Mkt Cap $7B
P/E 16.7 fwd 15.1
52wk $172.68 - $345.00
2h ago
Insider selling: $16,418,023 sold by 16 insiders (30d)
Est. revisions:
+0.0%
(7 up, 3 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.1)
Factor Model
net +1.1 2.7 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.7
Narrative Gap
+0.0
Insiders Buy Amid Berkshire Exit, Challenging Market
Watch: Q2 earnings and housing turnover trends to gauge demand recovery for POOL's pool supply business.
Insiders led by Manuel J Perez de la Mesa bought over $6.5M in shares at prices from $175.95 to $218, signaling confidence. Berkshire Hathaway exited its 8.3% stake worth $650M after shares dropped nearly 70% from highs. POOL posted 6% sales growth and a 7% operating income increase in Q1 2026, but Jim Cramer warns demand is held back by low housing turnover.
Insider buying contrasts with Berkshire's exit and market skepticism, suggesting potential undervaluation or confidence in long-term recovery despite current headwinds.
Evidence
Updated Saturday
Insider buy by HOPE JAMES D (POOL): $90,209
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $99,981
Updated Saturday
Insider buy by PEREZ DE LA MESA MANUEL J (POOL): $1,759,471
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $9,127
Updated Saturday
Insider buy by HART MELANIE M. (POOL): $1,620
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $8,119
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $7,966
7 older signals
Updated Saturday
Insider buy by STOKELY JOHN E (POOL): $193,065
Updated Saturday
Insider buy by ST ROMAIN KENNETH G (POOL): $1,215,810
Updated Saturday
Insider buy by HOPE JAMES D (POOL): $300,162
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $8,164
Updated Saturday
Insider buy by PEREZ DE LA MESA MANUEL J (POOL): $1,025,000
Updated Saturday
Insider buy by PEREZ DE LA MESA MANUEL J (POOL): $1,090,000
Updated Saturday
Insider buy by WHALEN DAVID G (POOL): $9,005
Fundamentals & Data ▾
Pool Corporation
Industrials · Industrial Distribution
Mkt Cap
$7B
P/E
16.7 fwd 15.1
Beta
1.15
Div Yield
287.00%
52w Range
$172.68 - $345.00
Short Interest
3.7M 12.16%
Days to Cover
3.9 +8%
Technicals
downtrend
from 52w Hi
-1.8%
1w return
-0.2%
Insiders
buying
4B / 3S
EPS Estimate
$5.36
+0.0% 30d
7up / 3dn
Est. Dispersion
8%
11 analysts
Analyst Target
$256
$210 - $300
Options P/C
2.51
Insider Cluster
strong buy
6B / 5S (officer)
Fund Convergence
strong
D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$1.1B +6% YoY
FCF
$17M
Gross Margin
29%
Op Margin
7%
Momentum:
accelerating
Top Holders
Berkshire
$702M
D.E. Shaw
$584M
Citadel
$171M
Bridgewater
$2M
Recent Filings & Data
insider trade
65
net selling
· $16,418,023 sold
· $7,735,627 bought
16 insiders · 65 transactions (30d)
Recent transactions
PEREZ DE LA MESA MANUEL J · buy · $1,759,471
WHALEN DAVID G · buy · $99,981
HOPE JAMES D · buy · $90,209
STOKELY JOHN E · buy · $193,065
PEREZ DE LA MESA MANUEL J · buy · $1,900,000
WATWOOD JOHN BRUCE · award
OLER DEBRA SUE · award
MURPHY KEVIN MICHAEL · award
GERVASI MARTHA S · award
HOPE JAMES D · award
POMPA MARK A · award
WHALEN DAVID G · award
STOKELY JOHN E · award
PEREZ DE LA MESA MANUEL J · other
WHALEN DAVID G · buy · $9,127
HART MELANIE M. · buy · $1,620
NEIL JENNIFER M · sell · $103,429
PEREZ DE LA MESA MANUEL J · buy · $1,025,000
PEREZ DE LA MESA MANUEL J · buy · $1,090,000
ARVAN PETER D. · award
SAIK WALKER · award
WATWOOD JOHN BRUCE · award
HART MELANIE M. · award
ST ROMAIN KENNETH G · award
NEIL JENNIFER M · award
HOPE JAMES D · buy · $300,162
HART MELANIE M. · sell · $605,000
HART MELANIE M. · exercise · $222,145
PEREZ DE LA MESA MANUEL J · exercise · $2,423,400
PEREZ DE LA MESA MANUEL J · other
ST ROMAIN KENNETH G · buy · $1,215,810
PEREZ DE LA MESA MANUEL J · other
ARVAN PETER D. · sell · $1,227,842
WHALEN DAVID G · buy · $8,996
WHALEN DAVID G · buy · $8,932
PEREZ DE LA MESA MANUEL J · other
PEREZ DE LA MESA MANUEL J · other
WHALEN DAVID G · buy · $9,005
OLER DEBRA SUE · award
SABATER CARLOS A. · award
MURPHY KEVIN MICHAEL · award
GERVASI MARTHA S · award
HOPE JAMES D · award
WHALEN DAVID G · award
STOKELY JOHN E · award
NEIL JENNIFER M · sell · $385,245
PEREZ DE LA MESA MANUEL J · other
WHALEN DAVID G · buy · $8,164
SAIK WALKER · award
ST ROMAIN KENNETH G · award
HOUSEY HART MELANIE MONROE · award
ARVAN PETER D. · award
NEIL JENNIFER M · award
PEREZ DE LA MESA MANUEL J · sell · $9,581,250
PEREZ DE LA MESA MANUEL J · exercise · $1,920,875
HOUSEY HART MELANIE MONROE · sell · $799,006
PEREZ DE LA MESA MANUEL J · sell · $3,460,000
HOUSEY HART MELANIE MONROE · exercise · $87,312
PEREZ DE LA MESA MANUEL J · exercise · $698,500
PEREZ DE LA MESA MANUEL J · other
PEREZ DE LA MESA MANUEL J · other
WHALEN DAVID G · buy · $7,966
NEIL JENNIFER M · sell · $256,251
WHALEN DAVID G · buy · $8,119
PEREZ DE LA MESA MANUEL J · other
15 signals · latest 9h ago
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