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TD Cowen credits Pentair for self-help growth, lifts shares PT

EditorIsmeta Mujdragic
Published 07/24/2024, 11:01 AM
PNR
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On Wednesday, TD Cowen has increased its price target on shares of Pentair (NYSE:PNR), a company specializing in water treatment and sustainable solutions, to $95.00, up from the previous target of $85.00. The firm has also reaffirmed its Buy rating on the stock. The adjustment reflects a minor revision of the prior financial model and suggests confidence in the company's ability to progress independently of market conditions.

The analyst at TD Cowen highlighted that Pentair is demonstrating its capacity for self-improvement amidst less favorable market assistance than initially anticipated. This resilience is particularly notable in crucial segments such as the pool market, which remains promising despite broader economic adjustments that have not significantly affected Pentair's earnings per share (EPS).

The new price target is based on approximately 15 times and 18 times the company's projected fiscal year 2025 enterprise value to earnings before interest, taxes, and amortization (EV/EBITA) and free cash flow (FCF), respectively. According to the analyst, these multiples are considered very reasonable when compared to Pentair's peers within the water industry.

Investors and industry watchers may view the revised price target as a sign of Pentair's robust business model and its potential for continued growth. The company's stock evaluation will continue to be subject to market dynamics and its operational performance in the coming fiscal periods.

In other recent news, Pentair has experienced an array of developments. Following a robust first-quarter performance in 2024, the company reported an adjusted earnings per share of $0.94 and an overall return on sales improvement of 80 basis points. Despite this, Pentair maintains a cautious outlook for 2024, reiterating its revenue growth guidance of 2-3% for the year.

Several analyst firms have revised their outlooks on Pentair. RBC Capital Markets reduced its price target for Pentair to $99 but maintained an "Outperform" rating. Oppenheimer raised its stock price target to $90, also maintaining an Outperform rating, while Baird adjusted the company's price target to $85.00 and maintained a Neutral rating.

In partnership news, Pentair has teamed up with Minneapolis-St. Paul International Airport (MSP) to install 10 HOPE Hydration HydroStations. This initiative aims to provide travelers with access to high-quality drinking water and reduce reliance on single-use plastic bottles.

Pentair also continues to uphold its commitment to shareholders, declaring a regular quarterly cash dividend of $0.23 per share, thereby continuing its 48-year streak of dividend increases.

These are some of the recent developments at Pentair.

InvestingPro Insights

In light of TD Cowen's revised price target and optimism regarding Pentair's growth and resilience, InvestingPro data and tips provide further context to the company's financial health and market position. With a market capitalization of $14.48 billion and a P/E ratio standing at 22.91, Pentair is trading at a valuation that reflects a balance between its earnings and investor expectations. Notably, the company's PEG ratio of 0.89 for the last twelve months as of Q1 2024 suggests that its price is potentially undervalued relative to its earnings growth.

Additionally, Pentair has demonstrated a commitment to shareholder returns, maintaining dividend payments for an impressive 49 consecutive years and raising its dividend for four consecutive years, which is indicative of its financial stability and prudent management. This is further supported by the fact that it operates with a moderate level of debt, ensuring a robust financial structure. Moreover, the company's liquid assets surpass its short-term obligations, which is a strong indicator of its ability to meet immediate financial liabilities.

For investors seeking more in-depth analysis and additional insights, there are more InvestingPro Tips available, which can be accessed through the InvestingPro platform. Interested readers can use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, unlocking a wealth of financial data and expert analysis to inform their investment decisions. With the next earnings date on the horizon, these insights could be particularly valuable for those monitoring Pentair's performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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