Wellington Management Group LLP Boosts Holdings in Pentair plc $PNR

Wellington Management Group LLP increased its stake in shares of Pentair plc (NYSE:PNR) by 277.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,370 shares of the industrial products company’s stock after acquiring an additional 35,568 shares during the quarter. Wellington Management Group LLP’s holdings in Pentair were worth $3,708,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Annis Gardner Whiting Capital Advisors LLC boosted its stake in Pentair by 71.4% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 252 shares of the industrial products company’s stock valued at $26,000 after acquiring an additional 105 shares in the last quarter. Wexford Capital LP purchased a new position in shares of Pentair during the third quarter worth about $26,000. Motiv8 Investments LLC acquired a new stake in shares of Pentair during the fourth quarter worth about $27,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Pentair during the fourth quarter worth about $43,000. Finally, Park Square Financial Group LLC lifted its holdings in shares of Pentair by 502.8% in the 4th quarter. Park Square Financial Group LLC now owns 434 shares of the industrial products company’s stock valued at $44,000 after purchasing an additional 362 shares during the last quarter. 92.37% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Pentair

Here are the key news stories impacting Pentair this week:

• Negative Sentiment: The lawsuits allege that Pentair failed to disclose significant inventory destocking in its Pool sales channel, which allegedly hurt sales and operating income. The allegations have not been proven in court. Holzer & Holzer Pentair investor alert
• Negative Sentiment: Investor notices say Pentair cut its 2026 outlook from expected sales growth of 2% to 4% and adjusted EPS of $5.30 to $5.40 to projected sales declines of 4% to 7% and adjusted EPS of $4.60 to $4.80 after the destocking issue surfaced. Pentair shareholder outlook alert
• Negative Sentiment: Multiple law firms, including Robbins Geller, Kaplan Fox, Hagens Berman and Levi & Korsinsky, are soliciting investors to seek lead-plaintiff status. The expanded claims cover periods beginning as early as March 11, 2025, while several notices identify an October 2, 2026 deadline. The litigation creates potential legal costs, reputational damage and uncertainty over management accountability. Robbins Geller Pentair class action deadline
• Negative Sentiment: The reported operational deterioration already contributed to a sharp one-session selloff, and PNR is trading well below its 50-day and 200-day moving averages, signaling continued investor concern about demand visibility and the credibility of prior disclosures. Pentair shares plunge after Pool channel destocking

Pentair Price Performance

Shares of PNR opened at $57.57 on Thursday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.76 and a current ratio of 1.45. Pentair plc has a fifty-two week low of $57.36 and a fifty-two week high of $113.95. The firm has a 50-day simple moving average of $66.03 and a 200-day simple moving average of $77.10. The company has a market capitalization of $9.19 billion, a price-to-earnings ratio of 14.46, a price-to-earnings-growth ratio of 1.49 and a beta of 1.02.

Pentair (NYSE:PNR) last issued its quarterly earnings results on Wednesday, July 29th. The industrial products company reported $1.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.12 by $0.02. The firm had revenue of $932.60 million for the quarter, compared to analysts’ expectations of $943.24 million. Pentair had a return on equity of 20.62% and a net margin of 16.24%.The firm’s revenue for the quarter was down 17.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.39 EPS. On average, equities research analysts anticipate that Pentair plc will post 4.64 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on PNR shares. Mizuho decreased their target price on Pentair from $100.00 to $85.00 and set an “outperform” rating for the company in a research report on Tuesday, July 21st. Weiss Ratings cut Pentair from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, August 3rd. Stifel Nicolaus reissued a “hold” rating and issued a $65.00 price objective (down from $103.00) on shares of Pentair in a report on Thursday, July 16th. Royal Bank Of Canada lowered 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 report on Wednesday, July 15th. Finally, Oppenheimer cut their target price on shares of Pentair from $115.00 to $94.00 and set an “outperform” rating on the stock in a report on Thursday, July 16th. Eight research analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $89.94.

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.