Manuel J. Perez de la Mesa, a member of Pool Corporation's board, bought 5,000 shares of the company's common stock on March 13, 2026, at a per-share price of $205.00. The transaction totaled $1,025,000.
Following the purchase, Perez de la Mesa's ownership position is composed of 12,075 shares held directly, plus indirect holdings that include 110,108 shares held by Trust, 809,972 shares held by Family Trusts, and an additional 6,000 shares held by Immediate Family.
The timing of the director's acquisition coincides with POOL shares trading close to their 52-week low of $203.80. At the time of this report, the stock is quoted at $210.74, reflecting a 34% decline over the previous six months.
Separately, Pool Corporation's fourth-quarter 2025 financial results missed analyst expectations. The company reported earnings per share of $0.84, below the anticipated $0.98, representing a 14.29% negative surprise on EPS. Revenue for the quarter came in at $982.2 million, slightly short of the $999.27 million forecast, amounting to a 1.71% revenue shortfall.
In reaction to those results and the company's initial fiscal 2026 guidance, Stifel reduced its price target for Pool Corporation shares from $240 to $232 while keeping a Hold rating in place. Stifel cited the fourth-quarter performance and the subdued fiscal 2026 guidance as the rationale for the adjustment.
Pool Corporation also declared a quarterly cash dividend of $1.25 per share. The dividend is slated to be paid on March 26, 2026, to shareholders of record as of March 12, 2026.
The combination of an insider purchase, recent earnings and revenue misses, an adjusted analyst price target, and a declared dividend provides a compact view of the company's current financial posture and near-term expectations.
Context for investors
- The director's $1,025,000 purchase increases his aggregate direct and indirect holdings across several trust and family accounts.
- POOL shares are trading near the 52-week low of $203.80 and have fallen 34% over six months, with the latest quote at $210.74.
- Pool Corporation missed fourth-quarter 2025 EPS and revenue estimates and announced a quarterly dividend payable March 26, 2026.