Bfsg LLC Takes $7.24 Million Position in Pentair plc $PNR

Key Points

• Bfsg LLC purchased a new 69,530‑share stake in Pentair (NYSE: PNR) in Q4, valued at approximately $7.24 million according to the firm's 13F filing.
• Several large institutions materially increased positions—Nordea (+173.6%), Ameriprise (+106.7%), Assenagon (+1,690.9%)—and institutional investors now own about 92.37% of the company.
• Insiders have been selling recently (Director Michael T. Speetzen sold 7,000 shares; EVP Philip M. Rolchigo sold 6,493), while analysts are mixed with a consensus "Hold" rating and a $113.33 consensus target price.

Bfsg LLC purchased a new stake in Pentair plc (NYSE:PNR - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 69,530 shares of the industrial products company's stock, valued at approximately $7,241,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in PNR. Nordea Investment Management AB raised its stake in Pentair by 173.6% during the 3rd quarter. Nordea Investment Management AB now owns 2,837,753 shares of the industrial products company's stock valued at $311,046,000 after purchasing an additional 1,800,669 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Pentair by 106.7% in the third quarter. Ameriprise Financial Inc. now owns 3,236,826 shares of the industrial products company's stock worth $358,521,000 after buying an additional 1,670,944 shares during the period. Valeo Financial Advisors LLC purchased a new position in shares of Pentair during the second quarter valued at $102,945,000. Assenagon Asset Management S.A. raised its position in Pentair by 1,690.9% during the fourth quarter. Assenagon Asset Management S.A. now owns 729,663 shares of the industrial products company's stock valued at $75,987,000 after buying an additional 688,921 shares during the period. Finally, 140 Summer Partners LP acquired a new position in Pentair during the third quarter valued at $60,752,000. Institutional investors and hedge funds own 92.37% of the company's stock.

Insider Activity at Pentair

In other Pentair news, Director Michael T. Speetzen sold 7,000 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $99.99, for a total value of $699,930.00. Following the completion of the sale, the director directly owned 8,290 shares of the company's stock, valued at $828,917.10. The trade was a 45.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Philip M. Rolchigo sold 6,493 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $103.22, for a total transaction of $670,207.46. Following the transaction, the executive vice president owned 29,096 shares in the company, valued at $3,003,289.12. This represents a 18.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 1.26% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on PNR. BNP Paribas Exane lowered 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. Robert W. Baird set a $117.00 target price on Pentair in a report on Wednesday, February 4th. Weiss Ratings lowered shares of Pentair from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday. Wall Street Zen raised shares of Pentair from a "hold" rating to a "buy" rating in a research report on Sunday, March 8th. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $125.00 price objective (down from $135.00) on shares of Pentair in a research note on Tuesday, March 31st. Ten analysts have rated the stock with a Buy rating, three have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $113.33.

Pentair Stock Performance

Shares of NYSE PNR opened at $90.50 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.61 and a quick ratio of 0.95. Pentair plc has a one year low of $77.71 and a one year high of $113.95. The business's 50-day moving average price is $93.89 and its two-hundred day moving average price is $102.21. The company has a market capitalization of $14.62 billion, a P/E ratio of 22.85, a price-to-earnings-growth ratio of 1.60 and a beta of 1.25.

Pentair (NYSE:PNR - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.18 earnings per share for the quarter, topping analysts' consensus estimates of $1.17 by $0.01. The company 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 business's quarterly revenue was up 4.9% on a year-over-year basis. During the same period last year, the business earned $1.08 EPS. Pentair has set its FY 2026 guidance at 5.250-5.400 EPS and its Q1 2026 guidance at 1.150-1.180 EPS. Analysts anticipate that Pentair plc will post 4.77 earnings per share for the current fiscal year.

Pentair Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 17th will be paid a $0.27 dividend. 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 payout ratio is 27.27%.

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.

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