POOL CORPORATION
In the published model solve dated 2026-Q2, anchored at $188.07, POOL CORPORATION (POOL) is priced for +2.3% 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 June 27, 2026 from SEC EDGAR filings.
- POOL is the largest wholesale distributor of swimming-pool supplies, and most of its volume is non-discretionary maintenance for an installed base of in-ground pools. That recurring demand is what makes a distribution business worth more than its thin operating margin suggests. - At $198.97 the price embeds only about 3.9% company-wide operating-profit growth per year for five years, a modest bar that sits in the lower half of the peer multiple range and within what the company has recently de
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579 institutional managers reported holding POOL in 13F filings for the quarter ended 2026-03-31. 82 opened new positions that quarter. Held by Vanguard Group, Wellington Management, BlackRock, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (3.8 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.
POOL has cut its share count 9.4% over the past five years, spending $1.54B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $4.95 a share annually. Cash returned over the past three years: $495.75M in dividends and $972.63M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at POOL over the trailing three years: 2026: 5 buys totaling $3.63M. 14 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.
POOL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +0.9% | -7.5% |
| 2023-10-27 | -1.9% | +28.8% |
| 2024-02-28 | -0.4% | -8.6% |
| 2024-04-30 | -1.6% | -16.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
POOL's latest 8-K filings: 2026-08-28 (items 1.01, 2.03, 9.01); 2026-07-29 (items 7.01, 9.01); 2026-07-23 (items 2.02, 7.01, 9.01); 2026-05-04 (items 5.02, 7.01, 9.01); 2026-04-29 (items 5.07, 7.01, 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: June 27, 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.