Pool Corporation $POOL Shares Sold by Barclays PLC

Barclays PLC cut its position in shares of Pool Corporation (NASDAQ:POOL) by 21.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 73,532 shares of the specialty retailer’s stock after selling 19,802 shares during the period. Barclays PLC owned 0.20% of Pool worth $22,800,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. CNB Bank grew its holdings in Pool by 4.1% in the third quarter. CNB Bank now owns 918 shares of the specialty retailer’s stock valued at $285,000 after purchasing an additional 36 shares during the period. Keybank National Association OH raised its stake in shares of Pool by 4.2% during the 3rd quarter. Keybank National Association OH now owns 999 shares of the specialty retailer’s stock worth $310,000 after buying an additional 40 shares during the period. MassMutual Private Wealth & Trust FSB raised its stake in shares of Pool by 22.0% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 227 shares of the specialty retailer’s stock worth $70,000 after buying an additional 41 shares during the period. Mitchell & Pahl Private Wealth LLC lifted its position in shares of Pool by 1.4% during the 3rd quarter. Mitchell & Pahl Private Wealth LLC now owns 3,228 shares of the specialty retailer’s stock valued at $1,001,000 after buying an additional 46 shares in the last quarter. Finally, Heritage Family Offices LLP lifted its position in shares of Pool by 3.1% during the 3rd quarter. Heritage Family Offices LLP now owns 1,706 shares of the specialty retailer’s stock valued at $529,000 after buying an additional 51 shares in the last quarter. Institutional investors and hedge funds own 98.99% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the stock. Oppenheimer cut their target price on shares of Pool from $346.00 to $280.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Pool in a research note on Monday, December 29th. Stifel Nicolaus lowered their price objective on Pool from $240.00 to $232.00 and set a “hold” rating on the stock in a report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft set a $246.00 target price on Pool in a report on Friday, February 20th. Finally, Cfra upgraded Pool from a “hold” rating to a “buy” rating and set a $304.00 target price on the stock in a research report on Monday, December 22nd. Five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Pool currently has an average rating of “Hold” and an average price target of $281.50.

Insider Activity

In related news, SVP Romain Kenneth G. St acquired 5,560 shares of the stock in a transaction dated Monday, February 23rd. The stock was acquired at an average cost of $218.67 per share, with a total value of $1,215,805.20. Following the completion of the transaction, the senior vice president owned 82,845 shares in the company, valued at $18,115,716.15. This represents a 7.19% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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 transaction, the chief financial officer owned 18,039 shares of the company’s stock, valued at $3,968,580. This trade represents a 13.23% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by corporate insiders.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Zacks raised very small near-term estimates for two quarters (Q2 2026 and Q2 2027), leaving longer‑term consensus largely intact — a modest constructive note amid heavier cuts elsewhere. MarketBeat: Pool research notes
• Neutral Sentiment: Foundry Digital plans a U.S.-based institutional Zcash mining pool in April — significant for crypto/mining markets but unrelated to Pool Corporation’s retail pool business. Investors should treat this as industry color, not company-specific news. Foundry plans Zcash mining pool amid institutional interest in privacy coin
• Neutral Sentiment: Several consumer and trade pieces on pools (humidity control for indoor pools, pool safety product roundups, marketing resources for pool builders) provide industry context but are unlikely to move POOL shares materially. Representative links: DCA humidity release; pool safety guide; pool-builder marketing review. DCA Addresses Humidity Control for Indoor Pool Facilities Must-have pool safety products for families Best Marketing Companies for Pool Builders
• Negative Sentiment: Multiple Zacks Research notes cut POOL’s EPS forecasts across several upcoming quarters and trimmed FY2026 and FY2027 guidance expectations — the most significant driver for today’s investor caution. The collective downgrades lower near-term earnings visibility and weigh on valuation given POOL’s previous premium multiples. MarketBeat: Zacks cuts and estimate revisions for Pool

Pool Price Performance

NASDAQ:POOL opened at $210.88 on Thursday. Pool Corporation has a 52 week low of $204.16 and a 52 week high of $345.00. The stock’s fifty day moving average is $245.75 and its two-hundred day moving average is $265.61. The company has a market capitalization of $7.76 billion, a P/E ratio of 19.45, a P/E/G ratio of 2.61 and a beta of 1.25. The company has a quick ratio of 0.59, a current ratio of 2.24 and a debt-to-equity ratio of 1.00.

Pool (NASDAQ:POOL) last issued its quarterly earnings data on Thursday, February 19th. The specialty retailer reported $0.84 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.15). Pool had a return on equity of 31.49% and a net margin of 7.67%.The company had revenue of $982.21 million during the quarter, compared to analyst estimates of $999.14 million. During the same quarter in the prior year, the company posted $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. Equities analysts expect that Pool Corporation will post 11.32 EPS for the current year.

Pool Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 12th will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, March 12th. Pool’s payout ratio is presently 46.13%.

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.