PNR at a glance
Pentair (PNR, SEC CIK 77360) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Pentair (PNR) reported revenue of $4.2 billion (up 2.3% from FY2024) and net income of $653.8 million. Diluted EPS was $3.96.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding Pentair (PNR) shares worth $6.3 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.2B
- +2.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 36 funds
- $6.3B · +1 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Tariffs on steel, aluminum, copper, and goods from Mexico, China, EU under current U.S. administration; USMCA up for review in 2026 adding further uncertainty
- Non-U.S. sales 30% of 2025 net revenue; exposed to currency volatility, trade restrictions, and geopolitical disruption including Russia-Ukraine and Middle East conflicts
- Single largest customer ~18% of consolidated 2025 net sales; loss or order reduction would materially impact revenue
- Goodwill and intangibles $4,611.4M, ~67% of total assets; vulnerable to impairment if fair market values decline
- OECD Pillar Two global 15% minimum tax already negatively impacted 2025 effective tax rate; ongoing exposure as more jurisdictions adopt rules
Business Overview
- Pure-play water solutions company across three segments (Flow, Water Solutions, Pool); total net sales $4.18B in FY2025, up ~2.3% YoY
- Two acquisitions completed: Hydra-Stop (specialty insertion valves) for $292.1M in Sept 2025; G&F Manufacturing (pool heat pumps) for $116.0M in Dec 2024
- Segment restructuring effective Jan 1, 2026: residential/irrigation flow business (~36% of prior Flow sales) shifted from Flow into Water Solutions segment
- Pool segment fastest-growing: segment income up ~$50.6M to $527.1M in 2025; single Pool customer representing 18% of consolidated net sales (up from 15% in 2024)
- ~9,000 employees worldwide as of Dec 31, 2025; completed second CSRD-aligned ESG assessment in 2025, with updated Sustainability Strategic Targets announced
Management Discussion & Analysis
- Revenue $4,176M, up 2.3% YoY; price +4.0% offset by volume -2.1% across segments
- Operating margin 20.5% vs 19.7%; gross margin 40.5% vs 39.2%; SG&A ratio 17.6% vs 17.2%
- Best segment: Pool, sales +8.5% to $1,559M, segment margin 33.8% vs 33.2%; worst: Water Solutions, sales -6.1% to $1,062M despite margin 23.9% vs 22.6%
- Operating cash flow $814.8M; capex $68.8M; buybacks $225M; dividends $164.3M; $250M term loan repaid
- Key risks: tariff uncertainty post-Supreme Court ruling, Pillar Two minimum tax pressure, volume softness in Flow and Water Solutions
AI summary of the PNR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $932.6M, down 17.0% YoY from $1,123.1M
- Operating margin 17.9% vs 19.4% YoY; gross margin 42.4% vs 40.7%
- Best segment Flow revenue $263.7M, up 5.1%; margin 26.5% vs 21.8%
- Worst segment Pool revenue $246.6M, down 42.3%; margin 23.4% vs 35.7%
- Operating cash flow $504.4M through six months vs $567.7M; Pool destocking expected to reduce 2026 sales approximately $250M
Risk Factors
- New acquisition-integration risk: Taco acquisition requires significant management resources and may delay revenue synergies, cost savings, and efficiencies
- New compliance risk: Taco integration may require costly upgrades to internal-control and financial-reporting systems
- New legal risk: Undisclosed Taco liabilities could include litigation and regulatory matters without indemnification or insurance
- Financial risk: $1,606.0 million total debt as of June 30, 2026, plus approximately $1.4 billion acquisition-related indebtedness
- Liquidity risk: Insufficient operating cash flow could force refinancing, asset sales, or reduced capital and operating expenditures
AI summary of the PNR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Robert W. Hau becomes Pentair CFO November 1, 2026, replacing interim CFO Robert P. Fishman
- Hau brings prior CFO experience at Fiserv, TE Connectivity, and Lennox International
