Yousif Capital Management LLC Trims Position in Pentair plc $PNR

Yousif Capital Management LLC trimmed its position in shares of Pentair plc (NYSE:PNR) by 5.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 95,490 shares of the industrial products company’s stock after selling 5,074 shares during the period. Yousif Capital Management LLC’s holdings in Pentair were worth $10,577,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of PNR. State Street Corp increased its stake 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 buying an additional 501,506 shares in the last quarter. Amundi lifted its position in shares of Pentair by 13.6% in the first quarter. Amundi now owns 4,974,612 shares of the industrial products company’s stock valued at $412,033,000 after acquiring an additional 594,989 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Pentair by 19.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,129,805 shares of the industrial products company’s stock worth $361,275,000 after acquiring an additional 661,154 shares during the period. Massachusetts Financial Services Co. MA grew its position in shares of Pentair by 6.5% during the second quarter. Massachusetts Financial Services Co. MA now owns 2,183,831 shares of the industrial products company’s stock worth $224,192,000 after purchasing an additional 133,057 shares in the last quarter. Finally, ProShare Advisors LLC raised its stake in Pentair by 9.5% during the 2nd quarter. ProShare Advisors LLC now owns 1,844,943 shares of the industrial products company’s stock valued at $189,402,000 after purchasing an additional 159,438 shares during the period. Institutional investors own 92.37% of the company’s stock.

Pentair Trading Up 0.2%

PNR stock opened at $105.53 on Wednesday. The firm has a fifty day moving average price of $106.17 and a 200 day moving average price of $106.01. Pentair plc has a fifty-two week low of $74.25 and a fifty-two week high of $113.95. The firm has a market cap of $17.27 billion, a PE ratio of 26.78, a price-to-earnings-growth ratio of 2.03 and a beta of 1.21. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.82 and a current ratio of 1.46.

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

Pentair Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 23rd will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, January 23rd. This is a positive change from Pentair’s previous quarterly dividend of $0.25. Pentair’s payout ratio is 25.38%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on PNR shares. JPMorgan Chase & Co. upped their price target on Pentair from $116.00 to $126.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. Royal Bank Of Canada boosted their target price on shares of Pentair from $121.00 to $124.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Barclays lowered shares of Pentair from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $127.00 to $115.00 in a research report on Thursday, December 4th. Jefferies Financial Group raised shares of Pentair from a “hold” rating to a “buy” rating and raised their target price for the company from $120.00 to $135.00 in a research note on Wednesday, December 10th. Finally, Citigroup boosted their price target on shares of Pentair from $126.00 to $133.00 and gave the stock a “buy” rating in a research note on Thursday, October 9th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $121.07.

Insider Activity

In other Pentair news, CFO Robert P. Fishman sold 7,786 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $105.42, for a total transaction of $820,800.12. Following the sale, the chief financial officer directly owned 63,164 shares of the company’s stock, valued at $6,658,748.88. The trade was a 10.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director T Michael Glenn sold 6,558 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $104.33, for a total value of $684,196.14. Following the sale, the director owned 31,192 shares in the company, valued at approximately $3,254,261.36. This trade represents a 17.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.45% of the company’s stock.

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.