NEOS Investment Management LLC Acquires Shares of 26,468 Pentair plc $PNR

NEOS Investment Management LLC bought a new position in Pentair plc (NYSE:PNR) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 26,468 shares of the industrial products company’s stock, valued at approximately $331,000.

A number of other large investors have also modified their holdings of the stock. Handelsbanken Fonder AB raised its stake in shares of Pentair by 77.7% during the fourth quarter. Handelsbanken Fonder AB now owns 181,061 shares of the industrial products company’s stock valued at $18,856,000 after purchasing an additional 79,197 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in shares of Pentair in the fourth quarter valued at $10,099,000. Tredje AP fonden acquired a new stake in Pentair during the 4th quarter valued at $2,246,000. Fjarde AP Fonden Fourth Swedish National Pension Fund purchased a new stake in Pentair during the 4th quarter worth $4,174,000. Finally, Gotham Asset Management LLC increased its stake in Pentair by 27.0% during the 4th quarter. Gotham Asset Management LLC now owns 491,817 shares of the industrial products company’s stock worth $51,218,000 after buying an additional 104,674 shares during the period. Institutional investors and hedge funds own 92.37% of the company’s stock.

Key Pentair News

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.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Oppenheimer decreased their price objective on shares of Pentair from $115.00 to $94.00 and set an “outperform” rating for the company in a research report on Thursday, July 16th. Weiss Ratings cut Pentair from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, August 3rd. TD Cowen reduced their price target on Pentair from $75.00 to $65.00 and set a “sell” rating for the company in a report on Wednesday, July 29th. Zacks Research lowered Pentair from a “hold” rating to a “strong sell” rating in a research note on Wednesday, August 12th. Finally, Robert W. Baird dropped their price objective on Pentair from $83.00 to $80.00 and set an “outperform” rating on the stock in a report on Wednesday, July 29th. Eight investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Pentair presently has an average rating of “Hold” and a consensus price target of $89.94.

Pentair Price Performance

PNR opened at $58.65 on Wednesday. The company has a market capitalization of $9.36 billion, a P/E ratio of 14.74, a PEG ratio of 1.54 and a beta of 1.02. The company has a 50-day moving average of $66.41 and a 200-day moving average of $77.40. 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 1-year low of $57.60 and a 1-year high of $113.95.

Pentair (NYSE:PNR) last issued its quarterly earnings results on Wednesday, July 29th. The industrial products company reported $1.14 EPS for the quarter, topping the consensus estimate of $1.12 by $0.02. The business had revenue of $932.60 million for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the company posted $1.39 earnings per share. Equities analysts expect that Pentair plc will post 4.64 EPS for the current fiscal year.

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.