Osborne Partners Capital Management LLC Boosts Stock Position in Pool Corporation $POOL

Osborne Partners Capital Management LLC lifted its position in shares of Pool Corporation (NASDAQ:POOL) by 33.0% in the first quarter, HoldingsChannel.com reports. The firm owned 50,045 shares of the specialty retailer’s stock after purchasing an additional 12,422 shares during the period. Osborne Partners Capital Management LLC’s holdings in Pool were worth $10,126,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. World Investment Advisors purchased a new stake in Pool in the 1st quarter worth approximately $316,000. Private Advisor Group LLC increased its stake in shares of Pool by 7.3% during the first quarter. Private Advisor Group LLC now owns 2,368 shares of the specialty retailer’s stock valued at $479,000 after buying an additional 161 shares during the period. Leonteq Securities AG raised its holdings in shares of Pool by 10.4% during the first quarter. Leonteq Securities AG now owns 1,361 shares of the specialty retailer’s stock valued at $275,000 after acquiring an additional 128 shares in the last quarter. Elevation Point Wealth Partners LLC raised its holdings in shares of Pool by 53.7% during the first quarter. Elevation Point Wealth Partners LLC now owns 2,743 shares of the specialty retailer’s stock valued at $555,000 after acquiring an additional 958 shares in the last quarter. Finally, Mitchell & Pahl Private Wealth LLC lifted its stake in Pool by 15.3% in the first quarter. Mitchell & Pahl Private Wealth LLC now owns 3,655 shares of the specialty retailer’s stock worth $740,000 after acquiring an additional 484 shares during the period. 98.99% of the stock is owned by institutional investors.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Analysts expect Pool Corporation’s upcoming Q2 2026 earnings to show modest single-digit earnings growth, which could support the stock if results and guidance meet expectations. What to Expect From Pool Corporation’s Q2 2026 Earnings Report
• Neutral Sentiment: The latest news flow is mostly unrelated to Pool Corporation itself, with several articles about a “reflecting pool” vandalism case and other non-business pool-related stories that should not affect POOL shares.

Insider Buying and Selling at Pool

In other Pool news, Director John E. Stokely bought 1,000 shares of Pool stock in a transaction dated Thursday, May 7th. The shares were purchased at an average cost of $193.06 per share, with a total value of $193,060.00. Following the transaction, the director directly owned 16,230 shares of the company’s stock, valued at $3,133,363.80. This represents a 6.57% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director De La Mesa Manuel J. Perez purchased 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was acquired at an average price of $175.95 per share, with a total value of $1,759,500.00. Following the completion of the purchase, the director owned 40,108 shares in the company, valued at $7,057,002.60. This represents a 33.21% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have bought 21,989 shares of company stock worth $4,042,747. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Wells Fargo & Company cut their price target on shares of Pool from $230.00 to $215.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. Zacks Research upgraded shares of Pool from a “strong sell” rating to a “hold” rating in a report on Monday, April 27th. Bank of America dropped their target price on shares of Pool from $229.00 to $226.00 and set an “underperform” rating for the company in a research report on Monday, April 20th. Weiss Ratings lowered shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Finally, Stifel Nicolaus reduced their price target on shares of Pool from $240.00 to $210.00 and set a “hold” rating on the stock in a research report on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $261.38.

Pool Stock Performance

POOL opened at $219.47 on Friday. The stock has a market cap of $8.00 billion, a PE ratio of 20.19, a PEG ratio of 2.78 and a beta of 1.05. The company has a quick ratio of 0.55, a current ratio of 1.87 and a debt-to-equity ratio of 1.09. The business has a 50 day moving average of $194.74 and a 200-day moving average of $219.37. Pool Corporation has a 52 week low of $172.68 and a 52 week high of $345.00.

Pool (NASDAQ:POOL) last released its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.34 by $0.09. The company had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.82 billion. Pool had a return on equity of 32.37% and a net margin of 7.57%.The firm’s revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.32 earnings per share. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. Equities research analysts predict that Pool Corporation will post 11.08 earnings per share for the current fiscal year.

Pool declared that its Board of Directors has authorized a share buyback plan on Wednesday, April 29th that allows the company to buyback $600.00 million in shares. This buyback authorization allows the specialty retailer to buy up to 7.8% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

Pool Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 28th. Stockholders of record on Thursday, May 14th were issued a dividend of $1.30 per share. This is a boost from Pool’s previous quarterly dividend of $1.25. The ex-dividend date was Thursday, May 14th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. Pool’s dividend payout ratio (DPR) is presently 47.84%.

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.