Welcome to our dedicated page for Pentair SEC filings (Ticker: PNR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Pentair plc filings document regulatory disclosures for an Ireland-incorporated water solutions company with ordinary shares listed on the New York Stock Exchange under PNR. Its 8-K reports cover operating results, non-GAAP financial reconciliations, credit agreement amendments, executive appointments and departures, severance-related disclosures and annual general meeting vote results.
The company’s proxy materials address director elections, board governance, shareholder voting matters, named executive compensation and pay-versus-performance disclosures. Filings also describe Pentair’s capital structure, registered ordinary shares, debt obligations, governance practices and material-event reporting tied to its Pool, Water Solutions and Flow businesses.
T. Rowe Price Associates, Inc. filed a Schedule 13G disclosing beneficial ownership of 11,259,677 shares of Pentair plc common stock, representing 7.0% of the class as of 03/31/2026. The filing reports sole voting power over 10,988,662 shares and sole dispositive power over 11,259,677 shares. The filing includes a statement that the filer "hereby declares and affirms that the filing shall not be construed as an admission that Price Associates is the beneficial owner," signed by Ellen York, Vice President, on 05/15/2026.
PENTAIR plc senior officer Jennifer M. Hensley reported routine equity updates. On May 12, 2026, she surrendered 59 common shares at $75.26 per share to cover taxes due on the vesting of restricted stock units, which is classified as a tax-withholding disposition rather than an open-market sale.
After these transactions, she directly holds 3,244.4559 common shares and 2,341.4470 common shares underlying restricted stock units, plus an additional 271.9310 common shares held indirectly through an ESOP plan account. Footnotes indicate that end-of-period holdings also reflect prior RSU vesting, employee stock purchase plan activity, and dividend reinvestment.
Pentair plc reported the results of its 2026 annual general meeting of shareholders. There were 161,602,800 ordinary shares issued and outstanding on March 6, 2026, with 147,387,379 shares, or 91.20%, represented at the meeting.
Shareholders re-elected nine directors for terms expiring at the 2027 annual general meeting. They approved, by nonbinding advisory vote, the compensation of the named executive officers, and ratified the appointment of Deloitte & Touche LLP as independent auditor for the year ending December 31, 2026, while authorizing the Audit and Finance Committee to set the auditor’s remuneration.
Shareholders also approved authorizations under Irish law for the Board to allot new shares, to opt out of statutory preemption rights, and to set the price range at which the Company can re-allot treasury shares.
Pentair plc amended its main credit agreement to add a new term loan facility with an aggregate initial principal amount of $500 million, which is being used to refinance term loans under a prior loan agreement that was prepaid in full and terminated.
After the amendment, term loans outstanding under the new facility were $500 million and revolving loans outstanding under the existing $900 million revolving credit facility were $628.6 million. The senior credit facilities mature largely on May 5, 2030, carry variable interest over benchmark rates, include quarterly amortization beginning June 30, 2027, and are subject to leverage and interest coverage covenants and customary events of default.
PENTAIR plc executive Heather M. Hausmann, EVP, CIO and CISO, reported routine equity compensation activity. Restricted stock units vested, increasing her end-of-period holdings in RSU-based common shares to 10,397.674. To cover taxes on this vesting, 74 common shares were surrendered at $80.71 per share.
After the tax-withholding disposition, she directly holds 1,893 common shares. The filing reflects compensation-related events rather than open-market buying or selling.
Pentair plc reported modestly stronger results for the quarter ended March 31, 2026. Net sales rose to $1,036.7 million from $1,010.4 million, driven mainly by price increases across all segments and favorable currency, partly offset by lower volumes and a prior-year business exit in Water Solutions.
Net income increased to $172.4 million from $154.9 million, with diluted earnings per share improving to $1.05 from $0.93, including $0.07 from discontinued operations. Gross margin expanded to 41.8%, helped by pricing, productivity and the absence of prior-year asset impairments, while restructuring and transformation costs totaled $25.2 million. Operating cash flow was a seasonal outflow of $67.4 million, and the company drew $304.9 million on its revolver, repurchased $200.0 million of shares and paid a quarterly dividend of $0.27 per share.
Pentair plc reported modestly stronger results for the quarter ended March 31, 2026. Net sales rose to $1,036.7 million from $1,010.4 million, driven mainly by price increases across all segments and favorable currency, partly offset by lower volumes and a prior-year business exit in Water Solutions.
