Pentair PLC Ownership
| PNR Stock | USD 87.37 0.20 0.23% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 167 M | Current Value 166.8 M | Avarage Shares Outstanding 107.9 M | Quarterly Volatility 50.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Pentair |
Pentair Stock Ownership Analysis
About 95.0% of the company shares are owned by institutional investors. The book value of Pentair PLC was at this time reported as 21.62. The company has Price/Earnings To Growth (PEG) ratio of 1.51. Pentair PLC last dividend was issued on the 17th of April 2025. The entity had 1489:1000 split on the 1st of May 2018. It operates through Consumer Solutions and Industrial Flow Technologies segments. Pentair plc was founded in 1966 and is headquartered in London, the United Kingdom. Pentair operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 11250 people. To find out more about Pentair PLC contact John Stauch at 44 74 9421 6154 or learn more at https://www.pentair.com.Besides selling stocks to institutional investors, Pentair PLC also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Pentair PLC's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Pentair PLC's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Pentair PLC Quarterly Liabilities And Stockholders Equity |
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Pentair PLC Insider Trades History
Less than 1% of Pentair PLC are currently held by insiders. Unlike Pentair PLC's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Pentair PLC's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Pentair PLC's insider trades
Pentair Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Pentair PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Pentair PLC backward and forwards among themselves. Pentair PLC's institutional investor refers to the entity that pools money to purchase Pentair PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 2.5 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 2.5 M | Massachusetts Financial Services Company | 2024-12-31 | 2 M | Northern Trust Corp | 2024-12-31 | 2 M | Proshare Advisors Llc | 2024-12-31 | 1.9 M | Citadel Advisors Llc | 2024-12-31 | 1.8 M | Kayne Anderson Rudnick Investment Management Llc | 1.7 M | Legal & General Group Plc | 2024-12-31 | 1.6 M | Dekabank Deutsche Girozentrale | 2024-12-31 | 1.5 M | Vanguard Group Inc | 2024-12-31 | 20.2 M | Blackrock Inc | 2024-12-31 | 15.3 M |
Pentair PLC Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Pentair PLC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Pentair PLC's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Pentair PLC insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Pentair PLC Outstanding Bonds
Pentair PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Pentair PLC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Pentair bonds can be classified according to their maturity, which is the date when Pentair PLC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Pentair PLC Corporate Filings
F4 | 4th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 25th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 4th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 25th of June 2024 Other Reports | ViewVerify |
Pair Trading with Pentair PLC
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pentair PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pentair PLC will appreciate offsetting losses from the drop in the long position's value.Moving together with Pentair Stock
The ability to find closely correlated positions to Pentair PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pentair PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pentair PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pentair PLC to buy it.
The correlation of Pentair PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pentair PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pentair PLC moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pentair PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Pentair Stock Analysis
When running Pentair PLC's price analysis, check to measure Pentair PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pentair PLC is operating at the current time. Most of Pentair PLC's value examination focuses on studying past and present price action to predict the probability of Pentair PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pentair PLC's price. Additionally, you may evaluate how the addition of Pentair PLC to your portfolios can decrease your overall portfolio volatility.