Caledonia Investments PLC Grows Stock Position in Pool Corporation $POOL

Caledonia Investments PLC increased its position in shares of Pool Corporation (NASDAQ:POOL) by 9.3% in the 4th quarter, Holdings Channel reports. The firm owned 175,887 shares of the specialty retailer’s stock after purchasing an additional 15,000 shares during the period. Pool accounts for approximately 4.5% of Caledonia Investments PLC’s portfolio, making the stock its 11th largest position. Caledonia Investments PLC’s holdings in Pool were worth $40,236,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Root Financial Partners LLC purchased a new stake in shares of Pool in the third quarter valued at approximately $29,000. CYBER HORNET ETFs LLC purchased a new stake in Pool in the 2nd quarter valued at about $30,000. MUFG Securities EMEA plc purchased a new stake in shares of Pool in the 2nd quarter valued at approximately $33,000. Allworth Financial LP raised its position in Pool by 133.3% in the third quarter. Allworth Financial LP now owns 126 shares of the specialty retailer’s stock valued at $39,000 after purchasing an additional 72 shares during the period. Finally, Geneos Wealth Management Inc. lifted its stake in Pool by 164.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 156 shares of the specialty retailer’s stock worth $50,000 after acquiring an additional 97 shares in the last quarter. Institutional investors and hedge funds own 98.99% of the company’s stock.

Insider Activity

In related news, Director De La Mesa Manuel J. Perez acquired 5,000 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The stock was purchased at an average price of $205.00 per share, for a total transaction of $1,025,000.00. Following the transaction, the director owned 110,108 shares in the company, valued at $22,572,140. This trade represents a 4.76% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Romain Kenneth G. St acquired 5,560 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was purchased at an average cost of $218.67 per share, with a total value of $1,215,805.20. Following the transaction, the senior vice president owned 82,845 shares of the company’s stock, valued at approximately $18,115,716.15. The trade was a 7.19% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Pool Price Performance

Shares of NASDAQ POOL opened at $202.93 on Friday. 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 company’s fifty day moving average is $229.90 and its two-hundred day moving average is $253.17. Pool Corporation has a one year low of $195.49 and a one year high of $345.00. The firm has a market capitalization of $7.45 billion, a P/E ratio of 18.72, a PEG ratio of 2.50 and a beta of 1.26.

Pool (NASDAQ:POOL) last issued its 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 company 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 company’s quarterly revenue was down .5% on a year-over-year basis. During the same period last year, the business posted $0.97 earnings per share. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. Analysts forecast that Pool Corporation will post 11.32 EPS for the current fiscal year.

Pool Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 12th were paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Thursday, March 12th. Pool’s dividend payout ratio is presently 46.13%.

Wall Street Analysts Forecast Growth

POOL has been the topic of a number of research reports. Wall Street Zen lowered shares of Pool from a “hold” rating to a “sell” rating in a report on Sunday, March 29th. Deutsche Bank Aktiengesellschaft set a $246.00 target price on Pool in a research note on Friday, February 20th. Oppenheimer reduced their price target on shares of Pool from $346.00 to $280.00 and set an “outperform” rating for the company in a research report on Tuesday, February 24th. Cfra raised Pool from a “hold” rating to a “buy” rating and set a $304.00 price objective for the company in a report on Monday, December 22nd. Finally, Wells Fargo & Company decreased their target price on shares of Pool from $275.00 to $230.00 and set an “equal weight” rating for the company in a research note on Friday, February 20th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Pool has an average rating of “Hold” and a consensus target price of $281.50.

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.