Pool (NASDAQ:POOL) Releases FY 2026 Earnings Guidance

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

Pool Price Performance

Shares of Pool stock traded up $6.56 on Thursday, reaching $202.75. The stock had a trading volume of 121,482 shares, compared to its average volume of 888,207. The business’s 50 day moving average is $195.77 and its two-hundred day moving average is $216.82. The company has a current ratio of 1.87, a quick ratio of 0.55 and a debt-to-equity ratio of 1.09. Pool has a 1 year low of $172.68 and a 1 year high of $345.00. The company has a market cap of $7.39 billion, a P/E ratio of 18.37, a price-to-earnings-growth ratio of 2.53 and a beta of 1.05.

Pool (NASDAQ:POOL) last posted its earnings results on Thursday, July 23rd. The specialty retailer reported $5.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.33 by $0.05. Pool had a net margin of 7.57% and a return on equity of 32.37%. The business had revenue of $1.82 billion for the quarter, compared to analysts’ expectations of $1.82 billion. During the same period in the prior year, the company posted $5.17 EPS. The business’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. As a group, research analysts anticipate that Pool will post 11.05 EPS for the current year.

Pool Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 28th. Investors of record on Thursday, May 14th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Thursday, May 14th. This represents a $5.20 annualized dividend and a dividend yield of 2.6%. This is an increase from Pool’s previous quarterly dividend of $1.25. Pool’s payout ratio is 47.84%.

Pool declared that its Board of Directors has approved a share repurchase program on Wednesday, April 29th that allows the company to repurchase $600.00 million in outstanding shares. This repurchase authorization allows the specialty retailer to reacquire up to 7.8% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

A number of research analysts have recently issued reports on POOL shares. Wells Fargo & Company reduced their price objective on Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. Wall Street Zen raised shares of Pool from a “sell” rating to a “hold” rating in a research note on Monday, April 27th. Stifel Nicolaus upped their target price on Pool from $210.00 to $235.00 and gave the company a “hold” rating in a report on Monday, July 6th. Zacks Research raised shares of Pool from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Weiss Ratings downgraded shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Four analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $262.00.

Insider Buying and Selling

In related news, Director David G. Whalen purchased 525 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were bought at an average price of $190.44 per share, for a total transaction of $99,981.00. Following the purchase, the director directly owned 8,936 shares of the company’s stock, valued at approximately $1,701,771.84. This represents a 6.24% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director James D. Hope acquired 464 shares of Pool stock in a transaction that occurred on Thursday, May 7th. The shares were bought at an average cost of $194.41 per share, with a total value of $90,206.24. Following the transaction, the director owned 3,678 shares in the company, valued at $715,039.98. This represents a 14.44% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders bought 21,989 shares of company stock valued at $4,042,747. 3.00% of the stock is owned by company insiders.

Trending Headlines about Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool Corp beat Q2 earnings expectations and delivered higher-than-expected revenue, signaling solid underlying demand. Pool Corp. (POOL) Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Adjusted operating performance improved, with operating income up excluding CEO transition costs, suggesting the core business remained healthy. Pool Corporation Reports Second Quarter Results; Confirms Annual Earnings Guidance Range, Excluding CEO Transition Costs
• Neutral Sentiment: The company confirmed annual guidance excluding CEO transition costs, but the headline GAAP outlook came in below expectations, creating a mixed investor takeaway. Pool Corp Reports Solid Q2 2026 Earnings Performance
• Negative Sentiment: FY 2026 EPS guidance of $10.66 to $10.96 was below analyst expectations, which may limit upside if investors focus on the lowered reported outlook. Irrelevant article title

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Jacobs Levy Equity Management Inc. purchased a new stake in Pool during the 1st quarter valued at $400,000. Millennium Management LLC boosted its position in shares of Pool by 237.9% during the first quarter. Millennium Management LLC now owns 17,390 shares of the specialty retailer’s stock valued at $5,536,000 after buying an additional 12,244 shares during the last quarter. Empowered Funds LLC bought a new stake in Pool in the 1st quarter worth about $639,000. Geneos Wealth Management Inc. raised its position in Pool by 164.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 156 shares of the specialty retailer’s stock worth $50,000 after buying an additional 97 shares during the last quarter. Finally, Acadian Asset Management LLC lifted its stake in Pool by 201.2% during the 1st quarter. Acadian Asset Management LLC now owns 2,012 shares of the specialty retailer’s stock valued at $639,000 after acquiring an additional 1,344 shares during the period. Institutional investors own 98.99% of the company’s stock.

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.