Sei Investments Co. Raises Stock Position in Hayward Holdings, Inc. $HAYW

Sei Investments Co. lifted its holdings in Hayward Holdings, Inc. (NYSE:HAYW) by 58.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 639,340 shares of the company’s stock after buying an additional 234,930 shares during the period. Sei Investments Co.’s holdings in Hayward were worth $8,554,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Hayward by 327,101.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,565,263 shares of the company’s stock valued at $39,633,000 after acquiring an additional 2,564,479 shares during the last quarter. Focus Partners Wealth increased its stake in Hayward by 17,180.8% during the fourth quarter. Focus Partners Wealth now owns 2,576,737 shares of the company’s stock worth $39,811,000 after acquiring an additional 2,561,826 shares during the last quarter. AQR Capital Management LLC increased its stake in Hayward by 66.8% during the fourth quarter. AQR Capital Management LLC now owns 4,191,014 shares of the company’s stock worth $64,751,000 after acquiring an additional 1,678,955 shares during the last quarter. Fiduciary Management Inc. WI raised its position in Hayward by 13.2% during the fourth quarter. Fiduciary Management Inc. WI now owns 9,089,866 shares of the company’s stock valued at $140,438,000 after purchasing an additional 1,063,380 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in Hayward by 11.4% during the first quarter. Dimensional Fund Advisors LP now owns 7,453,736 shares of the company’s stock valued at $99,726,000 after purchasing an additional 761,145 shares during the period.

Insider Activity

In related news, CEO Kevin Holleran sold 120,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $17.28, for a total transaction of $2,073,600.00. Following the completion of the transaction, the chief executive officer owned 701,234 shares in the company, valued at $12,117,323.52. The trade was a 14.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 222,389 shares of company stock worth $3,649,544. 4.73% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

HAYW has been the subject of several analyst reports. KeyCorp reaffirmed a “sector weight” rating on shares of Hayward in a research note on Monday, July 20th. The Goldman Sachs Group reissued a “neutral” rating on shares of Hayward in a research report on Wednesday. Zacks Research lowered Hayward from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Cantor Fitzgerald restated a “neutral” rating on shares of Hayward in a research report on Monday, July 6th. Finally, Weiss Ratings raised shares of Hayward from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. Two analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $17.50.

Hayward Stock Performance

Hayward stock opened at $15.16 on Monday. The company has a debt-to-equity ratio of 0.59, a current ratio of 3.33 and a quick ratio of 2.49. The firm has a market capitalization of $3.21 billion, a P/E ratio of 20.48, a price-to-earnings-growth ratio of 1.40 and a beta of 1.09. Hayward Holdings, Inc. has a 1-year low of $12.93 and a 1-year high of $17.73. The company’s 50-day moving average is $15.07 and its 200 day moving average is $15.09.

Hayward (NYSE:HAYW) last announced its earnings results on Wednesday, July 29th. The company reported $0.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.02. The business had revenue of $318.38 million during the quarter, compared to analyst estimates of $303.35 million. Hayward had a return on equity of 11.61% and a net margin of 13.83%.The company’s revenue for the quarter was up 6.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.24 earnings per share. Hayward has set its FY 2026 guidance at 0.840-0.870 EPS. Research analysts forecast that Hayward Holdings, Inc. will post 0.87 EPS for the current year.

Hayward Profile

Hayward Holdings, Inc is a leading manufacturer and marketer of residential and commercial swimming pool equipment and related outdoor living products. The company designs, engineers and produces a comprehensive range of products that address water circulation, filtration, heating, sanitation, automation, lighting and cleaning needs for pools and spas. Hayward’s offerings include pumps, filters, heaters, salt and chemical sanitization systems, automation controls, lights, robotic cleaners and various accessories that serve both new pool construction and aftermarket renovation markets.

Hayward’s product portfolio is organized into several core categories.