Pool (NASDAQ:POOL) Updates FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 10.660-10.960 for the period, compared to the consensus estimate of 11.080. The company issued revenue guidance of -.

Pool Trading Down 6.6%

POOL opened at $183.33 on Friday. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.55 and a current ratio of 1.87. The stock’s 50 day moving average price is $195.93 and its 200-day moving average price is $216.49. Pool has a one year low of $172.68 and a one year high of $345.00. The stock has a market cap of $6.68 billion, a price-to-earnings ratio of 16.87, a P/E/G ratio of 2.52 and a beta of 1.05.

Pool (NASDAQ:POOL) last posted its quarterly earnings data on Thursday, July 23rd. The specialty retailer reported $5.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.33 by $0.05. The company had revenue of $1.82 billion during the quarter, compared to analysts’ expectations of $1.82 billion. Pool had a return on equity of 32.37% and a net margin of 7.57%.Pool’s revenue was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.17 EPS. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. On average, equities analysts forecast that Pool will post 11.05 EPS for the current year.

Pool Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th were paid a dividend of $1.30 per share. This is an increase from Pool’s previous quarterly dividend of $1.25. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, May 14th. Pool’s payout ratio is presently 47.84%.

Pool announced that its Board of Directors has initiated a share buyback plan on Wednesday, April 29th that authorizes the company to buyback $600.00 million in shares. This buyback authorization authorizes the specialty retailer to purchase up to 7.8% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on POOL shares. Wall Street Zen upgraded shares of Pool from a “sell” rating to a “hold” rating in a report on Monday, April 27th. Stephens restated an “overweight” rating on shares of Pool in a research note on Friday. Weiss Ratings lowered shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, May 14th. Wells Fargo & Company decreased their price target on shares of Pool from $230.00 to $215.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 8th. Finally, Stifel Nicolaus boosted their price target on Pool from $210.00 to $235.00 and gave the company a “hold” rating in a report on Monday, July 6th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Pool has an average rating of “Hold” and a consensus price target of $262.00.

Insider Buying and Selling at Pool

In other Pool news, Director James D. Hope acquired 464 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were purchased at an average cost of $194.41 per share, for a total transaction of $90,206.24. Following the completion of the purchase, the director owned 3,678 shares in the company, valued at approximately $715,039.98. This trade represents a 14.44% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director De La Mesa Manuel J. Perez acquired 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The shares were acquired at an average cost of $175.95 per share, for a total transaction of $1,759,500.00. Following the completion of the acquisition, the director owned 40,108 shares of the company’s stock, valued at $7,057,002.60. This trade represents a 33.21% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 21,989 shares of company stock worth $4,042,747 over the last quarter. 3.00% of the stock is currently owned by company insiders.

Trending Headlines about Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool Corporation reported Q2 revenue of $1.82 billion, up 2.2% year over year, and adjusted EPS of $5.38, topping estimates by $0.05, showing the business remains resilient despite a softer demand backdrop.
• Positive Sentiment: The company said maintenance-related demand and improving building materials activity helped offset weakness in new pool construction, suggesting some stability in core operations. Pool Corporation Reports Second Quarter Results; Confirms Annual Earnings Guidance Range, Excluding CEO Transition Costs
• Neutral Sentiment: Pool reiterated full-year guidance, but the reported range of $10.66 to $10.96 per share was below the market’s prior expectations, which likely limited enthusiasm because investors were hoping for an upward revision during the key summer season.
• Negative Sentiment: Margins came in softer, with gross margin down 30 basis points and operating income declining 2%, as higher freight costs, customer mix, and CEO transition expenses weighed on profitability. Pool Corporation (POOL) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Management also said discretionary demand remains measured and new pool construction is still muted, raising concern that growth may stay sluggish if housing and renovation trends do not improve.

Institutional Investors Weigh In On Pool

Institutional investors have recently added to or reduced their stakes in the stock. Wealthspire Advisors LLC boosted its stake in Pool by 4.8% in the 4th quarter. Wealthspire Advisors LLC now owns 1,051 shares of the specialty retailer’s stock worth $240,000 after purchasing an additional 48 shares in the last quarter. Zions Bancorporation National Association UT increased its stake in Pool by 222.4% during the 4th quarter. Zions Bancorporation National Association UT now owns 748 shares of the specialty retailer’s stock valued at $171,000 after purchasing an additional 516 shares in the last quarter. American Trust acquired a new position in Pool during the 3rd quarter valued at approximately $209,000. Laird Norton Wetherby Wealth Management LLC purchased a new position in shares of Pool in the third quarter worth $210,000. Finally, Fiduciary Trust Co purchased a new position in shares of Pool in the third quarter worth $223,000. Institutional investors own 98.99% of the company’s stock.

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.