Recent Insider Transactions • 16h
Vice Chairman recently bought €1.6m worth of stock On the 7th of May, Manuel Perez de la Mesa bought around 10k shares on-market at roughly €161 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Manuel has been a buyer over the last 12 months, purchasing a net total of €3.4m worth in shares. Declared Dividend • May 04
Dividend of US$1.30 announced Shareholders will receive a dividend of US$1.30. Ex-date: 13th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Apr 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to €188. The fair value is estimated to be €239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 15%. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 9.6% in the next 2 years. Reported Earnings • Apr 24
First quarter 2026 earnings released: EPS: US$1.46 (vs US$1.42 in 1Q 2025) First quarter 2026 results: EPS: US$1.46. Revenue: US$1.14b (up 6.2% from 1Q 2025). Net income: US$52.9m (flat on 1Q 2025). Profit margin: 4.6% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Retail Distributors industry in Europe. Duyuru • Apr 23
Pool Corporation Confirms Earnings Guidance for the Full Year 2026 Pool Corporation confirmed earnings guidance for the full year 2026 . For the year, company expected annual earnings guidance range of $10.87 per diluted share to $11.17 per diluted share. Duyuru • Apr 10
Pool Corporation to Report Q1, 2026 Results on Apr 23, 2026 Pool Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026 Duyuru • Mar 27
Pool Corporation, Annual General Meeting, Apr 29, 2026 Pool Corporation, Annual General Meeting, Apr 29, 2026. Recent Insider Transactions • Mar 19
Vice Chairman recently bought €896k worth of stock On the 13th of March, Manuel Perez de la Mesa bought around 5k shares on-market at roughly €179 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €1.0m. Manuel has been a buyer over the last 12 months, purchasing a net total of €1.8m worth in shares. Declared Dividend • Mar 08
Dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 11th March 2026 Payment date: 26th March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Recent Insider Transactions • Mar 06
Vice Chairman recently bought €933k worth of stock On the 2nd of March, Manuel Perez de la Mesa bought around 5k shares on-market at roughly €187 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €1.0m. This was Manuel's only on-market trade for the last 12 months. Duyuru • Feb 26
Pool Corporation Declares Quarterly Cash Dividend, Payable on March 26, 2026 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on March 26, 2026 to holders of record on March 12, 2026. Reported Earnings • Feb 20
Full year 2025 earnings released: EPS: US$10.89 (vs US$11.37 in FY 2024) Full year 2025 results: EPS: US$10.89 (down from US$11.37 in FY 2024). Revenue: US$5.29b (flat on FY 2024). Net income: US$404.4m (down 6.4% from FY 2024). Profit margin: 7.6% (down from 8.1% in FY 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Retail Distributors industry in Europe. New Risk • Feb 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (68% net debt to equity). Share price has been volatile over the past 3 months (5.0% average weekly change). Significant insider selling over the past 3 months (€1.1m sold). Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €184, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 8x in the Retail Distributors industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €230 per share. Duyuru • Feb 19
Pool Corporation Provides Earnings Guidance for the Full Year 2026 Pool Corporation provided earnings guidance for the full year 2026. For the full-year, the company expects diluted EPS guidance for 2026 of $10.85 - $11.15 without ASU 2016-09 tax benefits, reflecting expectations for modest sales growth and improved earnings. Buy Or Sell Opportunity • Feb 18
Now 20% undervalued Over the last 90 days, the stock has risen 4.5% to €211. The fair value is estimated to be €265, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Duyuru • Feb 14
Carlos A. Sabater Not to Stand for Re-Election as Director and Member of the Audit, Nominating and Corporate Governance, and Strategic Planning Committees of Pool Corporation Pool Corporation announced that on February 12, 2026, Carlos A. Sabater informed the Board of Directors that he will not stand for re-election as director and as a member of the audit, nominating and corporate governance, and strategic planning committees at the end of his current term in connection with the Company's 2026 annual meeting of shareholders. Duyuru • Feb 06
Pool Corporation to Report Q4, 2025 Results on Feb 19, 2026 Pool Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026 Duyuru • Jan 13
