Pallas Capital Advisors LLC Acquires New Holdings in Toll Brothers Inc. $TOL

Pallas Capital Advisors LLC bought a new stake in Toll Brothers Inc. (NYSE:TOL) during the second quarter, Holdings Channel.com reports. The institutional investor bought 19,211 shares of the construction company’s stock, valued at approximately $3,165,000.

Several other hedge funds also recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD increased its position in shares of Toll Brothers by 2,067.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 3,303,915 shares of the construction company’s stock valued at $446,756,000 after acquiring an additional 3,151,509 shares during the last quarter. Norges Bank purchased a new position in shares of Toll Brothers during the 4th quarter worth approximately $168,312,000. Bank of New York Mellon Corp purchased a new position in shares of Toll Brothers during the 2nd quarter worth approximately $164,804,000. Ascentis Wealth Management LLC increased its holdings in Toll Brothers by 16,397.7% in the 2nd quarter. Ascentis Wealth Management LLC now owns 539,641 shares of the construction company’s stock valued at $88,906,000 after purchasing an additional 536,370 shares during the last quarter. Finally, Pacer Advisors Inc. increased its holdings in Toll Brothers by 3,700.7% in the 1st quarter. Pacer Advisors Inc. now owns 430,356 shares of the construction company’s stock valued at $58,731,000 after purchasing an additional 419,033 shares during the last quarter. Hedge funds and other institutional investors own 91.76% of the company’s stock.

Insiders Place Their Bets

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on TOL. Piper Sandler lowered Toll Brothers from an “overweight” rating to a “neutral” rating in a research report on Tuesday, June 9th. Argus set a $170.00 price target on Toll Brothers in a research report on Tuesday, June 2nd. Benchmark began coverage on Toll Brothers in a research note on Tuesday, June 9th. They issued a “buy” rating for the company. BTIG Research assumed coverage on Toll Brothers in a report on Tuesday, June 9th. They issued a “buy” rating on the stock. Finally, Keefe, Bruyette & Woods raised Toll Brothers from a “market perform” rating to an “outperform” rating and increased their target price for the stock from $158.00 to $161.00 in a research note on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $164.88.

Toll Brothers Price Performance

Toll Brothers stock opened at $145.37 on Tuesday. The firm has a market cap of $13.59 billion, a PE ratio of 11.00, a price-to-earnings-growth ratio of 1.23 and a beta of 1.35. Toll Brothers Inc. has a 52-week low of $123.14 and a 52-week high of $168.36. The company has a quick ratio of 0.59, a current ratio of 4.67 and a debt-to-equity ratio of 0.33. The company’s 50 day moving average is $151.85 and its two-hundred day moving average is $146.43.

Toll Brothers (NYSE:TOL) last issued its quarterly earnings results on Tuesday, May 19th. The construction company reported $2.72 EPS for the quarter, beating the consensus estimate of $2.58 by $0.14. The company had revenue of $2.53 billion during the quarter, compared to analysts’ expectations of $2.42 billion. Toll Brothers had a net margin of 11.66% and a return on equity of 15.47%. The firm’s revenue was down 7.6% compared to the same quarter last year. During the same quarter last year, the company posted $3.50 EPS. On average, research analysts expect that Toll Brothers Inc. will post 12.69 EPS for the current fiscal year.

Toll Brothers Announces Dividend

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 $0.26 dividend. 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 dividend payout ratio (DPR) is presently 7.87%.

Toll Brothers News Roundup

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

• Positive Sentiment: Analysts expect quarterly earnings of approximately $2.93 per share on revenue of $2.62 billion. Toll Brothers’ luxury-focused customer base, with homes averaging about $1 million, could provide some insulation from weakness in the broader housing market. Strong results or an upbeat outlook could support the shares. Top Wall Street Forecasters Revamp Toll Brothers Expectations Ahead Of Q3 Earnings
• Neutral Sentiment: Wall Street forecasters have revised their expectations ahead of the release, but analyst opinions remain mixed. Investors will focus on orders, cancellations, home deliveries, margins and management’s guidance for the remainder of the year. Toll Brothers Q3 2026 Earnings Preview
• Neutral Sentiment: The company announced model-home openings for its Franklin Ridge luxury community in Franklin, Tennessee, and its Rivercrest townhome community in Reno, Nevada. The announcements highlight continued geographic expansion but are unlikely to materially affect near-term earnings. Franklin Ridge Model Home Grand Opening
• Negative Sentiment: Rising Treasury yields are pushing mortgage rates higher, increasing the cost of homeownership and potentially weighing on demand. The rate environment is a risk even for Toll Brothers’ more affluent buyers. Home Builder Stocks Are Holding Up as Bonds Drop
• Negative Sentiment: A judge temporarily blocked Toll Brothers from building on a disputed easement near Ann Arbor, creating a potential project-delay and legal risk. The financial impact is unclear, but the ruling adds an adverse company-specific headline ahead of earnings. Judge Blocks Toll Brothers From Building on Disputed Easement

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.