Junto Capital Management LP Sells 299,297 Shares of Toll Brothers Inc. $TOL

Junto Capital Management LP trimmed its position in Toll Brothers Inc. (NYSE:TOL) by 76.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 93,708 shares of the construction company’s stock after selling 299,297 shares during the quarter. Junto Capital Management LP’s holdings in Toll Brothers were worth $15,438,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Hilton Head Capital Partners LLC grew its position 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 worth $26,000 after buying an additional 74 shares during the period. Wiser Advisor Group LLC acquired a new position in Toll Brothers in the third quarter valued at approximately $27,000. Pinnacle Holdings LLC bought a new position in Toll Brothers in the fourth quarter valued at approximately $27,000. Continuum Advisory LLC bought a new position in Toll Brothers in the second quarter valued at approximately $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Toll Brothers during the 3rd quarter worth $29,000. 91.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Benchmark started coverage on shares of Toll Brothers in a research report on Tuesday, June 9th. They set a “buy” rating for the company. Citigroup lifted their price objective on Toll Brothers from $176.00 to $179.00 and gave the stock a “buy” rating in a research note on Friday, August 21st. Oppenheimer downgraded Toll Brothers from an “outperform” rating to a “market perform” rating in a report on Tuesday, June 9th. BTIG Research started coverage on Toll Brothers in a report on Tuesday, June 9th. They set a “buy” rating on the stock. Finally, Evercore restated an “outperform” rating and set a $191.00 target price on shares of Toll Brothers in a research report on Thursday, August 20th. Thirteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Toll Brothers presently has an average rating of “Moderate Buy” and an average price target of $167.27.

Insider Transactions at Toll Brothers

In other Toll Brothers news, Chairman Douglas C. Jr. Yearley sold 77,957 shares of Toll Brothers stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $156.58, for a total value of $12,206,507.06. Following the completion of the sale, the chairman owned 321,256 shares in the company, valued at $50,302,264.48. The trade was a 19.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the sale, the chief operating officer owned 23,457 shares of the company’s stock, 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. Insiders own 1.37% of the company’s stock.

Toll Brothers Price Performance

Shares of TOL opened at $135.13 on Thursday. The company has a quick ratio of 0.55, a current ratio of 4.53 and a debt-to-equity ratio of 0.32. Toll Brothers Inc. has a twelve month low of $123.14 and a twelve month high of $168.36. The stock has a market capitalization of $12.45 billion, a P/E ratio of 10.85, a P/E/G ratio of 1.10 and a beta of 1.34. The company has a 50 day moving average of $148.36 and a 200-day moving average of $145.06.

Toll Brothers (NYSE:TOL) last posted its quarterly earnings data on Tuesday, August 18th. The construction company reported $2.97 EPS for the quarter, topping analysts’ consensus estimates of $2.93 by $0.04. The company had revenue of $2.66 billion during the quarter, compared to the consensus estimate of $2.62 billion. Toll Brothers had a net margin of 11.14% and a return on equity of 14.21%. The company’s quarterly revenue was down 9.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.73 EPS. As a group, equities research analysts forecast 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 issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Friday, July 10th. Toll Brothers’s dividend payout ratio is currently 8.35%.

Key Headlines Impacting Toll Brothers

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

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $12.70 from $12.63 and FY2027 EPS estimate to $14.27 from $14.14. These upward revisions suggest analysts still expect earnings growth beyond the current year. MarketBeat Toll Brothers analyst estimates
• Positive Sentiment: Toll Brothers announced a new building release at Iron Creek, a luxury townhome community in Charlotte featuring four-story homes and rooftop terraces. The release expands the company’s available inventory in a major housing market, although no sales or revenue figures were disclosed. Iron Creek building release
• Neutral Sentiment: The company announced a model-home grand opening at Wildspring in Leander, Texas, an Austin-area luxury community with resort-style amenities. The event supports brand visibility and future demand generation, but does not provide a direct near-term earnings catalyst. Wildspring model home grand opening
• Neutral Sentiment: Buffington Homes by Toll Brothers scheduled a luxury-home tour across Northwest Arkansas from September 12–20. The event may help attract prospective buyers, but its effect on orders and revenue remains uncertain. Northwest Arkansas luxury home tour
• Negative Sentiment: Zacks lowered several estimates, including Q4 2026 EPS to $4.82 from $4.85, Q1 2027 to $1.88 from $1.93, Q2 2027 to $3.16 from $3.18, Q1 2028 to $2.30 from $2.36, Q2 2028 to $3.85 from $3.89, Q3 2028 to $4.45 from $4.46, and FY2028 to $16.74 from $16.84. The broad downward revisions, particularly for nearer-term quarters, likely weigh on sentiment despite the FY2026 and FY2027 increases.

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.