What smart money is saying about Pentair plc
1 fund in our archive has pitched Pentair plc — most recently Brown Advisory Large-Cap Sustainable Value Strategy in September 2026.
Pentair plc engages in the provision of water solutions for residential, commercial, industrial, infrastructure, and agricultural applications. It operates through the following segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells various fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles, while serving the global residential, commercial, and industrial markets. The Water Solutions segment covers commercial and residential water treatment products and systems, including pressure tanks, control valves, activated carbon products, commercial ice machines, conventional filtration products, and point-of-entry and point-of-use water treatment systems. The Pool segment refers to a line of energy-efficient residential and commercial pool equipment and accessories, including pumps, filters, heaters, lights, automatic controls, automatic cleaners, maintenance equipment, and pool accessories. The company was founded by Murray J. Harpole, Vern Stone, Vincent Follmer, Leroy Nelson, and Gary Ostrand on August 31, 1966 and is headquartered in London, the United Kingdom.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Pentair plc — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 2 | 2 | 0 | 0 |
Fund activity · 3 positions · 2 moves
- September 2026
“Within Industrials, Pentair plc (PNR) was the largest detractor to performance 1 Source: FactSet® and Brown Advisory analysis. Portfolio level information shown above is based on a representative Large-Cap Sustainable Value account and is provided as Supplemental Information. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. Sectors are based on the Global Industry Classification Standard (GICS®) classification system. Commentary regarding an investment’s contribution to return and relative performance has been assessed on a gross performance basis. The composite performance shown above reflects the Large-Cap Sustainable Value Composite managed by Brown Advisory Institutional. Brown Advisory Institutional is a GIPS compliant firm and is a division of Brown Advisory LLC. Past performance is not indicative of future results. Please see the end of this presentation for a GIPS Report, important disclosures and a complete list of terms and definitions. 2 LARGE-CAP SUSTAINABLE VALUE REVIEW AND OUTLOOK AS OF SEPTEMBER 30, 2026 after the company drastically lowered guidance for its Pool segment in July. While disappointing especially after a tough start to the year, we do not think the Pool inventory issue is a sign of dramatic shifts in market share amongst a consolidated market, and we believe the company will be set up for an improved Pool season in 2027. With the stock near all-time absolute and relative valuation lows we are maintaining our position.”
Pentair plc - June 2026
“Industrials, Communication Services, and Financials were the leading sources of underperformance for the Strategy during the second quarter. Pentair PLC (PNR) was the biggest detractor within Industrials during the period as management slightly reduced the outlook for its Pool segment during its first quarter earnings report. Given persistently high interest rates and the continued malaise in housing activity, investor patience with residential focused names has worn thin (Ferguson Enterprises Inc (FERG) was a detractor in the period as well). However, we think the stock reaction in Pentair PLC was overly punitive and with the stock trading at a substantial discount to peers and with a capital return program accelerating, we used this weakness to add to our position.”
Pentair plc - June 2026
“Pentair PLC (PNR) was the biggest detractor within Industrials during the period as management slightly reduced the outlook for its Pool segment during its first quarter earnings report. Given persistently high interest rates and the continued malaise in housing activity, investor patience with residential focused names has worn thin (Ferguson Enterprises Inc (FERG) was a detractor in the period as well). However, we think the stock reaction in Pentair PLC was overly punitive and with the stock trading at a substantial discount to peers and with a capital return program accelerating, we used this weakness to add to our position.”
Pentair plc
Fund coverage · 1 thesis
- Brown Advisory Large-Cap Sustainable Value StrategySeptember 2026
Pentair plc is a water treatment and pool equipment company that the managers believe should benefit from a 2027 Pool recovery and is trading at very low valuation levels.
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