Montrusco Bolton Investments Inc. Has $8.29 Million Position in Pool Corporation $POOL

Montrusco Bolton Investments Inc. cut its stake in Pool Corporation (NASDAQ:POOL) by 28.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,745 shares of the specialty retailer’s stock after selling 10,500 shares during the quarter. Montrusco Bolton Investments Inc. owned 0.07% of Pool worth $8,293,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Berkshire Hathaway Inc raised its stake in Pool by 136.3% during the 2nd quarter. Berkshire Hathaway Inc now owns 3,458,885 shares of the specialty retailer’s stock worth $1,008,196,000 after buying an additional 1,994,885 shares during the period. Caledonia Investments PLC increased its holdings in shares of Pool by 5.2% in the third quarter. Caledonia Investments PLC now owns 160,887 shares of the specialty retailer’s stock worth $49,886,000 after acquiring an additional 8,000 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Pool by 224.7% during the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 61,696 shares of the specialty retailer’s stock worth $17,983,000 after purchasing an additional 42,696 shares during the period. Deprince Race & Zollo Inc. raised its position in shares of Pool by 43.9% during the third quarter. Deprince Race & Zollo Inc. now owns 40,719 shares of the specialty retailer’s stock worth $12,626,000 after purchasing an additional 12,424 shares during the period. Finally, Geneva Capital Management LLC lifted its holdings in shares of Pool by 11.1% during the 2nd quarter. Geneva Capital Management LLC now owns 96,966 shares of the specialty retailer’s stock valued at $28,264,000 after purchasing an additional 9,673 shares in the last quarter. Institutional investors own 98.99% of the company’s stock.

Pool Price Performance

Shares of NASDAQ POOL opened at $214.75 on Thursday. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 0.59. The business has a 50-day moving average of $248.46 and a 200-day moving average of $272.65. The stock has a market capitalization of $8.00 billion, a price-to-earnings ratio of 19.81, a PEG ratio of 2.71 and a beta of 1.22. Pool Corporation has a fifty-two week low of $210.67 and a fifty-two week high of $374.74.

Pool (NASDAQ:POOL) last released its earnings results on Thursday, February 19th. The specialty retailer reported $0.84 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.15). The firm had revenue of $982.21 million during the quarter, compared to the consensus estimate of $999.14 million. Pool had a net margin of 7.67% and a return on equity of 31.49%. Pool’s quarterly revenue was down .5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.97 earnings per share. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. As a group, sell-side analysts predict that Pool Corporation will post 11.32 earnings per share for the current fiscal year.

Pool Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 12th will be issued a dividend of $1.25 per share. The ex-dividend date is Thursday, March 12th. This represents a $5.00 dividend on an annualized basis and a yield of 2.3%. Pool’s dividend payout ratio (DPR) is presently 46.13%.

More Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Senior insider buying: Pool SVP Romain Kenneth G. St purchased 5,560 shares at ~$218.67, increasing his stake to 82,845 shares — a signal management is buying the stock and may view current levels as attractive. Insider Purchase Filing
• Positive Sentiment: Dividend declared: Pool’s board announced a quarterly cash dividend on Feb 25, 2026, which management framed as a sign of confidence in cash flow and the business model — typically supportive of the share price for income-focused investors. Pool Declares Quarterly Cash Dividend
• Neutral Sentiment: Industry outlook note: A market forecast for fiberglass swimming pools highlights long-term growth expectations for the pool market (2026–2035), a potential tailwind for Pool’s end markets over the medium term, but not an immediate catalyst. Fiberglass Swimming Pools Market Growth & Forecast 2026–2035
• Negative Sentiment: Q4 performance scrutiny: Recent commentary and investor letters explain why POOL traded lower in Q4 (citing company-specific drivers and relative underperformance). This added scrutiny likely contributes to short-term selling pressure. Here’s Why Pool Corporation (POOL) Traded Lower in Q4

Insiders Place Their Bets

In other Pool news, SVP Romain Kenneth G. St acquired 5,560 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were purchased at an average price of $218.67 per share, for a total transaction of $1,215,805.20. Following the completion of the purchase, the senior vice president directly owned 82,845 shares of the company’s stock, valued at approximately $18,115,716.15. This represents a 7.19% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 3.00% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have commented on POOL. Robert W. Baird dropped their target price on shares of Pool from $320.00 to $300.00 and set an “outperform” rating on the stock in a report on Friday, February 20th. Cfra upgraded shares of Pool from a “hold” rating to a “buy” rating and set a $304.00 price objective on the stock in a report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft set a $246.00 price objective on shares of Pool in a research report on Friday, February 20th. Stifel Nicolaus lowered their target price on Pool from $240.00 to $232.00 and set a “hold” rating for the company in a report on Monday. Finally, Wells Fargo & Company dropped their price target on Pool from $275.00 to $230.00 and set an “equal weight” rating on the stock in a research note on Friday, February 20th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $281.50.

Pool 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.