Pool (NASDAQ:POOL) Issues Quarterly Earnings Results, Beats Estimates By $0.05 EPS

Pool (NASDAQ:POOL) released its earnings results on Thursday. The specialty retailer reported $5.38 EPS for the quarter, beating the consensus estimate of $5.33 by $0.05, Zacks reports. Pool had a return on equity of 32.37% and a net margin of 7.57%.The firm had revenue of $1.82 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same period in the prior year, the firm posted $5.17 earnings per share. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. Pool updated its FY 2026 guidance to 10.660-10.960 EPS.

Pool Trading Up 0.7%

POOL traded up $1.44 on Thursday, reaching $197.63. 384,367 shares of the company’s stock were exchanged, compared to its average volume of 890,290. The company’s 50 day moving average is $195.77 and its 200-day moving average is $216.82. The company has a market cap of $7.20 billion, a price-to-earnings ratio of 18.13, a PEG ratio of 2.53 and a beta of 1.05. Pool has a twelve month low of $172.68 and a twelve month high of $345.00. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.55 and a current ratio of 1.87.

Pool Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th were paid a $1.30 dividend. The ex-dividend date of this dividend was Thursday, May 14th. This represents a $5.20 annualized dividend and a dividend yield of 2.6%. This is an increase from Pool’s previous quarterly dividend of $1.25. Pool’s dividend payout ratio is presently 47.84%.

Analyst Ratings Changes

Several analysts have commented on the company. Weiss Ratings cut Pool from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, May 14th. Zacks Research raised shares of Pool from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Bank of America lowered their target price on shares of Pool from $226.00 to $206.00 and set an “underperform” rating for the company in a report on Monday. Wells Fargo & Company cut their price target on shares of Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. Finally, Wall Street Zen upgraded shares of Pool from a “sell” rating to a “hold” rating in a report on Monday, April 27th. Four investment 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. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $262.00.

Pool announced that its Board of Directors has initiated a share buyback program on Wednesday, April 29th that permits the company to buyback $600.00 million in shares. This buyback authorization permits the specialty retailer to buy up to 7.8% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at Pool

In other Pool news, Director James D. Hope purchased 464 shares of Pool stock in a transaction on Thursday, May 7th. The shares were purchased at an average cost of $194.41 per share, with a total value of $90,206.24. Following the completion of the transaction, the director directly owned 3,678 shares in the company, valued at approximately $715,039.98. This represents a 14.44% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John E. Stokely acquired 1,000 shares of the firm’s stock in a transaction on 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 of the company’s stock, valued at $3,133,363.80. This trade represents a 6.57% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 21,989 shares of company stock valued at $4,042,747. 3.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Pool

A number of hedge funds have recently made changes to their positions in POOL. CYBER HORNET ETFs LLC purchased a new position in shares of Pool in the second quarter valued at $30,000. MUFG Securities EMEA plc purchased a new stake in Pool during the 2nd quarter worth $33,000. Los Angeles Capital Management LLC purchased a new stake in Pool during the 4th quarter worth $38,000. Geneos Wealth Management Inc. lifted its holdings in Pool by 164.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 156 shares of the specialty retailer’s stock worth $50,000 after buying an additional 97 shares in the last quarter. Finally, Quarry LP lifted its holdings in Pool by 719.6% in the 4th quarter. Quarry LP now owns 459 shares of the specialty retailer’s stock worth $105,000 after buying an additional 403 shares in the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool Corp beat Q2 earnings expectations and delivered higher-than-expected revenue, signaling solid underlying demand. Pool Corp. (POOL) Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Adjusted operating performance improved, with operating income up excluding CEO transition costs, suggesting the core business remained healthy. Pool Corporation Reports Second Quarter Results; Confirms Annual Earnings Guidance Range, Excluding CEO Transition Costs
• Neutral Sentiment: The company confirmed annual guidance excluding CEO transition costs, but the headline GAAP outlook came in below expectations, creating a mixed investor takeaway. Pool Corp Reports Solid Q2 2026 Earnings Performance
• Negative Sentiment: FY 2026 EPS guidance of $10.66 to $10.96 was below analyst expectations, which may limit upside if investors focus on the lowered reported outlook. Irrelevant article title

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.