Dimensional Fund Advisors LP Increases Stake in Pentair plc $PNR

Key Points

• Dimensional Fund Advisors LP has increased its stake in Pentair plc by 0.2%, owning 2,500,412 shares valued at $218.72 million as of the end of the first quarter.
• Analysts have revised target prices for Pentair, with Mizuho raising it to $122.00, reflecting positive sentiment as most ratings are "outperform" or "buy."
• Pentair's recent earnings report showed a 2.2% year-over-year revenue increase and an EPS of $1.39, exceeding estimates, while also forecasting 4.77 EPS for the current fiscal year.

Dimensional Fund Advisors LP raised its stake in shares of Pentair plc (NYSE:PNR - Free Report) by 0.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,500,412 shares of the industrial products company's stock after acquiring an additional 5,773 shares during the period. Dimensional Fund Advisors LP owned about 1.52% of Pentair worth $218,720,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Asset Management One Co. Ltd. lifted its stake in Pentair by 4.8% during the 1st quarter. Asset Management One Co. Ltd. now owns 75,337 shares of the industrial products company's stock valued at $6,590,000 after acquiring an additional 3,476 shares in the last quarter. Sequoia Financial Advisors LLC lifted its stake in Pentair by 31.5% during the 1st quarter. Sequoia Financial Advisors LLC now owns 4,453 shares of the industrial products company's stock valued at $390,000 after acquiring an additional 1,067 shares in the last quarter. Fifth Third Bancorp lifted its stake in Pentair by 6.6% during the 1st quarter. Fifth Third Bancorp now owns 4,075 shares of the industrial products company's stock valued at $356,000 after acquiring an additional 253 shares in the last quarter. GAMMA Investing LLC lifted its stake in Pentair by 14.0% during the 1st quarter. GAMMA Investing LLC now owns 3,964 shares of the industrial products company's stock valued at $347,000 after acquiring an additional 487 shares in the last quarter. Finally, Ritholtz Wealth Management lifted its stake in Pentair by 44.7% during the 1st quarter. Ritholtz Wealth Management now owns 3,031 shares of the industrial products company's stock valued at $265,000 after acquiring an additional 937 shares in the last quarter. 92.37% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on PNR. Robert W. Baird raised their price objective on Pentair from $107.00 to $121.00 and gave the company an "outperform" rating in a research note on Wednesday, July 23rd. JPMorgan Chase & Co. raised their price objective on Pentair from $113.00 to $116.00 and gave the company an "overweight" rating in a research note on Wednesday, July 23rd. Mizuho lifted their target price on Pentair from $118.00 to $122.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 23rd. Oppenheimer lifted their target price on Pentair from $118.00 to $120.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 23rd. Finally, Barclays lifted their target price on Pentair from $116.00 to $117.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Pentair presently has an average rating of "Moderate Buy" and an average target price of $114.36.

Pentair Stock Performance

Shares of NYSE PNR traded up $4.0520 during mid-day trading on Friday, reaching $108.4920. 1,257,989 shares of the company's stock were exchanged, compared to its average volume of 1,498,257. The firm has a market capitalization of $17.79 billion, a price-to-earnings ratio of 29.64, a price-to-earnings-growth ratio of 2.08 and a beta of 1.07. Pentair plc has a 52 week low of $74.25 and a 52 week high of $110.71. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.45 and a quick ratio of 0.84. The firm has a 50-day moving average price of $103.72 and a two-hundred day moving average price of $95.77.

Pentair (NYSE:PNR - Get Free Report) last announced its quarterly earnings data on Tuesday, July 22nd. The industrial products company reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.33 by $0.06. Pentair had a return on equity of 21.62% and a net margin of 14.86%.The company had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.12 billion. During the same quarter last year, the firm posted $1.22 EPS. The firm's revenue for the quarter was up 2.2% on a year-over-year basis. Pentair has set its Q3 2025 guidance at 1.160-1.20 EPS. FY 2025 guidance at 4.750-4.85 EPS. Analysts predict that Pentair plc will post 4.77 EPS for the current year.

About Pentair

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.