UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Cuts Stake in Pool Corporation $POOL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its holdings in shares of Pool Corporation (NASDAQ:POOL) by 9.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 102,046 shares of the specialty retailer’s stock after selling 10,153 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Pool were worth $21,930,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in POOL. BlackRock Inc. purchased a new stake in Pool in the second quarter valued at about $866,576,000. Wellington Management Group LLP increased 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 acquiring an additional 357,643 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its position in shares of Pool by 3,831.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,001,987 shares of the specialty retailer’s stock valued at $457,955,000 after purchasing an additional 1,951,070 shares during the last quarter. Morgan Stanley boosted its stake in Pool by 1.8% in 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 in the last quarter. Finally, Invesco Ltd. grew its position in 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. 98.99% of the stock is currently owned by hedge funds and other institutional investors.

Pool Stock Performance

NASDAQ POOL opened at $185.22 on Friday. The firm has a market capitalization of $6.73 billion, a P/E ratio of 17.04, a PEG ratio of 2.49 and a beta of 1.06. The stock has a 50-day simple moving average of $197.77 and a two-hundred day simple moving average of $202.17. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.91 and a current ratio of 2.67. Pool Corporation has a fifty-two week low of $172.68 and a fifty-two week high of $336.15.

Pool (NASDAQ:POOL) last posted its earnings results on Thursday, July 23rd. The specialty retailer reported $5.38 EPS for the quarter, topping the consensus estimate of $5.33 by $0.05. Pool had a return on equity of 32.74% and a net margin of 7.40%.The firm had revenue of $1.82 billion for the quarter, compared to analyst estimates of $1.82 billion. During the same period last year, the company earned $5.17 earnings per share. Pool’s revenue for the quarter was up 2.2% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.660-10.960 EPS. On average, equities analysts forecast that Pool Corporation will post 10.95 earnings per share for the current year.

Pool Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 27th. Investors of record on Thursday, August 13th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Thursday, August 13th. Pool’s payout ratio is currently 47.84%.

Pool News Roundup

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Recent fundamentals remain supportive: Pool Corporation’s latest quarterly earnings slightly exceeded analyst expectations, while revenue increased year over year. Management’s fiscal 2026 EPS guidance also remains a key reference point for investors evaluating the stock’s recovery potential.
• Neutral Sentiment: Roborock introduced its first robotic pool cleaner at IFA 2026. The product could expand consumer interest in pool-maintenance equipment and potentially create a new category for distributors, although the reports do not indicate whether Pool Corporation will distribute the device. Roborock Launched Its First-Ever Robot Pool Cleaner
• Neutral Sentiment: Articles about pool heating, water treatment, pool-closing supplies and commercial pool services point to ongoing maintenance and renovation demand across the industry. However, they are general market stories and do not provide new revenue or earnings information for POOL. Electrification Trends Strengthen the Case for Heat-Based Pool Heating
• Negative Sentiment: Roborock’s entry into robotic pool cleaning could increase competition in equipment and maintenance products over time. The near-term impact on Pool Corporation appears limited because there is no indication of a direct relationship or material effect on its financial outlook. Roborock’s first robotic pool cleaner

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Oppenheimer lowered their price objective on shares of Pool from $280.00 to $227.00 and set an “outperform” rating for the company in a research note on Friday, July 24th. Robert W. Baird set a $260.00 price objective on Pool in a report on Friday, July 24th. Stephens reaffirmed an “overweight” rating and set a $225.00 target price on shares of Pool in a report on Thursday, August 20th. Deutsche Bank Aktiengesellschaft set a $185.00 target price on Pool in a research report on Friday, July 24th. Finally, Stifel Nicolaus cut their price target on shares of Pool from $235.00 to $189.00 and set a “hold” rating on the stock in a report on Friday, July 24th. Five investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $233.10.

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.