Bernzott Capital Advisors Purchases New Shares in Pool Corporation $POOL

Bernzott Capital Advisors purchased a new position in Pool Corporation (NASDAQ:POOL) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 3,001 shares of the specialty retailer’s stock, valued at approximately $607,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of POOL. CYBER HORNET ETFs LLC purchased a new stake in Pool during the second quarter valued at about $30,000. MUFG Securities EMEA plc purchased a new position in shares of Pool in the second quarter worth approximately $33,000. Clearstead Advisors LLC increased its position in shares of Pool by 100.0% in the fourth quarter. Clearstead Advisors LLC now owns 122 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 61 shares in the last quarter. Private Trust Co. NA increased its position in shares of Pool by 78.6% in the fourth quarter. Private Trust Co. NA now owns 125 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 55 shares in the last quarter. Finally, Allworth Financial LP raised its holdings in shares of Pool by 133.3% during the third quarter. Allworth Financial LP now owns 126 shares of the specialty retailer’s stock valued at $39,000 after acquiring an additional 72 shares during the period. Institutional investors and hedge funds own 98.99% of the company’s stock.

Pool Trading Up 1.8%

Shares of NASDAQ:POOL opened at $207.97 on Friday. The firm has a fifty day moving average of $193.42 and a two-hundred day moving average of $218.50. The firm has a market capitalization of $7.58 billion, a P/E ratio of 19.13, a price-to-earnings-growth ratio of 2.59 and a beta of 1.05. Pool Corporation has a 12-month low of $172.68 and a 12-month high of $345.00. The company has a quick ratio of 0.55, a current ratio of 1.87 and a debt-to-equity ratio of 1.09.

Pool (NASDAQ:POOL) last posted its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.34 by $0.09. Pool had a net margin of 7.57% and a return on equity of 32.37%. The business had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.82 billion. During the same period in the prior year, the business posted $1.32 earnings per share. Pool’s revenue for the quarter was up 6.2% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. On average, equities analysts expect that Pool Corporation will post 11.08 EPS for the current fiscal year.

Pool Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 2.5%. This is an increase from Pool’s previous quarterly dividend of $1.25. The ex-dividend date was Thursday, May 14th. Pool’s dividend payout ratio is presently 47.84%.

Pool announced that its board has initiated a share buyback plan on Wednesday, April 29th that allows the company to repurchase $600.00 million in shares. This repurchase authorization allows the specialty retailer to purchase up to 7.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Bank of America reduced their price target on shares of Pool from $229.00 to $226.00 and set an “underperform” rating for the company in a research report on Monday, April 20th. Stifel Nicolaus lifted their price objective on shares of Pool from $210.00 to $235.00 and gave the stock a “hold” rating in a research report on Monday. Zacks Research raised shares of Pool from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Wells Fargo & Company reduced their target price on Pool from $230.00 to $215.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Finally, Wall Street Zen upgraded Pool from a “sell” rating to a “hold” rating in a report on Monday, April 27th. Four investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $264.50.

Insider Transactions at Pool

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

Key Pool News

Here are the key news stories impacting Pool this week:

• Neutral Sentiment: Pool Corporation announced it will report second-quarter 2026 earnings before the market opens on July 23 and host a conference call at 10:00 a.m.; this is a standard scheduling update, but it may remind investors that a key catalyst is approaching. Pool Corporation Announces Second Quarter 2026 Earnings Release Date And Conference Call
• Neutral Sentiment: A Zacks article compared YETI vs. POOL as value stocks, which may have drawn some investor attention to Pool Corporation, but it does not indicate a fundamental change in the business. YETI or POOL: Which Is the Better Value Stock Right Now?

About Pool

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.