Comerica Bank Has $9.01 Million Stock Position in Pool Corporation $POOL

Key Points

• Comerica Bank increased its stake in Pool by 61.8% in Q4 to 39,365 shares, a position worth about $9.01 million (roughly 0.11% of the company).
• Pool's board approved a $600 million share buyback (about 7.8% of outstanding shares) and raised the quarterly dividend to $1.30 ($5.20 annualized, ~2.5% yield), signaling a more shareholder-friendly capital return policy.
• Pool beat Q results with $1.43 EPS (vs. $1.34 est.) and set FY2026 guidance of $10.87–$11.17 EPS (analysts ~11.07), though the stock faces technical/valuation headwinds trading below its 50- and 200-day moving averages near its 12‑month low.

Comerica Bank lifted its holdings in shares of Pool Corporation (NASDAQ:POOL - Free Report) by 61.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 39,365 shares of the specialty retailer's stock after buying an additional 15,030 shares during the period. Comerica Bank owned about 0.11% of Pool worth $9,005,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the business. UBS Group AG raised its holdings in shares of Pool by 30.7% during the 4th quarter. UBS Group AG now owns 297,361 shares of the specialty retailer's stock worth $68,021,000 after buying an additional 69,797 shares in the last quarter. Teachers Retirement System of The State of Kentucky raised its holdings in shares of Pool by 47.0% during the 4th quarter. Teachers Retirement System of The State of Kentucky now owns 52,822 shares of the specialty retailer's stock worth $12,083,000 after buying an additional 16,890 shares in the last quarter. Concurrent Investment Advisors LLC raised its holdings in shares of Pool by 10.9% during the 4th quarter. Concurrent Investment Advisors LLC now owns 9,313 shares of the specialty retailer's stock worth $2,130,000 after buying an additional 913 shares in the last quarter. Montrusco Bolton Investments Inc. raised its holdings in shares of Pool by 20.8% during the 4th quarter. Montrusco Bolton Investments Inc. now owns 32,295 shares of the specialty retailer's stock worth $7,387,000 after buying an additional 5,550 shares in the last quarter. Finally, M&T Bank Corp raised its holdings in shares of Pool by 19.7% during the 4th quarter. M&T Bank Corp now owns 5,032 shares of the specialty retailer's stock worth $1,151,000 after buying an additional 829 shares in the last quarter. Institutional investors and hedge funds own 98.99% of the company's stock.

More Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Board expands share repurchase program by $600.0 million (authorization to buy ~7.8% of outstanding shares). Buybacks reduce share count and signal management believes the stock is undervalued, supporting EPS over time. Pool Corporation Announces Increase in Share Repurchase Program
• Positive Sentiment: Board also increased the quarterly dividend, reinforcing shareholder returns alongside the buyback and providing immediate yield support. Pool Expands Buyback Program and Increases Quarterly Dividend
• Positive Sentiment: Zacks upgraded POOL from "strong sell" to "hold," a modest improvement in sell-side sentiment that could reduce near-term selling pressure. Zacks Research Upgrade
• Neutral Sentiment: Recent quarterly results: POOL beat on EPS and provided FY2026 guidance of $10.87–$11.17 EPS (analysts ~11.07), with revenue showing modest year-over-year growth. These fundamentals are mixed—solid profitability but not a clear revenue acceleration—so the news may be largely already reflected in the stock. (Background earnings release)
• Negative Sentiment: Technical and valuation headwinds: shares are trading below the 50- and 200-day moving averages and nearer the 12-month low, which can amplify selling. Liquidity/financial metrics (debt-to-equity ~1.09, quick ratio ~0.55) and the company’s modest top-line growth may leave some investors cautious despite buybacks.

Insider Buying and Selling at Pool

In related news, SVP Romain Kenneth G. St purchased 5,560 shares of Pool stock in a transaction on Monday, February 23rd. The shares were purchased at an average price of $218.67 per share, for a total transaction of $1,215,805.20. Following the transaction, the senior vice president owned 82,845 shares of the company's stock, valued at approximately $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 is available at this hyperlink. Also, Director De La Mesa Manuel J. Perez purchased 5,000 shares of Pool stock in a transaction on Friday, March 13th. The stock was bought at an average price of $205.00 per share, for a total transaction of $1,025,000.00. Following the transaction, the director directly owned 110,108 shares in the company, valued at approximately $22,572,140. The trade was a 4.76% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.00% of the company's stock.

Wall Street Analyst Weigh In

POOL has been the subject of a number of research analyst reports. Wall Street Zen raised Pool from a "sell" rating to a "hold" rating in a report on Monday. Deutsche Bank Aktiengesellschaft set a $246.00 target price on Pool in a report on Friday, February 20th. Robert W. Baird lowered their target price on Pool from $320.00 to $300.00 and set an "outperform" rating for the company in a report on Friday, February 20th. Wells Fargo & Company lowered their target price on Pool from $230.00 to $215.00 and set an "equal weight" rating for the company in a report on Wednesday, April 8th. Finally, Bank of America lowered their target price on Pool from $229.00 to $226.00 and set an "underperform" rating for the company in a report on Monday, April 20th. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $265.13.

Pool Price Performance

Shares of POOL opened at $209.61 on Thursday. Pool Corporation has a 12-month low of $195.49 and a 12-month high of $345.00. The business has a 50-day simple moving average of $214.03 and a two-hundred day simple moving average of $240.67. The company has a quick ratio of 0.55, a current ratio of 1.87 and a debt-to-equity ratio of 1.09. The stock has a market cap of $7.69 billion, a PE ratio of 19.28, a PEG ratio of 2.86 and a beta of 1.26.

Pool (NASDAQ:POOL - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The specialty retailer reported $1.43 EPS for the quarter, beating analysts' consensus estimates of $1.34 by $0.09. Pool had a return on equity of 32.37% and a net margin of 7.57%.The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.82 billion. During the same quarter in the previous year, the company posted $1.32 EPS. The business's revenue was up 6.2% on a year-over-year basis. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. Analysts anticipate that Pool Corporation will post 11.07 earnings per share for the current fiscal year.

Pool announced that its board has approved a share repurchase plan on Wednesday, April 29th that authorizes the company to repurchase $600.00 million in outstanding shares. This repurchase authorization authorizes the specialty retailer to buy up to 7.8% of its stock through open market purchases. Stock repurchase plans are often a sign that the company's management believes its stock is undervalued.

Pool Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th will be given a $1.30 dividend. This is a boost from Pool's previous quarterly dividend of $1.25. The ex-dividend date is Thursday, May 14th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.5%. Pool's dividend payout ratio is presently 46.00%.

About Pool

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.

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