PNR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $52.94
P/E (TTM) 13.3
EPS (TTM) $3.98
Ricavi (TTM) $4.01B
ROE (TTM) 17.6%
D/E Debito/Patrimonio (MRQ) 0.4
Intervallo 52 sett. $52–$113

PNR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 4
Data ex-dividendo Split Tipo
01 Maggio 2018 1489-for-1000 Avanti
09 Giugno 2004 2-for-1 Avanti
20 Febbraio 1996 2-for-1 Avanti
14 Giugno 1993 3-for-2 Avanti

Informazioni su Pentair plc. Ordinary Share Panoramica della società da Wikipedia

05 · wikidata

Pentair plc (PNR) is an American water treatment company incorporated in Ireland with tax residency in UK, with its main U.S. office in Golden Valley, Minnesota. Pentair was founded in the US, with 65% of company's revenue coming from the US and Canada as of 2017. PNR was reorganized in 2014, shifting the corporate domicile from Switzerland to Ireland.

On April 30, 2018, PNR announced that it had completed the separation of its Water and Electrical businesses. Now the company's primary focus is on residential, commercial, industrial, municipal and infrastructure and agriculture applications. Its fiscal year 2021 revenues were US$3.8 billion and it employs approximately 11,250 people worldwide.

History

1960s

Pentair was founded in August 1966 as Pentair Industries, Inc., with the name derived from the Greek root word "penta-" (alluding to the company's five founders) and "air" (alluding to the company's original product), and went public several months later. The 5 founders were all formerly employed by Litton Industries. Originally, they intended to manufacture high altitude research balloons, but they found sales to be less than expected. They acquired a local vacuum-forming business shortly thereafter and set about making canoes. This venture also met with less than expected sales. By 1968 the company was nearly bankrupt. Of the five original founders, one had died while three more had pulled out. The only remaining founder, Murray Harpole, brought in an outside investor, Ben Westby and they set about purchasing Peavey Paper Mills, Inc. The company was deeply in debt and badly managed, but the sale price was very inexpensive and Harpole believed that proper management would turn the company around in short order.

1970s

The company continued to diversify but none of its other ventures proved as successful as the paper industry. It continued to expand in that area and acquired Niagara Paper in 1972. Miami Paper was purchased in 1974 and Flambeau Paper Corporation followed in 1978. The Peavey plant would be sold in 1976 because Pentair had outgrown it. While Westby departed in 1976, D. Eugene Nugent was brought in to expand the management team.

1980s

In 1981, Pentair acquired Rockwell International's power hand tool factory from its Power Tool Division. Rockwell had purchased Porter-Cable in 1960 and merged it into the Power Tool Division but kept manufacturing in a separate facility. The Porter-Cable name had been retired in 1965 but Pentair had not licensed the Rockwell name, so the Porter-Cable name was revived. In 1984 Pentair purchased the remains of the Power Tool Division from Rockwell. This consisted chiefly of the Delta line of shop tools and marked Rockwell's exit from the tool business. In 1988, Pentair agreed to acquire FC Holdings Inc., the holding company for Federal Cartridge and Hoffman Engineering, for $175 million in cash and the assumption of debt. Pentair would not hold Federal Cartridge for a long time, but the purchase of Hoffman Engineering was the start of a prosperous era of enclosures manufacturing for Pentair.

1990s

Pentair expanded its water product business, acquiring the Fleck Controls control valve business in November 1995. In August 1997, Pentair acquired the General Signal Pump Group.

Pentair sold off its papermaking business to Consolidated Papers Inc. in 1997. While paper had been the backbone of Pentair's business it only amounted to about 10% of their revenue at the time of the sale.

In August 1999, Pentair bought the DeVilbiss Air Power Company for $460 million in cash. DeVilbiss makes air compressors, pressure washers and generators, which complemented to Pentair's professional Pneumatics tools that were powered by air compressors such as DeWalt and Porter-Cable.

In 1999 under chairman, president, and chief executive officer, Winslow H. Buxton, Pentair made a series of acquisitions. In April 1999, PNR purchased Essef, the global leader in the manufacture of composite water tanks, pumps, filters, and other water equipment used in pools and spas, for the cash-equivalent price of approximately $312 million.

Later that year, Pentair decided to consolidate its power tool business. The Porter-Cable and Delta Divisions had previously operated across four different cooperate, warehouse, and manufacturing facilities in three states. While the Delta manufacturing facility in Tupelo Mississippi would remain independent everything else would be consolidated into a new facility built next to the existing Porter-Cable plant in Jackson, Tennessee. The new facility came online in February 2000 and was an immediate disaster.

2000s

The decade started extremely poorly for Pentair. The botched opening of its new corporate office and distribution center in Jackson caused an immediate drop in revenue as the shipping facility encountered numerous issues. Orders shipped late, with incorrect products, or not at all. Complaints rose, sales fell, and returns poured in. By the end of the year, the entire management team in Jackson would be fired. It took almost three years to sort out the mess and return the Delta and Porter-Cable lines to profitability. This caused Pentair to further review its holdings and look at ways to cut costs. It expanded its production in Taiwan and started to negotiate with the union of its Delta manufacturing facility to reduce payroll. In 2003 it was announced that negotiations had failed, and the Tupelo plant would close the following year.

