Hayward Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $14.15, Hayward Holdings, Inc. (HAYW) is priced for +6.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Hayward makes the pumps, filters, heaters, cleaners, and sanitizers that keep swimming pools running, a business the 10-K frames around the pool's ⟦"significant aftermarket requirements, such as the ongoing repair, replacemen[t]"⟧ of equipment on millions of installed pools. • The decisive feature is that recurring replacement demand, not new pool construction, which is what lets a discretionary-sounding company hold a 46.5% gross margin through a soft housing cycle [Source: Hayward Q1 2026 re
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289 institutional managers reported holding HAYW in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 46%. 40 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 9.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HAYW has cut its share count 5.9% over the past five years, spending $364.35M on repurchases. It pays no dividend. Cash returned over the past three years: $11.61M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at HAYW over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HAYW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-05 | +0.2% | +0.6% |
| 2023-08-03 | +9.3% | -10.0% |
| 2023-11-01 | -7.8% | +20.1% |
| 2024-03-01 | +9.5% | -1.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HAYW's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-06-23 (items 1.01, 2.03, 9.01); 2026-05-22 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-02-25 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.