Landscape Capital Management L.L.C. Invests $2.23 Million in Pool Corporation $POOL

Landscape Capital Management L.L.C. acquired a new stake in shares of Pool Corporation (NASDAQ:POOL) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 10,391 shares of the specialty retailer’s stock, valued at approximately $2,233,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Bard Associates Inc. acquired a new position in shares of Pool during the second quarter valued at $170,000. Heron Bay Capital Management acquired a new position in Pool during the 2nd quarter valued at about $5,060,000. Callan Family Office LLC bought a new position in Pool in the 2nd quarter worth about $4,665,000. Allworth Financial LP bought a new position in Pool in the 2nd quarter worth about $318,000. Finally, B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of Pool in the second quarter valued at approximately $544,000. 98.99% of the stock is currently owned by institutional investors.

Pool Price Performance

NASDAQ POOL opened at $187.98 on Friday. Pool Corporation has a 12 month low of $172.68 and a 12 month high of $336.15. The company has a debt-to-equity ratio of 1.05, a current ratio of 2.67 and a quick ratio of 0.91. The firm has a market capitalization of $6.83 billion, a PE ratio of 17.29, a P/E/G ratio of 2.54 and a beta of 1.06. The company’s 50 day simple moving average is $200.52 and its 200 day simple moving average is $207.54.

Pool (NASDAQ:POOL) last released its earnings results on Thursday, July 23rd. The specialty retailer reported $5.38 earnings per share for the quarter, topping analysts’ consensus estimates of $5.33 by $0.05. The firm had revenue of $1.82 billion during the quarter, compared to the consensus estimate of $1.82 billion. Pool had a return on equity of 32.74% and a net margin of 7.40%.The firm’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $5.17 earnings per share. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. As a group, equities research analysts forecast that Pool Corporation will post 10.94 EPS for the current fiscal year.

Pool Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, August 27th. Shareholders of record on Thursday, August 13th will be given a $1.30 dividend. The ex-dividend date is Thursday, August 13th. This represents a $5.20 annualized dividend and a yield of 2.8%. Pool’s payout ratio is 47.84%.

Pool declared that its Board of Directors has initiated a stock buyback program on Wednesday, April 29th that allows the company to repurchase $600.00 million in outstanding shares. This repurchase authorization allows the specialty retailer to buy up to 7.8% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on POOL. Oppenheimer reduced their price objective on Pool from $280.00 to $227.00 and set an “outperform” rating for the company in a research report on Friday, July 24th. Zacks Research upgraded Pool from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Pool in a research note on Tuesday, August 11th. Bank of America cut their target price on Pool from $226.00 to $206.00 and set an “underperform” rating on the stock in a research note on Monday, July 20th. Finally, Stifel Nicolaus reduced their price target on Pool from $235.00 to $189.00 and set a “hold” rating for the company in a research report on Friday, July 24th. Five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $235.67.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Stephens reaffirmed its “Overweight” rating on Pool Corporation and maintained a $225 price target, implying substantial upside from the current trading level. Benzinga
• Positive Sentiment: Pool’s latest quarterly results modestly exceeded expectations: earnings per share were $5.38 versus the $5.33 consensus estimate, while revenue reached $1.82 billion and increased 2.2% year over year. Management’s fiscal 2026 EPS guidance remains $10.66–$10.96.
• Neutral Sentiment: The recent report about Nvidia paying $6 billion to license Poolside’s AI software concerns Poolside, not Pool Corporation, and has no apparent impact on POOL. Nvidia Pays $6 Billion to License Poolside AI Model-Development Software
• Neutral Sentiment: Other reports involving Poolin’s cryptocurrency-mining assets, swimming-pool products, and pool-cleaning robots are unrelated to Pool Corporation’s distribution business.
• Negative Sentiment: Although quarterly results were slightly better than expected, revenue was essentially in line with forecasts and the company’s shares remain below both their 50-day and 200-day moving averages, indicating continued technical pressure and investor caution around the pool-construction and renovation market.

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.