Pool CorporationNasdaq: POOL
Consumer Discretionary · Distributors
$207.90
-2.54%
Vol: 331K
Research Digest
Friday, May 1, 2026
Pool Corp raises dividend 4% to $1.30, boosts buyback to $600M; Q1 sales up 6%
Pool Corporation increased share repurchase program to $600M and raised quarterly dividend to $1.30 per share (+4%), marking 15th consecutive year of increases. Q1 2026 sales up 6%, operating income +7% YoY; company confirmed FY2026 guidance of $10.87-$11.17 EPS. Maintenance demand resilient; discretionary recovery gradual. Company hosting investor day May 12 in Phoenix.
Previous Market Intelligence
13 daysApr 30Pool Corp raises dividend 4%, increases buyback to $600M; Q1 earnings beat with 6% sales growthPositive▶
Pool Corporation announced April 29 that it increased share repurchase program to $600 million (adding $329M) and raised quarterly dividend to $1.30 per share (4% increase). Q1 2026 delivered net sales up 6% and operating income up 7% year-over-year. Company confirmed full-year 2026 earnings guidance of $10.87-$11.17 diluted EPS. Investor Day scheduled May 12 in Phoenix. This marks the 15th consecutive year of dividend increases.
Apr 16Pool Corp scheduled to report Q1 2026 earnings April 23 and announce 2026 Investor Day May 12Neutral▶
Pool Corporation announced Q1 2026 earnings release on April 23 with conference call at 11:00 a.m. ET and a 2026 Investor Day on May 12 in Phoenix. Full-year 2025 results showed net sales of $5.3B (flat YoY), gross margin of 29.7%, and diluted EPS of $10.85. 2026 EPS guidance: $10.85-$11.15. Wells Fargo lowered price target to $215 from $230 on April 8.
Apr 15Pool Corp announces May 12, 2026 Investor Day in Phoenix; Wells Fargo cuts price target to $215 from $230.Neutral▶
Pool Corporation announced it will host its 2026 Investor Day on Tuesday, May 12 in Phoenix, Arizona. Wells Fargo downgraded its price target to $215 from $230 on April 8. The company reported Q3 2025 results with net sales up 1% to $1.5B and diluted EPS up 4% to $3.40, with gross margin expanding 50 basis points to 29.6%.
Apr 14Pool Corporation announces Q1 2026 earnings call for April 23; Wells Fargo lowers price target to $215.Neutral▶
Pool Corporation Q1 2026 earnings release scheduled for April 23 before market open. Company maintained stable annual net sales of $5.3B. 2026 diluted EPS guidance of $10.85-$11.15 reflecting modest sales growth. Wells Fargo lowered price target from $230 to $215 on April 8. Average analyst price target of $266.09.
Apr 13Pool Corp to release Q1 2026 earnings April 23; Wells Fargo lowers price target to $215.Neutral▶
Pool Corporation announced Q1 2026 earnings release for April 23. Wells Fargo lowered price target to $215 from $230 on April 8 with Hold rating. Stock fell 38% last year; investors await low single-digit revenue growth signals for 2026 recovery validation.
Apr 10Pool Corp scheduled to report Q1 2026 earnings on April 23 amid mixed analyst sentiment and insider buying activity.Neutral▶
Pool Corporation will release Q1 2026 earnings before market open on April 23 with conference call at 11:00 a.m. ET. 2026 diluted EPS guidance of $10.85-$11.15. Mixed analyst sentiment: two sell, five hold, five buy. Director Manuel J. Perez purchased 5,000 shares on March 13. Cfra upgraded to Buy with $304 target. Wells Fargo lowered target from $230 to $215. Average target $279.63.
Apr 9Pool Corporation guides 2026 EPS of $10.85-$11.15 with modest sales growth and margin improvementNeutral▶
Pool Corporation reported FY2025 net sales of $5.3 billion (flat YoY) with gross margin improving 20 bps to 29.7%. 2026 diluted EPS guidance of $10.85-$11.15 reflecting modest sales growth and improved earnings. Operates 456 sales centers in North America, Europe, Australia distributing 200,000+ products to ~125,000 wholesale customers. Stock faces challenges with 39% YTD decline. Multiple analyst downgrades: Wells Fargo cut to $215 from $230, Zacks to Sell. Goldman Sachs maintains Buy at $310.
Apr 8Pool Corporation delivers flat 2025 sales of $5.3B; guides 2026 EPS to $10.85-$11.15 rangeNeutral▶
Pool Corp reported full-year 2025 net sales of $5.3B (flat vs 2024) with gross margin of 29.7% and net income of $406.4M (down from $434.3M prior year). For 2026, company guides diluted EPS of $10.85-$11.15 and plans 5-8 new sales centers plus selective M&A. Board declared $1.25 quarterly dividend.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Pool Corp 2026 guidance reaffirmed; dividend increased; Oppenheimer cut PT to $280.Neutral▶
Pool Corporation FY2025 net sales $5.3B (flat), operating income $580.2M (-6%). 2026 EPS guidance $10.85-$11.15. Board approved $1.25/share quarterly dividend. Oppenheimer lowered PT to $280 from $346. Avg Moderate Buy PT $266.09.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 2Pool Corp reports 2025 flat revenue $5.3B; FY26 guidance $10.85-11.15 EPS misses Street expectation of $11.62.Negative▶
Pool Corporation reported 2025 revenues flat at $5.3B with Q4 revenue down ~1% YoY to $982.2M. FY26 EPS guidance $10.85-$11.15 disappoints Wall Street expectation of $11.62. Stock down 39% from peak. Gross margin improved to 29.7% full year and 30.1% Q4, up 70 bps YoY. Company faces cyclical headwinds from high rates and weak consumer spending on pools. Analyst consensus: 5 Buy, 8 Hold, 1 Strong Sell with mean target $266.09 suggesting 30.4% upside.
Apr 1Pool Corp up 2.06% but faces persistent headwinds; stock hits 52-week low, earnings report April 16.Negative▶
Pool Corp bounced 2.06% despite lingering challenges. Q4 2025 EPS $0.84 missed $0.98 estimate. Stock declined 36.93% over the past year. Stifel lowered PT to $232, Deutsche Bank to $246. Quarterly dividend at $1.25 maintained.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| GPCGENUINE | $104.69 | -2.37% | +2.0% | 12.8x | 0.77 | $14.9B |
| POOLPOOL | $207.90 | -2.54% | +4.2% | 17.7x | 1.26 | $7.8B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.