15,000 Shares in Pool Corporation $POOL Bought by Weitz Investment Management Inc.

Weitz Investment Management Inc. bought a new stake in Pool Corporation (NASDAQ:POOL) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 15,000 shares of the specialty retailer’s stock, valued at approximately $3,224,000.

Other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new stake in Pool during the 2nd quarter worth about $866,576,000. Wellington Management Group LLP lifted its stake in shares of 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 during the period. T. Rowe Price Investment Management Inc. lifted its stake in shares of Pool by 3,831.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,001,987 shares of the specialty retailer’s stock valued at $457,955,000 after purchasing an additional 1,951,070 shares during the period. Morgan Stanley boosted its position in shares of Pool by 1.8% during the 4th quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock valued at $313,794,000 after purchasing an additional 23,736 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of Pool by 21.6% during the 4th quarter. Invesco Ltd. now owns 837,658 shares of the specialty retailer’s stock valued at $191,614,000 after purchasing an additional 148,519 shares in the last quarter. Institutional investors own 98.99% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on POOL shares. Oppenheimer lowered their target price on Pool from $280.00 to $227.00 and set an “outperform” rating for the company in a report on Friday, July 24th. Zacks Research upgraded Pool from a “strong sell” rating to a “hold” rating in a report on Monday, April 27th. Bank of America reduced their price objective on shares of Pool from $226.00 to $206.00 and set an “underperform” rating for the company in a research report on Monday, July 20th. Robert W. Baird set a $260.00 price objective on shares of Pool in a research note on Friday, July 24th. Finally, Deutsche Bank Aktiengesellschaft set a $185.00 target price on shares of Pool in a research report on Friday, July 24th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Pool currently has a consensus rating of “Hold” and an average price target of $235.67.

More 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.

Pool Stock Performance

Shares of POOL opened at $187.98 on Friday. Pool Corporation has a one year low of $172.68 and a one year high of $336.15. The company has a market cap 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 stock has a 50-day moving average of $200.52 and a 200-day moving average of $207.54. The company has a debt-to-equity ratio of 1.05, a current ratio of 2.67 and a quick ratio of 0.91.

Pool (NASDAQ:POOL) last posted its quarterly 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 business had revenue of $1.82 billion for 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% on a year-over-year basis. During the same period in the prior year, the business earned $5.17 EPS. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. On average, equities research analysts predict that Pool Corporation will post 10.94 EPS for the current fiscal year.

Pool Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 27th. Stockholders of record on Thursday, August 13th will be given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Thursday, August 13th. Pool’s dividend payout ratio is presently 47.84%.

Pool announced that its board has initiated a stock repurchase plan on Wednesday, April 29th that allows the company to repurchase $600.00 million in shares. This repurchase authorization allows the specialty retailer to reacquire up to 7.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its stock is undervalued.

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.