Pool (NASDAQ:POOL) Releases FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 10.660-10.960 for the period, compared to the consensus estimate of 11.080. The company issued revenue guidance of -.

Pool Stock Down 0.1%

NASDAQ:POOL opened at $196.19 on Thursday. Pool has a 1-year low of $172.68 and a 1-year high of $345.00. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.87 and a quick ratio of 0.55. The firm has a market cap of $7.15 billion, a PE ratio of 18.05, a price-to-earnings-growth ratio of 2.53 and a beta of 1.05. The company has a 50-day moving average of $195.77 and a 200 day moving average of $216.82.

Pool (NASDAQ:POOL) last announced its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.34 by $0.09. Pool had a net margin of 7.57% and a return on equity of 32.37%. The firm had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same quarter in the prior year, the company earned $1.32 EPS. The company’s revenue was up 6.2% compared to the same quarter last year. As a group, research analysts anticipate that Pool will post 11.05 EPS for the current fiscal year.

Pool Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, May 28th. Investors 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 2.7%. This is a positive change from Pool’s previous quarterly dividend of $1.25. The ex-dividend date of this dividend was Thursday, May 14th. Pool’s payout ratio is presently 47.84%.

Pool announced that its board has authorized a share repurchase program on Wednesday, April 29th that authorizes the company to buyback $600.00 million in shares. This buyback authorization authorizes the specialty retailer to reacquire up to 7.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

POOL has been the topic of several recent research reports. Bank of America dropped their target price on Pool from $226.00 to $206.00 and set an “underperform” rating on the stock in a research report on Monday. Stifel Nicolaus upped their price objective on Pool from $210.00 to $235.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. Wells Fargo & Company dropped their price objective on Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 8th. Wall Street Zen upgraded Pool from a “sell” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Weiss Ratings lowered shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, May 14th. Four research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Pool currently has a consensus rating of “Hold” and an average price target of $262.00.

Insider Activity at Pool

In related news, Director John E. Stokely purchased 1,000 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were acquired at an average price of $193.06 per share, for a total transaction of $193,060.00. Following the purchase, the director owned 16,230 shares of the company’s stock, valued at $3,133,363.80. This trade represents a 6.57% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director De La Mesa Manuel J. Perez purchased 10,000 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was bought at an average cost of $175.95 per share, with a total value of $1,759,500.00. Following the acquisition, the director owned 40,108 shares of the company’s stock, valued at approximately $7,057,002.60. The trade was a 33.21% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 21,989 shares of company stock worth $4,042,747 in the last quarter. 3.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Longer-term industry interest remains supportive, with a report projecting Europe’s pool chemicals market to grow to $932.5 million by 2032, which reinforces demand for pool maintenance products and services. Europe Pool Chemicals Market to Reach USD 932.5 Mn by 2032
• Neutral Sentiment: Consumer-interest articles about pool decorating, hygiene, and heating highlight ongoing public engagement with pools, but they are not direct catalysts for Pool Corporation’s earnings or margins. The pool decorating ideas designers use to make backyards feel like vacation The Biggest Hygiene Mistakes People Make in the Pool Pool Heating Solutions for Comfortable Swimming in Every Season
• Neutral Sentiment: Minto Group’s new outdoor pool project in Alberta is a local real-estate amenity announcement, which may modestly reflect healthy construction activity but has no direct impact on POOL’s financial outlook. Minto Group Breaks Ground on Wildflower’s Hillside Hub, Featuring Airdrie’s First Outdoor Pool
• Negative Sentiment: Bank of America reportedly issued a pessimistic forecast for Pool Corporation’s stock, which could weigh on sentiment and reinforce concerns about near-term performance. Bank of America Issues Pessimistic Forecast for Pool (NASDAQ:POOL) Stock Price

Institutional Trading of Pool

Several large investors have recently added to or reduced their stakes in POOL. Wellington Management Group LLP increased its holdings in shares of Pool by 16.2% in the third 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. Morgan Stanley boosted its position in 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. increased its holdings in Pool by 2,435.4% in the 4th 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 during the period. Invesco Ltd. increased its holdings in Pool by 21.6% in the 4th quarter. Invesco Ltd. now owns 837,658 shares of the specialty retailer’s stock worth $191,614,000 after buying an additional 148,519 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in Pool by 29.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 420,644 shares of the specialty retailer’s stock worth $96,229,000 after buying an additional 96,173 shares during 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.