Marshall Financial Group LLC Lowers Stock Position in Pentair plc $PNR

Marshall Financial Group LLC cut its position in shares of Pentair plc (NYSE:PNR) by 81.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,972 shares of the industrial products company’s stock after selling 8,507 shares during the quarter. Marshall Financial Group LLC’s holdings in Pentair were worth $205,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Wexford Capital LP bought a new position in shares of Pentair during the 3rd quarter worth approximately $26,000. Richardson Financial Services Inc. boosted its stake in shares of Pentair by 64.9% in the 3rd quarter. Richardson Financial Services Inc. now owns 249 shares of the industrial products company’s stock worth $28,000 after buying an additional 98 shares during the last quarter. Root Financial Partners LLC bought a new position in shares of Pentair in the third quarter valued at approximately $41,000. CYBER HORNET ETFs LLC purchased a new stake in shares of Pentair during the second quarter valued at approximately $45,000. Finally, CoreCap Advisors LLC increased its position in shares of Pentair by 58.8% during the third quarter. CoreCap Advisors LLC now owns 405 shares of the industrial products company’s stock valued at $45,000 after acquiring an additional 150 shares during the last quarter. 92.37% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on PNR. Jefferies Financial Group reissued a “hold” rating on shares of Pentair in a research report on Wednesday, February 4th. Oppenheimer reaffirmed an “outperform” rating and set a $122.00 target price (down from $128.00) on shares of Pentair in a research report on Wednesday, February 4th. Wall Street Zen upgraded Pentair from a “hold” rating to a “buy” rating in a research note on Sunday, March 8th. JPMorgan Chase & Co. cut their price target on shares of Pentair from $132.00 to $124.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. Finally, Barclays set a $102.00 price target on shares of Pentair in a research report on Thursday, February 5th. Ten research analysts have rated the stock with a Buy rating, three have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $114.47.

Insider Transactions at Pentair

In other Pentair news, EVP Philip M. Rolchigo sold 6,493 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $103.22, for a total transaction of $670,207.46. Following the completion of the transaction, the executive vice president owned 29,096 shares in the company, valued at $3,003,289.12. This trade represents a 18.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Michael T. Speetzen sold 7,000 shares of Pentair stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $99.99, for a total transaction of $699,930.00. Following the completion of the transaction, the director owned 8,290 shares of the company’s stock, valued at $828,917.10. The trade was a 45.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is owned by company insiders.

Pentair Price Performance

Shares of NYSE PNR opened at $88.47 on Tuesday. The company has a current ratio of 1.61, a quick ratio of 0.95 and a debt-to-equity ratio of 0.42. The stock has a fifty day simple moving average of $98.94 and a two-hundred day simple moving average of $104.25. Pentair plc has a 1-year low of $74.25 and a 1-year high of $113.95. The firm has a market cap of $14.44 billion, a price-to-earnings ratio of 22.34, a price-to-earnings-growth ratio of 1.53 and a beta of 1.23.

Pentair (NYSE:PNR) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.01. Pentair had a return on equity of 21.79% and a net margin of 15.66%.The firm had revenue of $1.02 billion for the quarter, compared to analyst estimates of $1.01 billion. During the same period in the previous year, the company posted $1.08 earnings per share. The business’s revenue was up 4.9% on a year-over-year basis. Pentair has set its FY 2026 guidance at 5.250-5.400 EPS and its Q1 2026 guidance at 1.150-1.180 EPS. Analysts anticipate that Pentair plc will post 4.77 earnings per share for the current year.

Pentair Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 17th will be issued a dividend of $0.27 per share. 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 is 27.27%.

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.