While operations were wound down in Tupelo, Pentair continued to expand its water products business.

In July 2004, Pentair bought WICOR Industries, the former water systems subsidiary of Wisconsin Energy, for $850 million. WICOR made water pumps, filters, and pool equipment components under the Sta-Rite, SHURflo, and Hypro brands. To help offset this purchase it sold its entire tool operation to Stanley Black & Decker that October. This marked Pentair's exit from the tool business.

In 2005, Pentair bought some of the assets of APW for $144 million, including McLean Thermal Management, Aspen Motion Technologies, and Electronic Solutions, all of which provide thermal management products and integration services to the telecom, medical, and security industries. This broadened Pentair's technical products line to include markets outside of the traditional electrical and electronics businesses.

In 2006, Pentair purchased Germany-based Jung Pumpen GmbH, which makes pumps and other products for wastewater processing. The deal was completed in early 2007 for $227 million.

Other acquisitions in 2005 and 2006 included Acu-Trol, Inc., Delta Environmental Products, selected assets of Krystal Klear, and a 70% stake in Beijing Jieming Tiandi Environmental Equipment (which was later renamed to Beijing Pentair Water Jieming), which produces fiberglass-reinforced pressure tanks and filters.

The company has announced an agreement to acquire water filtration and separation firm Porous Media for approximately $225 million. It has said that it plans to continue an active course of acquisitions, especially to grow its business outside the American market.

2010s

In 2012, Pentair Inc. (PNR) and Tyco International Ltd. (TYC)’s flow control business formally combined to create Pentair Ltd. The new company is described as a global manufacturer of “water and fluid solutions, valves and controls, equipment protection and thermal management products". Tyco shareholders now own approximately 52.5% and former Pentair Inc. shareholders own approximately 47.5% of Pentair Ltd. Following this merger the new company was based in Schaffhausen, Switzerland, with 30,000 employees and 100 manufacturing plants in 30 countries. Currently the headquarters are in Worsley, United Kingdom.

In August 2016, Pentair announced that it has entered into an agreement to sell the Valves & Controls business to Emerson, an American diversified global industrial company based in St. Louis, Missouri. The transaction was completed in April 2017.

2020s

In July 2022, Pentair announced that it had acquired Manitowoc Ice for $1.6 billion.

In April 2026, Pentair announced a leadership transition for its pool segment. Jerome Pedretti departed as Executive Vice President and Chief Executive Officer of Pentair Pool after more than 20 years with the company. Pentair also eliminated the standalone Chief Executive Officer, pool position and consolidated leadership of its Pool, Flow, and Water Solutions businesses under Executive Vice President De'Mon Wiggins.

Discontinued operations

Pentair has discontinued its Century/Lincoln and Lincoln Industrial service equipment operations. It also exited the tools business with the sale of its power tools group (which had previously accounted for 40% of sales) in October 2004 to Black & Decker for nearly $800 million.

Separation of nVent

In May 2018, Pentair created a sequel company to take control of its electrical division named nVent. The electrical division of Pentair did more than $2.1 billion in revenue in 2016. Pentair 2 went public on the NYSE on May 1, 2018.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaMachinery dipendenti9.000 paeseGB

