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.
Fishman Robert P reported acquisition or exercise transactions in this Form 4 filing.
Pentair plc interim EVP and CFO Robert P. Fishman received a grant of 13,214.0000 restricted stock units on July 14, 2026 under the Pentair plc 2020 Share and Incentive Plan. Each unit represents a right to receive one Pentair share upon vesting, bringing his directly held common shares/units to 18,510.8940.
PENTAIR plc reported the initial equity holdings of Interim EVP and CFO Robert P. Fishman. As of 2026-07-14, he holds 83492.0000 Common Shares and 5296.8940 Common Shares - Restricted Stock Units, along with Employee Stock Options covering 12591.0000, 17696.0000, 27878.0000, 18853.0000 and 26022.0000 Common Shares at exercise prices of 100.4000, 70.9200, 45.2000, 70.9900 and 51.5300 per share, expiring between 2031-01-04 and 2035-01-02. The report does not reflect any purchases or sales, only existing holdings and option awards.
Pentair plc announced preliminary second quarter 2026 results that are below its prior guidance and provided reduced full‑year 2026 expectations, while also detailing a Chief Financial Officer transition. For Q2, sales are expected to be approximately $930 million, down 17 percent versus a prior guide of up approximately 1 percent, primarily due to the adverse impact of Pool channel inventory. EPS from continuing operations is expected to be approximately $0.80 versus previous guidance of $1.39 to $1.42, and adjusted EPS approximately $1.12 versus $1.47 to $1.50. Pool channel destocking is estimated to have reduced Pool segment sales by approximately $170 million and segment income by approximately $105 million, partly offset by about $35 million of IEEPA tariff refunds.
For full‑year 2026, sales are now expected to be down approximately 4 percent to 7 percent versus a previous guide of up 2 percent to 4 percent. GAAP EPS guidance has been lowered to approximately $3.90 to $4.10 and adjusted EPS to approximately $4.60 to $4.80. Net income from continuing operations is projected at approximately $635 million to $670 million and EBITDA at approximately $1,050 million, with Pool channel destocking expected to reduce Pool segment sales by about $250 million and income by about $155 million and IEEPA refunds contributing approximately $35 million to $50 million. Pentair repurchased approximately 2.0 million shares for $150 million in Q2. Separately, Executive Vice President and CFO Nicholas J. Brazis resigned on July 10, 2026, and former CFO Bob Fishman was appointed Interim Executive Vice President and CFO, with a monthly base salary of $125,000 and a $1,000,000 restricted stock unit award vesting one year after grant.
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 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.