Dimensional Fund Advisors LP Cuts Holdings in Pentair plc $PNR

Dimensional Fund Advisors LP lowered its stake in Pentair plc (NYSE:PNR) by 6.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,301,955 shares of the industrial products company’s stock after selling 157,821 shares during the period. Dimensional Fund Advisors LP owned about 1.41% of Pentair worth $254,949,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cresset Asset Management LLC increased its stake in shares of Pentair by 10.0% during the third quarter. Cresset Asset Management LLC now owns 102,652 shares of the industrial products company’s stock worth $11,370,000 after buying an additional 9,314 shares during the period. CI Investments Inc. lifted its stake in Pentair by 5.5% in the third quarter. CI Investments Inc. now owns 2,449 shares of the industrial products company’s stock worth $271,000 after acquiring an additional 128 shares during the last quarter. Focus Partners Advisor Solutions LLC grew its holdings in Pentair by 27.4% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 4,251 shares of the industrial products company’s stock worth $467,000 after acquiring an additional 914 shares in the last quarter. Fisher Asset Management LLC grew its holdings in Pentair by 21.5% during the 3rd quarter. Fisher Asset Management LLC now owns 113,869 shares of the industrial products company’s stock worth $12,612,000 after acquiring an additional 20,142 shares in the last quarter. Finally, Arete Wealth Advisors LLC purchased a new stake in shares of Pentair in the 3rd quarter valued at approximately $321,000. Hedge funds and other institutional investors own 92.37% of the company’s stock.

Pentair Trading Down 3.9%

PNR opened at $92.25 on Friday. The firm has a market cap of $15.06 billion, a price-to-earnings ratio of 23.30, a price-to-earnings-growth ratio of 1.70 and a beta of 1.23. Pentair plc has a 52 week low of $74.25 and a 52 week high of $113.95. The business’s 50 day moving average is $102.18 and its two-hundred day moving average is $105.72. The company has a quick ratio of 0.95, a current ratio of 1.61 and a debt-to-equity ratio of 0.42.

Pentair (NYSE:PNR) last posted its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.01. The business 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 company’s revenue was up 4.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.08 earnings per share. Pentair has set its FY 2026 guidance at 5.250-5.400 EPS and its Q1 2026 guidance at 1.150-1.180 EPS. On average, research analysts predict that Pentair plc will post 4.77 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 paid a dividend of $0.27 per share. The ex-dividend date is Friday, April 17th. This represents a $1.08 dividend on an annualized basis and a yield of 1.2%. Pentair’s dividend payout ratio is currently 27.27%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Oppenheimer reiterated an “outperform” rating and set a $122.00 target price (down from $128.00) on shares of Pentair in a research note on Wednesday, February 4th. Wall Street Zen downgraded Pentair from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. BNP Paribas Exane cut 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. Barclays set a $102.00 price objective on Pentair in a report on Thursday, February 5th. Finally, Citigroup cut their target price on Pentair from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Ten investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $114.47.

Insider Buying and Selling at Pentair

In other news, EVP Philip M. Rolchigo sold 6,493 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $103.22, for a total value of $670,207.46. Following the completion of the sale, the executive vice president directly owned 29,096 shares of the company’s stock, valued at approximately $3,003,289.12. This represents a 18.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael T. Speetzen sold 7,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at $828,917.10. This trade represents a 45.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

Pentair Company 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.