Pool (NASDAQ:POOL) Updates FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 10.660-10.960 for the period, compared to the consensus EPS estimate of 11.080. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several analysts recently issued reports on POOL shares. Oppenheimer lowered their price target on Pool from $280.00 to $227.00 and set an “outperform” rating for the company in a report on Friday. Stephens reduced their price objective on Pool from $290.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday. Wall Street Zen upgraded Pool from a “sell” rating to a “hold” rating in a research note on Monday, April 27th. Deutsche Bank Aktiengesellschaft set a $185.00 target price on Pool in a research report on Friday. Finally, Zacks Research upgraded Pool from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Five analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $235.67.

Pool Price Performance

POOL opened at $183.77 on Friday. Pool has a twelve month low of $172.68 and a twelve month high of $336.15. The firm has a market cap of $6.70 billion, a price-to-earnings ratio of 16.91, a PEG ratio of 2.36 and a beta of 1.05. The company has a current ratio of 2.67, a quick ratio of 0.55 and a debt-to-equity ratio of 1.05. The company has a fifty day simple moving average of $196.10 and a 200 day simple moving average of $216.26.

Pool (NASDAQ:POOL) last issued its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $5.38 EPS for the quarter, topping analysts’ consensus estimates of $5.33 by $0.05. The firm had revenue of $1.82 billion for the quarter, compared to analyst estimates of $1.82 billion. Pool had a net margin of 7.40% and a return on equity of 32.74%. The firm’s revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.17 EPS. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. Equities research analysts expect that Pool will post 11.02 EPS for the current fiscal year.

Pool Increases Dividend

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

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

Insiders Place Their Bets

In other Pool news, Director De La Mesa Manuel J. Perez bought 10,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were bought at an average cost of $175.95 per share, with a total value of $1,759,500.00. Following the transaction, the director directly owned 40,108 shares in the company, valued at approximately $7,057,002.60. This trade represents a 33.21% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John E. Stokely bought 1,000 shares of Pool stock in a transaction dated Thursday, May 7th. The shares were acquired at an average price of $193.06 per share, with a total value of $193,060.00. Following the completion of the purchase, the director owned 16,230 shares in the company, valued at approximately $3,133,363.80. The trade was a 6.57% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 21,989 shares of company stock worth $4,042,747 in the last quarter. Company insiders own 3.00% of the company’s stock.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool reported second-quarter revenue of about $1.82 billion, up 2% year over year, with adjusted EPS of $5.38 beating estimates. The company also said recurring maintenance demand and building materials growth helped offset softness elsewhere. Article Title
• Positive Sentiment: Management confirmed its annual earnings outlook excluding CEO transition costs, suggesting the core business remains stable despite a mixed quarter. Article Title
• Neutral Sentiment: Analyst commentary has been mixed-to-neutral, with at least one firm maintaining a Hold rating after the earnings release, reinforcing a wait-and-see stance. Article Title
• Negative Sentiment: Gross margin declined and operating income fell, with management pointing to higher freight costs, customer mix, muted discretionary demand, and weak new pool construction as headwinds. Article Title
• Negative Sentiment: The company’s FY2026 EPS guidance of $10.66 to $10.96 came in below the market’s expectation, which may be weighing on investor sentiment. Article Title

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in POOL. T. Rowe Price Investment Management Inc. raised its stake in shares of Pool by 2,435.4% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,290,958 shares of the specialty retailer’s stock valued at $295,307,000 after purchasing an additional 1,240,041 shares in the last quarter. Wellington Management Group LLP grew 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 worth $794,825,000 after purchasing an additional 357,643 shares in the last quarter. Southpoint Capital Advisors LP bought a new stake in Pool in the fourth quarter valued at about $68,625,000. Adage Capital Partners GP L.L.C. increased its holdings in Pool by 254.6% in the fourth quarter. Adage Capital Partners GP L.L.C. now owns 339,716 shares of the specialty retailer’s stock valued at $77,710,000 after buying an additional 243,907 shares during the last quarter. Finally, Worldquant Millennium Advisors LLC increased its holdings in Pool by 1,301.7% in the second quarter. Worldquant Millennium Advisors LLC now owns 194,880 shares of the specialty retailer’s stock valued at $56,804,000 after buying an additional 180,977 shares during the last quarter. 98.99% of the stock is owned by institutional investors and hedge funds.

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.