Calamos Advisors LLC Sells 5,812 Shares of Pentair plc $PNR

Calamos Advisors LLC reduced its position in shares of Pentair plc (NYSE:PNR) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 163,874 shares of the industrial products company’s stock after selling 5,812 shares during the quarter. Calamos Advisors LLC owned 0.10% of Pentair worth $17,066,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Wexford Capital LP bought a new stake in shares of Pentair during the 3rd quarter valued at about $26,000. Richardson Financial Services Inc. grew its stake in shares of Pentair by 64.9% during the 3rd quarter. Richardson Financial Services Inc. now owns 249 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 98 shares during the period. Root Financial Partners LLC bought a new stake in shares of Pentair during the 3rd quarter valued at about $41,000. CoreCap Advisors LLC grew its stake in shares of Pentair by 58.8% during the 3rd quarter. CoreCap Advisors LLC now owns 405 shares of the industrial products company’s stock valued at $45,000 after purchasing an additional 150 shares during the period. Finally, Clearstead Advisors LLC grew its stake in shares of Pentair by 86.4% during the 3rd quarter. Clearstead Advisors LLC now owns 440 shares of the industrial products company’s stock valued at $49,000 after purchasing an additional 204 shares during the period. 92.37% of the stock is currently owned by institutional investors.

Pentair News Roundup

Here are the key news stories impacting Pentair this week:

• Positive Sentiment: Zacks raised FY2027 EPS to $5.80 (from $5.79) and nudged Q1 2027 and Q2 2027 estimates slightly higher (Q1 to $1.27, Q2 to $1.55), signaling modestly improved medium‑term earnings expectations.
• Positive Sentiment: Zacks increased its Q2 2026 estimate to $1.47 (from $1.46), another incremental upgrade to near‑term profit expectations that supports the more constructive tone on 2027.
• Neutral Sentiment: Zacks published an earnings preview that expects modest sales growth and steady margin trends but flagged a weak Earnings Surprise Prediction (ESP), highlighting some uncertainty into the upcoming Q1 report. PNR Gears Up to Report Q1 Earnings
• Negative Sentiment: Zacks cut its Q4 2026 estimate modestly (to $1.32 from $1.33) and trimmed Q1 2026 to $1.16 (from $1.17), reflecting minor near‑term downward revisions.
• Negative Sentiment: Zacks slightly lowered its FY2028 view to $6.14 (from $6.16), a small reduction to longer‑term growth expectations.

Pentair Trading Up 1.5%

Shares of NYSE:PNR opened at $91.87 on Friday. The stock has a 50 day moving average of $91.88 and a 200 day moving average of $100.59. The company has a market cap of $14.85 billion, a PE ratio of 23.20, a price-to-earnings-growth ratio of 1.63 and a beta of 1.25. The company has a current ratio of 1.61, a quick ratio of 0.95 and a debt-to-equity ratio of 0.42. Pentair plc has a 12-month low of $83.60 and a 12-month high of $113.95.

Pentair (NYSE:PNR) last announced 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. The company had revenue of $1.02 billion during the quarter, compared to the consensus estimate of $1.01 billion. Pentair had a return on equity of 21.79% and a net margin of 15.66%.The firm’s revenue was up 4.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.08 EPS. 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, equities research analysts expect that Pentair plc will post 5.34 EPS for the current year.

Pentair Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Friday, April 17th will be issued a $0.27 dividend. The ex-dividend date of this dividend is Friday, April 17th. This represents a $1.08 dividend on an annualized basis and a yield of 1.2%. Pentair’s payout ratio is currently 27.27%.

Insider Buying and Selling

In related news, EVP Philip M. Rolchigo sold 6,493 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $103.22, for a total value of $670,207.46. Following the transaction, the executive vice president directly owned 29,096 shares of the company’s stock, valued at approximately $3,003,289.12. The trade was a 18.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael T. Speetzen sold 7,000 shares of the business’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 value of $699,930.00. Following the completion of the transaction, the director directly owned 8,290 shares in the company, valued at approximately $828,917.10. This represents a 45.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.26% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on PNR. JPMorgan Chase & Co. cut their price target on Pentair from $132.00 to $124.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Robert W. Baird set a $117.00 price target on Pentair in a research note on Wednesday, February 4th. Weiss Ratings downgraded Pentair from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 8th. Barclays cut their price objective on Pentair from $102.00 to $95.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 1st. Finally, TD Cowen downgraded Pentair from a “buy” rating to a “market perform” rating in a research note on Monday, January 5th. Ten analysts have rated the stock with a Buy rating, two have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Pentair currently has an average rating of “Hold” and a consensus price target of $112.21.

Pentair Profile

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.