Northwestern Mutual Wealth Management Co. Increases Stock Position in Pool Corporation $POOL

Northwestern Mutual Wealth Management Co. raised its holdings in Pool Corporation (NASDAQ:POOL) by 10,170.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 84,218 shares of the specialty retailer’s stock after purchasing an additional 83,398 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Pool were worth $19,265,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Root Financial Partners LLC purchased a new stake in shares of Pool during the 3rd quarter worth approximately $29,000. CYBER HORNET ETFs LLC purchased a new stake in shares of Pool during the 2nd quarter worth approximately $30,000. MUFG Securities EMEA plc purchased a new stake in shares of Pool during the 2nd quarter worth approximately $33,000. Private Trust Co. NA boosted its stake in shares of Pool by 78.6% during the 4th quarter. Private Trust Co. NA now owns 125 shares of the specialty retailer’s stock worth $29,000 after acquiring an additional 55 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in shares of Pool by 133.3% during the 3rd quarter. Allworth Financial LP now owns 126 shares of the specialty retailer’s stock worth $39,000 after acquiring an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Trending Headlines about Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool shares were highlighted in a GuruFocus piece noting the stock had surged recently and that its valuation/quality metrics may still appeal to investors looking for a rebound. Pool Corp (POOL) Shares Surge 3.4% — What GF Score of 78 Tells Investors
• Positive Sentiment: News flow around pool season and consumer interest in pool accessories may be supporting a better outlook for Pool Corporation’s core market heading into summer. These 7 items are all you need to prepare your pool for summer
• Neutral Sentiment: Zacks Research made only minor changes to its earnings estimates for Pool, nudging FY2026 EPS slightly higher while trimming Q2 2026, Q2 2027 and FY2028 estimates by small amounts. The firm kept a Hold rating, which does not signal a major change in outlook.
• Neutral Sentiment: Several lifestyle articles about pools and pool-themed products add visibility to the category, but they do not directly change Pool Corporation’s fundamentals or earnings outlook. Turn Dollar Tree Pool Noodles Into Adorable Garden Decor You’ll Love
• Negative Sentiment: Pool still faces a weak technical setup, with the stock trading far below its 50-day and 200-day moving averages, suggesting investors remain cautious despite recent gains.

Pool Trading Down 1.6%

Shares of Pool stock opened at $178.54 on Wednesday. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.87 and a quick ratio of 0.55. Pool Corporation has a 1 year low of $172.68 and a 1 year high of $345.00. The company has a market capitalization of $6.51 billion, a P/E ratio of 16.43, a P/E/G ratio of 2.30 and a beta of 1.16. The business has a 50 day moving average price of $205.70 and a 200 day moving average price of $231.16.

Pool (NASDAQ:POOL) last issued its quarterly earnings data on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.34 by $0.09. Pool had a return on equity of 32.37% and a net margin of 7.57%.The firm had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.82 billion. During the same period in the previous year, the firm posted $1.32 EPS. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. Sell-side analysts anticipate that Pool Corporation will post 11.08 EPS for the current fiscal year.

Pool Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 28th. Investors of record on Thursday, May 14th will be given a dividend of $1.30 per share. The ex-dividend date is Thursday, May 14th. This represents a $5.20 annualized dividend and a dividend yield of 2.9%. This is an increase from Pool’s previous quarterly dividend of $1.25. Pool’s payout ratio is presently 47.84%.

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on POOL shares. Wall Street Zen raised Pool from a “sell” rating to a “hold” rating in a research note on Monday, April 27th. Robert W. Baird decreased their price target on Pool from $320.00 to $300.00 and set an “outperform” rating on the stock in a research note on Friday, February 20th. Wells Fargo & Company decreased their price target on Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. Zacks Research raised Pool from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft set a $246.00 price target on Pool in a research note on Friday, February 20th. Four 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 MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $261.38.

Insider Activity

In other Pool news, Director De La Mesa Manuel J. Perez purchased 10,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was bought at an average cost of $175.95 per share, for a total transaction of $1,759,500.00. Following the acquisition, the director owned 40,108 shares of the company’s stock, valued at approximately $7,057,002.60. The trade was a 33.21% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Romain Kenneth G. St purchased 5,560 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was acquired at an average price of $218.67 per share, with a total value of $1,215,805.20. Following the completion of the acquisition, the senior vice president directly owned 82,845 shares in the company, valued at $18,115,716.15. The trade was a 7.19% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders acquired 32,549 shares of company stock worth $6,283,552. 3.00% of the stock is owned by corporate insiders.

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.