Pentair plc $PNR Shares Bought by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. boosted its Pentair stake 13.1% in Q4 to 2,638,855 shares—about 1.61% of the company valued at $274.81 million.
• Analysts are mixed: the consensus rating is Hold with an average price target of $113.33 (10 Buys, 3 Holds, 3 Sells).
• Pentair slightly beat Q4 EPS and revenue, set FY2026 EPS guidance of 5.250–5.400, and declared a $0.27 quarterly dividend (1.2% yield); insiders have recently sold small positions.

Massachusetts Financial Services Co. MA boosted its holdings in shares of Pentair plc (NYSE:PNR - Free Report) by 13.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,638,855 shares of the industrial products company's stock after purchasing an additional 305,166 shares during the period. Massachusetts Financial Services Co. MA owned about 1.61% of Pentair worth $274,810,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Avanza Fonder AB lifted its position in Pentair by 142.1% during the fourth quarter. Avanza Fonder AB now owns 38,940 shares of the industrial products company's stock valued at $4,055,000 after purchasing an additional 22,858 shares during the period. Nordea Investment Management AB boosted its stake in shares of 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 worth $311,046,000 after acquiring an additional 1,800,669 shares in the last quarter. IMC Chicago LLC purchased a new stake in shares of Pentair during the 3rd quarter worth about $1,635,000. SG Americas Securities LLC boosted its stake in shares of Pentair by 624.2% during the 4th quarter. SG Americas Securities LLC now owns 362,648 shares of the industrial products company's stock worth $37,766,000 after acquiring an additional 312,574 shares in the last quarter. Finally, Envestnet Asset Management Inc. boosted its stake in shares of Pentair by 93.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 397,471 shares of the industrial products company's stock worth $44,024,000 after acquiring an additional 192,125 shares in the last quarter. 92.37% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

PNR has been the topic of several recent analyst reports. Citigroup lowered their target price on shares of Pentair from $126.00 to $120.00 and set a "buy" rating on the stock in a research note on Wednesday, February 4th. Weiss Ratings lowered shares of Pentair from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday. Jefferies Financial Group reissued a "buy" rating and set a $125.00 target price (down from $135.00) on shares of Pentair in a research note on Tuesday, March 31st. Wall Street Zen lowered shares of Pentair from a "buy" rating to a "hold" rating in a research note on Saturday. Finally, BNP Paribas Exane lowered shares of Pentair from a "hold" rating to a "strong sell" rating and set a $90.00 target price on the stock. in a research note on Wednesday, January 7th. Ten research analysts have rated the stock with a Buy rating, three have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $113.33.

Pentair Stock Down 0.4%

PNR stock opened at $90.11 on Friday. The company has a market cap of $14.56 billion, a price-to-earnings ratio of 22.76, a PEG ratio of 1.60 and a beta of 1.25. The company has a current ratio of 1.61, a quick ratio of 0.95 and a debt-to-equity ratio of 0.42. Pentair plc has a 12 month low of $77.71 and a 12 month high of $113.95. The firm has a 50-day moving average of $93.59 and a two-hundred day moving average of $102.01.

Pentair (NYSE:PNR - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $1.18 EPS for the quarter, beating 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 net margin of 15.66% and a return on equity of 21.79%. Pentair's quarterly revenue was up 4.9% on a year-over-year basis. During the same quarter in the prior year, the firm 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. As a group, analysts forecast that Pentair plc will post 4.77 earnings per share for the current fiscal year.

Pentair Announces Dividend

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

Insider Transactions at Pentair

In other Pentair news, EVP Philip M. Rolchigo sold 6,493 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $103.22, for a total value of $670,207.46. Following the completion of the sale, the executive vice president owned 29,096 shares in the company, valued at approximately $3,003,289.12. This represents a 18.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael T. Speetzen sold 7,000 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $99.99, for a total transaction of $699,930.00. Following the completion of the sale, the director owned 8,290 shares of the company's stock, valued at approximately $828,917.10. The trade was a 45.78% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.26% of the stock is currently owned by corporate insiders.

About Pentair

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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