Pool Corp (Nasdaq: POOL) sets $600M buyback and lifts dividend

Rhea-AI Filing Summary

Pool Corporation announced that its Board increased the company’s share repurchase program to $600.0 million, adding $329.0 million to the $271.0 million remaining as of April 28, 2026. The timing and amount of repurchases are at the company’s discretion.

The Board also raised the quarterly cash dividend to $1.30 per share, up from $1.25, payable on May 28, 2026 to stockholders of record on May 14, 2026. As of April 28, 2026, Pool had 36,443,003 shares outstanding.

At the 2026 Annual Meeting, stockholders elected nine directors, ratified Ernst & Young LLP as auditor for 2026, and approved, on an advisory basis, executive compensation.

Insights

Equity capital allocation analyst

Pool Corp pairs a larger buyback with a higher dividend, signaling ongoing capital return.

Pool Corporation lifted its share repurchase authorization to $600.0 million, adding $329.0 million to the prior remaining capacity of $271.0 million. Repurchases are fully discretionary, so actual impact will depend on execution pace and pricing.

The Board also increased the quarterly cash dividend from $1.25 to $1.30 per share, a 4% raise, with payment on May 28, 2026 to holders of record on May 14, 2026. These moves, alongside routine approval of directors, auditor and say-on-pay, emphasize a continued focus on shareholder returns.

8-K Event Classification

3 items: 5.07, 7.01, 9.01

3 items

Item 5.07 Submission of Matters to a Vote of Security Holders Governance

Results of a shareholder vote on proposals at an annual or special meeting.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Total share repurchase authorization: $600.0 million New repurchase authorization added: $329.0 million Prior remaining repurchase capacity: $271.0 million +5 more

8 metrics

Total share repurchase authorization $600.0 million Board-approved program size after April 29, 2026 increase

New repurchase authorization added $329.0 million Increment added to existing program as of April 28, 2026

Prior remaining repurchase capacity $271.0 million Authorization remaining under share repurchase program on April 28, 2026

New quarterly dividend $1.30 per share Cash dividend declared by Board; 4% above prior level

Previous quarterly dividend $1.25 per share Dividend level before the 4% increase

Shares outstanding 36,443,003 shares Common stock outstanding as of April 28, 2026

Say-on-pay votes for 28,692,946 shares Advisory approval of named executive officer compensation

Auditor ratification votes for 32,634,744 shares Ratification of Ernst & Young LLP for fiscal year 2026

Key Terms

share repurchase program, quarterly cash dividend, say-on-pay vote, independent registered public accounting firm, +1 more

5 terms

share repurchase program financial

"its Board of Directors (the Board) increased the company’s share repurchase program to $600.0 million"

A share repurchase program is when a company buys back its own shares from the marketplace. This reduces the total number of shares available, which can increase the value of each remaining share and signal confidence in the company's prospects. For investors, it often suggests that the company believes its stock is undervalued or that it has extra cash to return to shareholders.

quarterly cash dividend financial

"The Board also declared a quarterly cash dividend of $1.30 per share"

A quarterly cash dividend is a payment made by a company to its shareholders four times a year, usually based on its profits. It is like a regular bonus or reward for owning the company's stock, providing shareholders with income. Many investors see these payments as a sign of the company's stability and its ability to generate consistent profits.

say-on-pay vote financial

"the compensation of the Company’s named executive officers (the say-on-pay vote)"

independent registered public accounting firm financial

"ratified the retention of Ernst & Young LLP, certified public accountants, as the independent registered public accounting firm"

An independent registered public accounting firm is an outside accounting company officially registered with the government regulator to examine and report on a public company's financial records and controls. Investors treat its reports like an impartial inspector’s certificate — they add credibility to financial statements, help spot errors or misleading claims, and reduce the risk that shareholders are relying on unchecked or biased numbers.

forward-looking statements regulatory

"This news release may include “forward-looking” statements that involve risk and uncertainties."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

