New Analyst Forecast: $TTC Given $76.0 Price Target

Recent activity for $TTC reveals mixed signals: D.A. Davidson set a price target of $76.0, while congressional members have sold shares five times in the last six months. Conversely, company insiders purchased shares five times over the same period. Institutional investors also show diverging sentiment, with 254 adding shares and 323 decreasing positions, including notable reductions by SELECT EQUITY GROUP, L.P. (-52.6%) and PRICE T ROWE ASSOCIATES INC /MD/ (-27.5%), offset by additions from AQR CAPITAL MANAGEMENT LLC (+1184.6%).

Analysis

A new analyst forecast for The Toro Company ($TTC) from Michael Shlisky at D.A. Davidson sets a price target of $76.0. This contrasts with recent trading patterns among other market participants: over the past six months, U.S. Representative April McClain Delaney made five sales of $TTC stock, totaling up to $75,000, with no recorded congressional purchases. Conversely, company insider Edric C Funk, Group VP, Golf, Grounds & Irr, made five purchases during the same period, acquiring 407 shares for an estimated $32,466, with no insider sales reported. The institutional investment landscape shows a net decrease in holdings, with 323 institutions reducing their positions compared to 254 adding shares in their most recent quarter. Notably, SELECT EQUITY GROUP, L.P. reduced its stake by 2,578,711 shares (-52.6%) in Q1 2025, PRICE T ROWE ASSOCIATES INC /MD/ divested 2,412,514 shares (-27.5%) in Q1 2025, and DURABLE CAPITAL PARTNERS LP fully exited its 1,348,433 share position in Q4 2024. On the other hand, AQR CAPITAL MANAGEMENT LLC significantly increased its holdings by 1,810,429 shares (+1184.6%) in Q1 2025, and ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,146,537 shares (+2077.3%) in Q1 2025, indicating highly divergent views among large asset managers.

Key Decisions for Investors

• Investors should carefully weigh the positive $76.0 analyst price target and insider purchases against the backdrop of congressional sales and net selling by institutional investors.
• The significant institutional outflows, including a complete exit by Durable Capital Partners and substantial reductions by Select Equity Group and Price T Rowe, signal potential caution, despite large counter-cyclical purchases by firms like AQR Capital Management.
• Monitoring upcoming 13F filings and insider transaction disclosures for $TTC will be crucial to ascertain if these mixed signals consolidate into a more definitive trend.
• Consider the implications of these divergent capital flows, particularly the conviction demonstrated by both significant sellers and aggressive buyers, when assessing overall exposure to $TTC.