Pool Corporation $POOL Holdings Lifted by California State Teachers Retirement System

California State Teachers Retirement System increased its position in shares of Pool Corporation (NASDAQ:POOL) by 23.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,037 shares of the specialty retailer’s stock after acquiring an additional 7,420 shares during the period. California State Teachers Retirement System’s holdings in Pool were worth $7,898,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Clearstead Advisors LLC raised its holdings in shares of Pool by 100.0% in the 4th quarter. Clearstead Advisors LLC now owns 122 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 61 shares in the last quarter. Private Trust Co. NA boosted its holdings in Pool by 78.6% during the fourth quarter. Private Trust Co. NA now owns 125 shares of the specialty retailer’s stock worth $29,000 after buying an additional 55 shares in the last quarter. CYBER HORNET ETFs LLC bought a new stake in Pool during the second quarter worth approximately $30,000. Covestor Ltd grew its position in Pool by 348.4% in the fourth quarter. Covestor Ltd now owns 139 shares of the specialty retailer’s stock worth $32,000 after buying an additional 108 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in Pool in the second quarter worth approximately $33,000. 98.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Weiss Ratings downgraded Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, May 14th. Deutsche Bank Aktiengesellschaft set a $185.00 target price on Pool in a research report on Friday, July 24th. Wall Street Zen raised Pool from a “sell” rating to a “hold” rating in a report on Monday, April 27th. Stephens decreased their price target on Pool from $290.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, July 24th. Finally, Stifel Nicolaus dropped their price target on Pool from $235.00 to $189.00 and set a “hold” rating on the stock in a research note on Friday, July 24th. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $235.67.

Pool News Roundup

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Investor conference participation may improve communication with shareholders. Pool Corporation announced that it will participate in several investor events during the third quarter. The update could give management an opportunity to discuss demand trends, cost controls and its 2026 outlook, although the announcement itself contained no new financial guidance. Pool Corporation Announces Upcoming Investor Conference Participation
• Neutral Sentiment: Recent operating results remain relatively stable. Pool’s latest quarterly report showed revenue of approximately $1.82 billion, up 2.2% year over year, while EPS of $5.38 exceeded consensus by $0.05. Management’s fiscal 2026 EPS guidance of $10.66 to $10.96 remains the key benchmark for investors; no change to that outlook was reported in the latest news.
• Neutral Sentiment: Several articles use “pool” in unrelated contexts. Reports concerning the Washington, D.C., Reflecting Pool, SwamCam’s pool alarms, ALSCO Pooling Service and comparisons with LKQ do not involve Pool Corporation and should not be viewed as catalysts for POOL.

Insider Activity at Pool

In other news, Director James D. Hope bought 464 shares of the stock in a transaction on Thursday, May 7th. The shares were purchased at an average price of $194.41 per share, for a total transaction of $90,206.24. Following the completion of the purchase, the director directly owned 3,678 shares of the company’s stock, valued at $715,039.98. This trade represents a 14.44% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David G. Whalen bought 525 shares of the company’s stock in a transaction on Friday, May 8th. The stock was purchased at an average cost of $190.44 per share, for a total transaction of $99,981.00. Following the completion of the transaction, the director owned 8,936 shares in the company, valued at approximately $1,701,771.84. The trade was a 6.24% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have acquired 21,989 shares of company stock valued at $4,042,747. Insiders own 3.00% of the company’s stock.

Pool Trading Up 4.0%

Shares of NASDAQ POOL opened at $203.44 on Wednesday. The company has a current ratio of 2.67, a quick ratio of 0.91 and a debt-to-equity ratio of 1.05. Pool Corporation has a one year low of $172.68 and a one year high of $336.15. The business has a 50-day moving average price of $197.51 and a two-hundred day moving average price of $213.22. The firm has a market capitalization of $7.39 billion, a PE ratio of 18.72, a PEG ratio of 2.64 and a beta of 1.06.

Pool (NASDAQ:POOL) last posted its quarterly earnings results on Thursday, July 23rd. The specialty retailer reported $5.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.33 by $0.05. The business had revenue of $1.82 billion during the quarter, compared to analyst estimates of $1.82 billion. Pool had a net margin of 7.40% and a return on equity of 32.74%. The firm’s revenue was up 2.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.17 earnings per share. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. As a group, analysts predict that Pool Corporation will post 10.95 earnings per share for the current fiscal year.

Pool Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Thursday, August 13th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Thursday, August 13th. Pool’s payout ratio is currently 47.84%.

Pool announced that its Board of Directors has approved a stock buyback plan on Wednesday, April 29th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the specialty retailer to buy up to 7.8% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Pool Company Profile

Pool Corporation is a leading wholesale distributor of swimming pool supplies, equipment, and related outdoor living products. Headquartered in Covington, Louisiana, the company serves a diverse customer base that includes service professionals, independent retailers, high-volume builders, and national retail chains. Pool Corporation’s extensive branch network enables it to maintain strong local customer relationships while leveraging its scale to source products efficiently from manufacturers around the world.

The company’s product portfolio spans pool and spa chemicals, water treatment equipment, pumps, filters, heaters, automation and control systems, liners, safety covers, and cleaning accessories.