Pool (NASDAQ:POOL) Updates FY 2026 Earnings Guidance

Pool (NASDAQ:POOL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 10.850-11.150 for the period, compared to the consensus estimate of 11.580. The company issued revenue guidance of -.

Analyst Ratings Changes

POOL has been the topic of a number of research reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of Pool in a research report on Monday, December 29th. Robert W. Baird reduced their price objective on Pool from $320.00 to $300.00 and set an “outperform” rating on the stock in a report on Friday. Deutsche Bank Aktiengesellschaft set a $246.00 target price on Pool in a research note on Friday. Wells Fargo & Company cut their price target on Pool from $275.00 to $230.00 and set an “equal weight” rating on the stock in a research note on Friday. Finally, Cfra upgraded Pool from a “hold” rating to a “buy” rating and set a $304.00 price target on the stock in a report on Monday, December 22nd. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $290.75.

Pool Price Performance

Shares of POOL opened at $221.62 on Friday. The stock has a market cap of $8.26 billion, a P/E ratio of 20.44, a price-to-earnings-growth ratio of 4.05 and a beta of 1.22. Pool has a 1 year low of $211.56 and a 1 year high of $374.74. The stock’s 50-day moving average price is $249.67 and its two-hundred day moving average price is $274.82. The company has a current ratio of 2.24, a quick ratio of 0.87 and a debt-to-equity ratio of 1.00.

Pool (NASDAQ:POOL) last announced its quarterly earnings results on Thursday, February 19th. The specialty retailer reported $0.84 EPS for the quarter, missing analysts’ consensus estimates of $0.99 by ($0.15). Pool had a net margin of 7.67% and a return on equity of 31.49%. The company had revenue of $982.21 million during the quarter, compared to the consensus estimate of $999.14 million. During the same period last year, the company earned $0.97 earnings per share. The business’s revenue was down .5% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. On average, equities analysts predict that Pool will post 11.32 earnings per share for the current year.

Pool News Summary

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Analysts remain constructive on Pool’s longer‑term prospects, citing durable market position in the pool-supply channel; that longer‑term optimism can support the stock even after a weak quarter. Analyst Estimates & Ratings
• Neutral Sentiment: Full Q4 earnings call transcript and the company slide presentation are available for deeper read‑through of management’s commentary on demand, margin trends and inventory. Useful for assessing whether the miss reflects transitory factors or a structural slowdown. Earnings Call Transcript
• Negative Sentiment: Q4 earnings missed expectations: $0.84 EPS vs. $0.99 consensus and revenue of $982.2M vs. $999.1M, with revenue down vs. year‑ago — a clear near‑term bearish catalyst. Zacks: Q4 Miss
• Negative Sentiment: FY‑2026 EPS guidance was provided at $10.85–$11.15, below the Street’s ~$11.58 consensus, which pressures near‑term sentiment and analyst models. Company Guidance (Press Release/Slides)
• Negative Sentiment: Wells Fargo cut its price target to $230 from $275 and moved POOL to an “equal weight” rating, removing some upside expectations from a previously higher baseline. Benzinga: Wells Fargo PT Cut
• Negative Sentiment: Third‑party commentary points to softer end‑market demand; Conestoga Capital highlighted soft demand in its investor letter, reinforcing concerns about near‑term volume pressure. InsiderMonkey: Soft Demand
• Negative Sentiment: Op‑ed/analysis articles argue POOL still looks expensive on current multiples absent a clear rebound, which could cap near‑term upside. Seeking Alpha: Valuation Concerns

Institutional Trading of Pool

Hedge funds have recently added to or reduced their stakes in the business. Wellington Management Group LLP grew its stake in Pool by 16.2% in 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 during the period. Morgan Stanley lifted its holdings in shares of Pool by 1.8% during the 4th quarter. Morgan Stanley now owns 1,371,772 shares of the specialty retailer’s stock valued at $313,794,000 after purchasing an additional 23,736 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its position in shares of Pool by 2,435.4% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,290,958 shares of the specialty retailer’s stock valued at $295,307,000 after purchasing an additional 1,240,041 shares during the period. Invesco Ltd. grew its position in shares of Pool by 21.6% in the 4th quarter. Invesco Ltd. now owns 837,658 shares of the specialty retailer’s stock valued at $191,614,000 after purchasing an additional 148,519 shares during the period. Finally, Dimensional Fund Advisors LP increased its stake in Pool by 29.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 420,644 shares of the specialty retailer’s stock worth $96,229,000 after purchasing an additional 96,173 shares in the last quarter. Institutional investors and hedge funds own 98.99% of the company’s stock.

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.