Dimensional Fund Advisors LP Has $195.62 Million Holdings in Pentair plc $PNR

Dimensional Fund Advisors LP cut its holdings in shares of Pentair plc (NYSE:PNRFree Report) by 2.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,245,987 shares of the industrial products company’s stock after selling 59,840 shares during the period. Dimensional Fund Advisors LP’s holdings in Pentair were worth $195,623,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Wexford Capital LP bought a new position in Pentair in the 3rd quarter valued at $26,000. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of Pentair by 71.4% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 252 shares of the industrial products company’s stock worth $26,000 after purchasing an additional 105 shares during the last quarter. Motiv8 Investments LLC acquired a new stake in shares of Pentair in the fourth quarter valued at $27,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Pentair in the fourth quarter valued at $43,000. Finally, Intesa Sanpaolo Wealth Management bought a new position in shares of Pentair in the fourth quarter valued at about $44,000. 92.37% of the stock is owned by institutional investors and hedge funds.

Pentair Stock Up 1.4%

Shares of NYSE PNR opened at $62.94 on Friday. Pentair plc has a 1 year low of $57.60 and a 1 year high of $113.95. The firm’s 50-day moving average is $72.36 and its 200-day moving average is $86.20. The company has a current ratio of 1.88, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $10.17 billion, a PE ratio of 15.43, a price-to-earnings-growth ratio of 1.32 and a beta of 1.03.

Pentair (NYSE:PNRGet Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The industrial products company reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Pentair had a net margin of 15.98% and a return on equity of 21.92%. The business had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.03 billion. During the same period in the previous year, the firm posted $1.11 earnings per share. Pentair’s revenue for the quarter was up 2.6% compared to the same quarter last year. Equities analysts expect that Pentair plc will post 4.78 EPS for the current year.

Pentair Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be given a dividend of $0.27 per share. The ex-dividend date is Friday, July 24th. This represents a $1.08 annualized dividend and a dividend yield of 1.7%. Pentair’s payout ratio is presently 26.47%.

Key Headlines Impacting Pentair

Here are the key news stories impacting Pentair this week:

  • Positive Sentiment: No major positive company-specific catalysts were reported in the last 24-36 hours.
  • Neutral Sentiment: Several law firms, including Robbins LLP, Pomerantz, Johnson Fistel, Hagens Berman, and Frank R. Cruz’s firm, announced or continued investigations into possible securities-law violations and fiduciary-duty breaches at Pentair. These notices may add headline risk, but they are investigations rather than filed findings of wrongdoing. Article Title
  • Neutral Sentiment: One report noted Pentair’s July earnings reset, including a reduced FY2026 adjusted EPS midpoint from about $5.35 to $4.70, which helps explain why sentiment has deteriorated. Article Title
  • Neutral Sentiment: A pre-earnings preview suggested weaker Q2 results due to pool-channel destocking and softer demand, though Flow and Water Solutions were expected to hold up better. Article Title
  • Neutral Sentiment: Mizuho also issued a pessimistic forecast for Pentair, adding to bearish expectations around the shares. Article Title

Analysts Set New Price Targets

PNR has been the topic of a number of research analyst reports. Stifel Nicolaus reissued a “hold” rating and set a $65.00 price objective (down from $103.00) on shares of Pentair in a report on Thursday, July 16th. Bank of America dropped their target price on shares of Pentair from $100.00 to $88.00 and set an “underperform” rating for the company in a research note on Monday, April 20th. Barclays reduced their target price on shares of Pentair from $95.00 to $92.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 29th. Seaport Research Partners cut shares of Pentair from a “buy” rating to a “neutral” rating in a research note on Wednesday, July 15th. Finally, TD Cowen lowered their price target on shares of Pentair from $90.00 to $75.00 and set a “sell” rating for the company in a report on Wednesday, April 29th. Seven equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Pentair presently has an average rating of “Hold” and a consensus price target of $91.40.

Get Our Latest Stock Analysis on PNR

Pentair Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Pentair (NYSE:PNR)

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