NEOS Investment Management LLC Acquires New Position in Pentair plc $PNR

NEOS Investment Management LLC bought a new position in Pentair plc (NYSE:PNR) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 26,468 shares of the industrial products company’s stock, valued at approximately $331,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of PNR. Sivia Capital Partners LLC acquired a new position in Pentair during the 2nd quarter valued at approximately $222,000. American Century Companies Inc. increased its position in Pentair by 5.8% in the second quarter. American Century Companies Inc. now owns 9,350 shares of the industrial products company’s stock worth $960,000 after buying an additional 513 shares during the period. Cerity Partners LLC lifted its stake in Pentair by 27.2% in the second quarter. Cerity Partners LLC now owns 53,959 shares of the industrial products company’s stock valued at $5,539,000 after buying an additional 11,523 shares during the last quarter. Sei Investments Co. boosted its holdings in shares of Pentair by 54.7% during the second quarter. Sei Investments Co. now owns 76,469 shares of the industrial products company’s stock valued at $7,850,000 after acquiring an additional 27,053 shares during the period. Finally, Treasurer of the State of North Carolina boosted its holdings in shares of Pentair by 101.8% during the second quarter. Treasurer of the State of North Carolina now owns 338,368 shares of the industrial products company’s stock valued at $34,737,000 after acquiring an additional 170,707 shares during the period. 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 a number of analyst reports. Seaport Research Partners cut shares of Pentair from a “buy” rating to a “neutral” rating in a report on Wednesday, July 15th. Mizuho decreased their target price on shares of Pentair from $100.00 to $85.00 and set an “outperform” rating for the company in a research report on Tuesday, July 21st. Royal Bank Of Canada lowered shares of Pentair from an “outperform” rating to a “sector perform” rating and dropped their price target for the company from $101.00 to $74.00 in a research note on Wednesday, July 15th. Zacks Research cut Pentair from a “hold” rating to a “strong sell” rating in a report on Wednesday, August 12th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $81.00 price objective on shares of Pentair in a research report on Monday, July 27th. Eight analysts have rated the stock with a Buy rating, six have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, Pentair has an average rating of “Hold” and an average target price of $89.94.

Key Headlines Impacting Pentair

Here are the key news stories impacting Pentair this week:

• Neutral Sentiment: Investors who purchased Pentair securities during varying proposed class periods are being reminded that October 2, 2026 is the deadline to seek appointment as lead plaintiff. Multiple firms, including Pomerantz Pentair investor alert, are soliciting affected shareholders.
• Negative Sentiment: The lawsuits allege Pentair failed to disclose significant inventory destocking in its Pool channel, which allegedly hurt sales and operating income. The allegations have not been proven in court. Holzer Pentair investor alert
• Negative Sentiment: Investor alerts point to a sharp change in 2026 expectations: guidance reportedly moved from sales growth of 2%–4% and adjusted EPS of $5.30–$5.40 to a sales decline of 4%–7% and adjusted EPS of $4.60–$4.80 after the destocking issue surfaced. Pentair guidance investor alert
• Negative Sentiment: The concentration of announcements from several law firms increases near-term uncertainty around potential litigation costs, management credibility and additional disclosures, even though the releases do not establish liability or quantify damages.

Pentair Stock Down 2.6%

Pentair stock opened at $58.65 on Wednesday. The stock has a market cap of $9.36 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 1.54 and a beta of 1.02. The company has a current ratio of 1.45, a quick ratio of 0.76 and a debt-to-equity ratio of 0.43. The company’s 50-day moving average price is $66.41 and its two-hundred day moving average price is $77.40. Pentair plc has a 52 week low of $57.60 and a 52 week high of $113.95.

Pentair (NYSE:PNR) last issued its quarterly earnings results on Wednesday, July 29th. The industrial products company reported $1.14 earnings per share for the quarter, topping analysts’ consensus estimates of $1.12 by $0.02. The company had revenue of $932.60 million during the quarter, compared to analyst estimates of $943.24 million. Pentair had a net margin of 16.24% and a return on equity of 20.62%. The business’s revenue for the quarter was down 17.0% compared to the same quarter last year. During the same period in the prior year, the business posted $1.39 EPS. On average, analysts expect that Pentair plc will post 4.64 EPS for the current fiscal year.

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.