Schroder Investment Management Group Grows Stake in Pentair plc $PNR

Key Points

• Schroder Investment Management Group boosted its stake in Pentair by 139.3% in Q3 to 686,058 shares (about 0.42% of the company) worth $75.2M, while other institutions like Nordea also made large additions, leaving institutional ownership at roughly 92.37%.
• Analyst coverage is mixed — 10 Buys, 3 Holds and 3 Sells — with MarketBeat showing an average rating of "Hold" and an average price target of $114.47.
• Pentair slightly beat quarterly EPS estimates ($1.18 vs. $1.17), issued FY2026 guidance of $5.25–$5.40 EPS, and declared a $0.27 quarterly dividend (annualized $1.08, ~1.2% yield).

Schroder Investment Management Group boosted its stake in shares of Pentair plc (NYSE:PNR - Free Report) by 139.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 686,058 shares of the industrial products company's stock after acquiring an additional 399,399 shares during the quarter. Schroder Investment Management Group owned about 0.42% of Pentair worth $75,219,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Nordea Investment Management AB grew its position in Pentair by 173.6% in 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 acquiring an additional 1,800,669 shares during the last quarter. IMC Chicago LLC bought a new stake in shares of Pentair during the third quarter worth $1,635,000. Envestnet Asset Management Inc. lifted its position in shares of Pentair by 93.6% during the third quarter. Envestnet Asset Management Inc. now owns 397,471 shares of the industrial products company's stock worth $44,024,000 after purchasing an additional 192,125 shares during the last quarter. Truist Financial Corp boosted its stake in shares of Pentair by 287.4% during the third quarter. Truist Financial Corp now owns 58,548 shares of the industrial products company's stock valued at $6,485,000 after purchasing an additional 43,433 shares during the period. Finally, Clean Energy Transition LLP boosted its stake in shares of Pentair by 26.7% during the third quarter. Clean Energy Transition LLP now owns 313,005 shares of the industrial products company's stock valued at $34,668,000 after purchasing an additional 66,036 shares during the period. 92.37% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Wall Street Zen raised shares of Pentair from a "hold" rating to a "buy" rating in a research note on Sunday. Oppenheimer reissued an "outperform" rating and issued a $122.00 price objective (down from $128.00) on shares of Pentair in a research report on Wednesday, February 4th. Weiss Ratings restated a "buy (b-)" rating on shares of Pentair in a research note on Thursday, January 22nd. TD Cowen downgraded shares of Pentair from a "buy" rating to a "market perform" rating in a research note on Monday, January 5th. Finally, Royal Bank Of Canada set a $117.00 price target on Pentair in a report on Wednesday, February 4th. Ten investment analysts have rated the stock with a Buy rating, three have given a Hold rating and three have given a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $114.47.

Insider Buying and Selling at Pentair

In related news, EVP Philip M. Rolchigo sold 6,493 shares of the company's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $103.22, for a total transaction of $670,207.46. Following the completion of the sale, the executive vice president directly owned 29,096 shares in the company, valued at $3,003,289.12. This represents a 18.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Michael T. Speetzen sold 7,000 shares of Pentair stock in a transaction dated 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 transaction, the director owned 8,290 shares in the company, valued at $828,917.10. This trade represents a 45.78% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.45% of the stock is currently owned by company insiders.

Pentair Trading Down 2.2%

NYSE PNR opened at $90.15 on Wednesday. Pentair plc has a one year low of $74.25 and a one year high of $113.95. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.95 and a current ratio of 1.61. The company has a market capitalization of $14.72 billion, a price-to-earnings ratio of 22.77, a price-to-earnings-growth ratio of 1.63 and a beta of 1.23. The company's 50-day simple moving average is $101.60 and its two-hundred day simple moving average is $105.50.

Pentair (NYSE:PNR - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $1.18 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.01. Pentair had a net margin of 15.66% and a return on equity of 21.79%. The firm had revenue of $1.02 billion during the quarter, compared to analysts' expectations of $1.01 billion. During the same quarter in the prior year, the company earned $1.08 EPS. The company's revenue was up 4.9% compared to the same quarter last year. Pentair has set its FY 2026 guidance at 5.250-5.400 EPS and its Q1 2026 guidance at 1.150-1.180 EPS. Equities analysts forecast that Pentair plc will post 4.77 EPS for the current fiscal year.

Pentair Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 17th will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, April 17th. Pentair's dividend payout ratio (DPR) is 27.27%.

Pentair 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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