Pentair plc (PNR)

In the past six months, Pentair plc (PNR) stock has been impacted by several events, including strong earnings reports in Q1 and Q2 2025. Pentair raised its adjusted EPS guidance for the full year 2025 to $4.75-$4.85 and its year-over-year reported sales growth guidance to 1-2%. Pentair announced quarterly cash dividends of $0.25 per share on May 5, 2025, and September 22, 2025, with the latter payable on November 7, 2025. Pentair announced the acquisition of Hydra-Stop on August 18, 2025, and again on September 18, 2025, which is expected to expand its portfolio in critical water infrastructure. The company attended several investor conferences, including the J.P. Morgan Industrials Conference in April 2025, and the Morgan Stanley 13th Annual Laguna Conference in September 2025. PNR's stock hit a new 52-week high of $113.75 in October 2025. Pentair repurchased 1.3 million shares for $125 million in the first half of 2025. Analysts generally have a "Moderate Buy" consensus rating for PNR stock, with price targets ranging from $100.00 to $124.00.

Pentair's business experiences some demand seasonality, particularly in its aquatics and agriculture-related segments. Historically, cold and wet weather has "severely impacted" these businesses. Approximately 70% of Pentair's revenue comes from consumable and recurring aftermarket sources, such as maintenance contracts, which tend to be more stable. Additionally, the pool segment has shown resilient demand for repair, replacement, and automation products, which can help offset some seasonal fluctuations in new pool construction or usage.

Pentair plc (PNR) is an American water treatment company, incorporated in Ireland with its main U.S. office in Golden Valley, Minnesota, and global corporate headquarters in London, UK. The company operates within the Industrials sector, specifically in the Industrial Machinery/Components and Specialty Industrial Machinery industries, with a primary focus on sustainable water solutions. Pentair's business is organized into three segments: Consumer Solutions, Industrial & Flow Technologies, and Pool. Its major products and solutions include energy-efficient residential and commercial pool equipment and accessories, commercial and residential water treatment products and systems, fluid treatment and pump products and systems, and agricultural spray nozzles.

Pentair has a significant global presence, operating in over 30 countries. As of 2017, 65% of the company's revenue originated from the US and Canada, with approximately 60% of its total revenue coming from the U.S. Beyond its headquarters in London, UK, and its main U.S. office in Golden Valley, Minnesota, Pentair maintains regional offices and subsidiaries in various locations, including Australia, Shanghai (China), Singapore, the Middle East (UAE), and Switzerland.

Pentair's brand reputation in the past year appears to be largely tied to its financial performance, strategic acquisitions, and commitment to sustainability. The company consistently highlights its focus on "smart, sustainable water solutions" and its mission to "sustainably move, improve and enjoy water." Pentair released its 2024 Sustainability Report in April 2025, emphasizing its efforts to reduce environmental impact and embed sustainability into its products and processes. There were no specific negative events widely reported that significantly impacted Pentair's brand reputation in the past year. Positive news includes strong earnings and strategic acquisitions like Hydra-Stop, which expands its offerings in critical water infrastructure.

Pentair plc's ownership is predominantly institutional, ranging from approximately 70.48% to 92.37%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual insider ownership is relatively low, typically under 1% of the company. The general public, or individual investors, hold a stake of around 12% to 29.15%.