Net income increased to $172.4 million from $154.9 million, with diluted earnings per share improving to $1.05 from $0.93, including $0.07 from discontinued operations. Gross margin expanded to 41.8%, helped by pricing, productivity and the absence of prior-year asset impairments, while restructuring and transformation costs totaled $25.2 million. Operating cash flow was a seasonal outflow of $67.4 million, and the company drew $304.9 million on its revolver, repurchased $200.0 million of shares and paid a quarterly dividend of $0.27 per share.
Pentair PLC reports that Vanguard Capital Management beneficially owned 12,251,508 shares of Common Stock, representing 7.58% of the class. The filing states Vanguard has sole dispositive power over those shares and sole voting power for 1,631,185 shares. The filing notes these holdings include securities managed for Vanguard funds and client accounts.
Pentair PLC reports that Vanguard Capital Management beneficially owned 12,251,508 shares of Common Stock, representing 7.58% of the class. The filing states Vanguard has sole dispositive power over those shares and sole voting power for 1,631,185 shares. The filing notes these holdings include securities managed for Vanguard funds and client accounts.
Pentair plc reported leadership changes in its pool-related businesses. On April 24, 2026, Jerome O. Pedretti, Executive Vice President and Chief Executive Officer, Pool, elected to resign from the company effective July 1, 2026. On April 28, 2026, Pentair announced it is eliminating the role of Chief Executive Officer, Pool, and that Mr. Pedretti will receive severance benefits under the Pentair plc Executive Officer Severance Plan, subject to its conditions. The company also appointed De’Mon L. Wiggins, then Executive Vice President and President, Flow and Water Solutions, as Executive Vice President and President, Flow, Water Solutions and Pool, effective April 28, 2026, consolidating oversight of these businesses under a single executive.
Pentair plc reported leadership changes in its pool-related businesses. On April 24, 2026, Jerome O. Pedretti, Executive Vice President and Chief Executive Officer, Pool, elected to resign from the company effective July 1, 2026. On April 28, 2026, Pentair announced it is eliminating the role of Chief Executive Officer, Pool, and that Mr. Pedretti will receive severance benefits under the Pentair plc Executive Officer Severance Plan, subject to its conditions. The company also appointed De’Mon L. Wiggins, then Executive Vice President and President, Flow and Water Solutions, as Executive Vice President and President, Flow, Water Solutions and Pool, effective April 28, 2026, consolidating oversight of these businesses under a single executive.
Pentair plc reported first quarter 2026 sales of $1,036.7 million, up 3 percent from a year ago, with core sales growing 1 percent. GAAP diluted EPS from continuing operations rose 5 percent to $0.98, while adjusted EPS increased 10 percent to $1.22.
Operating income reached $210 million, up 3 percent, with return on sales of 20.3 percent; adjusted operating income was $259.1 million, up 7 percent, and adjusted return on sales expanded to 25.0 percent. Segment results showed growth in Flow and Pool and higher margins across all segments.
Pentair used free cash flow of $85.7 million in the quarter and repurchased 2.0 million shares for $200 million, while paying a $0.27 dividend in its 50th consecutive year of dividend increases. The company raised its 2026 GAAP EPS outlook to $4.83–$4.93 and adjusted EPS to $5.30–$5.40, and guided to modest sales growth for 2026 and the second quarter.
Pentair plc reported first quarter 2026 sales of $1,036.7 million, up 3 percent from a year ago, with core sales growing 1 percent. GAAP diluted EPS from continuing operations rose 5 percent to $0.98, while adjusted EPS increased 10 percent to $1.22.
Operating income reached $210 million, up 3 percent, with return on sales of 20.3 percent; adjusted operating income was $259.1 million, up 7 percent, and adjusted return on sales expanded to 25.0 percent. Segment results showed growth in Flow and Pool and higher margins across all segments.
Pentair used free cash flow of $85.7 million in the quarter and repurchased 2.0 million shares for $200 million, while paying a $0.27 dividend in its 50th consecutive year of dividend increases. The company raised its 2026 GAAP EPS outlook to $4.83–$4.93 and adjusted EPS to $5.30–$5.40, and guided to modest sales growth for 2026 and the second quarter.
Pentair PLC (Common Stock): Schedule 13G/A amendment reporting zero beneficial ownership by The Vanguard Group. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately. The Schedule shows 0 shares beneficially owned and 0% of the class.