Hayward Holdings, Inc. $HAYW Shares Sold by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services trimmed its stake in Hayward by 3.5% in Q4, selling 81,287 shares and now owns 2,263,707 shares (~1.04%) worth about $34.97 million, while several other institutions increased positions.
• Insider selling accelerated: CEO Kevin Holleran sold 52,389 shares (under a Rule 10b5‑1 plan) and the CFO sold 15,000 shares, with insiders totaling 172,167 shares sold (~$2.59 million) in the last 90 days and owning 4.73% of the company.
• Q results topped estimates: Hayward reported $0.29 EPS vs. $0.28 expected and revenue of $349.4M (up 6.8% YoY) and set FY2026 EPS guidance of $0.820–0.860, while analysts hold a consensus "Moderate Buy" with a $17.83 target.

Massachusetts Financial Services Co. MA trimmed its holdings in shares of Hayward Holdings, Inc. (NYSE:HAYW - Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,263,707 shares of the company's stock after selling 81,287 shares during the period. Massachusetts Financial Services Co. MA owned approximately 1.04% of Hayward worth $34,974,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. CIBC Bancorp USA Inc. acquired a new position in shares of Hayward in the 3rd quarter valued at $37,846,000. Principal Financial Group Inc. lifted its stake in shares of Hayward by 35.4% in the 3rd quarter. Principal Financial Group Inc. now owns 956,373 shares of the company's stock valued at $14,460,000 after purchasing an additional 250,214 shares during the period. American Century Companies Inc. lifted its stake in shares of Hayward by 3.3% in the 3rd quarter. American Century Companies Inc. now owns 6,650,091 shares of the company's stock valued at $100,549,000 after purchasing an additional 211,075 shares during the period. Rhumbline Advisers lifted its stake in shares of Hayward by 23.5% in the 3rd quarter. Rhumbline Advisers now owns 441,107 shares of the company's stock valued at $6,670,000 after purchasing an additional 84,067 shares during the period. Finally, PineStone Asset Management Inc. lifted its stake in shares of Hayward by 14.2% in the 3rd quarter. PineStone Asset Management Inc. now owns 595,200 shares of the company's stock valued at $8,999,000 after purchasing an additional 73,900 shares during the period.

Hayward Price Performance

Hayward stock opened at $14.64 on Thursday. Hayward Holdings, Inc. has a 52-week low of $11.39 and a 52-week high of $17.73. The firm has a market capitalization of $3.19 billion, a price-to-earnings ratio of 21.52, a PEG ratio of 1.49 and a beta of 1.18. The company has a fifty day simple moving average of $14.92 and a 200-day simple moving average of $15.57. The company has a quick ratio of 2.29, a current ratio of 2.94 and a debt-to-equity ratio of 0.59.

Hayward (NYSE:HAYW - Get Free Report) last released its earnings results on Wednesday, February 25th. The company reported $0.29 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.28 by $0.01. Hayward had a net margin of 13.51% and a return on equity of 11.27%. The business had revenue of $349.38 million during the quarter, compared to analyst estimates of $332.84 million. During the same quarter in the prior year, the firm earned $0.27 earnings per share. The company's revenue for the quarter was up 6.8% compared to the same quarter last year. Hayward has set its FY 2026 guidance at 0.820-0.860 EPS. On average, equities analysts anticipate that Hayward Holdings, Inc. will post 0.6 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Kevin Holleran sold 52,389 shares of the company's stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $13.42, for a total transaction of $703,060.38. Following the completion of the sale, the chief executive officer owned 701,234 shares of the company's stock, valued at $9,410,560.28. This represents a 6.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eifion Jones sold 15,000 shares of the company's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $14.57, for a total transaction of $218,550.00. Following the completion of the sale, the chief financial officer directly owned 316,100 shares of the company's stock, valued at $4,605,577. This represents a 4.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 172,167 shares of company stock valued at $2,586,533 in the last ninety days. Insiders own 4.73% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Stifel Nicolaus reiterated a "buy" rating and issued a $19.50 target price (up from $19.00) on shares of Hayward in a research note on Thursday, February 26th. Zacks Research upgraded shares of Hayward from a "hold" rating to a "strong-buy" rating in a research note on Thursday, March 5th. Weiss Ratings cut shares of Hayward from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, April 8th. Bank of America upgraded shares of Hayward from an "underperform" rating to a "buy" rating and set a $19.00 target price for the company in a research note on Friday, March 6th. Finally, Jefferies Financial Group reiterated a "hold" rating and issued a $15.00 target price (down from $16.00) on shares of Hayward in a research note on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $17.83.

Hayward Profile

Hayward Holdings, Inc is a leading manufacturer and marketer of residential and commercial swimming pool equipment and related outdoor living products. The company designs, engineers and produces a comprehensive range of products that address water circulation, filtration, heating, sanitation, automation, lighting and cleaning needs for pools and spas. Hayward's offerings include pumps, filters, heaters, salt and chemical sanitization systems, automation controls, lights, robotic cleaners and various accessories that serve both new pool construction and aftermarket renovation markets.

Hayward's product portfolio is organized into several core categories.

Want to see what other hedge funds are holding HAYW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hayward Holdings, Inc. (NYSE:HAYW - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.