Insider Trading March 4, 2026

Hayward Holdings CEO Executes $824,021 Stock Sale, Exercises Options

Kevin Holleran sold 52,389 shares and exercised options while the company posts a modest market reaction to a quarter that beat expectations

By Hana Yamamoto HAYW
Hayward Holdings CEO Executes $824,021 Stock Sale, Exercises Options
HAYW

Hayward Holdings President and CEO Kevin Holleran disposed of 52,389 shares on March 2, 2026, using a weighted average sale price of $15.7289 for proceeds of about $824,021. The Form 4 filing also shows option exercises and share acquisitions, along with share dispositions to satisfy tax obligations. The company recently reported fourth-quarter 2025 results that exceeded consensus on both EPS and revenue, while its valuation metrics and profitability remain notable.

Key Points

  • CEO Kevin Holleran sold 52,389 shares on March 2, 2026, for about $824,021 at a weighted average price of $15.7289.
  • Holleran exercised options for 52,389 shares at $1.40 (total $73,344) and acquired 17,232 shares at a stated price of $0.0; he now directly owns 758,286 shares.
  • Hayward reported Q4 2025 EPS of $0.29 and revenue of $349.4 million, both above respective estimates, while trading metrics show a market cap of $3.37 billion and a P/E of 22.84.

Hayward Holdings, Inc. (NYSE: HAYW) disclosed a significant insider transaction this week: President and Chief Executive Officer Kevin Holleran sold 52,389 shares of the company's common stock on March 2, 2026, generating approximately $824,021 in proceeds. The shares moved through multiple transactions at prices ranging from $15.4750 to $15.8800, yielding a weighted average sale price of $15.7289. That sale price is near the stock's recent trading level of $15.50.

According to the Form 4 filed with the Securities and Exchange Commission, Holleran also exercised stock options and acquired additional shares. He exercised options to acquire 52,389 shares at an exercise price of $1.40, for a total outlay reported as $73,344. The filing further reports the acquisition of 17,232 shares at a stated price of $0.0.

The Form 4 details portions of the share activity tied to tax-related dispositions. Specifically, 7,486 shares were sold at $15.98 per share and 38,133 shares were sold at $16.00 per share, together totaling $729,754. Following the reported transactions, Holleran's direct ownership in Hayward Holdings stood at 758,286 shares.


On corporate fundamentals, the pool equipment manufacturer carries a market capitalization of $3.37 billion and trades at a price-to-earnings ratio of 22.84. Profitability metrics included in the public filing and related analysis indicate a gross profit margin of 48.3% and a financial health assessment rated as "GOOD." External analysis referenced in the filing flags the stock as appearing slightly undervalued on a Fair Value assessment, which places it among securities identified as relatively undervalued.

Separately, Hayward reported fourth-quarter 2025 results that topped Wall Street expectations. The company posted earnings per share of $0.29, above the consensus estimate of $0.28. Revenue for the quarter came in at $349.4 million, exceeding the projected $331.76 million. Despite the upside to both EPS and sales, the stock recorded only a modest uptick in pre-market trading following the release, after a session that had seen declines.

These developments - the CEO's share sale and option exercise, the company's earnings beat, and its valuation and margin profile - are documented in the SEC filing and the company's financial disclosures. Investors and market participants are monitoring the results and insider activity for further context on management’s actions and the stock's near-term trajectory.

Risks

  • Insider selling and option exercises may raise investor questions about share supply and near-term pressure on the stock - relevant to equity investors and market liquidity.
  • Despite beating Q4 2025 estimates, the stock showed only modest pre-market movement, reflecting uncertainty in immediate market reaction to results - relevant to short-term traders and market sentiment.
  • Valuation and fair value assessments are subject to change; the designation of the stock as slightly undervalued does not guarantee price appreciation and depends on future performance and market conditions.

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