Swedbank AB Sells 95,000 Shares of Pool Corporation $POOL

Swedbank AB decreased its holdings in shares of Pool Corporation (NASDAQ:POOL) by 94.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,000 shares of the specialty retailer’s stock after selling 95,000 shares during the quarter. Swedbank AB’s holdings in Pool were worth $1,214,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Wellington Management Group LLP raised its stake in 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 in the last quarter. T. Rowe Price Investment Management Inc. grew its stake in 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 worth $457,955,000 after buying an additional 1,951,070 shares in the last quarter. Morgan Stanley increased its holdings in shares of Pool by 1.8% in the 4th quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock worth $313,794,000 after buying an additional 23,736 shares during the last quarter. Invesco Ltd. increased its holdings in shares of 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 last quarter. Finally, Norges Bank purchased a new stake in shares of Pool during the 4th quarter valued at $97,612,000. 98.99% of the stock is currently owned by institutional investors.

Pool Trading Up 1.2%

Shares of POOL traded up $2.47 during mid-day trading on Friday, reaching $210.44. The company’s stock had a trading volume of 460,841 shares, compared to its average volume of 1,087,534. The stock has a market cap of $7.67 billion, a PE ratio of 19.36, a P/E/G ratio of 2.67 and a beta of 1.05. The company has a current ratio of 1.87, a quick ratio of 0.55 and a debt-to-equity ratio of 1.09. Pool Corporation has a 52 week low of $172.68 and a 52 week high of $345.00. The company’s fifty day moving average price is $193.44 and its two-hundred day moving average price is $218.44.

Pool (NASDAQ:POOL) last announced its quarterly earnings data on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.09. Pool had a net margin of 7.57% and a return on equity of 32.37%. The company 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 firm’s revenue was up 6.2% on a year-over-year basis. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. On average, analysts predict that Pool Corporation will post 11.08 earnings per share for the current fiscal year.

Pool declared that its Board of Directors has approved a stock repurchase program on Wednesday, April 29th that permits the company to repurchase $600.00 million in outstanding shares. This repurchase authorization permits the specialty retailer to repurchase up to 7.8% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

Pool Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th were issued a $1.30 dividend. This is an increase from Pool’s previous quarterly dividend of $1.25. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Thursday, May 14th. Pool’s dividend payout ratio (DPR) is presently 47.84%.

Insider Buying and Selling

In related news, Director De La Mesa Manuel J. Perez bought 10,000 shares of the stock in a transaction dated Wednesday, May 13th. The stock was bought at an average price of $175.95 per share, with a total value of $1,759,500.00. Following the purchase, the director owned 40,108 shares in the company, valued at approximately $7,057,002.60. The trade was a 33.21% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, Director David G. Whalen bought 525 shares of the company’s stock in a transaction that occurred on Friday, May 8th. The shares were bought at an average price of $190.44 per share, with a total value of $99,981.00. Following the completion of the acquisition, the director directly owned 8,936 shares in the company, valued at $1,701,771.84. This trade represents a 6.24% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders purchased 21,989 shares of company stock worth $4,042,747. Insiders own 3.00% of the company’s stock.

Key Stories Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool Corporation announced its second-quarter 2026 earnings release date and conference call, giving investors a near-term catalyst to look for results, guidance, and commentary on business trends. Pool Corporation Announces Second Quarter 2026 Earnings Release Date And Conference Call
• Neutral Sentiment: Short-interest data showed no meaningful change, with reported short interest listed at zero shares, so this does not appear to be driving the stock move.
• Neutral Sentiment: A Zacks comparison piece asking whether YETI or POOL is the better value stock could add attention, but it does not provide new operating information for Pool Corporation. YETI or POOL: Which Is the Better Value Stock Right Now?

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Weiss Ratings downgraded shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, May 14th. Wall Street Zen raised Pool from a “sell” rating to a “hold” rating in a research note on Monday, April 27th. Stifel Nicolaus raised their price target on Pool from $210.00 to $235.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Wells Fargo & Company dropped their price target on Pool from $230.00 to $215.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 8th. Finally, Bank of America cut their price objective on Pool from $229.00 to $226.00 and set an “underperform” rating for the company in a report on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Pool currently has an average rating of “Hold” and a consensus target price of $264.50.

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.