Pool Corporation $POOL Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp cut its stake in Pool Corporation (NASDAQ:POOL) by 6.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 273,569 shares of the specialty retailer’s stock after selling 19,769 shares during the period. Bank of New York Mellon Corp’s holdings in Pool were worth $55,351,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Schwartz Investment Counsel Inc. bought a new stake in Pool in the fourth quarter valued at $4,575,000. Deprince Race & Zollo Inc. boosted its stake in shares of Pool by 197.5% during the 1st quarter. Deprince Race & Zollo Inc. now owns 170,676 shares of the specialty retailer’s stock valued at $34,533,000 after purchasing an additional 113,306 shares in the last quarter. Silver Oak Securities Incorporated purchased a new stake in Pool in the fourth quarter worth about $2,399,000. CenterBook Partners LP bought a new stake in Pool during the 4th quarter valued at approximately $3,381,000. Finally, King Luther Capital Management Corp boosted its position in Pool by 236.4% during the 4th quarter. King Luther Capital Management Corp now owns 11,146 shares of the specialty retailer’s stock valued at $2,550,000 after acquiring an additional 7,833 shares in the last quarter. 98.99% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have weighed in on POOL. Bank of America reduced their target price on Pool from $226.00 to $206.00 and set an “underperform” rating on the stock in a report on Monday. Weiss Ratings cut Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Stifel Nicolaus lifted 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. Wall Street Zen raised Pool from a “sell” rating to a “hold” rating in a research report on Monday, April 27th. Finally, Wells Fargo & Company dropped their target price on shares of Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. Four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $262.00.

Insider Activity

In other news, Director James D. Hope bought 464 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was acquired at an average cost of $194.41 per share, with a total value of $90,206.24. Following the completion of the acquisition, the director owned 3,678 shares of the company’s stock, valued at approximately $715,039.98. This represents a 14.44% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director De La Mesa Manuel J. Perez bought 10,000 shares of the company’s stock in a transaction dated Wednesday, May 13th. The stock was purchased at an average price of $175.95 per share, for a total transaction of $1,759,500.00. Following the purchase, the director owned 40,108 shares of the company’s stock, valued at approximately $7,057,002.60. This represents a 33.21% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 21,989 shares of company stock valued at $4,042,747. Company insiders own 3.00% of the company’s stock.

Pool Stock Performance

Pool stock opened at $183.33 on Friday. The company has a quick ratio of 0.55, a current ratio of 1.87 and a debt-to-equity ratio of 1.09. The company has a market capitalization of $6.68 billion, a P/E ratio of 16.87, a PEG ratio of 2.52 and a beta of 1.05. The stock’s 50 day moving average is $195.93 and its 200 day moving average is $216.49. Pool Corporation has a twelve month low of $172.68 and a twelve month high of $345.00.

Pool (NASDAQ:POOL) last announced its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $5.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.33 by $0.05. Pool had a return on equity of 32.37% and a net margin of 7.57%.The business had revenue of $1.82 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same quarter in the previous year, the business earned $5.17 earnings per share. The firm’s quarterly revenue was up 2.2% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. On average, equities research analysts predict that Pool Corporation will post 11.05 earnings per share for the current fiscal year.

Pool Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 28th. Investors of record on Thursday, May 14th were given a dividend of $1.30 per share. This is a positive change from Pool’s previous quarterly dividend of $1.25. The ex-dividend date of this dividend was Thursday, May 14th. This represents a $5.20 annualized dividend and a yield of 2.8%. Pool’s payout ratio is currently 47.84%.

Pool declared that its board has initiated a stock repurchase plan on Wednesday, April 29th that allows the company to repurchase $600.00 million in outstanding shares. This repurchase authorization allows the specialty retailer to repurchase up to 7.8% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Key Headlines Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool reported Q2 adjusted EPS of $5.38, above the $5.33 consensus, while revenue rose 2% to about $1.82 billion, helped by resilient maintenance demand and improving building materials activity. Article Title
• Positive Sentiment: The company reaffirmed its full-year outlook, and excluding CEO transition costs, management said it is still on track for its prior annual earnings range, signaling confidence in the underlying business. Article Title
• Neutral Sentiment: William Blair maintained a Hold rating, saying the results were broadly in line and the margin outlook looks mixed, which supports a balanced risk-reward view rather than a strong bullish case. Article Title
• Negative Sentiment: Investor focus remains on margin pressure: gross margin slipped, operating income fell, and management cited higher freight costs, CEO transition costs, muted discretionary demand, and weak new pool construction. Article Title
• Negative Sentiment: Shares also reacted poorly because the company only reiterated guidance during the key summer selling season, while guidance for FY2026 EPS of $10.66-$10.96 came in below the market’s expectation. Article Title

Pool 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.