Clean Energy Transition LLP Has $153.58 Million Position in nVent Electric PLC $NVT

Clean Energy Transition LLP raised its holdings in shares of nVent Electric PLC (NYSE:NVT) by 11.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,506,140 shares of the company’s stock after purchasing an additional 155,783 shares during the quarter. nVent Electric accounts for about 12.8% of Clean Energy Transition LLP’s portfolio, making the stock its 4th largest position. Clean Energy Transition LLP’s holdings in nVent Electric were worth $153,581,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of NVT. AQR Capital Management LLC lifted its position in nVent Electric by 33.1% during the first quarter. AQR Capital Management LLC now owns 94,968 shares of the company’s stock valued at $4,841,000 after purchasing an additional 23,606 shares during the last quarter. Jones Financial Companies Lllp raised its stake in shares of nVent Electric by 575.6% in the first quarter. Jones Financial Companies Lllp now owns 8,803 shares of the company’s stock valued at $461,000 after acquiring an additional 7,500 shares during the period. Geneos Wealth Management Inc. raised its stake in shares of nVent Electric by 436.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,072 shares of the company’s stock valued at $56,000 after acquiring an additional 872 shares during the period. Marshall Wace LLP raised its stake in shares of nVent Electric by 31.8% in the second quarter. Marshall Wace LLP now owns 41,061 shares of the company’s stock valued at $3,008,000 after acquiring an additional 9,898 shares during the period. Finally, Cresset Asset Management LLC raised its stake in shares of nVent Electric by 57.7% in the second quarter. Cresset Asset Management LLC now owns 8,136 shares of the company’s stock valued at $596,000 after acquiring an additional 2,977 shares during the period. Institutional investors own 90.05% of the company’s stock.

nVent Electric Trading Up 1.0%

NVT stock opened at $166.13 on Friday. The company has a market capitalization of $26.87 billion, a PE ratio of 55.19, a P/E/G ratio of 1.57 and a beta of 1.35. nVent Electric PLC has a 12 month low of $67.79 and a 12 month high of $178.00. The firm’s 50-day moving average is $152.70 and its 200 day moving average is $125.39. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.70 and a quick ratio of 1.21.

nVent Electric (NYSE:NVT) last posted its quarterly earnings results on Friday, May 1st. The company reported $1.09 EPS for the quarter, topping the consensus estimate of $0.94 by $0.15. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.11 billion. nVent Electric had a net margin of 11.37% and a return on equity of 16.82%. The firm’s revenue was up 53.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.67 EPS. nVent Electric has set its Q2 2026 guidance at 1.120-1.150 EPS and its FY 2026 guidance at 4.450-4.550 EPS. On average, research analysts anticipate that nVent Electric PLC will post 4.55 EPS for the current year.

nVent Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Friday, July 24th will be paid a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, July 24th. nVent Electric’s dividend payout ratio (DPR) is currently 27.91%.

nVent Electric declared that its board has approved a share repurchase plan on Saturday, May 16th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the company to buy up to 1.8% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. UBS Group reissued a “buy” rating on shares of nVent Electric in a research note on Thursday. Sanford C. Bernstein set a $218.00 target price on shares of nVent Electric and gave the company an “outperform” rating in a research note on Tuesday. Glj Research assumed coverage on shares of nVent Electric in a research note on Thursday, March 5th. They issued a “buy” rating and a $151.00 target price on the stock. KeyCorp increased their target price on shares of nVent Electric from $140.00 to $185.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Finally, Wall Street Zen downgraded shares of nVent Electric from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $187.27.

Insider Buying and Selling

In related news, insider Sara E. Zawoyski sold 29,412 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $172.49, for a total value of $5,073,275.88. Following the transaction, the insider owned 97,068 shares of the company’s stock, valued at $16,743,259.32. This trade represents a 23.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Aravind Padmanabhan sold 15,942 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $174.00, for a total transaction of $2,773,908.00. Following the transaction, the executive vice president directly owned 23,243 shares in the company, valued at $4,044,282. This trade represents a 40.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 87,685 shares of company stock worth $14,961,768 over the last ninety days. 1.70% of the stock is owned by insiders.

About nVent Electric

nVent Electric PLC is a global manufacturer of electrical connection, protection and thermal management solutions. The company designs, engineers and produces a broad portfolio of products aimed at enhancing safety, reliability and performance in electrical systems across a variety of industries. Its core offerings include electrical enclosures, heat tracing systems, grounding and bonding products, cable management, and fastening solutions. nVent serves markets such as commercial and industrial construction, oil and gas, telecommunications, data centers, utilities, and renewable energy.

The company’s electrical enclosures and housing solutions protect sensitive components from environmental hazards, while its Raychem brand heat tracing products provide freeze protection and temperature maintenance for critical piping and equipment.