Universal Beteiligungs und Servicegesellschaft mbH Decreases Stake in Pentair plc $PNR

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in Pentair by 6.8% in Q4, selling 12,256 shares and holding 168,410 shares (about 0.10% of the company) worth roughly $17.67 million at quarter-end.
• Pentair posted Q results with $1.18 EPS (beating by $0.01) and revenue of $1.02 billion (up 4.9% YoY), and set FY2026 guidance of $5.25–$5.40 EPS while the sell‑side consensus for the year is about $5.34.
• The company announced a quarterly dividend of $0.27 (1.2% yield), while insiders sold notable positions (EVP sold 6,493 shares; a director sold 7,000 shares), and analysts remain mixed with a consensus "Hold" and an average price target of $112.21.

Universal Beteiligungs und Servicegesellschaft mbH lowered its stake in shares of Pentair plc (NYSE:PNR - Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 168,410 shares of the industrial products company's stock after selling 12,256 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned 0.10% of Pentair worth $17,666,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of PNR. Wexford Capital LP purchased a new stake in shares of Pentair during the 3rd quarter worth approximately $26,000. Richardson Financial Services Inc. increased its stake in shares of Pentair by 64.9% during the 3rd quarter. Richardson Financial Services Inc. now owns 249 shares of the industrial products company's stock worth $28,000 after purchasing an additional 98 shares during the last quarter. Root Financial Partners LLC purchased a new stake in shares of Pentair during the 3rd quarter worth approximately $41,000. CoreCap Advisors LLC increased its stake in shares of Pentair by 58.8% during the 3rd quarter. CoreCap Advisors LLC now owns 405 shares of the industrial products company's stock worth $45,000 after purchasing an additional 150 shares during the last quarter. Finally, Clearstead Advisors LLC increased its stake in shares of Pentair by 86.4% during the 3rd quarter. Clearstead Advisors LLC now owns 440 shares of the industrial products company's stock worth $49,000 after purchasing an additional 204 shares during the last quarter. Hedge funds and other institutional investors own 92.37% of the company's stock.

Key Headlines Impacting Pentair

Here are the key news stories impacting Pentair this week:

• Positive Sentiment: Zacks raised FY2027 EPS to $5.80 (from $5.79) and nudged Q1 2027 and Q2 2027 estimates slightly higher (Q1 to $1.27, Q2 to $1.55), signaling modestly improved medium‑term earnings expectations.
• Positive Sentiment: Zacks increased its Q2 2026 estimate to $1.47 (from $1.46), another incremental upgrade to near‑term profit expectations that supports the more constructive tone on 2027.
• Neutral Sentiment: Zacks published an earnings preview that expects modest sales growth and steady margin trends but flagged a weak Earnings Surprise Prediction (ESP), highlighting some uncertainty into the upcoming Q1 report. PNR Gears Up to Report Q1 Earnings
• Negative Sentiment: Zacks cut its Q4 2026 estimate modestly (to $1.32 from $1.33) and trimmed Q1 2026 to $1.16 (from $1.17), reflecting minor near‑term downward revisions.
• Negative Sentiment: Zacks slightly lowered its FY2028 view to $6.14 (from $6.16), a small reduction to longer‑term growth expectations.

Pentair Stock Up 1.5%

PNR opened at $91.87 on Friday. The company has a 50 day moving average of $91.88 and a 200 day moving average of $100.66. The company has a market cap of $14.85 billion, a PE ratio of 23.20, a price-to-earnings-growth ratio of 1.63 and a beta of 1.25. Pentair plc has a 12 month low of $83.60 and a 12 month high of $113.95. 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 (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, topping the consensus estimate 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 revenue for the quarter was up 4.9% on a year-over-year basis. During the same period last 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. On average, sell-side analysts expect that Pentair plc will post 5.34 EPS for the current year.

Pentair Announces Dividend

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

Insider Activity at Pentair

In other Pentair news, 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 value of $670,207.46. Following the completion of the transaction, the executive vice president directly owned 29,096 shares of the company's stock, valued at $3,003,289.12. This trade represents a 18.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Michael T. Speetzen sold 7,000 shares of the firm's stock in a transaction on 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 transaction, the director directly owned 8,290 shares of the company's stock, valued at approximately $828,917.10. The trade was a 45.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.26% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages have recently issued reports on PNR. Stifel Nicolaus decreased their price target on shares of Pentair from $126.00 to $110.00 and set a "buy" rating for the company in a research note on Tuesday, April 14th. BNP Paribas Exane lowered shares of Pentair from a "hold" rating to a "strong sell" rating and set a $90.00 price target for the company. in a research note on Wednesday, January 7th. Royal Bank Of Canada set a $117.00 price target on shares of Pentair in a research note on Wednesday, February 4th. Robert W. Baird set a $117.00 price target on shares of Pentair in a research note on Wednesday, February 4th. Finally, Oppenheimer restated an "outperform" rating and set a $122.00 price target (down from $128.00) on shares of Pentair in a research note on Wednesday, February 4th. Ten analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $112.21.

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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