Pool Corp

POOL

Market cap $8.35B

During the quarter, we continued to broaden our portfolio's exposure away from companies more vulnerable to disruption from AI, toward companies with durable business models and clear paths to growth. We invested in Dick's Sporting Goods, a consistent share gainer that recently acquired Foot Locker, which we believe offers meaningful upside over the long term. We exited Ares Management, as recent liquidity pressures and credit concerns at several high-profile borrowers have increased scrutiny on the private credit asset class and could dampen fundraising and investor demand.

COVINGTON, La., April 14, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq: POOL) announced today that it will host an Investor Day on Tuesday, May 12, 2026, in Phoenix, Arizona. Presentations by the executive leadership team are expected to begin at 8:30 a.m. Arizona Time (11:30 a.m. Eastern Time) and continue through 11:30 a.m. Arizona Time (2:30 p.m. Eastern Time). The presentation materials as well as a live webcast and replay of the event will be available on Pool Corporation's investor relations page at https://ir.poolcorp.com/presentations/.

COVINGTON, La., April 09, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq: POOL) announced today that the Company will release its first quarter 2026 earnings results before the market opens on April 23, 2026, and will hold a conference call to discuss the results at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) that same day. The earnings release as well as a live webcast and replay of the conference call will be available on the Company's website at www.poolcorp.com. The conference call can also be accessed by dialing 1-888-348-8936 (domestic) or 1-412-902-4265 (international).

I advocate capitalizing on current market dislocations, emphasizing that waiting for clarity often means missing the best opportunities. Despite macro risks like potential stagflation, I see a regime shift favoring high-quality value stocks with pricing power and broadening growth. I highlight Carrier Global, Amazon, Union Pacific, and TransDigm as compelling buys due to strong secular growth and attractive valuations.

Moody's recently reported double-digit revenue growth and an impressive earnings jump, despite its stock being hit this year. Pool Corp's business is facing cyclical pressure, but growth could reaccelerate.

The Touchstone Mid Cap Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell MidCap® Index, for the quarter ended December 31, 2025. Both stock selection and sector exposure were tailwinds to relative performance. Underweight Utilities and overweight Materials helped performance.

Pool Corporation ( NASDAQ:POOL ) is sitting at $213.66 as of March 6, 2026, while the average analyst price target sits at $266.09.

Steadfast sold 504,418 shares of Pool Corporation, with an estimated trade size of $156.40 million based on the quarterly average price. Quarter-end position value declined by $156.40 million, reflecting both trading and price movement effects.

COVINGTON, La., March 02, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq:POOL) announced today that Melanie M.

Wedgewood Partners exited its entire stake in Pool Corp during the fourth quarter, reducing holdings by 32,322 shares. The quarter-end position value declined by $10.02 million as a result.