Valeo Financial Advisors LLC Takes Position in Pentair plc $PNR

Valeo Financial Advisors LLC bought a new position in Pentair plc (NYSE:PNR) during the second quarter, according to its most recent filing with the SEC. The firm bought 1,002,776 shares of the industrial products company’s stock, valued at approximately $102,945,000. Pentair makes up 2.2% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its 10th largest holding. Valeo Financial Advisors LLC owned approximately 0.61% of Pentair at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. First Horizon Advisors Inc. lifted its stake in shares of Pentair by 105.4% in the second quarter. First Horizon Advisors Inc. now owns 345 shares of the industrial products company’s stock valued at $35,000 after buying an additional 177 shares in the last quarter. Garde Capital Inc. bought a new stake in shares of Pentair during the second quarter worth about $41,000. North Star Investment Management Corp. raised its holdings in shares of Pentair by 91.5% in the 2nd quarter. North Star Investment Management Corp. now owns 404 shares of the industrial products company’s stock worth $41,000 after acquiring an additional 193 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in Pentair during the 2nd quarter valued at about $45,000. Finally, MUFG Securities EMEA plc bought a new stake in Pentair during the 2nd quarter worth approximately $50,000. Institutional investors and hedge funds own 92.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on PNR. Wall Street Zen upgraded Pentair from a “hold” rating to a “buy” rating in a report on Sunday. JPMorgan Chase & Co. increased their price target on Pentair from $116.00 to $126.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Jefferies Financial Group upgraded Pentair from a “hold” rating to a “buy” rating and raised their price objective for the company from $120.00 to $135.00 in a research note on Wednesday. Wolfe Research reiterated an “outperform” rating and issued a $135.00 target price on shares of Pentair in a research note on Tuesday, December 9th. Finally, Robert W. Baird set a $130.00 target price on shares of Pentair in a report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $121.07.

Insider Buying and Selling

In other news, Director T Michael Glenn sold 6,558 shares of the stock in a transaction 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 transaction, the director owned 31,192 shares in the company, valued at approximately $3,254,261.36. This represents a 17.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Robert P. Fishman sold 7,786 shares of Pentair stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $105.42, for a total transaction of $820,800.12. Following the completion of the transaction, the chief financial officer owned 63,164 shares of the company’s stock, valued at $6,658,748.88. This represents a 10.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.45% of the company’s stock.

Pentair Stock Up 0.1%

Shares of NYSE:PNR opened at $105.98 on Monday. Pentair plc has a 1 year low of $74.25 and a 1 year high of $113.95. The company has a market capitalization of $17.34 billion, a PE ratio of 26.90, a price-to-earnings-growth ratio of 2.04 and a beta of 1.21. The business has a fifty day moving average price of $106.96 and a two-hundred day moving average price of $105.76. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.46 and a quick ratio of 0.82.

Pentair (NYSE:PNR) last issued its quarterly earnings results on Tuesday, October 21st. The industrial products company reported $1.24 earnings per share for the quarter, topping analysts’ consensus estimates of $1.18 by $0.06. The company had revenue of $1.02 billion for the quarter, compared to the consensus estimate of $1 billion. Pentair had a net margin of 15.84% and a return on equity of 21.83%. The firm’s quarterly revenue was up 2.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.09 EPS. Pentair has set its Q4 2025 guidance at 1.110-1.160 EPS and its FY 2025 guidance at 4.850-4.900 EPS. Analysts forecast that Pentair plc will post 4.77 earnings per share for the current year.

Pentair Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 7th. Stockholders of record on Friday, October 24th were paid a dividend of $0.25 per share. The ex-dividend date was Friday, October 24th. This represents a $1.00 annualized dividend and a dividend yield of 0.9%. Pentair’s dividend payout ratio (DPR) is presently 25.38%.

Pentair Profile

Pentair plc provides various water solutions in the United States, Western Europe, China, Eastern Europe, Latin America, the Middle East, Southeast Asia, Australia, Canada, and Japan. The company operates through three segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles for fluid delivery, ion exchange, desalination, food and beverage, separation technologies in the oil and gas industry, residential and municipal wells, water treatment, wastewater solids handling, pressure boosting, circulation and transfer, fire suppression, flood control, agricultural irrigation, and crop spray in residential, commercial, and industrial markets.