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$4.18B
2016-12-31 → 2025-12-31
EPS$3.96
2016-12-31 → 2025-12-31
Flusso di cassa libero$746M
2016-12-31 → 2025-12-31
Margine netto16.2%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni PNR media 5 anni Mediana dei peer Verdetto
P/E (TTM) 13.3media 5 anni ≈22.0 ≈22.0 · ·
PEG Ratio ≈1.0 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Rapporto di Distribuzione Utili25.1%
Pagamento annualizzato≈$1.08Pagato trimestralmente
CAGR Dividendi 5Y≈5.6%Per azione, rettificato per lo split
Striscia di crescita≈6Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Lug 24, 2026$0,27USD≈1.7%
Apr 17, 2026$0,27USD≈1.1%
Gen 23, 2026$0,27USD≈0.95%
Ott 24, 2025$0,25USD≈0.91%
Lug 18, 2025$0,25USD≈0.92%
Apr 17, 2025$0,25USD≈1.2%
Gen 24, 2025$0,25USD≈0.91%
Ott 18, 2024$0,23USD≈0.93%
Lug 19, 2024$0,23USD≈1.2%
Apr 18, 2024$0,23USD≈1.1%
Gen 18, 2024$0,23USD≈1.3%
Ott 19, 2023$0,22USD≈1.4%
Lug 20, 2023$0,22USD≈1.3%
Apr 20, 2023$0,22USD≈1.6%
Gen 19, 2023$0,22USD≈1.8%
Ott 20, 2022$0,21USD≈2.2%
Lug 21, 2022$0,21USD≈1.8%
Apr 21, 2022$0,21USD≈1.5%
Gen 20, 2022$0,21USD≈1.3%
Ott 21, 2021$0,20USD≈1.1%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 2.3%
Prossimo report Ott 19, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 20, 2026 $1.14 $1.21 -5.6%
31 Marzo 2026 $1.22 $1.18 3.3%
31 Dicembre 2025 $1.18 $1.17 0.80%
30 Settembre 2025 $1.24 $1.19 3.9%
30 Giugno 2025 $1.39 $1.35 2.9%
31 Marzo 2025 $1.11 $1.02 8.6%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $4.18B$4.08B$4.10B$4.12B$3.76B$3.02B$2.96B$2.97B$4.94B$4.89B$4.62B$4.67B
Cost of Revenue $2.49B$2.48B$2.59B$2.76B$2.45B$1.96B$1.91B$1.92B$1.86B$1.82B$3.02B$3.05B
Gross Profit $1.69B$1.60B$1.52B$1.36B$1.32B$1.06B$1.05B$1.05B$988M$959M$1.60B$1.62B
R&D Expense $96M$94M$100M$92M$86M$76M$79M$77M$73M$73M$99M$96M
SG&A Expense $737M$701M$680M$677M$596M$520M$540M$534M$536M$531M$884M$986M
Operating Income $858M$804M$739M$595M$637M$461M$432M$437M$378M$354M$616M$538M
Interest Expense ······$30M$33M$87M$140M$107M$71M
Interest Income ········$10M$8M$5M$2M
Other Non-op $-5M$4M$-2M$17M$1M$-5M$3M$100.0K$-13M···
Pretax Income $756M$719M$619M$551M$627M$432M$408M$380M$173M$221M$512M$471M
Income Tax $107M$93M$-4M$67M$71M$75M$46M$58M$59M$43M$115M$114M
Net Income $654M$625M$623M$481M$553M$359M$356M$347M$666M$522M$-76M$215M
EPS (Basic) $3.99$3.78$3.77$2.92$3.34$2.15$2.10$1.98$3.67$2.88$-0.42$1.13
EPS (Diluted) $3.96$3.74$3.75$2.90$3.30$2.14$2.09$1.96$3.63$2.85$-0.42$1.11
Shares (Basic) 164,100,000165,600,000165,100,000164,800,000165,800,000166,500,000169,400,000175,800,000181,700,000181,300,000180,300,000190,600,000
Shares (Diluted) 165,500,000167,100,000166,300,000165,600,000167,500,000167,400,000170,400,000177,300,000183,700,000183,100,000182,600,000193,700,000
EBITDA $858M$804M$739M$595M$637M$461M$432M$437M$681M$701M$177M$852M
Stato Patrimoniale 27
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $102M$119M$170M$109M$94M$82M$82M$74M$86M$217M$104M$104M
Inventory $633M$611M$678M$790M$563M$420M$377M$388M$357M$524M$565M$1.13B
Prepaid Expense ······$48M$37M$51M$69M$59M$110M
Other Current Assets $134M$141M$159M$128M$112M$106M$99M$89M$114M$253M$220M$367M
Current Assets $1.54B$1.44B$1.57B$1.56B$1.30B$975M$1.06B$1.04B$1.75B$2.67B$2.78B$2.89B
PP&E (Net) $377M$359M$362M$344M$310M$301M$283M$273M$280M$539M$540M$510M
PP&E (Gross) $1.12B$1.07B$1.05B$1.00B$966M$949M$881M$842M$851M$1.40B$1.45B$1.90B
Accum. Depreciation $744M$710M$692M$657M$656M$648M$597M$569M$571M$864M$914M$949M
Goodwill $3.54B$3.29B$3.27B$3.25B$2.50B$2.39B$2.26B$2.07B$2.11B$1.99B$4.26B$3.23B
Intangibles $1.07B$1.03B$1.04B$1.09B$428M$326M$339M$276M$322M$1.63B$1.75B$1.61B
Other Non-current Assets $4.95B$4.65B$4.63B$4.54B$3.14B$2.92B$2.79B$146M$181M$182M$161M$436M
Total Assets $6.87B$6.45B$6.56B$6.45B$4.75B$4.20B$4.14B$3.81B$8.63B$11.53B$11.83B$10.64B
Accounts Payable $302M$273M$279M$355M$386M$245M$325M$379M$322M$437M$404M$583M
Short-term Debt ·····$0$118M$76M$34M·$180M$988M
Current Liabilities $959M$895M$950M$1.06B$1.05B$772M$749M$819M$1.20B$1.47B$1.49B$1.64B
Capital Leases $99M$93M$79M$52M$63M$65M$61M$0····
Deferred Tax $48M$44M$40M$43M$90M$107M$104M$106M$109M$610M$670M$528M
Other Non-current Liabilities $295M$244M$295M$245M$203M$269M$207M$168M$214M$162M$192M$498M
Total Liabilities $3.00B$2.88B$3.35B$3.74B$2.33B$2.09B$2.19B$1.97B$3.60B$7.28B$7.82B$5.99B
