nVent Electric plc
In the published model solve dated 2026-Q2, anchored at $162.05, nVent Electric plc (NVT) is priced for today's economics sustained for ~10.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• nVent makes electrical enclosures, connection, and protection products, and it has become a direct beneficiary of the AI data-center buildout, posting record Q1 2026 sales of $1.24 billion, up 53% year over year with 34% organic growth. [Source: nVent Q1 2026 results, May 2026] • The central risk is concentration in one demand driver: the Infrastructure vertical, led by liquid cooling and power distribution, is doing the heavy lifting, so a pause in data-center capital spending would hit the g
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801 institutional managers reported holding NVT in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 37%. 138 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 5.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NVT has cut its share count 3.7% over the past five years, spending $621.70M on repurchases. It pays a dividend, and has paid one every year in our records (8 and counting), raised 2 years straight; the current rate is $0.80 a share annually. Cash returned over the past three years: $349.70M in dividends and $449.10M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at NVT over the trailing three years: 2024: 1 buy totaling $497k; 2025: 2 buys totaling $180k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NVT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-10-29 | +6.8% | +5.1% |
| 2023-03-01 | +10.5% | -8.0% |
| 2024-02-21 | +1.5% | +16.6% |
| 2024-05-04 | +5.5% | -0.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NVT's latest 8-K filings: 2026-07-31 (items 2.02, 9.01); 2026-06-17 (items 5.02, 9.01); 2026-05-18 (items 5.07); 2026-05-01 (items 2.02, 9.01); 2026-02-17 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.