Pool (NASDAQ:POOL) Issues FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 10.870-11.170 for the period, compared to the consensus EPS estimate of 11.000. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. The Goldman Sachs Group cut their price objective on shares of Pool from $360.00 to $310.00 and set a “buy” rating on the stock in a research report on Tuesday, January 13th. Wells Fargo & Company cut their price objective on shares of Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 8th. Robert W. Baird cut their price objective on shares of Pool from $320.00 to $300.00 and set an “outperform” rating on the stock in a research report on Friday, February 20th. Zacks Research cut shares of Pool from a “hold” rating to a “strong sell” rating in a research report on Friday, March 27th. Finally, Deutsche Bank Aktiengesellschaft set a $246.00 price objective on shares of Pool in a research report on Friday, February 20th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $273.67.

Pool Stock Down 0.6%

POOL stock traded down $1.43 during midday trading on Thursday, hitting $232.79. The company’s stock had a trading volume of 279,898 shares, compared to its average volume of 796,920. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 0.59. Pool has a twelve month low of $195.49 and a twelve month high of $345.00. The company’s fifty day moving average price is $218.02 and its 200 day moving average price is $243.35. The stock has a market capitalization of $8.54 billion, a P/E ratio of 21.65, a PEG ratio of 2.96 and a beta of 1.26.

Pool (NASDAQ:POOL) last issued its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.34 by ($3.91). Pool had a net margin of 7.67% and a return on equity of 31.49%. The business had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same quarter in the previous year, the firm posted $1.32 earnings per share. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. As a group, equities research analysts predict that Pool will post 11 EPS for the current year.

Pool Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th were paid a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 2.1%. The ex-dividend date was Thursday, March 12th. Pool’s payout ratio is presently 46.13%.

Insider Buying and Selling at Pool

In other Pool news, CFO Melanie M. Hart sold 2,750 shares of Pool stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $220.00, for a total value of $605,000.00. Following the sale, the chief financial officer directly owned 18,039 shares in the company, valued at approximately $3,968,580. The trade was a 13.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director De La Mesa Manuel J. Perez purchased 5,000 shares of the stock in a transaction on Friday, March 13th. The stock was acquired at an average price of $205.00 per share, for a total transaction of $1,025,000.00. Following the completion of the purchase, the director directly owned 110,108 shares in the company, valued at approximately $22,572,140. The trade was a 4.76% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company’s stock.

Trending Headlines about Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Q1 results: net sales +6% to ~$1.14B, operating income +7% and diluted EPS $1.45 (adjusted diluted EPS $1.43), showing underlying growth and operating leverage. Pool Corporation Reports First Quarter Results
• Positive Sentiment: Company reaffirmed FY?2026 EPS guidance of $10.87–$11.17 (midpoint roughly in line with consensus), which reduces near?term forecast uncertainty. Guidance Confirmation
• Neutral Sentiment: Small beats vs. some sell?side/consensus models (Zacks flagged an EPS beat versus its estimate), but the upside was modest — investors will watch seasonal trends into peak pool season. Zacks Q1 Coverage
• Negative Sentiment: Working capital and leverage increased: inventory rose ~14% to ~$1.66B and total debt climbed by ~$222.6M to ~$1.2B (management says much of the borrowing funded share repurchases), raising short?term leverage and interest expense risk. QuiverQuant Q1 Summary
• Negative Sentiment: Gross margin compressed ~20 bps to 29.0% (seasonal mix and early buys), and interest expense rose — margins could remain pressured if discretionary recovery stalls or inflation persists. Margin & Expense Details
• Negative Sentiment: Mixed insider and institutional activity (some insider sales and several large institutional reductions reported) add a note of caution for liquidity/flow dynamics and sentiment. Insider & Institutional Activity

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Wellington Management Group LLP increased its stake in shares of Pool by 16.2% during the 3rd 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 during the last quarter. Morgan Stanley increased its stake in shares of Pool by 1.8% during the 4th quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock worth $313,794,000 after purchasing an additional 23,736 shares during the last quarter. T. Rowe Price Investment Management Inc. increased its stake in shares of Pool by 2,435.4% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,290,958 shares of the specialty retailer’s stock worth $295,307,000 after purchasing an additional 1,240,041 shares during the last quarter. Invesco Ltd. increased its stake in shares of Pool by 21.6% during the 4th quarter. Invesco Ltd. now owns 837,658 shares of the specialty retailer’s stock worth $191,614,000 after purchasing an additional 148,519 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Pool by 29.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 420,644 shares of the specialty retailer’s stock worth $96,229,000 after purchasing an additional 96,173 shares during the last quarter. 98.99% of the stock is currently owned by institutional investors and hedge funds.

Pool Company 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.