William Blair Issues Pessimistic Forecast for Pool Earnings

Pool Co. (NASDAQ:POOL) – Stock analysts at William Blair reduced their Q2 2025 earnings per share (EPS) estimates for shares of Pool in a report issued on Thursday, April 10th. William Blair analyst R. Merkel now forecasts that the specialty retailer will post earnings per share of $5.10 for the quarter, down from their prior forecast of $5.17. The consensus estimate for Pool’s current full-year earnings is $11.32 per share. William Blair also issued estimates for Pool’s FY2025 earnings at $11.10 EPS, Q1 2026 earnings at $1.72 EPS, Q2 2026 earnings at $5.50 EPS, Q4 2026 earnings at $1.16 EPS, FY2026 earnings at $12.06 EPS and FY2027 earnings at $13.30 EPS.

Other equities research analysts have also recently issued reports about the company. Wells Fargo & Company dropped their price objective on Pool from $360.00 to $315.00 and set an “equal weight” rating on the stock in a research report on Monday. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Pool in a report on Tuesday, April 1st. They set a “hold” rating and a $344.00 price target on the stock. Finally, StockNews.com downgraded shares of Pool from a “hold” rating to a “sell” rating in a research report on Friday, February 28th. Two research analysts have rated the stock with a sell rating, five have issued a hold rating and three have issued a buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $360.33.

Pool Stock Performance

Shares of POOL opened at $306.96 on Monday. The company has a market cap of $11.58 billion, a price-to-earnings ratio of 27.21, a P/E/G ratio of 2.03 and a beta of 1.13. The business’s fifty day simple moving average is $330.23 and its two-hundred day simple moving average is $348.64. Pool has a 12 month low of $284.28 and a 12 month high of $395.60. The company has a current ratio of 2.05, a quick ratio of 0.77 and a debt-to-equity ratio of 0.71.

Pool (NASDAQ:POOL) last posted its quarterly earnings results on Thursday, February 20th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.08. Pool had a return on equity of 31.11% and a net margin of 8.18%. The firm had revenue of $987.48 million during the quarter, compared to analyst estimates of $961.04 million.

Pool Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 26th. Shareholders of record on Wednesday, March 12th were given a $1.20 dividend. The ex-dividend date was Wednesday, March 12th. This represents a $4.80 annualized dividend and a yield of 1.56%. Pool’s payout ratio is presently 42.55%.

Insider Transactions at Pool

In other Pool news, SVP Jennifer M. Neil sold 1,223 shares of Pool stock in a transaction that occurred on Monday, March 31st. The shares were sold at an average price of $315.00, for a total transaction of $385,245.00. Following the transaction, the senior vice president now owns 9,667 shares of the company’s stock, valued at $3,045,105. The trade was a 11.23 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director De La Mesa Manuel J. Perez sold 10,000 shares of the stock in a transaction on Monday, February 24th. The stock was sold at an average price of $346.00, for a total transaction of $3,460,000.00. Following the completion of the sale, the director now directly owns 62,577 shares of the company’s stock, valued at approximately $21,651,642. This trade represents a 13.78 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Pool

A number of institutional investors have recently bought and sold shares of the business. Allspring Global Investments Holdings LLC boosted its stake in shares of Pool by 816.8% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 40,860 shares of the specialty retailer’s stock worth $13,601,000 after acquiring an additional 36,403 shares during the period. L. Roy Papp & Associates LLP purchased a new stake in Pool during the 4th quarter valued at approximately $653,000. World Equity Group Inc. purchased a new stake in Pool during the 4th quarter valued at approximately $272,000. Landscape Capital Management L.L.C. lifted its holdings in shares of Pool by 104.0% in the fourth quarter. Landscape Capital Management L.L.C. now owns 3,778 shares of the specialty retailer’s stock worth $1,288,000 after buying an additional 1,926 shares in the last quarter. Finally, Tokio Marine Asset Management Co. Ltd. boosted its position in shares of Pool by 28.5% during the fourth quarter. Tokio Marine Asset Management Co. Ltd. now owns 49,056 shares of the specialty retailer’s stock worth $16,725,000 after acquiring an additional 10,880 shares during the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Pool Company Profile

Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; and building materials, such as concrete, plumbing and electrical components, functional and decorative pool surfaces, decking materials, tiles, hardscapes, and natural stones for pool installations and remodeling.