Yousif Capital Management LLC Cuts Stake in Pentair plc $PNR

Yousif Capital Management LLC cut its position in Pentair plc (NYSE:PNR) by 5.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 95,490 shares of the industrial products company’s stock after selling 5,074 shares during the period. Yousif Capital Management LLC owned approximately 0.06% of Pentair worth $10,577,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Neuberger Berman Group LLC increased its holdings in shares of Pentair by 40.0% in the 2nd quarter. Neuberger Berman Group LLC now owns 52,886 shares of the industrial products company’s stock worth $5,429,000 after purchasing an additional 15,105 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Pentair by 19.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,129,805 shares of the industrial products company’s stock valued at $361,275,000 after purchasing an additional 661,154 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in shares of Pentair during the second quarter valued at $380,000. Vinva Investment Management Ltd increased its holdings in Pentair by 191.1% in the 2nd quarter. Vinva Investment Management Ltd now owns 11,151 shares of the industrial products company’s stock worth $1,155,000 after buying an additional 7,321 shares in the last quarter. Finally, Chicago Partners Investment Group LLC purchased a new position in Pentair in the 2nd quarter worth about $336,000. Institutional investors own 92.37% of the company’s stock.

Pentair Stock Performance

Shares of NYSE PNR opened at $105.53 on Wednesday. Pentair plc has a 12-month low of $74.25 and a 12-month high of $113.95. The firm has a market capitalization of $17.27 billion, a price-to-earnings ratio of 26.78, a price-to-earnings-growth ratio of 2.03 and a beta of 1.21. The company has a current ratio of 1.46, a quick ratio of 0.82 and a debt-to-equity ratio of 0.42. The firm has a 50 day moving average of $106.17 and a 200 day moving average of $106.01.

Pentair (NYSE:PNR) last issued its quarterly earnings results on Tuesday, October 21st. The industrial products company reported $1.24 earnings per share for the quarter, topping the consensus estimate of $1.18 by $0.06. Pentair had a net margin of 15.84% and a return on equity of 21.83%. The business had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $1 billion. During the same quarter last year, the company posted $1.09 EPS. The company’s revenue was up 2.9% compared to the same quarter last year. Pentair has set its Q4 2025 guidance at 1.110-1.160 EPS and its FY 2025 guidance at 4.850-4.900 EPS. On average, research analysts anticipate that Pentair plc will post 4.77 earnings per share for the current year.

Pentair Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 23rd will be given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 1.0%. This is a boost from Pentair’s previous quarterly dividend of $0.25. The ex-dividend date is Friday, January 23rd. Pentair’s dividend payout ratio (DPR) is presently 25.38%.

Insider Activity

In other news, CFO Robert P. Fishman sold 7,786 shares of Pentair stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $105.42, for a total transaction of $820,800.12. Following the transaction, the chief financial officer directly owned 63,164 shares of the company’s stock, valued at $6,658,748.88. The trade was a 10.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director T Michael Glenn sold 6,558 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $104.33, for a total value of $684,196.14. Following the transaction, the director owned 31,192 shares of the company’s stock, valued at approximately $3,254,261.36. This trade represents a 17.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 1.45% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on PNR. UBS Group upped their target price on shares of Pentair from $120.00 to $124.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Pentair in a report on Wednesday, October 8th. Wolfe Research restated an “outperform” rating and issued a $135.00 target price on shares of Pentair in a report on Tuesday, December 9th. Wall Street Zen raised shares of Pentair from a “hold” rating to a “buy” rating in a research report on Sunday, December 14th. Finally, Citigroup boosted their target price on shares of Pentair from $126.00 to $133.00 and gave the company a “buy” rating in a research note on Thursday, October 9th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $121.07.

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.