Understanding 8-K Material Events →

false000094584100009458412026-04-292026-04-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

______________

FORM 8-K

______________

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) April 29, 2026

______________

POOL CORPORATION
(Exact name of registrant as specified in its charter)
Delaware		0-26640	36-3943363
(State or other jurisdiction of		(Commission File Number)	(IRS Employer
incorporation or organization)			Identification No.)
109 Northpark Boulevard,
Covington,	Louisiana		70433-5001
(Address of principal executive offices)			(Zip Code)

(985) 892-5521

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, par value $0.001 per share	POOL	Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 5.07 Submission of Matters to a Vote of Security Holders.

(a)Annual Meeting of Stockholders

The 2026 Annual Meeting of Stockholders of Pool Corporation (the Company) was held on April 29, 2026.

(b)Voting Results

Stockholders elected the following nine directors, each to serve a one-year term or until their successors are elected and qualified. The final votes with respect to each director were as follows:

		Number of Shares
		For				Against				Abstain				Broker Non-Votes
Peter D. Arvan			29,970,742				287,151				968,337				2,617,971
Martha “Marty” S. Gervasi			29,993,534				268,516				964,180				2,617,971
James “Jim” D. Hope			30,398,096				785,403				42,731				2,617,971
Kevin M. Murphy			31,008,264				199,563				18,403				2,617,971
Debra S. Oler			31,043,060				165,072				18,098				2,617,971
Manuel J. Perez de la Mesa			30,898,985				310,054				17,191				2,617,971
Mark A. Pompa			30,990,613				215,056				20,561				2,617,971
John E. Stokely			29,124,836				1,134,496				966,898				2,617,971
David G. Whalen			27,272,131				3,935,970				18,129				2,617,971

Stockholders ratified the retention of Ernst & Young LLP, certified public accountants, as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2026. The final votes were as follows:

Number of Shares
For				Against				Abstain				Broker Non-Votes
	32,634,744				1,166,540				42,917				-

Stockholders approved, on an advisory and non-binding basis, the compensation of the Company’s named executive officers (the say-on-pay vote) as described in the Company’s 2026 proxy statement. The final votes were as follows:

Number of Shares
For				Against				Abstain				Broker Non-Votes
	28,692,946				1,535,600				997,684				2,617,971

Item 7.01 Regulation FD Disclosure.

On April 29, 2026, Pool Corporation issued the press release included herein as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits
99.1	Press release issued by Pool Corporation on April 29, 2026, announcing additional authorization under the share repurchase program, the declaration of an increased quarterly cash dividend and the voting results of its annual meeting.
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			POOL CORPORATION
			By:	/s/ Melanie M. Hart
				Melanie M. Hart
				Senior Vice President and Chief Financial Officer

Dated: April 29, 2026

Exhibit 99.1

IMMEDIATE RELEASE

POOL CORPORATION ANNOUNCES INCREASE IN SHARE REPURCHASE PROGRAM,

GROWTH OF QUARTERLY DIVIDEND

AND RESULTS OF 2026 ANNUAL MEETING OF STOCKHOLDERS

______________________

COVINGTON, LA. (April 29, 2026) - Pool Corporation (Nasdaq: POOL) announced today that its Board of Directors (the Board) increased the company’s share repurchase program to $600.0 million. This update adds $329.0 million to the $271.0 million that remained under its existing share repurchase program as of April 28, 2026. The timing and amount of any share repurchases is at the discretion of the company, and the share repurchase program will continue until otherwise modified or terminated by the Board at any time in its sole discretion.

The Board also declared a quarterly cash dividend of $1.30 per share, a 4% increase over the previous quarterly dividend amount of $1.25 per share. The dividend is payable on May 28, 2026 to stockholders of record on May 14, 2026. As of April 28, 2026, there were 36,443,003 shares of common stock outstanding.

