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NYSE · Consumer Discretionary

TOLL BROTHERS INC TOL

Toll Brothers, Inc., together with its subsidiaries, designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States. It designs, builds, markets, and sells condominiums through Toll Brothers City Living.

Sources StockAnalysis company profile stockanalysis.com
Homebuilding

Company profile

Business mix

  • It designs, builds, markets, and sells condominiums through Toll Brothers City Living.
  • In addition, it provides various interior fit-out options, such as flooring, wall tile, plumbing, cabinets, fixtures, appliances, lighting, and home-automation and security technologies.
  • Further, the company owns and operates architectural, engineering, mortgage, title, land development, insurance, smart home technology, landscaping, lumber distribution, house component assembly, and component manufacturing operations.
  • It serves luxury first-time, move-up, empty-nester, active-adult, and second-home buyers. The company was founded in 1967 and is headquartered in Fort Washington, Pennsylvania.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in residential construction?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.41 FCF 9.43% Buyback 4.92%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.4% $127.2M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $29.7M 2026-03-31
Wedgewood Partners David Rolfe 2.5% $12.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $67.8M Estimated from net added shares
Reduction amount $8.2M Estimated from net reduced shares
Net share change / base shares +54.5% +436,771 / 800,981
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 55.8% 13F value change +$20.1M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -8.9% 13F value change +$5.1M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -21.3% 13F value change -$12.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.9% 13F value change -$12.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 277,824 Last 4 periods -60,378 (-21.7%) Total shares 217,446 Value $29.7M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 116.9% 13F value change +$74.3M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.0% 13F value change +$30.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.8% 13F value change -$2.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -20.1% 13F value change -$30.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 523,157 Last 4 periods +408,874 (+78.2%) Total shares 932,031 Value $127.2M
Wedgewood Partners David Rolfe 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$12.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +88,275 (New) Total shares 88,275 Value $12.0M
Lone Pine Capital Stephen Mandel 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$401.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$401.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.