William Blair Has Bearish Estimate for Pool Q2 Earnings

Pool Co. (NASDAQ:POOL - Free Report) - Analysts at William Blair lowered their Q2 2025 earnings estimates for shares of Pool in a report released on Thursday, April 24th. William Blair analyst R. Merkel now forecasts that the specialty retailer will post earnings per share of $4.98 for the quarter, down from their prior forecast of $5.10. The consensus estimate for Pool's current full-year earnings is $11.32 per share. William Blair also issued estimates for Pool's Q3 2025 earnings at $3.27 EPS, Q4 2025 earnings at $0.91 EPS, FY2025 earnings at $10.50 EPS, Q1 2026 earnings at $1.59 EPS, Q2 2026 earnings at $5.40 EPS, Q3 2026 earnings at $3.45 EPS, Q4 2026 earnings at $1.07 EPS and FY2026 earnings at $11.51 EPS.

Pool (NASDAQ:POOL - Get Free Report) last announced its quarterly earnings results on Thursday, April 24th. The specialty retailer reported $1.32 EPS for the quarter, missing the consensus estimate of $1.42 by ($0.10). The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1.10 billion. Pool had a return on equity of 31.11% and a net margin of 8.18%. During the same quarter in the prior year, the company earned $1.85 earnings per share. The business's revenue was down 4.4% compared to the same quarter last year.

POOL has been the topic of a number of other research reports. Wells Fargo & Company set a $300.00 target price on shares of Pool in a research note on Friday, April 25th. Robert W. Baird reduced their price objective on Pool from $325.00 to $310.00 and set a "neutral" rating on the stock in a research note on Friday, April 25th. Deutsche Bank Aktiengesellschaft assumed coverage on Pool in a research note on Tuesday, April 1st. They issued a "hold" rating and a $344.00 target price for the company. Stifel Nicolaus set a $300.00 price objective on shares of Pool in a research note on Friday, April 25th. Finally, Oppenheimer decreased their target price on shares of Pool from $370.00 to $322.00 and set an "outperform" rating for the company in a research note on Monday. Two equities research analysts have rated the stock with a sell rating, five have assigned a hold rating and three have issued a buy rating to the company's stock. Based on data from MarketBeat.com, Pool presently has an average rating of "Hold" and an average price target of $336.22.

Pool Trading Up 1.9 %

NASDAQ POOL traded up $5.76 during mid-day trading on Monday, hitting $302.11. The company's stock had a trading volume of 21,912 shares, compared to its average volume of 383,532. The firm has a market capitalization of $11.39 billion, a P/E ratio of 26.79, a price-to-earnings-growth ratio of 2.03 and a beta of 1.13. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.05 and a quick ratio of 0.77. Pool has a 52-week low of $284.28 and a 52-week high of $395.60. The stock's fifty day simple moving average is $319.55 and its two-hundred day simple moving average is $342.71.

Pool Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 29th. Shareholders of record on Thursday, May 15th will be issued a dividend of $1.25 per share. This is a positive change from Pool's previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 1.66%. The ex-dividend date is Thursday, May 15th. Pool's dividend payout ratio (DPR) is currently 45.03%.

Pool announced that its Board of Directors has authorized a share repurchase program on Wednesday, April 30th that authorizes the company to buyback $600.00 million in outstanding shares. This buyback authorization authorizes the specialty retailer to purchase up to 5.4% of its stock through open market purchases. Stock buyback programs are often a sign that the company's management believes its shares are undervalued.

Insider Transactions at Pool

In other Pool news, Director De La Mesa Manuel J. Perez sold 10,000 shares of the stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $346.00, for a total transaction of $3,460,000.00. Following the transaction, the director now owns 62,577 shares of the company's stock, valued at $21,651,642. This trade represents a 13.78 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Jennifer M. Neil sold 1,223 shares of the business's stock in a transaction that occurred on Monday, March 31st. The shares were sold at an average price of $315.00, for a total value of $385,245.00. Following the completion of the sale, the senior vice president now owns 9,667 shares of the company's stock, valued at $3,045,105. This trade represents a 11.23 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 3.00% of the company's stock.

Hedge Funds Weigh In On Pool

Large investors have recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA acquired a new stake in shares of Pool during the first quarter worth $144,901,000. TimesSquare Capital Management LLC raised its stake in Pool by 0.4% during the first quarter. TimesSquare Capital Management LLC now owns 173,218 shares of the specialty retailer's stock worth $55,144,000 after acquiring an additional 680 shares during the period. Apollon Wealth Management LLC raised its stake in Pool by 6.4% during the first quarter. Apollon Wealth Management LLC now owns 1,637 shares of the specialty retailer's stock worth $521,000 after acquiring an additional 98 shares during the period. Sigma Planning Corp lifted its holdings in Pool by 5.3% in the first quarter. Sigma Planning Corp now owns 2,127 shares of the specialty retailer's stock worth $677,000 after acquiring an additional 107 shares during the last quarter. Finally, Edgestream Partners L.P. boosted its stake in Pool by 90.5% in the first quarter. Edgestream Partners L.P. now owns 11,642 shares of the specialty retailer's stock valued at $3,706,000 after acquiring an additional 5,531 shares during the period. 98.99% of the stock is currently owned by institutional investors.

About Pool

Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; and building materials, such as concrete, plumbing and electrical components, functional and decorative pool surfaces, decking materials, tiles, hardscapes, and natural stones for pool installations and remodeling.