Pool Corporation $POOL Position Lowered by Conestoga Capital Advisors LLC

Conestoga Capital Advisors LLC reduced its position in Pool Corporation (NASDAQ:POOL) by 7.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 123,409 shares of the specialty retailer’s stock after selling 10,364 shares during the quarter. Conestoga Capital Advisors LLC owned approximately 0.33% of Pool worth $38,265,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of POOL. Jacobs Levy Equity Management Inc. acquired a new position in shares of Pool in the 1st quarter worth approximately $400,000. Millennium Management LLC lifted its stake in Pool by 237.9% during the first quarter. Millennium Management LLC now owns 17,390 shares of the specialty retailer’s stock worth $5,536,000 after purchasing an additional 12,244 shares during the last quarter. Empowered Funds LLC bought a new position in Pool during the first quarter worth $639,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Pool by 1.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 284,708 shares of the specialty retailer’s stock worth $90,637,000 after purchasing an additional 3,406 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in Pool by 164.4% during the first quarter. Geneos Wealth Management Inc. now owns 156 shares of the specialty retailer’s stock valued at $50,000 after purchasing an additional 97 shares during the last quarter. Institutional investors and hedge funds own 98.99% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on POOL shares. KeyCorp assumed coverage on shares of Pool in a research report on Tuesday, September 30th. They issued a “sector weight” rating on the stock. Cfra upgraded shares of Pool from a “hold” rating to a “buy” rating and set a $304.00 price objective on the stock in a research note on Monday, December 22nd. Weiss Ratings restated a “sell (d+)” rating on shares of Pool in a research note on Monday, December 29th. Stifel Nicolaus dropped their price target on Pool from $295.00 to $240.00 and set a “hold” rating on the stock in a research report on Tuesday, December 16th. Finally, Guggenheim assumed coverage on Pool in a research report on Wednesday, October 8th. They set a “neutral” rating for the company. Four research 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 MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $317.38.

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 Price Performance

Shares of NASDAQ:POOL opened at $252.28 on Monday. The firm’s 50 day moving average is $240.17 and its two-hundred day moving average is $284.07. The firm has a market capitalization of $9.40 billion, a P/E ratio of 23.00, a PEG ratio of 4.44 and a beta of 1.23. The company has a current ratio of 2.57, a quick ratio of 0.87 and a debt-to-equity ratio of 0.76. Pool Corporation has a 52 week low of $226.10 and a 52 week high of $374.74.

Pool (NASDAQ:POOL) last issued its quarterly earnings data 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 business had revenue of $1.45 billion during the quarter, compared to analyst estimates of $1.46 billion. During the same period in the prior year, the company posted $3.26 EPS. The business’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. Analysts anticipate that Pool Corporation will post 11.32 earnings per share for the current year.

Pool Announces Dividend

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

Pool Company 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.