Stifel Nicolaus Forecasts Strong Price Appreciation for Latham Group (NASDAQ:SWIM) Stock

Latham Group (NASDAQ:SWIM) had its price target increased by Stifel Nicolaus from $8.75 to $9.50 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Stifel Nicolaus’ target price indicates a potential upside of 47.52% from the company’s current price.

A number of other research analysts have also recently weighed in on the stock. Weiss Ratings reiterated a “sell (d)” rating on shares of Latham Group in a research report on Monday, December 29th. Barclays dropped their target price on Latham Group from $8.00 to $7.00 and set an “equal weight” rating for the company in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $7.38.

Latham Group Trading Down 2.4%

Shares of SWIM opened at $6.44 on Wednesday. The company’s fifty day moving average is $6.54 and its 200 day moving average is $7.05. Latham Group has a fifty-two week low of $4.56 and a fifty-two week high of $8.46. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.72 and a current ratio of 2.43. The stock has a market capitalization of $751.29 million, a PE ratio of -64.39 and a beta of 1.70.

Latham Group (NASDAQ:SWIM) last released its quarterly earnings results on Tuesday, March 3rd. The company reported ($0.06) EPS for the quarter, topping the consensus estimate of ($0.09) by $0.03. Latham Group had a negative return on equity of 2.80% and a negative net margin of 2.07%.The company had revenue of $99.95 million during the quarter, compared to analyst estimates of $95.86 million. Sell-side analysts expect that Latham Group will post -0.04 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Rhumbline Advisers boosted its holdings in Latham Group by 2.7% in the second quarter. Rhumbline Advisers now owns 63,639 shares of the company’s stock worth $406,000 after acquiring an additional 1,672 shares in the last quarter. Deutsche Bank AG grew its stake in Latham Group by 5.1% during the 4th quarter. Deutsche Bank AG now owns 35,682 shares of the company’s stock valued at $227,000 after purchasing an additional 1,721 shares during the last quarter. Squarepoint Ops LLC increased its holdings in shares of Latham Group by 5.5% in the third quarter. Squarepoint Ops LLC now owns 35,978 shares of the company’s stock valued at $274,000 after purchasing an additional 1,873 shares during the period. BNP Paribas Financial Markets boosted its position in Latham Group by 83.9% in the second quarter. BNP Paribas Financial Markets now owns 4,211 shares of the company’s stock valued at $27,000 after buying an additional 1,921 shares during the last quarter. Finally, Arizona State Retirement System increased its holdings in Latham Group by 16.4% in the 3rd quarter. Arizona State Retirement System now owns 13,765 shares of the company’s stock worth $105,000 after buying an additional 1,939 shares during the period. Hedge funds and other institutional investors own 83.95% of the company’s stock.

Latham Group News Roundup

Here are the key news stories impacting Latham Group this week:

• Positive Sentiment: Latham beat consensus on revenue and EPS for Q4 (revenue $99.95M vs. est. $95.9M; EPS loss smaller than expected), with sizeable adjusted EBITDA expansion and management citing cost discipline and growth investments. Press Release
• Positive Sentiment: The company provided FY-2026 revenue guidance of $580.0M–$610.0M, above the prior consensus of ~$569.8M and implying mid-single-digit top-line growth and improved adjusted EBITDA; this guidance likely drove positive investor sentiment. Guidance Release
• Positive Sentiment: Latham closed its acquisition of Freedom Pools (Australia/New Zealand), which management says is immediately accretive and materially expands its regional market position — a growth/scale positive for international revenue and margins. Acquisition Announcement
• Neutral Sentiment: Market coverage and call materials (earnings transcript and slide deck) are available for investors who want the details behind the results and guidance. Earnings Transcript
• Positive Sentiment: Media coverage shows immediate market reaction: outlets report the stock jumped ~15% after the results and guidance, reflecting investor enthusiasm. Yahoo Coverage
• Negative Sentiment: Despite operational improvements, GAAP results still showed a Q4 net loss (and the company reports a negative net margin and negative ROE), which are reminders of remaining profitability risks. Zacks Summary
• Negative Sentiment: Some institutional investors trimmed exposure (Optimist Fund reduced its SWIM position from ~6% to ~3%), which could be a signal of profit-taking or portfolio rebalancing that adds selling pressure. Fund Move

About Latham Group

Latham Group, Inc designs, manufactures and supplies a broad range of aquatic products and services for residential and commercial applications. Offerings include fiberglass and vinyl-liner pool shells, commercial water park structures, water slides, surf simulators, pumps, filters, heaters and sanitation systems. The company also provides parts, equipment and technical support for pool installation, maintenance and repair.

Operating across three core segments—commercial, residential and aftermarket—Latham delivers turnkey aquatic facilities and attractions for municipal, hospitality and resort clients, offers packaged pool kits and equipment packages to builders and dealers, and supplies replacement parts, service contracts and technical assistance to support ongoing pool operations.

Headquartered in the United States, Latham Group maintains manufacturing and distribution centers throughout North America and Europe.