Long-term Debt $1.64B$1.64B$1.99B$2.32B$894M$840M$1.03B$788M$1.44B$4.30B$4.69B$3.00B
Total Debt $1.64B$1.64B$1.99B$2.32B$894M$840M$1.15B$864M$1.44B$4.28B$4.89B$3.99B
Paid-in Capital $1.31B$1.50B$1.59B$1.55B$1.58B$1.68B$1.78B$1.89B$2.80B$2.92B$2.86B$4.25B
Retained Earnings $2.82B$2.34B$1.87B$1.39B$1.05B$631M$401M$169M$2.48B$2.07B$1.79B$2.04B
Treasury Stock ··········$0$1.25B
AOCI $-268M$-277M$-244M$-239M$-214M$-207M$-226M$-229M$-243M$-736M$-645M$-380M
Stockholders' Equity $3.87B$3.56B$3.22B$2.71B$2.42B$2.11B$1.95B$1.84B$5.04B$4.25B$4.01B$4.66B
Liabilities + Equity $6.87B$6.45B$6.56B$6.45B$4.75B$4.20B$4.14B$3.81B$8.63B$11.53B$11.83B$10.66B
Flusso di cassa 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Stock-based Comp $37M$40M$29M$25M$30M$20M$21M$21M$40M$34M$33M$34M
Deferred Tax $-4M$-11M$-92M$-45M$-9M$5M$-18M$-4M$-18M$1M$-2M$-23M
Amort. of Intangibles $58M$54M$55M$52M$26M$28M····$121M$114M
Restructuring $37M$44M$6M$56M$7M$14M$14M$41M$28M$12M$41M$40M
Operating Cash Flow $815M$767M$619M$363M$613M$574M$353M$439M$620M$861M$739M$1.01B
CapEx $69M$74M$76M$85M$60M$62M$58M$48M$39M$43M$91M$84M
Investing Cash Flow $-404M$-188M$-85M$-1.58B$-391M$-118M$-332M$-69M$2.63B$-122M$-1.97B$-128M
Debt Issued ·$0$0$1.39B$0$0$600M$0$0$0$1.71B$2M
Net Debt Issued $-269M$-362M$-12M$1.30B$-104M$-74M$198M$-675M$-2.01B$-700.0K$1.36B$-15M
Stock Repurchased $225M$150M$0$50M$150M$150M$150M$500M$200M$0$200M$1.15B
Net Stock Activity $-225M$-150M$0$-50M$-150M$-150M$-150M$-500M$-200M$0$-200M$-1.15B
Dividends Paid $164M$152M$145M$139M$133M$127M$123M$187M$252M$244M$232M$211M
Financing Cash Flow $-402M$-637M$-468M$1.23B$-222M$-436M$-17M$-408M$-3.43B$-600M$1.29B$-995M
Net Change in Cash $-17M$-52M$61M$14M$12M$-400.0K$8M$-12M$-131M$113M$16M$-146M
Taxes Paid $87M···········
Free Cash Flow $746M$692M$543M$278M$553M$511M$294M$391M$549M$744M$605M$879M
Levered FCF ······$268M$363M$454M$624M$700M$823M
Redditività 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 40.5%39.2%37.0%33.1%35.0%35.0%-3493.4%-3213.8%37.0%36.7%33.9%35.0%
Operating Margin 20.5%19.7%18.0%14.4%16.9%15.3%-1436.9%-1339.6%13.8%14.3%2.8%12.1%
Net Margin 15.7%15.3%15.2%11.7%14.7%11.9%-1181.7%-1065.6%13.5%10.7%-1.2%3.0%
Pretax Margin 18.1%17.6%15.1%13.4%16.7%14.3%-1353.8%-1165.0%9.9%11.5%1.1%11.1%
EBITDA Margin 20.5%19.7%18.0%14.4%16.9%15.3%-1436.9%-1339.6%13.8%14.3%2.8%12.1%
ROA 9.8%9.6%9.6%8.6%12.4%8.6%8.9%5.6%6.6%4.5%-0.68%1.9%
ROE 17.3%17.7%19.9%18.0%23.2%17.3%18.6%18.7%13.3%12.1%-1.8%4.0%
ROIC 13.4%13.5%14.3%10.4%17.0%12.9%12.4%13.7%10.3%6.6%-1.8%7.6%
Liquidità e Solvibilità 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 1.61.61.71.51.21.31.41.31.51.81.91.8
Quick Ratio ······0.10.10.10.20.10.1
Debt / Equity 0.40.50.60.90.40.40.60.50.31.01.20.9
LT Debt / Equity 0.40.50.60.90.40.40.50.40.31.01.20.6
Interest Coverage ······14.413.47.04.71.611.8
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.60.60.60.70.80.7-0.0-0.00.50.40.60.6
Inventory Turnover 4.03.93.54.15.04.95.05.25.65.73.73.9
Per Azione 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue / Share $25.23$24.43$24.68$24.89$22.48$18.03$-0.18$-0.18$26.87$26.71$35.32$36.34
Cash Flow / Share $4.92$4.59$3.72$2.19$3.66$3.43$2.07$2.48$3.38$4.70$4.05$5.21
Dividend Paid / Share $1.00$0.92$0.88$0.84$0.80$0.76$0.72$1.05$1.38$1.34$1.28$1.10
EPS (TTM) $3.96$3.74$3.75$2.90$3.30$2.14$2.09$1.96$3.63$2.85$-0.42$1.11
Tassi di Crescita 10
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 2.3%-0.53%-0.42%9.5%24.8%·······
Revenue CAGR 3Y 0.44%2.7%10.8%·········
Revenue CAGR 5Y 6.7%···········
EPS YoY 5.9%-0.27%29.3%-12.1%54.2%·······
EPS CAGR 3Y 10.9%4.3%20.6%·········
EPS CAGR 5Y 13.1%···········
Net Income YoY 4.5%0.43%29.5%-13.0%54.2%·······
Net Income CAGR 3Y 10.8%4.2%20.2%·········
Net Income CAGR 5Y 12.8%···········
Dividends Paid CAGR 5Y 5.3%···········
Valutazione (TTM) 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $4.18B$4.08B$4.10B$4.12B$3.76B$3.02B$2.96B$2.97B$4.94B$4.89B$4.62B$4.67B
Net Income TTM $654M$625M$623M$481M$553M$359M$356M$347M$666M$522M$-76M$215M
P/E 26.326.919.415.522.124.821.919.313.113.2-79.240.2
Earnings Yield 3.8%3.7%5.2%6.5%4.5%4.0%4.6%5.2%7.6%7.6%-1.3%2.5%
Payout Ratio 25.1%24.3%23.3%28.8%24.1%35.4%34.5%53.9%37.8%46.7%-303.3%98.4%
Annual Payout $164M$152M$145M$139M$133M$127M$123M$187M$252M$244M$232M$211M

