Parnassus Investments LLC Trims Stake in Pool Corporation $POOL

Parnassus Investments LLC trimmed its holdings in shares of Pool Corporation (NASDAQ:POOL) by 3.0% in the third quarter, Holdings Channel reports. The firm owned 191,794 shares of the specialty retailer’s stock after selling 5,917 shares during the period. Parnassus Investments LLC’s holdings in Pool were worth $59,470,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of POOL. Cim LLC increased its holdings in Pool by 1.3% in the 1st quarter. Cim LLC now owns 2,993 shares of the specialty retailer’s stock valued at $953,000 after purchasing an additional 38 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its stake in shares of Pool by 22.0% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 227 shares of the specialty retailer’s stock valued at $70,000 after buying an additional 41 shares in the last quarter. Whittier Trust Co. raised its holdings in shares of Pool by 14.0% in the 2nd quarter. Whittier Trust Co. now owns 375 shares of the specialty retailer’s stock valued at $109,000 after buying an additional 46 shares during the period. Mitchell & Pahl Private Wealth LLC grew its position in Pool by 1.4% in the 3rd quarter. Mitchell & Pahl Private Wealth LLC now owns 3,228 shares of the specialty retailer’s stock valued at $1,001,000 after acquiring an additional 46 shares in the last quarter. Finally, Heritage Family Offices LLP increased its stake in Pool by 3.1% during the third quarter. Heritage Family Offices LLP now owns 1,706 shares of the specialty retailer’s stock worth $529,000 after purchasing an additional 51 shares during the period. Institutional investors and hedge funds own 98.99% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Guggenheim began coverage on shares of Pool in a report on Wednesday, October 8th. They issued a “neutral” rating for the company. KeyCorp started coverage on Pool in a research report on Tuesday, September 30th. They set a “sector weight” rating on the stock. Robert W. Baird set a $345.00 target price on Pool in a report on Friday, October 24th. Weiss Ratings restated a “sell (d+)” rating on shares of Pool in a report on Monday, December 29th. Finally, William Blair restated a “market perform” rating on shares of Pool in a research note on Wednesday, October 15th. Four analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $317.38.

Pool Stock Up 3.9%

POOL opened at $252.28 on Friday. Pool Corporation has a one year low of $226.10 and a one year high of $374.74. The company has a debt-to-equity ratio of 0.76, a quick ratio of 0.87 and a current ratio of 2.57. The stock has a market capitalization of $9.40 billion, a P/E ratio of 23.00, a price-to-earnings-growth ratio of 4.27 and a beta of 1.23. The business’s 50-day simple moving average is $240.17 and its 200-day simple moving average is $284.29.

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 analysts’ consensus estimates of $3.38 by $0.01. Pool had a return on equity of 31.40% and a net margin of 7.77%.The firm had revenue of $1.45 billion for the quarter, compared to the consensus estimate of $1.46 billion. During the same quarter last year, the business posted $3.26 EPS. The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. Pool has set its FY 2025 guidance at 10.700-11.200 EPS. Analysts anticipate that Pool Corporation will post 11.32 EPS for the current year.

Pool Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Investors of record on Wednesday, November 12th were issued a dividend of $1.25 per share. The ex-dividend date of this dividend was Wednesday, November 12th. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.0%. Pool’s dividend payout ratio (DPR) is currently 45.58%.

Key Stories Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Adams Pool Solutions announced an expansion of commercial pool construction services targeting hotels and resorts — an uptick in commercial builds or renovation projects would drive wholesale and parts demand for Pool’s distribution network. Adams Pool Solutions Announces Expanded Commercial Pool Construction Services for Both Hotels and Resorts
• Positive Sentiment: New consumer product launches at CES (robotic pool cleaners) — MOVA’s pool cleaner debut signals rising consumer interest in automated pool maintenance, which can boost accessory, replacement-part and retail sales that flow through Pool’s distribution channels. MOVA launches new robotic lawn mowers and robotic pool cleaner at CES 2026
• Positive Sentiment: Mammotion unveiled an advanced pool cleaner at CES — multiple new entrants and upgraded devices may expand the overall market for pool automation and related consumables. Mammotion unveils its most advanced pool cleaner yet at CES 2026
• Neutral Sentiment: Coverage of a floating surface-skimming pool robot highlights niche innovations that could create modest new replacement-part cycles; impact on Pool depends on whether these devices drive recurring consumable sales. This new pool robot can float & skim your water surface automatically
• Neutral Sentiment: Local municipal projects (Blue Ash aquatic center construction update) signal steady municipal/commercial pool activity but are unlikely to move POOL materially on their own. How’s construction going on Blue Ash’s aquatic center? What we know
• Negative Sentiment: The influx of direct-to-consumer pool-robot manufacturers and one-off smart devices could eventually shift spending away from traditional channel purchases (or reduce recurring consumable sales), creating competitive pressure on margins for distributors like Pool. (See CES product announcements above.) MOVA launches new robotic lawn mowers and robotic pool cleaner at CES 2026

Pool 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.