Oppenheimer Asset Management Inc. Decreases Stock Holdings in Pool Corporation $POOL

Oppenheimer Asset Management Inc. reduced its holdings in shares of Pool Corporation (NASDAQ:POOL) by 57.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,377 shares of the specialty retailer’s stock after selling 5,984 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Pool were worth $1,001,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Root Financial Partners LLC acquired a new position in shares of Pool during the third quarter worth $29,000. Private Trust Co. NA grew its holdings in Pool by 78.6% during the 4th quarter. Private Trust Co. NA now owns 125 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 55 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in Pool during the 2nd quarter worth $30,000. MUFG Securities EMEA plc purchased a new stake in Pool during the 2nd quarter worth $33,000. Finally, Torren Management LLC acquired a new position in Pool in the 4th quarter worth $38,000. 98.99% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

POOL has been the topic of a number of recent analyst reports. Stifel Nicolaus boosted their price objective on shares of Pool from $232.00 to $240.00 and gave the stock a “hold” rating in a report on Friday, April 24th. 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 report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft set a $246.00 price objective on shares of Pool in a report on Friday, February 20th. Weiss Ratings upgraded shares of Pool from a “sell (d)” rating to a “hold (c-)” rating in a report on Wednesday, April 29th. Finally, Oppenheimer cut their price objective on shares of Pool from $346.00 to $280.00 and set an “outperform” rating on the stock in a report on Tuesday, February 24th. Four investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Pool presently has an average rating of “Hold” and an average target price of $265.13.

Insider Activity at Pool

In related news, SVP Romain Kenneth G. St purchased 5,560 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were purchased at an average cost of $218.67 per share, with a total value of $1,215,805.20. Following the completion of the acquisition, the senior vice president directly 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Melanie M. Hart sold 2,750 shares of the company’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 completion of the sale, the chief financial officer directly owned 18,039 shares in the company, valued at $3,968,580. This represents a 13.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.00% of the stock is currently owned by corporate insiders.

Trending Headlines about Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Company reaffirmed full?year 2026 outlook after Q1 results, which reduces near?term earnings uncertainty and gives investors a concrete baseline to evaluate performance. Pool Corp. falls 5.5% as CEO transition and Investor Day postponement raise uncertainty
• Positive Sentiment: The board moved quickly to name John B. Watwood as President & CEO and appointed John E. Stokely as Executive Chair, which could limit leadership vacuum risk if the new team stabilizes strategy and communication. Pool Corporation Announces Leadership Transition
• Neutral Sentiment: Analyst coverage remains mixed — the street’s consensus is around a “Hold” and median price targets suggest meaningful upside from current levels, indicating divergent views on medium?term upside. Pool Corporation (NASDAQ:POOL) Receives Average Recommendation of “Hold” from Analysts
• Neutral Sentiment: Insider activity over the past six months is mixed (several purchases and several sales), which provides no clear directional signal but is worth monitoring for follow?through. Pool Corp. falls 5.5% as CEO transition and Investor Day postponement raise uncertainty
• Negative Sentiment: Sudden departure of long?time CEO Peter D. Arvan is being viewed as a governance and execution risk by investors; unexpected management changes often prompt short?term selling while stakeholders assess the new leadership. Pool Corporation Announces Leadership Transition
• Negative Sentiment: Investor Day postponement removed a planned forum for management to address strategy and questions, increasing short?term information risk and contributing to downward pressure on the stock. Pool Corp. falls 5.5% as CEO transition and Investor Day postponement raise uncertainty

Pool Trading Down 8.0%

POOL opened at $187.04 on Wednesday. The stock has a market capitalization of $6.82 billion, a PE ratio of 17.21, a P/E/G ratio of 2.58 and a beta of 1.16. The firm’s fifty day moving average price is $213.24 and its 200 day moving average price is $239.00. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.87 and a quick ratio of 0.55. Pool Corporation has a 12-month low of $186.94 and a 12-month high of $345.00.

Pool (NASDAQ:POOL) last posted its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.34 by $0.09. The firm had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.82 billion. Pool had a net margin of 7.57% and a return on equity of 32.37%. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $1.32 earnings per share. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. As a group, research analysts expect that Pool Corporation will post 11.07 EPS for the current fiscal year.

Pool Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Investors of record on Thursday, May 14th will be issued a $1.30 dividend. This is a boost from Pool’s previous quarterly dividend of $1.25. This represents a $5.20 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Thursday, May 14th. Pool’s dividend payout ratio is currently 46.00%.

Pool announced that its Board of Directors has authorized a share buyback program on Wednesday, April 29th that allows the company to buyback $600.00 million in outstanding shares. This buyback authorization allows the specialty retailer to repurchase up to 7.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.

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.