American Century Companies Inc. Boosts Stock Holdings in Pool Corporation $POOL

American Century Companies Inc. lifted its position in shares of Pool Corporation (NASDAQ:POOL) by 11.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 301,343 shares of the specialty retailer’s stock after buying an additional 31,117 shares during the period. American Century Companies Inc. owned approximately 0.81% of Pool worth $93,437,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Berkshire Hathaway Inc boosted its position in Pool by 136.3% during the 2nd quarter. Berkshire Hathaway Inc now owns 3,458,885 shares of the specialty retailer’s stock worth $1,008,196,000 after purchasing an additional 1,994,885 shares during the period. Caledonia Investments PLC lifted its stake in shares of Pool by 5.2% during the third quarter. Caledonia Investments PLC now owns 160,887 shares of the specialty retailer’s stock worth $49,886,000 after purchasing an additional 8,000 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH boosted its position in shares of Pool by 224.7% in the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 61,696 shares of the specialty retailer’s stock worth $17,983,000 after buying an additional 42,696 shares during the period. Deprince Race & Zollo Inc. boosted its position in shares of Pool by 43.9% in the third quarter. Deprince Race & Zollo Inc. now owns 40,719 shares of the specialty retailer’s stock worth $12,626,000 after buying an additional 12,424 shares during the period. Finally, Machina Capital S.A.S. grew its stake in shares of Pool by 68.7% in the second quarter. Machina Capital S.A.S. now owns 3,408 shares of the specialty retailer’s stock valued at $993,000 after buying an additional 1,388 shares in the last quarter. 98.99% of the stock is owned by hedge funds and other institutional investors.

Pool Price Performance

Shares of NASDAQ:POOL opened at $221.22 on Wednesday. The stock has a market cap of $8.14 billion, a price-to-earnings ratio of 20.41, a PEG ratio of 2.77 and a beta of 1.25. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.24 and a quick ratio of 0.59. Pool Corporation has a 12 month low of $210.67 and a 12 month high of $374.74. The stock’s 50 day moving average price is $247.71 and its 200 day moving average price is $269.61.

Pool (NASDAQ:POOL) last posted its quarterly earnings data on Thursday, February 19th. The specialty retailer reported $0.84 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.15). The business had revenue of $982.21 million for the quarter, compared to the consensus estimate of $999.14 million. Pool had a net margin of 7.67% and a return on equity of 31.49%. The business’s revenue for the quarter was down .5% on a year-over-year basis. During the same quarter last year, the business posted $0.97 EPS. Pool has set its FY 2026 guidance at 10.850-11.150 EPS. Equities research analysts anticipate that Pool Corporation will post 11.32 earnings per share for the current fiscal year.

Pool Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Thursday, March 12th. Pool’s payout ratio is currently 46.13%.

Insiders Place Their Bets

In other news, SVP Romain Kenneth G. St purchased 5,560 shares of Pool stock in a transaction dated Monday, February 23rd. The stock was acquired at an average cost of $218.67 per share, for a total transaction of $1,215,805.20. Following the acquisition, the senior vice president directly owned 82,845 shares in the company, valued at $18,115,716.15. This represents a 7.19% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Melanie M. Hart sold 2,750 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $220.00, for a total transaction of $605,000.00. Following the completion of the sale, the chief financial officer directly owned 18,039 shares of the company’s stock, valued at $3,968,580. This represents a 13.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Wells Fargo & Company decreased their price objective on shares of Pool from $275.00 to $230.00 and set an “equal weight” rating for the company in a research report on Friday, February 20th. Cfra upgraded Pool from a “hold” rating to a “buy” rating and set a $304.00 price objective for the company in a research note on Monday, December 22nd. The Goldman Sachs Group dropped their price objective on Pool from $360.00 to $310.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft set a $246.00 price target on shares of Pool in a research report on Friday, February 20th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Pool in a report on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Pool has a consensus rating of “Hold” and a consensus target price of $281.50.

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.