John Stokely, Chair of the Board, commented, “The increase in POOLCORP’s share repurchase program and quarterly dividend demonstrates our commitment to disciplined capital allocation. Together with the strategic investments we have made over the past several years, we believe we are well positioned for growth from our proven operating model to create long-term value for our stockholders, customers, suppliers and employees. We thank our stockholders for their continued support and look forward to a successful year.”

At POOLCORP’s Annual Meeting of Stockholders on April 29, 2026, stockholders elected Peter D. Arvan, Martha “Marty” S. Gervasi, James “Jim” D. Hope, Kevin M. Murphy, Debra S. Oler, Manuel J. Perez de la Mesa, Mark A. Pompa, John E. Stokely and David G. Whalen to serve as directors for the ensuing year.

At the Annual Meeting of Stockholders, stockholders also:

▪ratified the retention of Ernst & Young LLP as the independent registered public accounting firm of the company for the 2026 fiscal year; and

▪approved the compensation of the company’s named executive officers as disclosed in the Proxy Statement.

About Pool Corporation

Pool Corporation is the world’s largest wholesale distributor of swimming pool and related backyard products. POOLCORP operates approximately 455 sales centers in North America, Europe and Australia through which it distributes more than 200,000 products to roughly 125,000 wholesale customers. For more information about POOLCORP, please visit www.poolcorp.com.

Forward-Looking Statements

This news release may include “forward-looking” statements that involve risk and uncertainties. The forward-looking statements in this release are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements speak only as of the date of this release, and we undertake no obligation to update or revise such statements to reflect new circumstances or unanticipated events as they occur. Actual results may differ materially due to a variety of factors, including the sensitivity of our business to weather conditions; changes in economic conditions, consumer discretionary spending, the housing market, inflation or interest rates and other risks detailed in POOLCORP’s 2025 Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other reports and filings with the Securities and Exchange Commission (SEC) as updated by POOLCORP's subsequent filings with the SEC.

Kristin S. Byars

Director, Investor Relations and Finance

985.801.5153

kristin.byars@poolcorp.com

2

FAQ

How large is Pool Corporation's (POOL) updated share repurchase program?

Pool Corporation’s Board increased the share repurchase program to $600.0 million. This total includes $329.0 million of new authorization added to the $271.0 million that remained under the existing program as of April 28, 2026, with repurchases at management’s discretion.

How much did Pool Corporation (POOL) raise its quarterly dividend in 2026?

Pool Corporation raised its quarterly cash dividend to $1.30 per share, up from $1.25. The 4% increase reflects additional cash returns to shareholders and will be paid on May 28, 2026 to stockholders of record on May 14, 2026.

When will Pool Corporation's increased dividend be paid and who qualifies?

The increased $1.30 per share dividend will be paid on May 28, 2026. Stockholders must be of record on May 14, 2026 to receive it. As of April 28, 2026, Pool Corporation had 36,443,003 shares of common stock outstanding.

What governance items did Pool Corporation (POOL) stockholders approve at the 2026 meeting?

At the 2026 Annual Meeting, stockholders elected nine directors for one-year terms, ratified Ernst & Young LLP as independent registered public accounting firm for 2026, and approved, on an advisory basis, the compensation of named executive officers in the say-on-pay vote.

How did Pool Corporation stockholders vote on the 2026 say-on-pay proposal?

Stockholders approved executive compensation with 28,692,946 shares voting for, 1,535,600 against, and 997,684 abstaining. There were 2,617,971 broker non-votes. This advisory outcome supports the company’s disclosed compensation practices for its named executive officers.

Who is Pool Corporation’s independent auditor for the fiscal year ending December 31, 2026?

Stockholders ratified Ernst & Young LLP as Pool Corporation’s independent registered public accounting firm for the 2026 fiscal year. The vote totals were 32,634,744 shares for, 1,166,540 against, and 42,917 abstaining, with no broker non-votes reported.

Filing Exhibits & Attachments

2 documents

Press Releases

• EX-99.1 EX-99.1 14.2 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA WITH EMBEDDED LINKBASES DOCUMENT 30.2 KB