Corient Private Wealth LP Makes New Investment in Pentair plc $PNR

Key Points

• Corient Private Wealth initiated a Pentair position in the second quarter, purchasing 19,505 shares valued at approximately $244,000. Institutional investors collectively own 92.37% of Pentair’s outstanding stock.
• Analyst sentiment is mixed: nine analysts rate Pentair a Buy, five a Hold, and four a Sell, resulting in a consensus “Hold” rating and an average price target of $87.19.
• Pentair’s latest quarter showed adjusted strength but weaker operations: EPS of $1.14 beat estimates, while revenue fell 17% year over year to $932.6 million. The company declared a quarterly dividend of $0.27, equivalent to a 2.0% yield.

Corient Private Wealth LP purchased a new position in Pentair plc (NYSE:PNR - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 19,505 shares of the industrial products company's stock, valued at approximately $244,000.

Other hedge funds also recently bought and sold shares of the company. Revisor Wealth Management LLC grew its stake in shares of Pentair by 3.4% in the 1st quarter. Revisor Wealth Management LLC now owns 5,520 shares of the industrial products company's stock worth $481,000 after buying an additional 184 shares in the last quarter. Inspire Investing LLC increased its holdings in shares of Pentair by 7.1% in the 1st quarter. Inspire Investing LLC now owns 2,825 shares of the industrial products company's stock worth $246,000 after buying an additional 188 shares during the last quarter. CI Investments Inc. raised its position in shares of Pentair by 8.5% during the 1st quarter. CI Investments Inc. now owns 2,657 shares of the industrial products company's stock valued at $231,000 after buying an additional 209 shares in the last quarter. Patton Fund Management Inc. raised its position in shares of Pentair by 10.9% during the 1st quarter. Patton Fund Management Inc. now owns 2,427 shares of the industrial products company's stock valued at $211,000 after buying an additional 238 shares in the last quarter. Finally, Investment Research Partners LLC lifted its holdings in shares of Pentair by 8.9% in the 4th quarter. Investment Research Partners LLC now owns 3,043 shares of the industrial products company's stock valued at $317,000 after acquiring an additional 249 shares during the last quarter. Hedge funds and other institutional investors own 92.37% of the company's stock.

Wall Street Analyst Weigh In

PNR has been the subject of several recent research reports. Mizuho dropped their price target on Pentair from $100.00 to $85.00 and set an "outperform" rating for the company in a research report on Tuesday, July 21st. Robert W. Baird decreased their price objective on Pentair from $83.00 to $80.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 29th. Wolfe Research raised Pentair from a "peer perform" rating to an "outperform" rating and set a $91.00 price objective for the company in a research note on Tuesday, September 15th. Weiss Ratings cut Pentair from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, August 3rd. Finally, Seaport Research Partners downgraded Pentair from a "buy" rating to a "neutral" rating in a research report on Wednesday, July 15th. Nine analysts have rated the stock with a Buy rating, five have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $87.19.

Pentair Stock Performance

PNR stock opened at $53.02 on Monday. The company has a quick ratio of 0.76, a current ratio of 1.45 and a debt-to-equity ratio of 0.43. The business's fifty day simple moving average is $60.99 and its two-hundred day simple moving average is $72.21. Pentair plc has a twelve month low of $51.81 and a twelve month high of $113.95. The firm has a market cap of $8.46 billion, a price-to-earnings ratio of 13.32, a PEG ratio of 1.35 and a beta of 1.04.

Pentair (NYSE:PNR - Get Free Report) last issued its earnings results on Wednesday, July 29th. The industrial products company reported $1.14 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.12 by $0.02. The firm had revenue of $932.60 million during the quarter, compared to analyst estimates of $943.24 million. Pentair had a net margin of 16.24% and a return on equity of 20.62%. The business's revenue was down 17.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.39 earnings per share. Analysts predict that Pentair plc will post 4.64 earnings per share for the current year.

Pentair Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 6th. Shareholders of record on Friday, October 23rd will be issued a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Friday, October 23rd. Pentair's dividend payout ratio is currently 27.14%.

Key Stories Impacting Pentair

Here are the key news stories impacting Pentair this week:

• Positive Sentiment: Pentair completed its $1.4 billion acquisition of Taco Group Holdings, a provider of hydronic and water-based solutions. Management said the transaction should accelerate growth, broaden Pentair’s smart and sustainable water-solutions portfolio, and create additional exposure to complementary markets. The acquisition could support long-term revenue growth, although investors will monitor financing, integration costs, and the deal’s effect on earnings. Pentair Completes Acquisition of Taco Group Holdings
• Neutral Sentiment: Several law firms issued investor notices ahead of the October 2 deadline for selecting a lead plaintiff in a federal securities class action against Pentair. The notices largely repeat the same underlying case and do not represent a new court finding or determination of wrongdoing. Pentair Securities Class Action Deadline Alert
• Negative Sentiment: Litigation remains the largest near-term overhang. The lawsuit alleges securities-law violations by Pentair and certain officers on behalf of investors who purchased shares during periods including April 28 through July 14, 2026. Potential legal costs, settlement exposure, and continued uncertainty could pressure the stock, although the allegations remain unproven. Pentair Investor Class Action Announcement
• Negative Sentiment: Analysts are anticipating a double-digit year-over-year decline in Pentair’s upcoming quarterly earnings. That outlook reinforces concerns about slowing operating performance and may limit the positive impact of the Taco transaction until management provides evidence of improving results. What to Expect From Pentair’s Next Quarterly Earnings Report

About Pentair

Pentair plc NYSE: PNR is a water treatment and fluid management company that develops products and solutions for residential, commercial, industrial, and municipal customers. Its offerings are designed to help move, treat, filter, control, and conserve water across a range of applications.

The company's products include pool pumps, filters, heaters, cleaners, lighting, automation systems, and related equipment, as well as water softeners, filtration systems, pumps, valves, controls, and other water-treatment technologies.

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