Foyston Gordon & Payne Inc Takes $15.79 Million Position in Pool Corporation $POOL

Foyston Gordon & Payne Inc acquired a new stake in Pool Corporation (NASDAQ:POOL) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 73,176 shares of the specialty retailer’s stock, valued at approximately $15,788,000. Pool accounts for 3.4% of Foyston Gordon & Payne Inc’s investment portfolio, making the stock its 7th largest holding. Foyston Gordon & Payne Inc owned approximately 0.20% of Pool as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in Pool in the second quarter valued at about $866,576,000. T. Rowe Price Investment Management Inc. boosted its stake in shares of Pool by 3,831.9% during 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 acquiring an additional 1,951,070 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of Pool in the 2nd quarter worth approximately $148,216,000. Norges Bank purchased a new position in Pool in the 4th quarter valued at approximately $97,612,000. Finally, Wellington Management Group LLP increased its stake in Pool by 16.2% in the 3rd 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. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Robert W. Baird set a $260.00 target price on Pool in a report on Friday, July 24th. Stifel Nicolaus lowered their price objective on shares of Pool from $235.00 to $189.00 and set a “hold” rating on the stock in a research note on Friday, July 24th. Weiss Ratings restated a “sell (d+)” rating on shares of Pool in a report on Tuesday, August 11th. Deutsche Bank Aktiengesellschaft set a $185.00 target price on shares of Pool in a research report on Friday, July 24th. Finally, Bank of America lowered their price target on shares of Pool from $226.00 to $206.00 and set an “underperform” rating on the stock in a research report on Monday, July 20th. Five equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $235.67.

Pool Trading Down 1.2%

Pool stock opened at $187.98 on Friday. The stock has a market cap of $6.83 billion, a PE ratio of 17.29, a P/E/G ratio of 2.54 and a beta of 1.06. The stock has a 50-day moving average price of $200.52 and a 200 day moving average price of $207.54. Pool Corporation has a 52 week low of $172.68 and a 52 week high of $336.15. The company has a current ratio of 2.67, a quick ratio of 0.91 and a debt-to-equity ratio of 1.05.

Pool (NASDAQ:POOL) last released its earnings results 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 net margin of 7.40% and a return on equity of 32.74%. The company had revenue of $1.82 billion for the quarter, compared to analyst estimates of $1.82 billion. During the same period in the prior year, the firm earned $5.17 EPS. The firm’s quarterly revenue was up 2.2% on a year-over-year basis. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. Equities research analysts predict that Pool Corporation will post 10.94 earnings per share for the current fiscal year.

Pool Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 27th. Investors of record on Thursday, August 13th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $5.20 annualized dividend and a dividend yield of 2.8%. Pool’s dividend payout ratio is presently 47.84%.

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

Key Headlines Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Stephens reaffirmed its “Overweight” rating on Pool Corporation and maintained a $225 price target, implying substantial upside from the current trading level. Benzinga
• Positive Sentiment: Pool’s latest quarterly results modestly exceeded expectations: earnings per share were $5.38 versus the $5.33 consensus estimate, while revenue reached $1.82 billion and increased 2.2% year over year. Management’s fiscal 2026 EPS guidance remains $10.66–$10.96.
• Neutral Sentiment: The recent report about Nvidia paying $6 billion to license Poolside’s AI software concerns Poolside, not Pool Corporation, and has no apparent impact on POOL. Nvidia Pays $6 Billion to License Poolside AI Model-Development Software
• Neutral Sentiment: Other reports involving Poolin’s cryptocurrency-mining assets, swimming-pool products, and pool-cleaning robots are unrelated to Pool Corporation’s distribution business.
• Negative Sentiment: Although quarterly results were slightly better than expected, revenue was essentially in line with forecasts and the company’s shares remain below both their 50-day and 200-day moving averages, indicating continued technical pressure and investor caution around the pool-construction and renovation market.

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.