Pool Corporation Announces Executive Changes Pool Corporation announced that Kenneth “Kenny” G. St. Romain, Senior Vice President, will retire from his position in 2026. Mr. St. Romain will continue in his role until later in the year to assist with the transition. John B. Watwood has joined the company as Executive Vice President. Mr. Watwood, reporting to Peter D. Arvan, President and CEO, will lead Pool Corporation’s swimming pool operations in North America, as well as oversee digital and technology initiatives. Prior to joining the company, Mr. Watwood held a variety of management positions at Motion Industries Inc. since 2008, most recently serving as Senior Vice President of Sales and Operations for the United States and Canada. Buy Or Sell Opportunity • Jan 07
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 23% to €199. The fair value is estimated to be €254, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Recent Insider Transactions • Dec 04
CEO, President & Director recently sold €1.1m worth of stock On the 2nd of December, Peter Arvan sold around 5k shares on-market at roughly €212 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Buy Or Sell Opportunity • Dec 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to €210. The fair value is estimated to be €264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Buy Or Sell Opportunity • Nov 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 25% to €210. The fair value is estimated to be €263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.7% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period. Declared Dividend • Nov 03
Dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 11th November 2025 Payment date: 26th November 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Nov 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Kevin Murphy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Oct 30
Pool Corporation Declares Quarterly Cash Dividend, Payable on November 26, 2025 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on November 26, 2025 to holders of record on November 12, 2025. Reported Earnings • Oct 27
Third quarter 2025 earnings released: EPS: US$3.41 (vs US$3.29 in 3Q 2024) Third quarter 2025 results: EPS: US$3.41 (up from US$3.29 in 3Q 2024). Revenue: US$1.45b (up 1.3% from 3Q 2024). Net income: US$126.4m (up 1.1% from 3Q 2024). Profit margin: 8.7% (in line with 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Retail Distributors industry in Europe. Duyuru • Oct 23
Pool Corporation Confirms Earnings Guidance for the Full Year 2025 Pool Corporation confirmed earnings guidance for the full year 2025. For the full-year, the company expected diluted EPS of $10.81 to $11.31 per share, including year-to-date ASU 2016-09 tax benefit of $0.11. Looking at the year, the company continues to expect full year sales to be relatively flat compared to the prior year, with 1 less selling day. Duyuru • Oct 10
Pool Corporation to Report Q3, 2025 Results on Oct 23, 2025 Pool Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 23, 2025 Duyuru • Sep 22
Pool Corporation(NasdaqGS:POOL) dropped from FTSE All-World Index (USD) Pool Corporation(NasdaqGS:POOL) dropped from FTSE All-World Index (USD) Duyuru • Jul 31
Pool Corporation Declares Quarterly Cash Dividend, Payable on August 28, 2025 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on August 28, 2025, to holders of record on August 14, 2025. Reported Earnings • Jul 29
Second quarter 2025 earnings released: EPS: US$5.19 (vs US$5.02 in 2Q 2024) Second quarter 2025 results: EPS: US$5.19 (up from US$5.02 in 2Q 2024). Revenue: US$1.78b (flat on 2Q 2024). Net income: US$193.3m (up 1.0% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Retail Distributors industry in Europe. Duyuru • Jul 24
Pool Corporation Updates Earnings Guidance for the Year 2025 Pool Corporation updated earnings guidance for the year 2025. For the full-year, the company updates annual earnings guidance range to $10.80 to $11.30 per diluted share. Duyuru • Jul 11
Pool Corporation to Report Q2, 2025 Results on Jul 24, 2025 Pool Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025 Buy Or Sell Opportunity • May 27
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at €269. The fair value is estimated to be €223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 13% in the next 2 years. Buy Or Sell Opportunity • May 12
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at €283. The fair value is estimated to be €233, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 6.7% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.