Caledonia Investments PLC Grows Stock Position in Pool Corporation $POOL

Caledonia Investments PLC grew its holdings in Pool Corporation (NASDAQ:POOL) by 9.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 175,887 shares of the specialty retailer’s stock after acquiring an additional 15,000 shares during the quarter. Pool accounts for approximately 4.5% of Caledonia Investments PLC’s holdings, making the stock its 11th largest holding. Caledonia Investments PLC owned 0.47% of Pool worth $40,236,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Berkshire Hathaway Inc lifted its position in Pool by 136.3% during the 2nd quarter. Berkshire Hathaway Inc now owns 3,458,885 shares of the specialty retailer’s stock worth $1,008,196,000 after acquiring an additional 1,994,885 shares during the period. Deprince Race & Zollo Inc. raised its stake in shares of Pool by 43.9% in the third quarter. Deprince Race & Zollo Inc. now owns 40,719 shares of the specialty retailer’s stock worth $12,626,000 after purchasing an additional 12,424 shares during the last quarter. Natixis raised its stake in shares of Pool by 1,852.6% in the second quarter. Natixis now owns 66,799 shares of the specialty retailer’s stock worth $19,471,000 after purchasing an additional 63,378 shares during the last quarter. Silver Oak Securities Incorporated acquired a new stake in shares of Pool during the fourth quarter worth about $2,399,000. Finally, Swedbank AB lifted its holdings in shares of Pool by 13.0% during the third quarter. Swedbank AB now owns 138,334 shares of the specialty retailer’s stock worth $42,893,000 after purchasing an additional 15,915 shares during the period. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Melanie M. Hart sold 2,750 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $220.00, for a total transaction of $605,000.00. Following the completion of the sale, the chief financial officer owned 18,039 shares of the company’s stock, valued at $3,968,580. The trade was a 13.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director De La Mesa Manuel J. Perez purchased 5,000 shares of Pool stock in a transaction that occurred on Friday, March 13th. The shares were bought at an average price of $205.00 per share, with a total value of $1,025,000.00. Following the transaction, the director owned 110,108 shares in the company, valued at approximately $22,572,140. The trade was a 4.76% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

POOL has been the subject of a number of recent research reports. Wells Fargo & Company reduced their price target on shares of Pool from $275.00 to $230.00 and set an “equal weight” rating for the company in a research report on Friday, February 20th. Wall Street Zen lowered shares of Pool from a “hold” rating to a “sell” rating in a research note on Sunday, March 29th. Oppenheimer reduced their target price on shares of Pool from $346.00 to $280.00 and set an “outperform” rating for the company in a report on Tuesday, February 24th. Deutsche Bank Aktiengesellschaft set a $246.00 target price on shares of Pool in a research report on Friday, February 20th. Finally, The Goldman Sachs Group lowered their price target 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. Five investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $281.50.

Pool Price Performance

Shares of Pool stock opened at $202.93 on Friday. The firm has a market cap of $7.45 billion, a PE ratio of 18.72, a P/E/G ratio of 2.50 and a beta of 1.26. Pool Corporation has a twelve month low of $195.49 and a twelve month high of $345.00. The company has a quick ratio of 0.59, a current ratio of 2.24 and a debt-to-equity ratio of 1.00. The business has a 50-day moving average price of $229.90 and a 200 day moving average price of $253.17.

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

Pool Announces Dividend

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

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.