Silver Oak Securities Incorporated Takes $2.40 Million Position in Pool Corporation $POOL

Silver Oak Securities Incorporated bought a new position in shares of Pool Corporation (NASDAQ:POOL) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 10,383 shares of the specialty retailer’s stock, valued at approximately $2,399,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Berkshire Hathaway Inc raised its stake in shares of Pool by 136.3% during the 2nd quarter. Berkshire Hathaway Inc now owns 3,458,885 shares of the specialty retailer’s stock valued at $1,008,196,000 after buying an additional 1,994,885 shares during the last quarter. Caledonia Investments PLC lifted its holdings in shares of Pool by 5.2% in the 3rd quarter. Caledonia Investments PLC now owns 160,887 shares of the specialty retailer’s stock valued at $49,886,000 after buying an additional 8,000 shares during the period. Deprince Race & Zollo Inc. boosted its stake in shares of Pool by 43.9% in the third quarter. Deprince Race & Zollo Inc. now owns 40,719 shares of the specialty retailer’s stock worth $12,626,000 after buying an additional 12,424 shares during the last quarter. Natixis grew its holdings in Pool by 1,852.6% during the second quarter. Natixis now owns 66,799 shares of the specialty retailer’s stock worth $19,471,000 after acquiring an additional 63,378 shares during the period. Finally, Swedbank AB grew its holdings in Pool by 13.0% during the third quarter. Swedbank AB now owns 138,334 shares of the specialty retailer’s stock worth $42,893,000 after acquiring an additional 15,915 shares during the period. 98.99% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently weighed in on POOL. Deutsche Bank Aktiengesellschaft set a $246.00 price target on Pool in a research report on Friday, February 20th. Oppenheimer dropped their price objective on shares of Pool from $346.00 to $280.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Wells Fargo & Company cut their target price on shares of Pool from $275.00 to $230.00 and set an “equal weight” rating for the company in a report on Friday, February 20th. Zacks Research cut shares of Pool from a “hold” rating to a “strong sell” rating in a research note on Friday. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Pool in a report on Monday, December 29th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $281.50.

Insider Activity at Pool

In related news, Director De La Mesa Manuel J. Perez acquired 5,000 shares of Pool stock in a transaction on Friday, March 13th. The stock was bought at an average cost of $205.00 per share, for a total transaction of $1,025,000.00. Following the completion of the transaction, the director owned 110,108 shares of the company’s stock, valued at approximately $22,572,140. The trade was a 4.76% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Romain Kenneth G. St acquired 5,560 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were bought at an average cost of $218.67 per share, for a total transaction of $1,215,805.20. Following the completion of the acquisition, the senior vice president 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 SEC filing for this purchase provides additional information. 3.00% of the stock is owned by corporate insiders.

Pool Stock Performance

NASDAQ POOL opened at $200.49 on Tuesday. The stock has a market capitalization of $7.36 billion, a price-to-earnings ratio of 18.50, a PEG ratio of 2.48 and a beta of 1.25. Pool Corporation has a twelve month low of $197.13 and a twelve month high of $345.00. The company has a current ratio of 2.24, a quick ratio of 0.59 and a debt-to-equity ratio of 1.00. The stock has a 50-day moving average of $233.68 and a 200 day moving average of $254.77.

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

Pool Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 12th were paid a $1.25 dividend. The ex-dividend date of this dividend was Thursday, March 12th. This represents a $5.00 dividend on an annualized basis and a yield of 2.5%. Pool’s dividend payout ratio (DPR) is currently 46.13%.

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.