LONDON--(BUSINESS WIRE)--Pentair plc (NYSE: PNR) announced today that it will pay a regular quarterly cash dividend of $0.27 per share on May 1, 2026 to shareholders of record at the close of business on April 17, 2026. This is the 50th consecutive year that Pentair has increased its dividend. ABOUT PENTAIR PLC At Pentair, we help the world sustainably move, improve, and enjoy water, life's most essential resource. From our residential and commercial water solutions, to industrial water managem. ...

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Core Viewpoint - The presentation features key personnel from Pentair, including retiring Bob Fishman, new CFO Nick Brazis, and De'Mon Wiggins from the Flow business, indicating a transition in leadership and potential strategic discussions ahead [1] Group 1 - Bob Fishman, a well-known figure in the company, is set to retire soon, marking a significant change in leadership [1] - Nick Brazis has been introduced as the new CFO, suggesting a shift in financial strategy and management [1] - De'Mon Wiggins represents the Flow business, indicating a focus on this segment during the discussion [1]

Pentair (NYSE:PNR) FY Conference February 19, 2026 09:50 AM ET Company ParticipantsBob Fishman - CFODe'Mon Wiggins - EVP and PresidentNick Brazis - Incoming-CFOConference Call ParticipantsJulian Mitchell - Equity Research AnalystJulian MitchellThanks everyone for being here. It's my pleasure to have up next, Pentair. You know, we've got Bob Fishman that many of you know, who'll be retiring soon. Nick Brazis, the new CFO, so congratulations.Nick BrazisThank you.Julian MitchellLook forward to working with you ...

Core Insights - Pentair plc (NYSE:PNR) is recognized as one of the 13 Cheapest Dividend Aristocrats to invest in [1] - Barclays analyst Julian Mitchell has reduced the price target for Pentair to $102 from $115, maintaining an Equal Weight rating due to concerns over pool margins [2][8] - CEO John Stauch emphasized a focused strategy centered on customers, innovation, execution, and sustainability, positioning the company for growth in 2026 and beyond [2] Financial Performance - In Q4 2025, Pentair reported a 5% increase in sales, marking the 15th consecutive quarter of margin expansion [4] - Adjusted operating profit rose by 9%, with return on sales improving by 90 basis points to 24.7% [4] - Adjusted EPS increased by 9% to $1.18, contributing to record results in annual sales, adjusted operating income, return on sales, and adjusted EPS for the full year [4] Organizational Changes - Leadership changes include Nick Brazis as the incoming CFO, with De'Mon Wiggins and Adrian Chiu taking on new roles [3] - A significant organizational change is planned for Q1 2026, combining the Flow residential business with the residential segment in Water Solutions to enhance sales and G&A efficiencies [3]

Core Viewpoint - Pentair has achieved its 50th consecutive annual dividend increase, with an 8.0% raise in 2026, indicating strong growth potential despite a modest yield compared to traditional dividend aristocrats [1][2] Dividend Performance - The current quarterly dividend is $0.27 per share, translating to an annualized payout of $1.08, resulting in a yield of approximately 1.01% [1] - The 8.0% increase in 2026 follows an 8.7% increase in 2025, showcasing a significant acceleration compared to typical mid-single-digit increases from competitors like Johnson & Johnson (4.8%) and Procter & Gamble (5.0%) [1][2] Cash Flow and Payout Ratio - Pentair's payout ratio stands at 20.2%, significantly lower than Johnson & Johnson's 50.5%, indicating a conservative approach to dividend payments [1] - Operating cash flow for fiscal 2025 was $814.8 million, with only $164.3 million paid out in dividends, allowing for a coverage ratio of 4.55 times [1] Earnings and Profitability - The company reported a net income of $653.8 million in fiscal 2025, a 4.5% increase from the previous year, on revenue of $4.18 billion [1] - Operating margin improved to 20.5%, and the operating cash flow to net income ratio was 1.25x, indicating strong cash conversion [1] Total Return and Growth Potential - Over the past five years, Pentair shares have returned 103.18%, outperforming Johnson & Johnson (68.0%) and Procter & Gamble (43.58%) [1] - The stock is currently down 1.73% year-to-date, presenting potential entry opportunities for investors [1] Historical Context of Dividend Growth - Pentair's dividend growth streak spans 50 years, with total growth of 237.5% from a quarterly payment of $0.08 in 1999 to $0.27 today [1] - The company has maintained its dividend through various economic challenges, including the 2008 financial crisis and the pandemic [1] Investment Outlook - Pentair is positioned as a 'Growth Aristocrat' with a strong dividend scorecard, reflecting its low payout ratio and robust financial coverage [1] - Analysts currently rate Pentair as a 'Buy' with a target price indicating an 11.4% upside [1]

