Healthcare of Ontario Pension Plan Trust Fund Has $1.84 Million Holdings in Pentair plc $PNR

Healthcare of Ontario Pension Plan Trust Fund trimmed its stake in Pentair plc (NYSE:PNR) by 28.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,082 shares of the industrial products company’s stock after selling 8,387 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Pentair were worth $1,836,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Hsbc Holdings PLC increased its stake in shares of Pentair by 1,459.8% in the first quarter. Hsbc Holdings PLC now owns 1,270,578 shares of the industrial products company’s stock valued at $110,617,000 after buying an additional 1,189,122 shares during the period. AQR Capital Management LLC boosted its holdings in Pentair by 43.0% in the third quarter. AQR Capital Management LLC now owns 1,472,500 shares of the industrial products company’s stock valued at $161,754,000 after acquiring an additional 442,534 shares during the last quarter. Morgan Stanley boosted its holdings in Pentair by 21.7% in the fourth quarter. Morgan Stanley now owns 2,474,549 shares of the industrial products company’s stock valued at $257,700,000 after acquiring an additional 441,878 shares during the last quarter. Squarepoint Ops LLC increased its position in Pentair by 210.8% during the 4th quarter. Squarepoint Ops LLC now owns 640,803 shares of the industrial products company’s stock valued at $66,733,000 after purchasing an additional 434,657 shares during the period. Finally, Ameriprise Financial Inc. increased its position in Pentair by 37.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,565,882 shares of the industrial products company’s stock valued at $160,751,000 after purchasing an additional 428,200 shares during the period. 92.37% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

PNR has been the topic of a number of analyst reports. Jefferies Financial Group set a $90.00 price objective on shares of Pentair in a research note on Wednesday, July 15th. Royal Bank Of Canada downgraded shares of Pentair from an “outperform” rating to a “sector perform” rating and lowered their target price for the stock from $101.00 to $74.00 in a research note on Wednesday, July 15th. Stifel Nicolaus restated a “hold” rating and issued a $65.00 target price (down from $103.00) on shares of Pentair in a report on Thursday, July 16th. Weiss Ratings cut shares of Pentair from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, May 11th. Finally, Barclays decreased their price target on Pentair from $95.00 to $92.00 and set an “equal weight” rating for the company in a report on Wednesday, April 29th. Eight analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $89.94.

Trending Headlines about Pentair

Here are the key news stories impacting Pentair this week:

• Neutral Sentiment: Pentair’s latest quarter included an adjusted EPS beat, but revenue declined 17% year over year and missed expectations. Management’s third-quarter EPS guidance of $1.05–$1.08 and the reduced full-year outlook appear to have reinforced concerns about slowing demand and weaker near-term operating performance.
• Neutral Sentiment: Analyst views are mixed: some commentary suggests Pentair may trade below fair value after the earnings reset, while Robert W. Baird lowered its expectations for the company’s stock price. This indicates potential valuation support but also reduced confidence in the earnings outlook. Robert W. Baird Has Lowered Expectations for Pentair Stock Price
• Negative Sentiment: Multiple law firms—including Howard G. Smith, Glancy Prongay Wolke & Rotter, Bleichmar Fonti & Auld, Robbins, Frank R. Cruz, Berger Montague, Pomerantz and Kirby McInerney—have announced or continued investigations into potential securities-law violations and alleged misconduct by Pentair or its executives. These announcements appear to stem from the company’s July 14 preliminary results and significant guidance reduction. The investigations are allegations, not findings of wrongdoing, but they add reputational and potential litigation risk. Pentair Securities Fraud Investigation
• Negative Sentiment: A newly highlighted risk related to Pentair’s Taco acquisition could create additional compliance, liability and financial obligations. Investors may view the possibility of underestimated deal-related risks as another source of pressure on future margins and cash flow. Pentair Taco Acquisition Compliance and Liability Risks

Pentair Price Performance

Shares of PNR opened at $65.46 on Friday. The firm has a market cap of $10.45 billion, a PE ratio of 16.45, a price-to-earnings-growth ratio of 1.51 and a beta of 1.03. Pentair plc has a 52-week low of $57.60 and a 52-week high of $113.95. The business’s 50 day moving average price is $71.55 and its two-hundred day moving average price is $84.91. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.19 and a current ratio of 1.45.

Pentair (NYSE:PNR) last announced its quarterly earnings data on Tuesday, July 28th. The industrial products company reported $1.14 EPS for the quarter, topping the consensus estimate of $1.12 by $0.02. The company had revenue of $932.60 million during the quarter, compared to the consensus estimate of $943.24 million. Pentair had a net margin of 16.24% and a return on equity of 20.62%. The company’s quarterly revenue was down 17.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.39 EPS. Pentair has set its Q3 2026 guidance at 1.050-1.080 EPS. On average, equities analysts anticipate that Pentair plc will post 4.65 EPS for the current year.

Pentair Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 24th. Pentair’s dividend payout ratio (DPR) is presently 27.14%.

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.