Landscape Capital Management L.L.C. Acquires Shares of 10,391 Pool Corporation $POOL

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

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Clearstead Advisors LLC raised its position in shares of Pool by 100.0% in the 4th quarter. Clearstead Advisors LLC now owns 122 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 61 shares in the last quarter. Elevation Wealth Partners LLC grew its position in shares of Pool by 2,660.0% during the second quarter. Elevation Wealth Partners LLC now owns 138 shares of the specialty retailer’s stock worth $30,000 after buying an additional 133 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of Pool during the second quarter worth approximately $30,000. Covestor Ltd increased its stake in shares of Pool by 348.4% in the fourth quarter. Covestor Ltd now owns 139 shares of the specialty retailer’s stock worth $32,000 after buying an additional 108 shares during the last quarter. Finally, CoreCap Advisors LLC increased its stake in shares of Pool by 214.3% in the second quarter. CoreCap Advisors LLC now owns 154 shares of the specialty retailer’s stock worth $33,000 after buying an additional 105 shares during the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on POOL shares. Robert W. Baird set a $260.00 price objective on shares of Pool in a report on Friday, July 24th. Zacks Research upgraded shares of Pool from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Wall Street Zen raised shares of Pool from a “sell” rating to a “hold” rating in a research report on Monday, April 27th. Stifel Nicolaus decreased their price target on Pool from $235.00 to $189.00 and set a “hold” rating for the company in a research note on Friday, July 24th. Finally, Bank of America lowered their price objective on Pool from $226.00 to $206.00 and set an “underperform” rating for the company in a report on Monday, July 20th. Five 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. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $235.67.

Key Headlines Impacting Pool

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. The business’s fifty day moving average price is $200.52 and its 200 day moving average price is $207.54. Pool Corporation has a 12-month low of $172.68 and a 12-month high of $336.15. The stock has a market capitalization of $6.83 billion, a PE ratio of 17.29, a price-to-earnings-growth ratio of 2.54 and a beta of 1.06. 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 released its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $5.38 EPS for the quarter, topping analysts’ consensus estimates of $5.33 by $0.05. Pool had a net margin of 7.40% and a return on equity of 32.74%. The firm had revenue of $1.82 billion during the quarter, compared to the consensus estimate of $1.82 billion. During the same quarter in the previous year, the company posted $5.17 earnings per share. The firm’s revenue was up 2.2% on a year-over-year basis. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. Equities research analysts forecast that Pool Corporation will post 10.94 EPS for the current year.

Pool Announces Dividend

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

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