Pool (NASDAQ:POOL) Releases FY 2026 Earnings Guidance

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

Pool Stock Up 0.5%

Shares of NASDAQ POOL opened at $234.22 on Thursday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.59 and a current ratio of 2.24. The firm has a market capitalization of $8.60 billion, a price-to-earnings ratio of 21.61, a PEG ratio of 2.96 and a beta of 1.26. The stock has a 50 day moving average price of $218.02 and a 200 day moving average price of $243.35. Pool has a 52-week low of $195.49 and a 52-week high of $345.00.

Pool (NASDAQ:POOL) last announced its quarterly earnings results on Thursday, February 19th. The specialty retailer reported $0.84 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.15). The firm had revenue of $982.21 million during the quarter, compared to analysts’ expectations of $999.14 million. Pool had a net margin of 7.67% and a return on equity of 31.49%. The firm’s revenue for the quarter was down .5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.97 EPS. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. Sell-side analysts expect that Pool will post 11 earnings per share for the current year.

Pool Dividend Announcement

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

Wall Street Analysts Forecast Growth

POOL has been the subject of a number of research reports. Robert W. Baird lowered their price target on Pool from $320.00 to $300.00 and set an “outperform” rating for the company in a report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $246.00 price objective on shares of Pool in a research note on Friday, February 20th. The Goldman Sachs Group reduced their price objective on shares of Pool from $360.00 to $310.00 and set a “buy” rating for the company in a research note on Tuesday, January 13th. Zacks Research downgraded shares of Pool from a “hold” rating to a “strong sell” rating in a research note on Friday, March 27th. Finally, Wall Street Zen downgraded shares of Pool from a “hold” rating to a “sell” rating in a research note on Sunday. Five research analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $273.67.

Insider Activity

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

Key Headlines Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Zacks notes Pool is positioned for Q1 strength from maintenance demand, pricing actions and digital growth initiatives — factors that could support revenue and help stabilize comps heading into the season. However, Zacks also warns rising costs may limit margin upside. POOL Gears Up for Q1 Earnings: Can Maintenance Demand Drive Growth?
• Neutral Sentiment: Deals on robotic pool cleaners (up to 38% off) could lift accessory and replacement part sales ahead of pool season, a potential demand tailwind for Pool’s distribution business — but steep discounts industry-wide may compress margins. These Robotic Pool Cleaners Are Up to 38% Off Before Pool Season Starts
• Neutral Sentiment: Coverage of low-cost consumer pool products (example: a $36 inflatable pool) highlights continued demand at the entry-level/DIY segment; this can expand the market but also signals pricing competition for retail channels. Amazon’s $36 inflatable pool is durable & spacious — can actually float in it
• Neutral Sentiment: An article on Berkshire Hathaway trimming several positions may signal institutional portfolio shifts; it’s unclear whether POOL is involved, so market impact is uncertain unless later filings show material selling. Berkshire Hathaway Is Selling Down These 4 Positions. Here’s What That Means for Investors
• Negative Sentiment: Bank of America lowered expectations for POOL (coverage note reported), which can weigh on the stock by reducing analyst support and investor confidence — a clear near-term negative for sentiment. Bank of America Has Lowered Expectations for Pool (NASDAQ:POOL) Stock Price

Institutional Investors Weigh In On Pool

A number of large investors have recently made changes to their positions in the stock. Wellington Management Group LLP grew its holdings in shares of Pool by 16.2% during the third quarter. Wellington Management Group LLP now owns 2,563,373 shares of the specialty retailer’s stock valued at $794,825,000 after buying an additional 357,643 shares during the last quarter. Morgan Stanley grew its holdings in shares of Pool by 1.8% during the fourth quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock valued at $313,794,000 after buying an additional 23,736 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its holdings in shares of Pool by 2,435.4% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,290,958 shares of the specialty retailer’s stock valued at $295,307,000 after buying an additional 1,240,041 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Pool by 21.6% during the fourth quarter. Invesco Ltd. now owns 837,658 shares of the specialty retailer’s stock valued at $191,614,000 after buying an additional 148,519 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Pool by 29.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 420,644 shares of the specialty retailer’s stock valued at $96,229,000 after buying an additional 96,173 shares during the last quarter. 98.99% of the stock is owned by hedge funds and other institutional investors.

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.