POOL CORP Senior Vice President forfeits performance shares after targets were not met. On February 19, 2026, Kenneth G. St Romain had 1,680 shares of common stock disposed to the issuer at a price of $0.00 per share. A board committee determined that the performance condition for awards granted on February 22, 2023 was not achieved for the applicable period, so the award was forfeited under its terms. Following this non-cash forfeiture, St Romain directly holds 77,631 shares of POOL CORP common stock.
Pool Corporation reported essentially flat 2025 net sales of $5.3 billion versus 2024, with steady maintenance demand and improving discretionary product sales in the second half of the year. Gross margin held at 29.7%, effectively up 20 basis points excluding a prior-year import tax reversal.
Full-year 2025 diluted EPS declined about 4% to $10.85, or $10.73 excluding ASU 2016-09 tax benefits, while operating income fell 6% as operating expenses rose 4% from technology, network expansion and inflation. Operating cash flow decreased to $365.9 million, partly due to higher inventory and deferred tax payments, and total debt increased to about $1.2 billion after $341.1 million of share repurchases. For 2026, the company guides to diluted EPS of $10.85–$11.15 excluding ASU 2016-09 tax benefits, signaling expectations for modest sales growth and improved earnings.
Berkshire Hathaway and Warren E. Buffett have disclosed an 8.2% passive stake in Pool Corporation. Through Berkshire-related insurance subsidiaries, they report beneficial ownership of 3,068,885 shares of Pool common stock as of the event date of 12/31/2025.
The shares are held with shared power to vote and dispose, and no sole voting or dispositive power is reported. The group certifies the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Pool Corporation.
T. Rowe Price Investment Management, Inc. reported beneficial ownership of 2,001,987 shares of POOL CORP common stock, representing 5.4% of the class as of 12/31/2025. The firm has sole voting power over 1,995,489 shares and sole dispositive power over 2,001,987 shares.
The shares are stated to have been acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of POOL CORP. T. Rowe Price Investment Management also affirms that this filing should not be construed as an admission that it is the beneficial owner of the securities.
Pool Corporation reported that director Carlos A. Sabater has informed the board he will not stand for re-election at the end of his current term, in connection with the company’s 2026 annual meeting of shareholders. He will also step down from the audit, nominating and corporate governance, and strategic planning committees at that time. The company stated that his decision is not due to any disagreement with Pool Corporation regarding its operations, policies, or practices, indicating an orderly and non-contentious board transition.
Pool Corp received an amended Schedule 13G from Kayne Anderson Rudnick Investment Management, LLC reporting its ownership of Pool Ord Shs as of 12/31/2025. The firm reports beneficial ownership of 1,760,492 shares, representing 4.7% of the outstanding class.
Kayne Anderson Rudnick has sole voting power over 1,238,654 shares and shared voting power over 508,680 shares. It also has sole dispositive power over 1,251,812 shares and shared dispositive power over 508,680 shares. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Pool Corp.
POOL CORP disclosed that BlackRock, Inc. has filed an amended Schedule 13G reporting passive ownership of its common stock. BlackRock reports beneficial ownership of 2,219,667 POOL CORP shares, representing 6.0% of the outstanding common stock as of the event date 12/31/2025.
BlackRock has sole voting power over 2,100,261 shares and sole dispositive power over 2,219,667 shares, with no shared voting or dispositive power. The filing states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of POOL CORP.
POOL CORP executive John Bruce Watwood filed an initial ownership report as an Executive Vice President of the company. The filing states that no securities are beneficially owned, and both the non-derivative and derivative securities tables are effectively empty. This establishes him as a reporting person under securities laws without indicating any current ownership of POOL CORP stock or related derivative securities.
Pool Corporation reported executive leadership changes. The company announced that Senior Vice President Kenneth G. St. Romain will retire from his role in 2026. He has not set a specific retirement date and plans to continue working later into 2026 to help with a smooth transition.
The company also announced that John B. Watwood will join as Executive Vice President, effective January 12, 2026. These updates were shared in a press release furnished as Exhibit 99.1 to this report.
Pool Corporation's President and CEO reported open-market sales of company stock. On December 2, 2025, the reporting person sold 2,454 shares of common stock at a weighted average price of $244.65, 1,144 shares at a weighted average price of $245.98, and 1,402 shares at a weighted average price of $246.84. After these transactions, the reporting person directly owned 86,412 shares of Pool Corporation common stock.
The filing explains that each weighted average price reflects multiple individual trades: the first block between $244.25 and $245.14, the second between $245.40 and $246.31, and the third between $246.53 and $247.08. The reporting person states a willingness to provide detailed trade-by-trade pricing information to Pool Corporation, its security holders, or the SEC staff upon request.