Pool Corporation

Campbell's Company and Pool Corporation were removed from the S&P 500 on June 22, triggering mechanical selling pressure. Campbell's offers a rare 7%+ dividend yield backed by 51 years of payments and the growing Rao's brand, though dividend growth has been slow. Pool Corp. features a more modest 2.4% yield but has raised dividends for 22 consecu...

Pool Corporation announced an increase in its share repurchase program to $600 million (adding $329 million to the existing program) and raised its quarterly dividend by 4% to $1.30 per share. The company also held its 2026 Annual Meeting of Stockholders, electing nine directors and ratifying Ernst & Young LLP as the independent auditor.

Moody's and Pool Corp have experienced significant stock price declines (16% and 11% respectively year-to-date) despite strong fundamentals. Moody's reported 13% revenue growth and 39% earnings growth in Q4 2025, while Pool Corp faces cyclical headwinds but maintains a secure dividend with a 2.4% yield. Both companies have consistent dividend gro...

Wedgewood Partners exited its entire $10 million stake in Pool Corporation (POOL) during Q4 2025. Pool's stock has declined 35% over the past year as the company navigates a normalization phase following pandemic-era demand. Despite solid fundamentals with $5.3B in 2025 revenue and steady 29.7% gross margins, the fund's exit reflects a preference...

Pool Corporation announced a quarterly cash dividend of $1.25 per share, payable on March 26, 2026 to shareholders of record on March 12, 2026. The world's largest wholesale distributor of swimming pool and related backyard products operates approximately 455 sales centers across North America, Europe, and Australia.