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $4.18B $4.08B $4.10B $4.12B $3.76B
Margine Lordo % 40.5% 39.2% 37.0% 33.1% 35.0%
Margine Operativo % 20.5% 19.7% 18.0% 14.4% 16.9%
Utile netto $654M $625M $623M $481M $553M
EPS Diluito $3.96 $3.74 $3.75 $2.90 $3.30

Proprietari istituzionali (13F) 778 filer · $13.3B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 778
Valore detenuto $13.3B
Nuove posizioni 93
Posizioni chiuse 93
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
93 (+1 vs trimestre precedente) 93 (-18 vs trimestre precedente) 266 (+43 vs trimestre precedente) 250 (-39 vs trimestre precedente) +6.9M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $2.053.500.004 19.718.648 15,42% Azioni
BlackRock, Inc. $1.112.052.064 14.506.289 8,35% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $810.122.948 10.567.740 6,08% Azioni
STATE STREET CORP $701.682.319 9.153.174 5,27% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $575.246.521 7.503.868 4,32% Azioni
FMR LLC $518.041.992 6.757.657 3,89% Azioni
NORDEA INVESTMENT MANAGEMENT AB $402.028.858 5.284.291 3,02% Azioni
Invesco Ltd. $384.486.990 5.015.484 2,89% Azioni
GEODE CAPITAL MANAGEMENT, LLC $337.983.150 4.426.047 2,54% Azioni
Amundi $302.417.366 3.945.014 2,27% Azioni
Bank of New York Mellon Corp $263.683.068 3.439.643 1,98% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $252.069.804 3.287.263 1,89% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $237.918.229 2.731.239 1,79% Azioni
DIMENSIONAL FUND ADVISORS LP $231.366.402 3.018.112 1,74% Azioni
MORGAN STANLEY $202.979.340 2.647.784 1,52% Azioni
AMERIPRISE FINANCIAL INC $191.145.883 2.493.432 1,44% Azioni
D. E. Shaw & Co., Inc. $161.769.389 2.110.219 1,22% Azioni
Impax Asset Management Group plc $159.989.630 2.087.003 1,20% Azioni
DEUTSCHE BANK AG\ $150.014.421 1.956.880 1,13% Azioni
NORTHERN TRUST CORP $140.823.653 1.836.990 1,06% Azioni
ProShare Advisors LLC $140.082.046 1.827.316 1,05% Azioni
Gates Capital Management, Inc. $128.444.980 1.675.515 0,96% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $114.912.573 1.498.990 0,86% Azioni
HSBC HOLDINGS PLC $111.219.956 1.451.595 0,84% Azioni
UBS Group AG $110.357.513 1.439.571 0,83% Azioni
Woodline Partners LP $109.867.962 1.433.185 0,83% Azioni
AQR CAPITAL MANAGEMENT LLC $108.696.912 1.419.576 0,82% Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $108.124.969 1.410.448 0,81% Azioni
CITADEL ADVISORS LLC $104.831.706 1.367.489 0,79% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $104.463.146 1.362.690 0,78% Azioni
FIRST TRUST ADVISORS LP $98.861.338 1.289.611 0,74% Azioni
ALLIANCEBERNSTEIN L.P. $92.303.411 1.059.619 0,69% Azioni
GOLDMAN SACHS GROUP INC $88.863.300 1.159.188 0,67% Azioni
Legal & General Group Plc $83.415.964 1.088.129 0,63% Azioni
NOMURA ASSET MANAGEMENT CO LTD $74.879.188 976.770 0,56% Azioni
Pictet Asset Management Holding SA $70.392.572 918.266 0,53% Azioni
VANGUARD FIDUCIARY TRUST CO $69.518.508 906.842 0,52% Azioni
JPMORGAN CHASE & CO $61.060.322 792.740 0,46% Azioni
Clean Energy Transition LLP $59.651.829 778.135 0,45% Azioni
Nuveen, LLC $50.172.747 654.485 0,38% Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $47.612.300 621.084 0,36% Azioni
BANK OF AMERICA CORP /DE/ $46.924.413 612.111 0,35% Azioni
BNP PARIBAS FINANCIAL MARKETS $43.506.160 567.521 0,33% Azioni
Vest Financial, LLC $41.365.582 539.598 0,31% Azioni
PARNASSUS INVESTMENTS, LLC $40.589.477 529.474 0,30% Azioni
Eurizon Capital SGR S.p.A. $39.182.488 511.205 0,29% Azioni
Swiss National Bank $34.940.631 455.787 0,26% Azioni
Mitsubishi UFJ Asset Management Co., Ltd. $33.988.744 443.370 0,26% Azioni
Russell Investments Group, Ltd. $33.222.208 434.331 0,25% Azioni
Allianz Asset Management GmbH $33.023.671 430.781 0,25% Azioni

