Hayward Holdings (HAYW)

• Market cap: $2.68B
• 1 day: -11.59%
• 5 days: -10.83%
• 1 month: -15.10%
• 3 months: -18.22%
• 6 months: -16.52%
• Year to date: -18.12%
• 1 year: -16.07%
• 5 years: -26.88%
• 10 years: -26.88%
• Sector: Industrials
• Industry: Electrical Equipment & Parts

About: Hayward Holdings is a leading manufacturer of energy-efficient swimming pool equipment and pool automation systems. The company offers a wide range of pool equipment, including pumps, filters, heaters, LED lights, and sanitization. Headquartered in Charlotte, North Carolina, the company has around 2,000 full-time employees. Hayward generated approximately $1.1 billion in revenue in 2024.

Employees: 2,080

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

105% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 57

28% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.8M

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

11% more funds holding

Funds holding: 231 [Q3] → 256 (+25) [Q4]

0.42% less ownership

Funds ownership: 98.36% [Q3] → 97.94% (-0.42%) [Q4]

1% less capital invested

Capital invested by funds: $3.25B [Q3] → $3.23B (-$18.8M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $16.50 33% upside
• Avg. target: $17.25 39% upside
• High target: $18 45% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Baird Michael Halloran 7% 1-year accuracy 2 / 29 met price target	45% upside $18	Neutral Maintained	28 Feb 2025
Stifel W. Andrew Carter 43% 1-year accuracy 15 / 35 met price target	33% upside $16.50	Buy Upgraded	5 Feb 2025