27,035 Shares in Pool Corporation $POOL Acquired by Eldred Rock Partners LLC

Eldred Rock Partners LLC purchased a new stake in Pool Corporation (NASDAQ:POOL) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 27,035 shares of the specialty retailer’s stock, valued at approximately $6,184,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wealth Advisory Solutions LLC bought a new position in Pool during the 4th quarter worth $241,000. Silver Oak Securities Incorporated bought a new stake in shares of Pool in the fourth quarter valued at about $2,399,000. Thompson Investment Management Inc. grew its stake in shares of Pool by 163.0% in the fourth quarter. Thompson Investment Management Inc. now owns 1,775 shares of the specialty retailer’s stock valued at $406,000 after acquiring an additional 1,100 shares in the last quarter. Exchange Traded Concepts LLC increased its position in Pool by 14.4% during the fourth quarter. Exchange Traded Concepts LLC now owns 1,115 shares of the specialty retailer’s stock worth $255,000 after acquiring an additional 140 shares during the period. Finally, Czech National Bank increased its position in Pool by 3.6% during the fourth quarter. Czech National Bank now owns 8,644 shares of the specialty retailer’s stock worth $1,977,000 after acquiring an additional 303 shares during the period. 98.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Wells Fargo & Company cut their price objective on shares of Pool from $275.00 to $230.00 and set an “equal weight” rating for the company in a report on Friday, February 20th. The Goldman Sachs Group lowered their target price on shares of Pool from $360.00 to $310.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Stifel Nicolaus dropped their price target on shares of Pool from $240.00 to $232.00 and set a “hold” rating for the company in a research report on Monday, February 23rd. Robert W. Baird cut their price target on Pool from $320.00 to $300.00 and set an “outperform” rating for the company in a research note on Friday, February 20th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Pool in a research report on Monday, December 29th. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $281.50.

Pool Trading Up 1.4%

Shares of Pool stock opened at $202.93 on Friday. The company has a quick ratio of 0.59, a current ratio of 2.24 and a debt-to-equity ratio of 1.00. Pool Corporation has a 12-month low of $195.49 and a 12-month high of $345.00. The company has a market capitalization of $7.45 billion, a price-to-earnings ratio of 18.72, a PEG ratio of 2.50 and a beta of 1.26. The firm’s 50-day moving average price is $229.90 and its two-hundred day moving average price is $253.17.

Pool (NASDAQ:POOL) last issued its earnings results on Thursday, February 19th. The specialty retailer reported $0.84 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.15). The firm had revenue of $982.21 million during the quarter, compared to analyst estimates of $999.14 million. Pool had a net margin of 7.67% and a return on equity of 31.49%. Pool’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.97 earnings per share. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. On average, analysts forecast that Pool Corporation will post 11.32 earnings per share for the current fiscal year.

Pool Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th were paid a dividend of $1.25 per share. The ex-dividend date was Thursday, March 12th. This represents a $5.00 annualized dividend and a yield of 2.5%. Pool’s dividend payout ratio is presently 46.13%.

Insider Buying and Selling at Pool

In other Pool news, SVP Romain Kenneth G. St bought 5,560 shares of Pool stock in a transaction on Monday, February 23rd. The shares were purchased at an average price of $218.67 per share, with a total value of $1,215,805.20. Following the acquisition, the senior vice president owned 82,845 shares in the company, valued at $18,115,716.15. This trade represents a 7.19% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director De La Mesa Manuel J. Perez purchased 5,000 shares of the firm’s stock in a transaction dated Friday, March 13th. The stock was acquired at an average price of $205.00 per share, for a total transaction of $1,025,000.00. Following the purchase, the director owned 110,108 shares in the company, valued at approximately $22,572,140. The trade was a 4.76% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

About Pool

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.