Villere ST Denis J & Co. LLC Has $23.61 Million Stake in Pool Corporation $POOL

Villere ST Denis J & Co. LLC reduced its stake in shares of Pool Corporation (NASDAQ:POOL) by 5.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 116,693 shares of the specialty retailer’s stock after selling 6,417 shares during the period. Pool accounts for approximately 2.6% of Villere ST Denis J & Co. LLC’s investment portfolio, making the stock its 16th biggest position. Villere ST Denis J & Co. LLC’s holdings in Pool were worth $23,611,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CYBER HORNET ETFs LLC acquired a new stake in shares of Pool in the second quarter valued at about $30,000. MUFG Securities EMEA plc acquired a new position in shares of Pool in the second quarter worth approximately $33,000. Clearstead Advisors LLC lifted its stake in shares of Pool by 100.0% in the fourth quarter. Clearstead Advisors LLC now owns 122 shares of the specialty retailer’s stock worth $28,000 after acquiring an additional 61 shares during the period. Private Trust Co. NA boosted its holdings in Pool by 78.6% in the fourth quarter. Private Trust Co. NA now owns 125 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 55 shares during the last quarter. Finally, Allworth Financial LP increased its position in Pool by 133.3% during the 3rd quarter. Allworth Financial LP now owns 126 shares of the specialty retailer’s stock valued at $39,000 after purchasing an additional 72 shares during the period. 98.99% of the stock is owned by institutional investors and hedge funds.

Pool Trading Up 1.2%

Shares of Pool stock traded up $2.47 on Friday, reaching $210.44. 460,841 shares of the company’s stock were exchanged, compared to its average volume of 1,087,534. The company has a market capitalization of $7.67 billion, a P/E ratio of 19.36, a price-to-earnings-growth ratio of 2.63 and a beta of 1.05. Pool Corporation has a 52 week low of $172.68 and a 52 week high of $345.00. The company has a debt-to-equity ratio of 1.09, a quick ratio of 0.55 and a current ratio of 1.87. The firm’s 50-day moving average is $193.44 and its two-hundred day moving average is $218.44.

Pool (NASDAQ:POOL) last released its quarterly earnings data on Thursday, April 23rd. The specialty retailer reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.34 by $0.09. Pool had a net margin of 7.57% and a return on equity of 32.37%. The company had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.82 billion. During the same quarter in the previous year, the business posted $1.32 EPS. Pool’s revenue for the quarter was up 6.2% compared to the same quarter last year. Pool has set its FY 2026 guidance at 10.870-11.170 EPS. Sell-side analysts predict that Pool Corporation will post 11.08 EPS for the current fiscal year.

Pool declared that its Board of Directors has authorized a share repurchase program on Wednesday, April 29th that permits the company to buyback $600.00 million in outstanding shares. This buyback authorization permits the specialty retailer to purchase up to 7.8% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Pool Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.5%. This is an increase from Pool’s previous quarterly dividend of $1.25. The ex-dividend date of this dividend was Thursday, May 14th. Pool’s payout ratio is presently 47.84%.

Insider Activity at Pool

In related news, Director James D. Hope acquired 464 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were purchased at an average price of $194.41 per share, for a total transaction of $90,206.24. Following the completion of the acquisition, the director owned 3,678 shares of the company’s stock, valued at approximately $715,039.98. This trade represents a 14.44% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David G. Whalen bought 525 shares of Pool stock in a transaction dated Friday, May 8th. The stock was purchased at an average price of $190.44 per share, with a total value of $99,981.00. Following the completion of the purchase, the director owned 8,936 shares in the company, valued at $1,701,771.84. This trade represents a 6.24% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 21,989 shares of company stock worth $4,042,747 over the last three months. 3.00% of the stock is currently owned by company insiders.

Pool News Summary

Here are the key news stories impacting Pool this week:

• Positive Sentiment: Pool Corporation announced its second-quarter 2026 earnings release date and conference call, giving investors a near-term catalyst to look for results, guidance, and commentary on business trends. Pool Corporation Announces Second Quarter 2026 Earnings Release Date And Conference Call
• Neutral Sentiment: Short-interest data showed no meaningful change, with reported short interest listed at zero shares, so this does not appear to be driving the stock move.
• Neutral Sentiment: A Zacks comparison piece asking whether YETI or POOL is the better value stock could add attention, but it does not provide new operating information for Pool Corporation. YETI or POOL: Which Is the Better Value Stock Right Now?

Wall Street Analyst Weigh In

POOL has been the subject of several analyst reports. Weiss Ratings lowered shares of Pool from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, May 14th. Bank of America decreased their price objective on shares of Pool from $229.00 to $226.00 and set an “underperform” rating for the company in a research report on Monday, April 20th. Stifel Nicolaus boosted their target price on shares of Pool from $210.00 to $235.00 and gave the company a “hold” rating in a report on Monday, July 6th. Wells Fargo & Company decreased their price target 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, Zacks Research raised Pool from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Pool currently has a consensus rating of “Hold” and an average target price of $264.50.

Pool Company 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.