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Louis V. Pinkham appointed director effective September 17, 2026
- Audit and Finance Committee membership adds his oversight to financial reporting and controls
Item 2.03: Creation of a Direct Financial Obligation
- $1.4B senior unsecured term facilities arranged to fund part of Taco’s $1.425B acquisition price, fees, and debt refinancing
- No borrowings outstanding as of September 1, 2026; funding depends on Taco acquisition closing and other conditions
AI summaries of PNR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PNR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fishman Robert P | F | Sep 2, 2026 | 1,073 | $59.84 |
| Fishman Robert P | F | Sep 2, 2026 | 747 | $59.84 |
| Fishman Robert P | G | Aug 14, 2026 | 79,229 | - |
| Fishman Robert P | G | Aug 14, 2026 | 79,229 | - |
| Fishman Robert P | A | Jul 14, 2026 | 13,214 | - |
| Hensley Jennifer M | F | May 12, 2026 | 59 | $75.26 |
| Hensley Jennifer M | F | May 12, 2026 | 59 | $75.26 |
| Hausmann Heather M. | F | Apr 30, 2026 | 74 | $80.71 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.1B | $4.2B |
| Gross Profit | - | $1.6B | $1.7B |
| Operating Income | - | $803.8M | $857.5M |
| Net Income | - | $625.4M | $653.8M |
| Gross Margin | - | 39.2% | 40.5% |
| Op. Margin | - | 19.7% | 20.5% |
| Net Margin | - | 15.3% | 15.7% |
| Balance Sheet | |||
| Total Assets | $6.6B | $6.4B | $6.9B |
| Equity | - | $3.6B | $3.9B |
| ROE | - | 17.6% | 16.9% |
| Per Share | |||
| EPS | - | $3.74 | $3.96 |
| Cash Flow | |||
| Operating CF | - | $766.7M | $814.8M |
| CapEx | $76.0M | $74.4M | $68.8M |
Source: XBRL data in Pentair (PNR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PNR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $6.33B |
| Q1 2026 | 35 | $7.01B |
| Q4 2025 | 31 | $8.03B |
| Q3 2025 | 32 | $8.65B |
| Q2 2025 | 30 | $7.35B |
| Q1 2025 | 29 | $4.66B |
| Q4 2024 | 24 | $4.92B |
| Q3 2024 | 20 | $2.13B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PNR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 4, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 28, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
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PNR SEC filings: frequently asked questions
Which institutions hold PNR stock?
As of June 30, 2026, the largest Pentair (PNR) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Capital Management LLC ($810.1 million), State Street Corp ($701.7 million), Vanguard Portfolio Management LLC ($575.2 million), FMR LLC (Fidelity) ($518.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PNR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Pentair (PNR) reported revenue of $4.2 billion (up 2.3% from FY2024) and net income of $653.8 million. Diluted EPS was $3.96. The figures come from the XBRL data in the 10-K.
What are the main risks in PNR's latest 10-K?
In the 10-K filed February 24, 2026, Pentair (PNR) flagged: Tariffs on steel, aluminum, copper, and goods from Mexico, China, EU under current U.S. administration; USMCA up for review in 2026 adding further uncertainty. Non-U.S. sales 30% of 2025 net revenue; exposed to currency volatility, trade restrictions, and geopolitical disruption including Russia-Ukraine and Middle East conflicts. (AI summary of the Risk Factors section.)
What did PNR report in its latest 8-K?
Pentair (PNR) filed an 8-K on September 22, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Robert W. Hau becomes Pentair CFO November 1, 2026, replacing interim CFO Robert P. Fishman.
What are the latest PNR SEC filings?
Pentair (PNR) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on September 4, 2026.
What is PNR's SEC CIK number?
Pentair (PNR)'s SEC Central Index Key (CIK) is 77360. EDGAR lists every PNR filing under that number.
Ask anything about PNR
The research agent reads PNR's filings, financials, insider trades and 13F holders, then answers with sources.