Pool Corp sees stock rise amid market strength and options volatility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 02 2026
0mins
Should l Buy POOL?
Source: NASDAQ.COM
Pool Corporation's stock increased by 3.67% as it reached a 20-day high, reflecting positive momentum in the market.
This rise comes amid a surge in options market volatility, indicating that investors anticipate significant price movements linked to upcoming events. Despite analysts lowering earnings estimates for the current quarter, the elevated volatility suggests that investors remain optimistic about Pool Corp's future trajectory, potentially triggering increased trading activity.
The implications of this stock movement indicate a growing interest in Pool Corp, particularly as it offers a competitive dividend yield and shows signs of improving business trends, despite previous challenges in revenue growth.
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Analyst Views on POOL
Wall Street analysts forecast POOL stock price to rise
10 Analyst Rating
3 Buy
6 Hold
1 Sell
Hold
Current: 255.460
Low
240.00
Averages
304.29
High
360.00
Current: 255.460
Low
240.00
Averages
304.29
High
360.00
About POOL
Pool Corporation is a wholesale distributor of swimming pool supplies, equipment, and related leisure products. The Company also distributes irrigation and landscape products in the United States. The Company operates approximately 448 sales centers in North America, Europe, and Australia through its five distribution networks: SCP Distributors (SCP), Superior Pool Products (Superior), Horizon Distributors (Horizon), National Pool Tile (NPT), and Sun Wholesale Supply (Sun Wholesale). The Company distributes swimming pool supplies, equipment, and related leisure products domestically through its SCP and Superior sales center networks through SCP network. Its Horizon sales centers offer organic fertilizers, organic pesticides, and irrigation and drainage products that reduce water usage and soil erosion. Sun Wholesale distributes swimming pool supplies, equipment, and related leisure products, primarily servicing independently owned and operated Pinch A Penny, Inc. franchise locations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Expectations: The revenue is projected to reach $999.14 million, also showing a year-over-year increase of 1.2%, which suggests that the company can maintain some revenue growth despite facing market challenges, although the growth rate is limited.
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- Revenue Expectations: The revenue is projected to reach $999.14 million, also showing a year-over-year increase of 1.2%, which suggests that the company can maintain some revenue growth despite facing market challenges, although the growth rate is limited.
- Historical Performance: Over the past two years, POOL has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, demonstrating reliability in earnings forecasts and bolstering investor confidence.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS or revenue estimates, with one downward revision each, which may reflect a cautious market outlook on POOL's future growth, prompting investors to monitor how the company addresses these challenges.
See More
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- Liberty Media Ecosystem Adjustment: In its 13F filing, Berkshire clarified its holdings within the restructured Liberty Media ecosystem, including 3,018,555 shares of Liberty Formula One (NASDAQ:FWONK), reflecting confidence in the racing business.
- Portfolio Changes Overview: The Q4 13F report revealed changes in Berkshire's existing stock holdings, particularly notable reductions in certain stocks, indicating a dynamic adjustment in its investment strategy.
- Apple Holdings Dynamics: Although Berkshire reduced its stake in Apple once again, it remains the largest position in its investment portfolio, demonstrating a long-term bullish outlook on the technology sector.
See More
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- New Investment in New York Times: Berkshire Hathaway initiated a new position by purchasing five million shares of the New York Times.
- Regulatory Filing: These changes were disclosed in a 13-F filing after the close of trading on Tuesday.
- Market Impact: The adjustments in investment strategy reflect Berkshire Hathaway's ongoing portfolio management and market positioning.
See More
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- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
See More
Pool Corporation: Stable Dividends and Growth Potential
- Performance Growth: Pool Corporation achieved approximately $1.5 billion in sales and $127 million in net income in Q3 2025, demonstrating its profitability in the current economic environment, despite overall revenue growth being only 1%.
- Dividend Appeal: The company currently offers a dividend yield of 1.9%, and its payout ratio of 45% provides ample room for future dividend growth, attracting investors seeking stable returns.
- Market Outlook: Despite challenges from high interest rates, over 60% of Pool's sales come from non-discretionary segments, allowing it to maintain stability during economic fluctuations, with potential for accelerated sales growth in the future.
- Share Buybacks: In the first nine months of 2025, Pool repurchased $164 million worth of shares, further enhancing shareholder returns and reflecting a proactive approach to capital management.
See More
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- Sales Growth Outlook: While sales growth remains soft, Pool Corporation is expected to accelerate in 2026 and beyond, particularly if interest rates decline, with over 60% of its sales coming from non-discretionary segments, providing stability.
- Profitability Performance: In Q3 2025, Pool Corporation achieved approximately $1.5 billion in sales with a net income of $127 million, demonstrating resilience in profitability amid current economic pressures, contrasting with broader market challenges.
- Dividend Appeal: With a current dividend yield of 1.9% and a payout ratio of 45%, Pool Corporation offers ample room for future dividend growth, making it attractive to investors seeking stable returns.
- Share Buyback Strategy: Pool Corporation repurchased $164 million worth of shares in the first nine months of 2025, reflecting a commitment to returning capital to shareholders and boosting market confidence in a company valued at $9.8 billion.
See More
