Pool Corporation $POOL Stake Raised by Compass Wealth Management LLC

Key Points

• Compass Wealth Management increased its Pool stake by 46.4% in the third quarter, adding 6,604 shares to own 20,833 shares worth approximately $3.37 million. Institutional investors collectively own 98.99% of the company.
• Pool reported quarterly earnings of $3.40 per share, beating estimates of $3.36, while revenue rose 3.7% year over year to $1.50 billion. The company also pays a $1.30 quarterly dividend, equivalent to a 2.6% yield.
• Analyst sentiment is mixed, with five Buy, five Hold and three Sell ratings; the consensus rating is Hold with a $226.70 price target. Pool shares opened at $197.21, up 14.4%.

Compass Wealth Management LLC increased its holdings in shares of Pool Corporation (NASDAQ:POOL - Free Report) by 46.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,833 shares of the specialty retailer's stock after buying an additional 6,604 shares during the period. Compass Wealth Management LLC owned 0.06% of Pool worth $3,372,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. BlackRock Inc. bought a new position in Pool in the second quarter valued at approximately $866,576,000. Bank of New York Mellon Corp acquired a new stake in Pool during the 2nd quarter worth $148,216,000. Southpoint Capital Advisors LP grew its holdings in Pool by 66.7% during the 1st quarter. Southpoint Capital Advisors LP now owns 500,000 shares of the specialty retailer's stock worth $101,165,000 after acquiring an additional 200,000 shares during the period. Corient Private Wealth LP raised its position in shares of Pool by 59.5% during the 2nd quarter. Corient Private Wealth LP now owns 433,569 shares of the specialty retailer's stock valued at $93,174,000 after acquiring an additional 161,787 shares during the last quarter. Finally, Bank of America Corp DE raised its position in shares of Pool by 48.0% during the 1st quarter. Bank of America Corp DE now owns 261,402 shares of the specialty retailer's stock valued at $52,889,000 after acquiring an additional 84,817 shares during the last quarter. 98.99% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

POOL has been the topic of several analyst reports. Oppenheimer cut their target price on Pool from $280.00 to $227.00 and set an "outperform" rating on the stock in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft set a $185.00 target price on Pool in a research report on Friday, July 24th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Pool in a research note on Tuesday, August 11th. Longbow Research reiterated a "neutral" rating on shares of Pool in a research report on Monday. Finally, Stephens reissued an "overweight" rating and set a $225.00 price objective on shares of Pool in a research note on Thursday, August 20th. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $226.70.

Pool Stock Up 14.4%

Shares of Pool stock opened at $197.21 on Friday. The company has a market capitalization of $7.17 billion, a P/E ratio of 15.62, a price-to-earnings-growth ratio of 2.65 and a beta of 1.05. The company has a debt-to-equity ratio of 1.05, a current ratio of 2.67 and a quick ratio of 0.91. The business has a 50-day moving average of $173.89 and a two-hundred day moving average of $190.79. Pool Corporation has a 1 year low of $152.70 and a 1 year high of $303.40.

Pool (NASDAQ:POOL - Get Free Report) last released its quarterly earnings data on Thursday, October 22nd. The specialty retailer reported $3.40 earnings per share for the quarter, beating the consensus estimate of $3.36 by $0.04. Pool had a return on equity of 32.74% and a net margin of 7.40%. The business had revenue of $1.50 billion for the quarter, compared to analysts' expectations of $1.48 billion. During the same quarter in the previous year, the business posted $3.39 EPS. Pool's revenue for the quarter was up 3.7% on a year-over-year basis. As a group, equities analysts predict that Pool Corporation will post 10.94 EPS for the current year.

Pool Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, August 27th. Shareholders of record on Thursday, August 13th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.6%. The ex-dividend date was Thursday, August 13th. Pool's dividend payout ratio (DPR) is 47.84%.

Key Pool News

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Q3 results exceeded expectations. Pool reported adjusted EPS of $3.40 versus the $3.36 consensus estimate and revenue of approximately $1.50 billion versus the $1.48 billion forecast. Revenue rose 4% year over year, accelerating from 2% growth in the prior quarter. Pool Corp. Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management reaffirmed its earnings outlook. Pool maintained its 2026 adjusted EPS guidance of $10.87 to $11.17 and expects full-year sales growth of roughly 3% to 4%. Maintaining guidance after the quarterly beat reduces concerns that weaker discretionary spending or seasonal demand will force a forecast cut. Pool Reaffirms 2026 Adjusted EPS Guidance
• Positive Sentiment: Margins showed resilience. Although operating income declined 3% to $172.2 million, reports indicate Pool was able to pass rising freight costs on to customers, helping protect profitability. Investors appear encouraged that pricing power and recurring maintenance demand can cushion cost pressure. Why Pool Corp Stock Jumped Today
• Neutral Sentiment: Underlying growth remains limited. Diluted EPS was essentially flat year over year at $3.40, and operating income declined despite higher sales. This indicates that the earnings beat was encouraging but not evidence of a full recovery in profitability.
• Negative Sentiment: Execution remains dependent on a gradual market recovery. The relatively modest sales-growth forecast and lower operating income highlight ongoing exposure to weak new-pool construction, consumer caution and elevated costs. Future upside may depend on continued improvement in building materials and sustained maintenance demand. Pool Corporation Reports Third Quarter Results

Pool Company Profile

Pool Corporation, doing business as POOLCORP, is a wholesale distributor of swimming pool and outdoor living products. The company supplies pool contractors, retailers, builders, and service professionals with products used to construct, renovate, maintain, and enhance residential and commercial pools.

Its product offerings include swimming pool equipment, pumps, filters, heaters, cleaners, lighting, chemicals, replacement parts, and maintenance supplies. POOLCORP also distributes products for outdoor living, including patio and recreational items, as well as irrigation and landscape-related supplies in selected markets.

Founded in 1993 and headquartered in Covington, Louisiana, POOLCORP serves customers through a network of distribution centers and sales operations in the United States, Canada, Europe, and Australia.

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