Brokers Issue Forecasts for Pool’s Q3 Earnings (NASDAQ:POOL)

Pool Co. (NASDAQ:POOL) – Zacks Research dropped their Q3 2025 earnings per share (EPS) estimates for Pool in a research report issued to clients and investors on Wednesday, May 14th. Zacks Research analyst R. Department now expects that the specialty retailer will post earnings per share of $3.50 for the quarter, down from their previous forecast of $3.52. The consensus estimate for Pool’s current full-year earnings is $11.32 per share. Zacks Research also issued estimates for Pool’s Q4 2025 earnings at $1.09 EPS, Q3 2026 earnings at $3.82 EPS, Q4 2026 earnings at $1.08 EPS, FY2026 earnings at $11.57 EPS, Q1 2027 earnings at $1.41 EPS and FY2027 earnings at $13.05 EPS.

POOL has been the topic of a number of other research reports. Stifel Nicolaus set a $300.00 price target on Pool in a research report on Friday, April 25th. Deutsche Bank Aktiengesellschaft started coverage on Pool in a research report on Tuesday, April 1st. They set a “hold” rating and a $344.00 price target on the stock. Oppenheimer decreased their target price on Pool from $370.00 to $322.00 and set an “outperform” rating on the stock in a research report on Monday, April 28th. Wells Fargo & Company set a $300.00 target price on Pool in a research report on Friday, April 25th. Finally, Stephens decreased their target price on Pool from $400.00 to $350.00 and set an “overweight” rating on the stock in a research report on Monday, April 28th. Two investment analysts have rated the stock with a sell rating, five have assigned a hold rating and three have assigned a buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $336.22.

Pool Stock Performance

Shares of POOL stock opened at $320.82 on Friday. The company has a market capitalization of $12.06 billion, a P/E ratio of 28.44, a P/E/G ratio of 2.03 and a beta of 1.20. The business’s 50 day moving average is $310.34 and its two-hundred day moving average is $338.20. The company has a current ratio of 2.05, a quick ratio of 0.77 and a debt-to-equity ratio of 0.71. Pool has a 12-month low of $284.28 and a 12-month high of $395.60.

Pool (NASDAQ:POOL) last posted its earnings results on Thursday, April 24th. The specialty retailer reported $1.32 EPS for the quarter, missing the consensus estimate of $1.42 by ($0.10). The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.10 billion. Pool had a return on equity of 31.11% and a net margin of 8.18%. The firm’s revenue was down 4.4% on a year-over-year basis. During the same period last year, the business earned $1.85 earnings per share.

Hedge Funds Weigh In On Pool

Institutional investors have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. increased its stake in Pool by 22.7% during the third quarter. JPMorgan Chase & Co. now owns 1,260,313 shares of the specialty retailer’s stock worth $474,886,000 after acquiring an additional 232,914 shares during the last quarter. Czech National Bank increased its stake in Pool by 5.9% during the fourth quarter. Czech National Bank now owns 8,252 shares of the specialty retailer’s stock worth $2,813,000 after acquiring an additional 459 shares during the last quarter. Fifth Third Wealth Advisors LLC acquired a new stake in Pool during the fourth quarter worth $213,000. Assenagon Asset Management S.A. increased its stake in Pool by 113.2% during the fourth quarter. Assenagon Asset Management S.A. now owns 21,810 shares of the specialty retailer’s stock worth $7,436,000 after acquiring an additional 11,580 shares during the last quarter. Finally, Gateway Investment Advisers LLC increased its stake in Pool by 16.4% during the fourth quarter. Gateway Investment Advisers LLC now owns 1,269 shares of the specialty retailer’s stock worth $433,000 after acquiring an additional 179 shares during the last quarter. Hedge funds and other institutional investors own 98.99% of the company’s stock.

Insider Buying and Selling

In related news, Director De La Mesa Manuel J. Perez sold 10,000 shares of Pool stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $346.00, for a total transaction of $3,460,000.00. Following the transaction, the director now owns 62,577 shares in the company, valued at approximately $21,651,642. This trade represents a 13.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Jennifer M. Neil sold 1,223 shares of Pool stock in a transaction that occurred on Monday, March 31st. The stock was sold at an average price of $315.00, for a total value of $385,245.00. Following the transaction, the senior vice president now owns 9,667 shares in the company, valued at approximately $3,045,105. The trade was a 11.23% decrease in their position. The disclosure for this sale can be found here. 3.00% of the stock is currently owned by company insiders.

Pool announced that its Board of Directors has authorized a share buyback plan on Wednesday, April 30th that permits the company to repurchase $600.00 million in shares. This repurchase authorization permits the specialty retailer to purchase up to 5.4% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Pool Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 29th. Investors of record on Thursday, May 15th will be given a dividend of $1.25 per share. This is an increase from Pool’s previous quarterly dividend of $1.20. The ex-dividend date is Thursday, May 15th. This represents a $5.00 dividend on an annualized basis and a yield of 1.56%. Pool’s dividend payout ratio (DPR) is presently 46.90%.

About Pool

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.