Pool Corporation (POOL) is down 5.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The drop appears tied to a sudden CEO change announced May 4, 2026, alongside the postponement of the company’s previously scheduled May 12 Investor Day. Even though POOL reaffirmed its full-year 2026 outlook, investors often treat unexpected leadership transitions and delayed communications events as near-term risk, which can pressure shares.
Details:
Sources:
SEC (EDGAR), Pool Corporation Investor Relations, TradingView
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$POOL Insider Trading Activity
$POOL insiders have traded $POOL stock on the open market 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $POOL stock by insiders over the last 6 months:
- DE LA MESA MANUEL J PEREZ has made 2 purchases buying 10,000 shares for an estimated $2,115,000 and 0 sales.
- PETER D ARVAN (President/CEO) has made 0 purchases and 3 sales selling 5,000 shares for an estimated $1,227,841.
- ROMAIN KENNETH G ST (Senior Vice President) has made 2 purchases buying 5,560 shares for an estimated $1,215,810 and 0 sales.
- MELANIE M HART (Senior VP CFO and Treasurer) sold 2,750 shares for an estimated $605,000
- JAMES D HOPE purchased 1,405 shares for an estimated $300,162
- JENNIFER M NEIL (Sr VP, Sec & Chief Legal Off) sold 508 shares for an estimated $103,428
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.
$POOL Hedge Fund Activity
We have seen 290 institutional investors add shares of $POOL stock to their portfolio, and 436 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,240,041 shares (+2435.4%) to their portfolio in Q4 2025, for an estimated $283,659,378
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 900,443 shares (-88.8%) from their portfolio in Q4 2025, for an estimated $205,976,336
- BLACKROCK, INC. removed 668,903 shares (-22.5%) from their portfolio in Q4 2025, for an estimated $153,011,561
- STEADFAST CAPITAL MANAGEMENT LP removed 504,418 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $115,385,617
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 453,832 shares (-20.5%) from their portfolio in Q4 2025, for an estimated $103,814,070
- MAWER INVESTMENT MANAGEMENT LTD. removed 424,570 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $97,120,387
- BERKSHIRE HATHAWAY INC removed 390,000 shares (-11.3%) from their portfolio in Q4 2025, for an estimated $89,212,500
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.
$POOL Price Targets
Multiple analysts have issued price targets for $POOL recently. We have seen 7 analysts offer price targets for $POOL in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- W. Andrew Carter from Stifel set a target price of $240.0 on 04/24/2026
- Shaun Calnan from B of A Securities set a target price of $226.0 on 04/20/2026
- Sam Reid from Wells Fargo set a target price of $215.0 on 04/08/2026
- Scott Schneeberger from Oppenheimer set a target price of $280.0 on 02/24/2026
- David Manthey from Baird set a target price of $300.0 on 02/20/2026
- Susan Maklari from Goldman Sachs set a target price of $310.0 on 01/13/2026
- An analyst from CFRA set a target price of $304.0 on 12/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
