

In other news, Director Paul E. Shapiro sold 3,965 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was 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 of the company’s stock, valued at approximately $17,407,982.40. This represents a 3.23% 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.

Analysts Set New Price Targets

Several equities analysts recently commented on TOL shares. Citizens Jmp reiterated a “market outperform” rating and set a $175.00 target price on shares of Toll Brothers in a research note on Wednesday, February 18th. Barclays restated an “underweight” rating on shares of Toll Brothers in a report on Monday. The Goldman Sachs Group increased their target price on shares of Toll Brothers from $140.00 to $156.00 and gave the company a “neutral” rating in a research note on Tuesday, January 13th. Zacks Research raised Toll Brothers from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Finally, Wells Fargo & Company boosted their price target on Toll Brothers from $170.00 to $185.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $162.20.

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.