Stephens Raises POOL Price Target to $230
Key Points
- Stephens maintained an Overweight rating on Pool Corporation on October 23, 2026, while raising its price target to $230.00 from $200.00.
- Stephens's $230 price target implies 33.38% upside from Pool Corporation's ($POOL) current $172.44 share price.
- Pool Corporation recently traded around $172.44, down about 12.6% from its previous close of $197.21 on October 22, 2026.
- The company distributes an annual dividend of $5.20 per share, giving it a dividend yield of about 2.64% with a payout ratio of 46.4%.
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Stephens maintained its Overweight rating on Pool Corporation POOL on October 23, 2026, while raising its price target from $200.00 to $230.00. The research note provides a notably bullish stance compared to a cautious broader analyst community that currently carries a consensus hold recommendation on the stock.
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Pool Corporation
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Stephens's Call on Pool Corporation
On October 23, 2026, Stephens reiterated its Overweight rating on Pool Corporation and moved its price target up to $230.00 from its previous target of $200.00. This follows a string of recent adjustments across Wall Street where other firms took a more defensive tone. For instance, Stifel maintained its Hold rating on October 20, 2026, while lowering its target from $189.00 to $175.00, and Wells Fargo maintained an Equal-Weight rating while lowering its target to $165.00 on October 16, 2026.
Other Institutional Activity in Pool Corporation
Large investment managers adjusted their positions in recent reporting periods. Kayne Anderson Rudnick Investment Management LLC cut its holdings by 275,906 shares, ending with 2,574,364 shares worth about $507,690,341. Meanwhile, AQR Capital Management, LLC grew its stake significantly by 1,222,533 shares to hold 1,400,460 shares valued at roughly $276,184,726. Massachusetts Financial Services Co. also grew its holdings, adding 264,040 shares to finish with 729,144 shares worth about $143,794,493.
Pool Corporation Stock Holds Steady
Pool Corporation shares recently traded around $172.44 as of October 23, 2026, down about 12.6% from their previous close of $197.21 on October 22, 2026. The stock sits below its 50-day moving average of $174.20 and its 200-day moving average of $203.96. Across the broader analyst community, the stock holds a consensus hold recommendation with a mean price target of $206.33 across 12 analyst opinions.
$POOL price target
Pool Corporation daily closes and this analyst's $230 target. Not advice.
Recent Earnings
Pool Corporation reported trailing-twelve-month revenue of $5,448,117,760 with earnings of $10.90 per share. The company posted a net profit margin of 7.3% and a return on equity of 30.4%, alongside year-over-year revenue growth of 3.7%. Its next earnings report is scheduled for February 18, 2027.
Dividend
Pool Corporation distributes an annual dividend of $5.20 per share, which translates to a dividend yield of 2.64%. The payout is supported by a dividend payout ratio of 46.4%, meaning the company returns nearly half of its earnings to shareholders in dividends.
Insider Buying and Selling at Pool Corporation
Company insiders made several stock purchases earlier in the year. Director John E Stokely bought 1,000 shares on May 7, 2026, at an average price of $193.06 for a total value of $193,065. Director David G Whalen bought 525 shares on May 8, 2026, at an average price of $190.44 for a total value of $99,981, and later bought 3 shares on May 28, 2026, at an average price of $185.60 for $557. Additionally, Director Perez de la Mesa Manuel J bought 10,000 shares on May 13, 2026, at an average price of $175.95 for a total value of $1,759,471.
Analysts Set New Price Targets
Wall Street firms actively adjusted views on the industrial distributor leading up to Stephens's note. Wells Fargo maintained an Equal-Weight rating on September 11, 2026, with a target of $185.00 before lowering it to $165.00 on October 16, 2026. Longbow Research downgraded the stock to Neutral on October 19, 2026, and Stifel kept a Hold rating with a $175.00 target on October 20, 2026.
About Pool Corporation
Headquartered in Covington, Louisiana, Pool Corporation operates as a major distributor of swimming pool supplies, equipment, and related leisure and landscape maintenance products. The company serves residential and commercial customers through a vast network of distribution centers across the United States and international markets.
Bottom Line
Stephens remains more optimistic on Pool Corporation than many of its Wall Street peers, lifting its target despite recent downward revisions from other research houses. Investors will look toward the company's upcoming earnings release on February 18, 2027, for further insight into demand across its distribution network.
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Source: Stephens's rating change on $POOL (Oct 23, 2026). Written by software, not financial advice. How we make alerts