Pentair (PNR)

• Market cap: $14.5B
• 1 day: 0.64%
• 5 days: -3.27%
• 1 month: -4.03%
• 3 months: -12.31%
• 6 months: -9.06%
• Year to date: -12.31%
• 1 year: 4.30%
• 5 years: 221.78%
• 10 years: 39.77%
• Sector: Industrials
• Industry: Special Industry Machinery, Except Metalworking Machinery

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

200% more call options, than puts

Call options by funds: $164M | Put options by funds: $54.6M

83% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 58

20% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]

6% more funds holding

Funds holding: 664 [Q3] → 703 (+39) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 236

2% more capital invested

Capital invested by funds: $14.6B [Q3] → $15B (+$354M) [Q4]

0.28% less ownership

Funds ownership: 90.53% [Q3] → 90.25% (-0.28%) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $110 25% upside
• Avg. target: $117 32% upside
• High target: $125 42% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Barclays Julian Mitchell 39% 1-year accuracy 51 / 132 met price target	25% upside $110	Overweight Maintained	26 Mar 2025
Baird Michael Halloran 10% 1-year accuracy 3 / 30 met price target	29% upside $114	Outperform Upgraded	25 Mar 2025
Stifel Nathan Jones 33% 1-year accuracy 22 / 67 met price target	42% upside $125	Buy Maintained	24 Jan 2025
Citigroup Andrew Kaplowitz 27% 1-year accuracy 22 / 82 met price target	35% upside $119	Buy Maintained	13 Jan 2025
Keybanc Jeffrey Hammond 22% 1-year accuracy 8 / 36 met price target	31% upside $115	Sector Weight Downgraded	6 Jan 2025