Mostra tutti i 778 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

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Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Nelson Peltz, Peter W. May, Edward P. Garden, Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners, L.P. S.S. OR, Trian Partners Master Fund, L.P. S.S. OR, Trian Partners Parallel Fund I, L.P. S.S. OR, Trian Partners Strategic Investment Fund-A, L.P. S.S. OR, Trian Partners Strategic Investment Fund-N, L.P. S.S. OR, Trian Partners Strategic Investment Fund II, L.P. S.S. OR, Trian Partners Strategic Investment Fund-D, L.P. S.S. OR, Trian Partners Fund (Sub)-G, L.P. S.S. OR, Trian Partners Strategic Fund-G II, L.P. S.S. OR, Trian Partners Strategic Fund-G III, L.P. S.S. OR, Trian Partners Strategic Fund-K, L.P. S.S. OR, Trian Partners Strategic Fund-C, Ltd. S.S. OR ×14 depositi 07 Dicembre 2018 · Deposito iniziale · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 62 insider · 39 dirigenti · 25 direttori

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Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Jerome O Pedretti EVP & CEO, Pool 23 Febbraio 2026 F 65.267 0 0 $0
John L Stauch President & CEO 23 Febbraio 2026 F 107.588 0 0 $0
Robert P Fishman Interim EVP and CFO 02 Settembre 2026 F 7.761 0 8 $-820.779
Nicholas J. Brazis Executive Vice President, CFO 03 Marzo 2026 F 974 0 0 $0
David D Harrison Executive Vice President, CFO 28 Febbraio 2007 F 110.576 0 0 $0
Beth Wozniak President Flow and Filtration 04 Gennaio 2018 F 4.031 0 0 $0
Dennis J. Cassidy Jr. President-Valves & Controls 17 Aprile 2017 F 1.464 0 0 $0
Alok Maskara President Technical Solutions 17 Gennaio 2017 F 19.453 0 0 $0
Christopher Stevens President of V&C 12 Ottobre 2015 F 8.177 0 0 $0
Phillip Pejovich President Flow Technologies 28 Settembre 2015 F 14.775 0 0 $0
Netha N. Johnson President Filtration & Process 02 Gennaio 2015 F 16.362 0 0 $0
Michael V Schrock President, COO 20 Dicembre 2013 F 102.261 0 0 $0
Jack J Dempsey President, Filtration Division 02 Gennaio 2008 A 58.800 0 0 $0
Charles M Brown President, COO 12 Maggio 2006 A 305 0 0 $0
Karl R. Frykman EVP & Chief Operating Officer 04 Maggio 2020 F 63.605 0 0 $0
Jennifer M Hensley SVP, CAO & Controller 12 Maggio 2026 F 3.244 0 0 $0
Heather M. Hausmann EVP, CIO and CISO 30 Aprile 2026 F 1.893 0 0 $0
Philip M. Rolchigo EVP & Chief Technology Officer 25 Febbraio 2026 M 29.096 0 1 $-670.207
Tanya L Hooper EVP & Chief HR Officer 23 Febbraio 2026 F 18.474 0 0 $0
Demon L Wiggins EVP & Pres., Flow 23 Febbraio 2026 F 26.562 0 0 $0
Adrian C Chiu EVP & Pres., Water Solutions 23 Febbraio 2026 F 19.442 0 0 $0
Stephen J Pilla EVP Ch Sup Chn Of Ch Trnfrm O 23 Febbraio 2026 F 16.962 0 0 $0
Lance T Bonner EVP, GC & Secretary 02 Gennaio 2026 A 6.649 0 0 $0
Karla C Robertson EVP, CSO, GC & Secretary 24 Febbraio 2025 F 62.322 0 0 $0
Mario R D'Ovidio EVP & Pres, Consumer Solutions 04 Gennaio 2022 F 1.237 0 0 $0
John H Jacko EVP & Chief Growth Officer 01 Giugno 2021 F 6.481 0 0 $0
Kelly A Baker EVP & Chief HR Officer 03 Maggio 2021 F 8.159 0 0 $0
Mark C Borin Executive Vice President 04 Maggio 2020 F 32.218 0 0 $0
James P Wamsley EVP-Chief Supply Chain Officer 02 Gennaio 2020 A 17.741 0 0 $0
Ademir Sarcevic SVP & Chief Accounting Officer 31 Maggio 2019 F 1.593 0 0 $0
Randall J Hogan Chairman & Chief Exec. Officer 18 Aprile 2018 M 33.055 0 0 $0
Angela D Lageson Sr. VP, Gen. Counsel & Secy. 04 Gennaio 2018 F 39.054 0 0 $0
Karen L. Keegans SVP & Chief HR Officer 03 Gennaio 2018 F 1.325 0 0 $0
Frederick S Koury Sr. VP, Human Resources 04 Gennaio 2016 F 80.243 0 0 $0
Todd R Gleason Sr. Vice President, Growth 02 Gennaio 2015 F 529 0 0 $0
Michael G Meyer Vice President, Treasurer 08 Maggio 2014 G 17.221 0 0 $0
Louis L Ainsworth Sr. Vice President 02 Agosto 2010 F 120.204 0 0 $0
