Healthcare of Ontario Pension Plan Trust Fund Sells 8,387 Shares of Pentair plc $PNR

Healthcare of Ontario Pension Plan Trust Fund lessened its position in Pentair plc (NYSE:PNR) by 28.5% in the first quarter, HoldingsChannel reports. The fund owned 21,082 shares of the industrial products company’s stock after selling 8,387 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Pentair were worth $1,836,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sivia Capital Partners LLC acquired a new stake in Pentair in the 2nd quarter valued at $222,000. American Century Companies Inc. raised its holdings in Pentair by 5.8% during the second quarter. American Century Companies Inc. now owns 9,350 shares of the industrial products company’s stock worth $960,000 after buying an additional 513 shares during the last quarter. Cerity Partners LLC raised its holdings in Pentair by 27.2% during the second quarter. Cerity Partners LLC now owns 53,959 shares of the industrial products company’s stock worth $5,539,000 after buying an additional 11,523 shares during the last quarter. Sei Investments Co. lifted its stake in shares of Pentair by 54.7% in the second quarter. Sei Investments Co. now owns 76,469 shares of the industrial products company’s stock valued at $7,850,000 after buying an additional 27,053 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in shares of Pentair by 101.8% in the second quarter. Treasurer of the State of North Carolina now owns 338,368 shares of the industrial products company’s stock valued at $34,737,000 after buying an additional 170,707 shares in the last quarter. Institutional investors own 92.37% of the company’s stock.

Pentair News Roundup

Here are the key news stories impacting Pentair this week:

• Neutral Sentiment: Pentair’s latest quarter included an adjusted EPS beat, but revenue declined 17% year over year and missed expectations. Management’s third-quarter EPS guidance of $1.05–$1.08 and the reduced full-year outlook appear to have reinforced concerns about slowing demand and weaker near-term operating performance.
• Neutral Sentiment: Analyst views are mixed: some commentary suggests Pentair may trade below fair value after the earnings reset, while Robert W. Baird lowered its expectations for the company’s stock price. This indicates potential valuation support but also reduced confidence in the earnings outlook. Robert W. Baird Has Lowered Expectations for Pentair Stock Price
• Negative Sentiment: Multiple law firms—including Howard G. Smith, Glancy Prongay Wolke & Rotter, Bleichmar Fonti & Auld, Robbins, Frank R. Cruz, Berger Montague, Pomerantz and Kirby McInerney—have announced or continued investigations into potential securities-law violations and alleged misconduct by Pentair or its executives. These announcements appear to stem from the company’s July 14 preliminary results and significant guidance reduction. The investigations are allegations, not findings of wrongdoing, but they add reputational and potential litigation risk. Pentair Securities Fraud Investigation
• Negative Sentiment: A newly highlighted risk related to Pentair’s Taco acquisition could create additional compliance, liability and financial obligations. Investors may view the possibility of underestimated deal-related risks as another source of pressure on future margins and cash flow. Pentair Taco Acquisition Compliance and Liability Risks

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Jefferies Financial Group set a $90.00 target price on shares of Pentair in a research report on Wednesday, July 15th. Royal Bank Of Canada cut shares of Pentair from an “outperform” rating to a “sector perform” rating and dropped their price target for the company from $101.00 to $74.00 in a research report on Wednesday, July 15th. Bank of America cut their price target on Pentair from $100.00 to $88.00 and set an “underperform” rating for the company in a research note on Monday, April 20th. Wolfe Research lowered Pentair from an “outperform” rating to a “peer perform” rating in a report on Thursday, July 9th. Finally, Barclays lowered their price objective on Pentair from $95.00 to $92.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 29th. Eight research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Pentair presently has an average rating of “Hold” and an average price target of $89.94.

Pentair Price Performance

PNR opened at $65.46 on Friday. Pentair plc has a 1 year low of $57.60 and a 1 year high of $113.95. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.45 and a quick ratio of 1.19. The company has a market capitalization of $10.45 billion, a price-to-earnings ratio of 16.45, a P/E/G ratio of 1.51 and a beta of 1.03. The firm’s fifty day moving average price is $71.55 and its two-hundred day moving average price is $84.91.

Pentair (NYSE:PNR) last announced its earnings results on Tuesday, July 28th. The industrial products company reported $1.14 EPS for the quarter, beating the consensus estimate of $1.12 by $0.02. Pentair had a net margin of 16.24% and a return on equity of 20.62%. The company had revenue of $932.60 million during the quarter, compared to the consensus estimate of $943.24 million. During the same quarter in the prior year, the company posted $1.39 earnings per share. The firm’s revenue for the quarter was down 17.0% on a year-over-year basis. Pentair has set its Q3 2026 guidance at 1.050-1.080 EPS. As a group, analysts anticipate that Pentair plc will post 4.65 earnings per share for the current fiscal year.

Pentair Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, July 24th. Pentair’s dividend payout ratio is presently 27.14%.

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.