Core Viewpoint - Pentair plc (PNR) is considered a quality company, but it faces several issues that need to be addressed for its shares to improve long-term performance [1] Group 1 - The company has a long-term performance that is described as fairly nondescript, indicating a lack of significant growth or volatility in its stock price [1] - There are specific areas within the company that require improvement to facilitate a breakout in share performance [1]

Core Viewpoint - Pentair plc has underperformed the broader market and industry benchmarks over the past year, with stock price gains significantly lagging behind the S&P 500 Index and the Invesco Global Water ETF [2][3]. Company Overview - Pentair plc is a global industrial company based in London, U.K., specializing in water treatment and fluid management solutions, with a market capitalization of $16.1 billion [1]. Financial Performance - In Q4 2025, Pentair reported a 5% increase in sales to $1 billion compared to approximately $973 million in Q4 2024, while adjusted earnings per share rose by 9% to $1.18 [5]. - Operating income for the quarter increased by about 5% to $205 million, with record free cash flow of $748.4 million [5]. - The company returned $225 million to shareholders through share repurchases [5]. Stock Performance - Over the past 52 weeks, Pentair's stock has gained nearly 1.3%, while the S&P 500 Index has increased by 14.4% [2]. - In 2026, Pentair's stock has declined by 3.5%, compared to a 1.4% rise in the S&P 500 [2]. Industry Comparison - Pentair has underperformed the Invesco Global Water ETF, which surged by 17.2% over the past 52 weeks and 9.1% year-to-date [3]. Analyst Expectations - For FY2026, analysts expect Pentair to achieve an adjusted EPS improvement of 8.5% year-over-year to $5.34 [6]. - The consensus rating among 21 analysts covering Pentair is a "Moderate Buy," with a mix of ratings including 12 "Strong Buys" and two "Strong Sells" [6]. Analyst Ratings - Citigroup analyst Andrew Kaplowitz maintained a "Buy" rating on Pentair but reduced the price target from $126 to $120, indicating a 4.76% decrease [7].

Core Viewpoint - Pentair plc is actively participating in two upcoming conferences, indicating its commitment to engaging with industry stakeholders and showcasing its leadership in sustainable water solutions [1] Group 1: Conference Participation - Pentair will attend Citi's 2026 Global Industrial Tech and Mobility Conference on February 18th in Miami, Florida [1] - The company will also participate in Barclays Annual Industrial Select Conference on February 19th, further emphasizing its presence in the industrial sector [1] Group 2: Leadership Changes - The attendance will feature both outgoing Executive Vice President and Chief Financial Officer Bob Fishman and incoming Chief Financial Officer Nick Brazis, highlighting a transition in leadership [1]

Core Insights - Pentair plc (NYSE:PNR) is recognized as one of the top 15 Industrial Machinery and Supplies stocks favored by hedge funds [1] - Analysts have revised their price targets for Pentair, with Bryan Blair of Oppenheimer lowering his target from $128 to $122, while Stephen Tusa of JPMorgan reduced his target from $132 to $124 [2][3] - Despite these downward revisions, both analysts project significant upside potential, with estimates of approximately 16% from Oppenheimer and nearly 18% from JPMorgan [2][3] Financial Performance - Pentair reported an adjusted EPS of $1.18 for the fourth quarter [2] - Management's guidance for 2026 is slightly below consensus expectations, which may impact investor sentiment [2] Analyst Ratings - Bryan Blair maintains an Outperform rating and recommends buying on dips, indicating confidence in the stock's long-term potential [2] - Stephen Tusa reiterates an Overweight rating, reflecting optimism about growth in the electrical equipment and multi-industry segment [3][4] Business Overview - Pentair operates in three business segments: Flow, Water Solutions, and Pool, providing a range of water management solutions for commercial, industrial, and residential applications [4] - The company specializes in products such as pressure vessels, wastewater reuse systems, separation systems, and various types of pumps [4]