Hayward Holdings (HAYW) reported third-quarter fiscal 2026 net sales of $260.1 million, up 6% from a year earlier, and net income of $32.4 million, up 35%. Diluted earnings per share were $0.15, compared with $0.11 in the prior-year quarter.
The pool equipment and water-management company increased its full-year 2026 outlook, projecting net sales growth of approximately 5% to 6% and adjusted diluted EPS of $0.86 to $0.88.
- Third-quarter gross profit rose 7% to $124.7 million, with gross margin at 47.9%.
- Operating income increased 22% to $50.2 million.
- North America net sales rose 9% to $226.4 million, while Europe and Rest of World sales declined 6% to $33.8 million.
- Cash and cash equivalents totaled $236.3 million as of September 26, 2026, with $239.2 million in short-term investments.
- Net leverage was 1.5x as of September 26, 2026.
$HAYW Insider Trading Activity
$HAYW insiders have traded $HAYW stock on the open market 11 times in the past 6 months. Of those trades, 1 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $HAYW stock by insiders over the last 6 months:
- KEVIN HOLLERAN (President and CEO) has made 0 purchases and 7 sales selling 424,778 shares for an estimated $6,491,657.
- SUSAN M. CANNING (SVP, CLO, Corporate Secretary) has made 1 purchase buying 2,242 shares for an estimated $28,605 and 3 sales selling 10,500 shares for an estimated $138,390.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HAYW Hedge Fund Activity
We have seen 149 institutional investors add shares of $HAYW stock to their portfolio, and 143 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 10,793,236 shares (+inf%) to their portfolio in Q2 2026, for an estimated $186,830,915
- FMR LLC added 8,618,841 shares (+99.6%) to their portfolio in Q2 2026, for an estimated $149,192,137
- REINHART PARTNERS, LLC. added 3,154,146 shares (+inf%) to their portfolio in Q3 2026, for an estimated $38,606,747
- FIDUCIARY MANAGEMENT INC /WI/ added 2,945,378 shares (+33.7%) to their portfolio in Q2 2026, for an estimated $50,984,493
- JENNISON ASSOCIATES LLC removed 2,416,809 shares (-50.4%) from their portfolio in Q2 2026, for an estimated $41,834,963
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,006,655 shares (+inf%) to their portfolio in Q2 2026, for an estimated $34,735,198
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,972,454 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $34,143,178
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