Richard J Cathcart Vice Chairman 04 Settembre 2007 F 62.591 0 0 $0
Karen A Durant Sr Vice Pres. Finance/Analysis 01 Maggio 2007 M 111.420 0 0 $0
Michael T Speetzen Direttore 11 Febbraio 2026 S 8.290 0 1 $-699.930
Gregory E. Knight Direttore 02 Gennaio 2026 F 8.489 0 0 $0
Mona Abutaleb Stephenson Direttore 02 Gennaio 2026 F 14.565 0 0 $0
Melissa Barra Direttore 02 Gennaio 2026 F 5.725 0 0 $0
Billie Ida Williamson Direttore 02 Gennaio 2026 F 21.895 0 0 $0
Tracey Doi Direttore 02 Gennaio 2026 F 3.566 0 0 $0
Theodore L Harris Direttore 02 Gennaio 2026 F 15.347 0 0 $0
Michael T Glenn Direttore 02 Gennaio 2026 F 32.138 0 1 $-684.196
JONES DAVID A /WI Direttore 02 Gennaio 2026 F 27.259 0 0 $0
Glynis Bryan Direttore 03 Gennaio 2023 F 29.006 0 0 $0
Jacques Esculier Direttore 02 Gennaio 2020 F 9.806 0 0 $0
David H Y Ho Direttore 03 Gennaio 2018 F 10.866 0 0 $0
Jerry W Burris Direttore 03 Gennaio 2018 F 24.443 0 0 $0
Carol Anthony Davidson Direttore 03 Gennaio 2018 F 15.265 0 0 $0
Ronald Merriman Direttore 03 Gennaio 2018 F 17.011 0 0 $0
William T Monahan Direttore 03 Gennaio 2018 F 41.329 0 0 $0
Charles A Haggerty Direttore 30 Gennaio 2014 G 95.108 0 0 $0
Leslie Abi-Karam Direttore 02 Gennaio 2014 A 676 0 0 $0
Barbara B Grogan Direttore 01 Maggio 2008 M 39.915 0 0 $0
Karen E Welke Direttore 03 Maggio 2007 M 50.066 0 0 $0
Augusto Meozzi Direttore 03 Maggio 2007 M 45.552 0 0 $0
William H Hernandez Direttore 20 Novembre 2003 M 1.445 0 0 $0
Stuart Maitland · 29 Aprile 2005 M 23.251 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 85 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PIO · Invesco Exchange-Traded Fund Trust … 7,19% 355.952 SH 05 Ottobre 2026 Giornaliero
PHO · Invesco Exchange-Traded Fund Trust 3,67% 1.310.674 SH 05 Ottobre 2026 Giornaliero
EFRA · iShares Trust 2,49% 2.433 SH 11 Settembre 2026 Giornaliero
CGW · Invesco Exchange-Traded Fund Trust … 1,49% 286.862 SH 05 Ottobre 2026 Giornaliero
NUMV · Nushares ETF Trust 1,25% 84.696 NS 31 Luglio 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1,12% 152.870 SH 05 Ottobre 2026 Giornaliero
PID · Invesco Exchange-Traded Fund Trust 0,93% 146.949 SH 05 Ottobre 2026 Giornaliero
CVY · Invesco Exchange-Traded Fund Trust 0,60% 13.197 SH 05 Ottobre 2026 Giornaliero
MADE · iShares Trust 0,29% 3.015 SH 11 Settembre 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,26% 2.353.114 SH 19 Agosto 2026 Giornaliero
ESML · iShares Trust 0,23% 115.871 SH 11 Settembre 2026 Giornaliero
RSP · Invesco Exchange-Traded Fund Trust 0,19% 3.382.082 SH 05 Ottobre 2026 Giornaliero
VIS · VANGUARD WORLD FUND 0,17% 196.372 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,15% 3.706.944 SH 19 Agosto 2026 Giornaliero
DUSL · Direxion Shares ETF Trust 0,14% 1.194 NS 31 Luglio 2026 N-PORT
ISCG · iShares Trust 0,14% 22.894 SH 11 Settembre 2026 Giornaliero
SMMD · iShares Trust 0,13% 85.573 SH 11 Settembre 2026 Giornaliero
IYJ · iShares Trust 0,11% 38.072 SH 11 Settembre 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,11% 242.538 NS 31 Luglio 2026 N-PORT
EXI · iShares Trust 0,09% 23.549 SH 11 Settembre 2026 Giornaliero
IWS · iShares Trust 0,09% 240.277 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,09% 10.021 SH 11 Settembre 2026 Giornaliero
IWR · iShares Trust 0,07% 659.226 SH 11 Settembre 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,06% 130.359 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,05% 129.082 NS 31 Luglio 2026 N-PORT
XOEF · iShares Trust 0,05% 197 SH 11 Settembre 2026 Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS 0,05% 912.998 SH 19 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,05% 4.153 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,04% 6.193 SH 05 Ottobre 2026 Giornaliero
