Pool Corporation $POOL Stock: Schwartz Investment Counsel Inc. Lowers Holdings

Posted by Brenda Bartman on Oct 28th, 2026

Schwartz Investment Counsel Inc. reduced its position in Pool Corporation (NASDAQ:POOL – Free Report) by 86.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,000 shares of the specialty retailer’s stock after selling 90,110 shares during the quarter. Schwartz Investment Counsel Inc.’s holdings in Pool were worth $2,266,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. BlackRock Inc. purchased a new stake in shares of Pool during the 2nd quarter valued at $866,576,000. Bank of New York Mellon Corp purchased a new position in Pool during the 2nd quarter worth $148,216,000. Corient Private Wealth LP purchased a new position in Pool during the 2nd quarter worth $93,011,000. Bank of America Corp DE acquired a new position in Pool during the 2nd quarter valued at about $50,543,000. Finally, Southpoint Capital Advisors LP increased its position in Pool by 66.7% during the 1st quarter. Southpoint Capital Advisors LP now owns 500,000 shares of the specialty retailer’s stock valued at $101,165,000 after buying an additional 200,000 shares in the last quarter. 98.99% of the stock is owned by hedge funds and other institutional investors.

Pool Price Performance

Shares of POOL opened at $194.90 on Wednesday. Pool Corporation has a 1-year low of $152.70 and a 1-year high of $293.27. The company’s fifty day moving average price is $174.26 and its 200-day moving average price is $203.66.

Pool (NASDAQ:POOL – Get Free Report) last issued its earnings results on Thursday, October 22nd. The specialty retailer reported $3.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.36 by $0.04. The firm had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.48 billion. During the same quarter last year, the business earned $3.39 EPS. The business’s revenue was up 3.7% on a year-over-year basis. As a group, equities research analysts predict that Pool Corporation will post 10.95 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

POOL has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft set a $185.00 price target on Pool in a research note on Friday, July 24th. Stifel Nicolaus dropped their price target on Pool from $189.00 to $175.00 and set a “hold” rating on the stock in a research note on Tuesday, October 20th. DA Davidson dropped their price target on Pool from $210.00 to $200.00 and set a “neutral” rating on the stock in a research note on Friday. Robert W. Baird set a $250.00 price objective on shares of Pool in a report on Friday. Finally, Bank of America cut their price objective on shares of Pool from $226.00 to $206.00 and set an “underperform” rating on the stock in a report on Monday, July 20th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $227.70.

View Our Latest Analysis on POOL

Key Stories Impacting Pool

Here are the key news stories impacting Pool this week:

Positive Sentiment: Analysts reportedly maintain a consensus price target of $227.70 for Pool Corporation, implying meaningful upside from recent trading levels and offering support to the stock’s valuation. Pool Corporation consensus price target article
Positive Sentiment: Pentair’s strong third-quarter earnings and management’s indication that pool-channel inventory destocking is largely complete provide a favorable read-through for pool-equipment demand. A normalization in distributor inventories could improve industry sales comparisons heading into the 2027 pool season, although this is an indirect catalyst for POOL. Pentair third-quarter earnings and pool business reset article
Neutral Sentiment: Reports of Poolify acquiring KP Pool in California and other consumer-focused pool stories indicate continued activity and interest in the swimming-pool market, but they do not involve Pool Corporation directly and are unlikely to materially affect its shares. Poolify acquisition article
Neutral Sentiment: A market-data note reporting zero shares of short interest does not provide evidence of meaningful bearish positioning; the apparently contradictory description of a “large increase” makes the data less reliable as a trading signal.

Pool Company Profile

(Free Report)

Pool Corporation, doing business as POOLCORP, is a wholesale distributor of swimming pool and outdoor living products. The company supplies pool contractors, retailers, builders, and service professionals with products used to construct, renovate, maintain, and enhance residential and commercial pools.

Its product offerings include swimming pool equipment, pumps, filters, heaters, cleaners, lighting, chemicals, replacement parts, and maintenance supplies. POOLCORP also distributes products for outdoor living, including patio and recreational items, as well as irrigation and landscape-related supplies in selected markets.

Founded in 1993 and headquartered in Covington, Louisiana, POOLCORP serves customers through a network of distribution centers and sales operations in the United States, Canada, Europe, and Australia.