Moran Wealth Management LLC Has $10.24 Million Position in Toll Brothers Inc. $TOL

08 Jan 2026, 07:08 by Teresa Graham · The Cerbat Gem

Moran Wealth Management LLC raised its stake in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 129.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 74,091 shares of the construction company’s stock after acquiring an additional 41,779 shares during the quarter. Moran Wealth Management LLC’s holdings in Toll Brothers were worth $10,235,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Royal Bank of Canada lifted its holdings in Toll Brothers by 13.1% during the 1st quarter. Royal Bank of Canada now owns 183,935 shares of the construction company’s stock valued at $19,421,000 after purchasing an additional 21,262 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in Toll Brothers by 6.6% during the first quarter. Goldman Sachs Group Inc. now owns 1,091,176 shares of the construction company’s stock worth $115,217,000 after buying an additional 67,156 shares during the last quarter. United Services Automobile Association acquired a new stake in shares of Toll Brothers during the first quarter worth approximately $685,000. Woodline Partners LP raised its stake in shares of Toll Brothers by 32.6% in the first quarter. Woodline Partners LP now owns 160,770 shares of the construction company’s stock valued at $16,976,000 after acquiring an additional 39,486 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Toll Brothers by 9.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 304,227 shares of the construction company’s stock worth $32,123,000 after acquiring an additional 25,157 shares in the last quarter. Institutional investors own 91.76% of the company’s stock.

More Toll Brothers News

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

Positive Sentiment: Analyst coverage pick-up — Citizens Jmp initiated coverage with a “market outperform” rating and a $175 price target, signaling fresh buy-side interest and a meaningful upside estimate vs. the current share price. Citizens Jmp starts coverage
Positive Sentiment: Community openings and final-home listings may support near-term sales and backlog conversion: new Raleigh-area community “Vintage Grove” (Fuquay-Varina, NC), “Ledgestone” now open in Lawrenceville, GA, and announcements of final quick-move-in homes at Crosswinds at Nocatee (Ponte Vedra, FL) and Fontaine (Lake Mary, FL). These product-launch items are demand/availability signals for local markets. Vintage Grove announcement Ledgestone announcement Crosswinds final opportunity Fontaine final opportunity
Neutral Sentiment: Planned leadership transition — Executive Vice President Karl Mistry will become CEO on March 30, 2026 while current CEO Doug Yearley moves to Executive Chairman; the board calls this long‑term succession planning and Yearley will stay involved to guide strategy and transition. Market reaction can be mixed for even planned, internal successions. WSJ: Toll Brothers Promotes Mistry to CEO GlobeNewswire: Succession release
Neutral Sentiment: Sector backdrop and valuation commentary — Barron’s highlights continued demand for new housing but notes builders may need incentives; recent articles (Yahoo Finance, Zacks) discuss valuation shifts and why shares have moved since the last earnings release — these shape investor expectations but aren’t company-specific catalysts. Barron’s piece on home builders Yahoo Finance valuation check Zacks: post-earnings move
Negative Sentiment: Recent earnings miss — Toll Brothers reported Q4 EPS of $4.58 vs. analysts’ $4.88 estimate (revenue slightly beat). An EPS shortfall can weigh on the stock and amplify sensitivity around guidance, margins and interest-rate/land-cost outlooks (this remains a key downside risk for the shares).

Toll Brothers Trading Down 0.9%

Shares of TOL opened at $134.88 on Thursday. The stock’s fifty day simple moving average is $135.96 and its 200-day simple moving average is $132.42. The firm has a market capitalization of $12.81 billion, a PE ratio of 9.95, a price-to-earnings-growth ratio of 1.13 and a beta of 1.43. Toll Brothers Inc. has a 12-month low of $86.67 and a 12-month high of $149.79. The company has a quick ratio of 0.64, a current ratio of 4.38 and a debt-to-equity ratio of 0.34.

Toll Brothers (NYSE:TOL – Get Free Report) last announced its quarterly earnings data on Monday, December 8th. The construction company reported $4.58 earnings per share for the quarter, missing the consensus estimate of $4.88 by ($0.30). The firm had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.32 billion. Toll Brothers had a return on equity of 16.74% and a net margin of 12.28%.The business’s revenue for the quarter was up 2.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.63 earnings per share. As a group, research analysts predict that Toll Brothers Inc. will post 13.83 earnings per share for the current year.

Toll Brothers Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Investors of record on Friday, January 9th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, January 9th. Toll Brothers’s dividend payout ratio is currently 7.37%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on TOL shares. Wedbush reaffirmed an “outperform” rating and set a $165.00 price target on shares of Toll Brothers in a report on Thursday, September 18th. Keefe, Bruyette & Woods decreased their target price on Toll Brothers from $145.00 to $143.00 and set a “market perform” rating on the stock in a report on Thursday, December 11th. BTIG Research assumed coverage on Toll Brothers in a research note on Monday, December 1st. They issued a “neutral” rating for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Toll Brothers in a research report on Wednesday, October 8th. Finally, Bank of America decreased their price objective on shares of Toll Brothers from $155.00 to $150.00 and set a “buy” rating on the stock in a report on Friday, October 10th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $152.00.

Check Out Our Latest Analysis on TOL

Toll Brothers Company Profile

(Free Report)

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.