B. Metzler seel. Sohn & Co. AG Sells 2,882 Shares of Pool Corporation $POOL

B. Metzler seel. Sohn & Co. AG cut its stake in Pool Corporation (NASDAQ:POOL) by 43.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,712 shares of the specialty retailer’s stock after selling 2,882 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in Pool were worth $849,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. CNB Bank grew its holdings in shares of Pool by 4.1% in the third quarter. CNB Bank now owns 918 shares of the specialty retailer’s stock worth $285,000 after purchasing an additional 36 shares during the last quarter. Keybank National Association OH grew its holdings in shares of Pool by 4.2% in the third quarter. Keybank National Association OH now owns 999 shares of the specialty retailer’s stock worth $310,000 after purchasing an additional 40 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Pool by 22.0% in the third quarter. MassMutual Private Wealth & Trust FSB now owns 227 shares of the specialty retailer’s stock worth $70,000 after purchasing an additional 41 shares during the last quarter. Mufg Securities Americas Inc. grew its holdings in shares of Pool by 6.4% in the third quarter. Mufg Securities Americas Inc. now owns 886 shares of the specialty retailer’s stock worth $275,000 after purchasing an additional 53 shares during the last quarter. Finally, Snowden Capital Advisors LLC grew its holdings in shares of Pool by 4.8% in the second quarter. Snowden Capital Advisors LLC now owns 1,163 shares of the specialty retailer’s stock worth $339,000 after purchasing an additional 53 shares during the last quarter. 98.99% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on POOL. Stifel Nicolaus upped their price target on shares of Pool from $232.00 to $240.00 and gave the stock a “hold” rating in a report on Friday. Wall Street Zen raised shares of Pool from a “sell” rating to a “hold” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft set a $246.00 price objective on shares of Pool in a research note on Friday, February 20th. Bank of America lowered their price objective on shares of Pool from $229.00 to $226.00 and set an “underperform” rating for the company in a research note on Monday, April 20th. Finally, The Goldman Sachs Group lowered their price objective on shares of Pool from $360.00 to $310.00 and set a “buy” rating for the company in a research note on Tuesday, January 13th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $274.56.

Key Headlines Impacting Pool

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Q1 beat and guidance reaffirmed — POOL reported Q1 EPS above expectations, raised or reaffirmed its FY‑2026 EPS range of $10.87–$11.17 and highlighted 6% sales growth and operating income expansion; investors are rewarding the better‑than‑expected EPS and the company’s confident outlook. Read More.
• Positive Sentiment: Analyst price target bump — Stifel raised its POOL price target to $240 (still a Hold), providing some incremental analyst support to the shares. Read more via Benzinga. Read More.
• Positive Sentiment: Earnings call tone constructive — Management emphasized resilient maintenance demand, gradual recovery in discretionary categories, contribution from greenfield locations and confidence in driving operating‑expense leverage as new centers mature. Read More.
• Neutral Sentiment: Consumer interest signals — coverage of pool‑cleaning robots and related pool‑product shopping (wired articles) could support seasonal demand for pool accessories and maintenance products, but impact on wholesale distributor POOL is indirect and timing‑dependent. Read More.
• Neutral Sentiment: Analyst stance mixed — some firms maintain Hold/Neutral ratings citing balanced risk/reward amid margin pressures and macro uncertainty; that tempers near‑term upside despite the beat. Read More.
• Negative Sentiment: Inventory build and margin pressure — inventory rose ~14% year‑over‑year and gross margin fell ~20 bps (to 29.0%) due to seasonal mix and early buys; higher inventories may pressure working capital and margins into the season. Read More.
• Negative Sentiment: Higher leverage from buybacks — total debt increased materially (about $222.6M) largely to fund ~$349M of open‑market share repurchases; higher interest expense and leverage are risks if discretionary demand weakens. Read More.

Insider Buying and Selling at Pool

In other news, SVP Romain Kenneth G. St purchased 5,560 shares of the firm’s stock in a transaction on 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 legal filing with the SEC, which can be accessed through the SEC website. Also, Director De La Mesa Manuel J. Perez purchased 5,000 shares of the firm’s stock in a transaction on Friday, March 13th. The shares were purchased at an average cost of $205.00 per share, with a total value of $1,025,000.00. Following the completion of the transaction, the director owned 110,108 shares of the company’s stock, valued at approximately $22,572,140. The trade was a 4.76% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.00% of the company’s stock.

Pool Price Performance

NASDAQ:POOL opened at $232.55 on Monday. Pool Corporation has a 1-year low of $195.49 and a 1-year high of $345.00. The company has a 50-day moving average of $216.54 and a 200 day moving average of $241.90. The firm has a market cap of $8.53 billion, a PE ratio of 21.39, a price-to-earnings-growth ratio of 2.95 and a beta of 1.26. The company has a debt-to-equity ratio of 1.09, a current ratio of 1.87 and a quick ratio of 0.55.

Pool (NASDAQ:POOL) last released its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 EPS for the quarter, beating the consensus estimate of $1.34 by $0.09. The business had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.82 billion. Pool had a net margin of 7.57% and a return on equity of 32.37%. The company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.32 earnings per share. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. As a group, research analysts anticipate that Pool Corporation will post 11 EPS for the current fiscal year.

Pool Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 12th were given a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Thursday, March 12th. Pool’s dividend payout ratio is presently 46.00%.

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.