Vest Financial 13F: Adds $13M to Pentair (PNR) Stake

Vest Financial boosted its stake in Pentair plc (NYSE:PNR) by 44.1%, according to a Form 13F filing on October 21, 2026. The firm acquired an additional 237,980 shares during the period, bringing its total holdings to 777,578 shares. The reported value of the position reached approximately $41.2 million.

PNR Pentair plc

$54.60 ▼ -47.72% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Vest Financial's Pentair Position

Vest Financial grew its investment in the industrial machinery provider from 539,598 shares up to 777,578 shares. That represents a 44.1% increase in its share count over the reported quarter. The addition brings the total dollar value of the firm's position in Pentair to $41,203,858.

Other Institutional Activity in Pentair

Other major funds also adjusted their holdings in Pentair. Nordea Investment Management AB grew its holdings by 1,360,118 shares, ending with 5,284,291 shares worth about $289.3 million, which works out to a 34.7% increase. Amundi trimmed its stake by 292,835 shares, ending with 3,945,014 shares valued at roughly $216.0 million, a 6.9% decrease. Focus Financial Network reduced its holdings by 14,123 shares, ending with 55,271 shares worth about $2.9 million, down 20.4%. Meanwhile, IFM Investors sold out completely, dropping 55,930 shares to exit its position entirely.

Pentair plc Stock Holds Steady

Pentair shares closed at $52.86 on October 21, 2026, and recently traded at $52.86 as of October 22, 2026. The stock sits below its 50-day moving average of $57.36 and below its 200-day moving average of $77.65. The share price is down about 52.8% from its 52-week high of $111.94 and up about 3.4% from its 52-week low of $51.13.

Recent Earnings

Pentair reported trailing-twelve-month revenue of $4.01 billion and earnings of $3.88 per share. The company generated a net profit margin of 16.2% and a return on equity of 17.1%. Revenue declined 17.0% compared to the same period a year earlier. The company operates across three main segments focusing on flow and water solutions, and its next earnings release is scheduled for October 27, 2026.

Dividend

Pentair pays an annual dividend of $1.08 per share, which gives it a dividend yield of 2.04%. The company's payout ratio stands at 26.8%.

Insider Buying and Selling at Pentair plc

Company insiders executed share sales prior to the filing. Michael T. Speetzen, a director, sold 7,000 shares on February 11, 2026, at an average price of $99.99, totaling about $699,945. Philip M. Rolchigo, the Chief Technology Officer, sold 6,493 shares on February 25, 2026, at an average price of $103.22, for a total value of about $670,207.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Citigroup maintained a Buy rating on October 12, 2026, while lowering its price target from $85.00 to $69.00. TD Cowen upgraded the stock to a Hold rating on October 14, 2026, cutting its target from $65.00 to $55.00. RBC Capital maintained a Sector Perform rating on October 14, 2026, reducing its target from $73.00 to $61.00. Mizuho maintained an Outperform rating on October 15, 2026, lowering its target from $85.00 to $65.00. Oppenheimer maintained an Outperform rating on October 21, 2026, adjusting its target from $94.00 to $84.00. Overall, the stock carries a consensus buy rating with a mean price target of $70.80 across 15 analyst opinions.

About Pentair plc

Pentair plc is a London-based industrial manufacturing company that provides water treatment, filtration, and flow management systems. It serves residential, commercial, and industrial customers worldwide through specialized operating divisions that handle flow equipment, pool accessories, and general water solutions.

Bottom Line

Investors are keeping a close watch on Pentair ahead of its upcoming earnings report on October 27, 2026. The recent institutional adjustments show mixed sentiment among large asset managers as the company navigates shifting market conditions.