Pool Corporation (POOL) is down 4.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver looks like a negative read-through from fresh weakness elsewhere in the pool supply chain rather than a new company-specific announcement from Pool Corporation. This could be because investors are reassessing demand and inventory trends ahead of POOL’s second-quarter report later this month.
Details:
Pool Corporation announced on July 9 that it will report second-quarter 2026 results on July 23, which can make shares more sensitive to sector news as investors position for earnings.In its latest quarterly update, Pool said first-quarter 2026 net sales rose 6% to about $1.1 billion, operating income increased 7%, and it kept full-year earnings guidance unchanged.A large pool-industry peer disclosed preliminary second-quarter results showing a sharp sales miss tied to inventory destocking in the pool distribution channel, with an estimated hit of about $170 million to quarterly pool-segment sales.That same peer also cut its full-year 2026 outlook and said channel inventory is being right-sized for the 2027 pool season, a signal that likely raised concerns about near-term orders and sell-through across distributors such as Pool.Sources:
POOLCORP, Pentair, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$POOL Insider Trading Activity
$POOL insiders have traded $POOL stock on the open market 8 times in the past 6 months. Of those trades, 6 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $POOL stock by insiders over the last 6 months:
- DE LA MESA MANUEL J PEREZ has made 3 purchases buying 20,000 shares for an estimated $3,874,471 and 0 sales.
- ROMAIN KENNETH G ST (Senior Vice President) has made 2 purchases buying 5,560 shares for an estimated $1,215,810 and 0 sales.
- MELANIE M HART (Senior VP CFO and Treasurer) sold 2,750 shares for an estimated $605,000
- JAMES D HOPE purchased 1,405 shares for an estimated $300,162
- JENNIFER M NEIL (Sr VP, Sec & Chief Legal Off) sold 508 shares for an estimated $103,428
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$POOL Hedge Fund Activity
We have seen 293 institutional investors add shares of $POOL stock to their portfolio, and 288 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC removed 3,068,885 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $620,927,502
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added 1,089,908 shares (+61.9%) to their portfolio in Q1 2026, for an estimated $220,521,085
- BALYASNY ASSET MANAGEMENT L.P. added 356,743 shares (+inf%) to their portfolio in Q1 2026, for an estimated $72,179,811
- MORGAN STANLEY added 337,536 shares (+24.6%) to their portfolio in Q1 2026, for an estimated $68,293,658
- CITADEL ADVISORS LLC removed 328,667 shares (-48.1%) from their portfolio in Q1 2026, for an estimated $66,499,194
- WELLINGTON MANAGEMENT GROUP LLP added 313,400 shares (+12.3%) to their portfolio in Q1 2026, for an estimated $63,410,222
- MARSHALL WACE, LLP added 280,710 shares (+inf%) to their portfolio in Q1 2026, for an estimated $56,796,054
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$POOL Price Targets
Multiple analysts have issued price targets for $POOL recently. We have seen 5 analysts offer price targets for $POOL in the last 6 months, with a median target of $235.0.
Here are some recent targets:
- W. Andrew Carter from Stifel set a target price of $235.0 on 07/06/2026
- Shaun Calnan from B of A Securities set a target price of $226.0 on 04/20/2026
- Sam Reid from Wells Fargo set a target price of $215.0 on 04/08/2026
- Scott Schneeberger from Oppenheimer set a target price of $280.0 on 02/24/2026
- David Manthey from Baird set a target price of $300.0 on 02/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Why Pool Corporation (POOL) Stock Fell Today
Pool Corporation (POOL) is down 4.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver looks like a negative read-through from fresh weakness elsewhere in the pool supply chain rather than a new company-specific announcement from Pool Corporation. This could be because investors are reassessing demand and inventory trends ahead of POOL’s second-quarter report later this month.
Details:
Sources:
POOLCORP, Pentair, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$POOL Insider Trading Activity
$POOL insiders have traded $POOL stock on the open market 8 times in the past 6 months. Of those trades, 6 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $POOL stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$POOL Hedge Fund Activity
We have seen 293 institutional investors add shares of $POOL stock to their portfolio, and 288 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$POOL Price Targets
Multiple analysts have issued price targets for $POOL recently. We have seen 5 analysts offer price targets for $POOL in the last 6 months, with a median target of $235.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »