Pool (NASDAQ:POOL) Releases FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 10.850-11.150 for the period, compared to the consensus estimate of 11.580. The company issued revenue guidance of -.

Pool Stock Down 9.8%

POOL stock traded down $25.08 during trading on Thursday, hitting $230.25. 2,140,159 shares of the company’s stock traded hands, compared to its average volume of 817,678. The firm has a market capitalization of $8.58 billion, a P/E ratio of 20.79, a PEG ratio of 4.50 and a beta of 1.22. Pool has a 1 year low of $216.32 and a 1 year high of $374.74. The company has a quick ratio of 0.87, a current ratio of 2.57 and a debt-to-equity ratio of 0.76. The business has a fifty day simple moving average of $250.48 and a two-hundred day simple moving average of $275.83.

Pool (NASDAQ:POOL) last announced its earnings results on Thursday, February 19th. The specialty retailer reported $0.84 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($0.15). The company had revenue of $982.21 million for the quarter, compared to the consensus estimate of $999.14 million. Pool had a net margin of 7.77% and a return on equity of 31.40%. The firm’s revenue was down .5% compared to the same quarter last year. During the same period last year, the business posted $0.97 EPS. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. Sell-side analysts anticipate that Pool will post 11.32 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Cfra upgraded shares of Pool from a “hold” rating to a “buy” rating and set a $304.00 target price for the company in a report on Monday, December 22nd. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Pool in a research report on Monday, December 29th. Robert W. Baird set a $320.00 price target on shares of Pool and gave the stock an “outperform” rating in a report on Monday, January 12th. Wells Fargo & Company lifted their price target on Pool from $250.00 to $275.00 and gave the stock a “cautious” rating in a research report on Wednesday, February 11th. Finally, Stifel Nicolaus cut their price objective on Pool from $295.00 to $240.00 and set a “hold” rating on the stock in a report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $311.13.

More Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Operational profitability remains strong: Pool reported a 31.4% return on equity and a 7.77% net margin, showing healthy unit economics that support long‑term cash generation. Pool press release
• Neutral Sentiment: Pool reported stable full‑year 2025 net sales of ~$5.3B and provided FY2026 EPS guidance of $10.85–$11.15, which still implies strong absolute earnings power but leaves room for analyst revisions. Pool Corp Issues 2025 Results and 2026 EPS Outlook
• Neutral Sentiment: Analyst commentary entering the print had highlighted resilient maintenance demand and digital investments (POOL360) as offsets to cyclical weakness — context that could limit downside if execution remains steady. Pool Corp to Report Q4 Earnings: What’s in the Offing for the Stock?
• Negative Sentiment: Earnings and revenue missed expectations: Q4 EPS was $0.84 vs. consensus ~$0.99, and revenue came in at $982.2M vs. ~$999.1M, with revenue slightly down year‑over‑year — the primary catalyst for the sell‑off. Pool Corp. (POOL) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: FY2026 EPS guidance (10.85–11.15) came in below the prior consensus (~11.58), increasing the likelihood of analyst downward revisions and pressuring valuation multiples. MarketBeat earnings summary
• Negative Sentiment: Investor sentiment turned more bearish after analysts and commentaries called the stock “still expensive” with limited near‑term rebound potential given mixed demand trends and a rich valuation. Pool Corporation: Still Expensive With No Rebound In Sight

Institutional Investors Weigh In On Pool

Several hedge funds have recently bought and sold shares of the stock. Wellington Management Group LLP lifted its holdings in Pool by 16.2% in the 3rd quarter. Wellington Management Group LLP now owns 2,563,373 shares of the specialty retailer’s stock valued at $794,825,000 after purchasing an additional 357,643 shares in the last quarter. Morgan Stanley raised its position in shares of Pool by 1.8% in the fourth quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock valued at $313,794,000 after buying an additional 23,736 shares during the last quarter. T. Rowe Price Investment Management Inc. lifted its stake in shares of Pool by 2,435.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,290,958 shares of the specialty retailer’s stock worth $295,307,000 after buying an additional 1,240,041 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in Pool by 29.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 420,644 shares of the specialty retailer’s stock worth $96,229,000 after acquiring an additional 96,173 shares during the last quarter. Finally, Raymond James Financial Inc. grew its stake in Pool by 0.7% during the 3rd quarter. Raymond James Financial Inc. now owns 356,856 shares of the specialty retailer’s stock valued at $110,650,000 after acquiring an additional 2,635 shares in the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

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.