Atria Investments Inc Has $3.52 Million Stake in Pentair plc $PNR

Atria Investments Inc grew its holdings in Pentair plc (NYSE:PNR) by 63.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 31,772 shares of the industrial products company’s stock after purchasing an additional 12,346 shares during the quarter. Atria Investments Inc’s holdings in Pentair were worth $3,519,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in PNR. Nordea Investment Management AB grew its holdings in Pentair by 173.6% during the 3rd quarter. Nordea Investment Management AB now owns 2,837,753 shares of the industrial products company’s stock worth $311,046,000 after acquiring an additional 1,800,669 shares during the last quarter. Valeo Financial Advisors LLC bought a new stake in shares of Pentair during the second quarter valued at approximately $102,945,000. Panagora Asset Management Inc. increased its holdings in shares of Pentair by 77.4% in the second quarter. Panagora Asset Management Inc. now owns 1,179,687 shares of the industrial products company’s stock valued at $121,107,000 after purchasing an additional 514,571 shares in the last quarter. State Street Corp raised its position in Pentair by 5.9% in the 2nd quarter. State Street Corp now owns 8,970,940 shares of the industrial products company’s stock worth $920,957,000 after purchasing an additional 501,506 shares during the last quarter. Finally, Pacer Advisors Inc. raised its position in Pentair by 3,428.7% in the 3rd quarter. Pacer Advisors Inc. now owns 512,402 shares of the industrial products company’s stock worth $56,754,000 after purchasing an additional 497,881 shares during the last quarter. 92.37% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

PNR has been the subject of several research reports. UBS Group lifted their target price on Pentair from $120.00 to $124.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. BNP Paribas Exane lowered Pentair from a “hold” rating to a “strong sell” rating and set a $90.00 price objective for the company. in a research report on Wednesday, January 7th. Royal Bank Of Canada set a $117.00 price objective on Pentair in a report on Wednesday, February 4th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Pentair in a research note on Thursday, January 22nd. Finally, Robert W. Baird set a $117.00 price target on shares of Pentair in a research note on Wednesday, February 4th. Ten analysts have rated the stock with a Buy rating, three have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Pentair has an average rating of “Hold” and an average price target of $114.47.

Insider Transactions at Pentair

In related news, Director T Michael Glenn sold 6,558 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $104.33, for a total transaction of $684,196.14. Following the completion of the sale, the director directly owned 31,192 shares of the company’s stock, valued at approximately $3,254,261.36. This represents a 17.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael T. Speetzen sold 7,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $99.99, for a total transaction of $699,930.00. Following the sale, the director owned 8,290 shares in the company, valued at $828,917.10. This trade represents a 45.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.45% of the stock is currently owned by insiders.

Pentair News Summary

Here are the key news stories impacting Pentair this week:

• Positive Sentiment: Pentair raised its dividend again (marking 50 consecutive years of annual dividend increases) and appointed a new strategy chief, which investors view as a sign of capital return commitment and renewed strategic focus. Pentair (PNR) Is Up 5.0% After 50th Dividend Hike And New Strategy Chief Appointment
• Positive Sentiment: Pentair paid its quarterly dividend ($0.27), reinforcing the dividend track record and supporting income-oriented and dividend-growth investors. Pentair Just Paid Out: Is This Industrial Dividend Built to Last?
• Neutral Sentiment: Pentair management will present at Citi and Barclays industrial conferences next week — a scheduled opportunity for management to update investors and for analysts to refine estimates. Pentair to Attend Citi and Barclays Industrial Conferences
• Negative Sentiment: Barclays cut its price target to $102 (from $115) and reiterated concerns that pool-related margins could limit Pentair’s near-term upside, signaling reduced analyst conviction despite an Equal Weight rating. Barclays Cuts Pentair (PNR) Price Target to $102, Warns Pool Margins May Limit Upside
• Negative Sentiment: A Seeking Alpha analysis warns Pentair’s pricing power may be peaking, which could pressure margins and growth assumptions that underlie current valuations. Pentair: Peaking Pricing Power Could Be A Problem
• Negative Sentiment: An insider sale: Director Michael Speetzen sold 7,000 shares (~$700k), reducing his stake materially — a short-term negative signal for some shareholders even though insider sales can reflect diversification rather than company-specific concern. Insider Selling: Pentair (NYSE:PNR) Director Sells 7,000 Shares of Stock

Pentair Stock Performance

Shares of PNR stock opened at $101.43 on Monday. The stock has a market cap of $16.60 billion, a PE ratio of 25.61, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The stock has a 50-day moving average of $103.77 and a 200-day moving average of $106.23. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.61 and a quick ratio of 0.95. Pentair plc has a one year low of $74.25 and a one year high of $113.95.

Pentair (NYSE:PNR) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.01. Pentair had a net margin of 15.66% and a return on equity of 21.79%. During the same quarter in the previous year, the company earned $1.08 earnings per share. The business’s quarterly revenue was up 4.9% compared to the same quarter last year. Pentair has set its FY 2026 guidance at 5.250-5.400 EPS and its Q1 2026 guidance at 1.150-1.180 EPS. As a group, sell-side analysts expect that Pentair plc will post 4.77 earnings per share for the current year.

Pentair Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 6th. Shareholders of record on Friday, January 23rd were issued a dividend of $0.27 per share. This is a boost from Pentair’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 1.1%. The ex-dividend date was Friday, January 23rd. Pentair’s dividend payout ratio is presently 27.27%.

About Pentair

Pentair plc (NYSE: PNR) is a global provider of water treatment and fluid management solutions. The company designs, manufactures and sells a broad range of products that move, treat, monitor and control the flow of water and other fluids across residential, commercial, industrial and municipal markets. Pentair’s offerings are focused on improving water quality, conserving resources and enabling efficient fluid handling in applications from household water systems and pools to large-scale industrial and municipal installations.

Product lines include pumps and pumping systems, water filtration and purification equipment, valves and controls, heat exchangers, pool and spa systems, and a range of aftermarket parts and services.