VOOV · VANGUARD ADMIRAL FUNDS 0,04% 37.368 SH 19 Agosto 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,04% 12.844 NS 31 Luglio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,04% 260.813 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,03% 16.027 NS 31 Luglio 2026 N-PORT
IVE · iShares Trust 0,03% 268.132 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,03% 96.663 SH 19 Agosto 2026 Giornaliero
IUSV · iShares Trust 0,03% 142.596 SH 11 Settembre 2026 Giornaliero
DGRO · iShares Trust 0,03% 221.609 SH 11 Settembre 2026 Giornaliero
DSI · iShares Trust 0,03% 24.849 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,02% 355.613 SH 11 Settembre 2026 Giornaliero
EGLE · Global X Funds 0,02% 8 NS 31 Luglio 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,02% 3.932 SH 02 Ottobre 2026 Giornaliero
CATH · Global X Funds 0,02% 4.173 NS 31 Luglio 2026 N-PORT
XTR · Global X Funds 0,02% 15 NS 31 Luglio 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,02% 4.197.402 SH 19 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,02% 5.131.821 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 26.432 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,02% 13.486 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,02% 36.231 SH 19 Agosto 2026 Giornaliero
XYLG · Global X Funds 0,02% 190 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,02% 36.332 NS 31 Luglio 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,02% 34.814 SH 05 Ottobre 2026 Giornaliero
CHRI · Global X Funds 0,02% 23 NS 31 Luglio 2026 N-PORT
XCLR · Global X Funds 0,02% 10 NS 31 Luglio 2026 N-PORT
XYLD · Global X Funds 0,02% 8.374 NS 31 Luglio 2026 N-PORT
TOPC · iShares Trust 0,02% 96 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,02% 29.991 SH 05 Ottobre 2026 Giornaliero
XVV · iShares Trust 0,02% 1.866 SH 11 Settembre 2026 Giornaliero
SPUU · Direxion Shares ETF Trust 0,02% 610 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,02% 48.213 NS 31 Luglio 2026 N-PORT
XRMI · Global X Funds 0,01% 110 NS 31 Luglio 2026 N-PORT
IVV · iShares Trust 0,01% 2.036.909 SH 11 Settembre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 11.954 SH 02 Ottobre 2026 Giornaliero
PBP · Invesco Exchange-Traded Fund Trust 0,01% 958 SH 01 Ottobre 2026 Giornaliero
IYY · iShares Trust 0,01% 6.924 SH 11 Settembre 2026 Giornaliero
HCMT · Direxion Shares ETF Trust 0,01% 1.123 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,01% 216.812 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,01% 110.034 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,01% 45.396 SH 11 Settembre 2026 Giornaliero
SPXL · Direxion Shares ETF Trust 0,01% 12.635 NS 31 Luglio 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,01% 128 SH 02 Ottobre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 436.963 SH 19 Agosto 2026 Giornaliero
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 1.358.004 SH 19 Agosto 2026 Giornaliero
DFVX · Dimensional ETF Trust 0,00% 287 NS 31 Luglio 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0,00% 5.323.179 SH 19 Agosto 2026 Giornaliero
VPL · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 412.290 SH 19 Agosto 2026 Giornaliero
VEA · VANGUARD TAX-MANAGED FUNDS 0,00% 3.473.653 SH 19 Agosto 2026 Giornaliero
VSGX · VANGUARD WORLD FUND 0,00% 80.331 SH 19 Agosto 2026 Giornaliero
BIV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BSV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 14 Luglio 2026 Giornaliero
ISCB · iShares Trust · 7.249 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 20.025 SH 11 Settembre 2026 Giornaliero

PNR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 22 analisti COMPRA
Target mediano $79.00 +49,2%
6 27,3% Acquisto forte
4 18,2% Compra
9 40,9% Mantieni
3 13,6% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

14 analisti · 2026-10-04

Target medio $76.43 +44,4%

Ora Prezzo attuale $52.94
Basso$50.00 Media$76.43 Alto$94.00

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Lug 28, 2026