William Blair Issues Negative Outlook for Pool Earnings

Pool Corporation (NASDAQ:POOL) – Equities research analysts at William Blair decreased their Q4 2025 earnings estimates for shares of Pool in a research note issued on Thursday, October 23rd. William Blair analyst R. Merkel now expects that the specialty retailer will earn $0.96 per share for the quarter, down from their prior estimate of $0.99. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Pool’s current full-year earnings is $11.32 per share. William Blair also issued estimates for Pool’s Q2 2026 earnings at $5.50 EPS, Q3 2026 earnings at $3.54 EPS, Q4 2026 earnings at $1.07 EPS and FY2026 earnings at $11.63 EPS.

POOL has been the topic of several other reports. Robert W. Baird set a $345.00 price target on shares of Pool in a research note on Friday. Wells Fargo & Company raised their price target on shares of Pool from $300.00 to $320.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 8th. Guggenheim assumed coverage on shares of Pool in a research note on Wednesday, October 8th. They set a “neutral” rating on the stock. Oppenheimer raised their price target on shares of Pool from $322.00 to $346.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 29th. Finally, KeyCorp started coverage on shares of Pool in a report on Tuesday, September 30th. They set a “sector weight” rating on the stock. Three analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $337.86.

Pool Price Performance

Pool stock opened at $293.56 on Monday. Pool has a 12-month low of $282.22 and a 12-month high of $395.60. The stock has a market capitalization of $10.96 billion, a P/E ratio of 26.76, a P/E/G ratio of 3.93 and a beta of 1.11. The firm’s 50-day moving average is $310.20 and its two-hundred day moving average is $306.30. The company has a debt-to-equity ratio of 0.76, a current ratio of 2.57 and a quick ratio of 0.87.

Pool (NASDAQ:POOL) last released its quarterly earnings results on Thursday, October 23rd. The specialty retailer reported $3.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.01. Pool had a net margin of 7.77% and a return on equity of 31.40%. The company had revenue of $1.45 billion for the quarter, compared to analysts’ expectations of $1.46 billion. During the same period last year, the company earned $3.26 EPS. The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. Pool has set its FY 2025 guidance at 10.700-11.200 EPS.

Pool Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 28th. Stockholders of record on Thursday, August 14th were issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Thursday, August 14th. Pool’s dividend payout ratio is presently 45.58%.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. raised its holdings in Pool by 0.3% in the first quarter. Vanguard Group Inc. now owns 4,456,246 shares of the specialty retailer’s stock valued at $1,418,646,000 after buying an additional 12,795 shares during the period. Berkshire Hathaway Inc raised its holdings in Pool by 136.3% in the second quarter. Berkshire Hathaway Inc now owns 3,458,885 shares of the specialty retailer’s stock valued at $1,008,196,000 after buying an additional 1,994,885 shares during the period. Kayne Anderson Rudnick Investment Management LLC raised its holdings in Pool by 2.3% in the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,250,422 shares of the specialty retailer’s stock valued at $716,422,000 after buying an additional 50,566 shares during the period. JPMorgan Chase & Co. raised its holdings in Pool by 3.6% in the first quarter. JPMorgan Chase & Co. now owns 1,284,918 shares of the specialty retailer’s stock valued at $409,054,000 after buying an additional 44,897 shares during the period. Finally, Wellington Management Group LLP raised its holdings in Pool by 1.1% in the first quarter. Wellington Management Group LLP now owns 1,054,066 shares of the specialty retailer’s stock valued at $335,562,000 after buying an additional 11,552 shares during the period. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Pool Company Profile

Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; and building materials, such as concrete, plumbing and electrical components, functional and decorative pool surfaces, decking materials, tiles, hardscapes, and natural stones for pool installations and remodeling.