Vaughan David Investments LLC IL Trims Position in Eaton Corporation, PLC $ETN

Vaughan David Investments LLC IL trimmed its position in Eaton Corporation, PLC (NYSE:ETN) by 1.9% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 180,355 shares of the industrial products company’s stock after selling 3,419 shares during the period. Eaton accounts for about 1.5% of Vaughan David Investments LLC IL’s investment portfolio, making the stock its 10th biggest holding. Vaughan David Investments LLC IL’s holdings in Eaton were worth $67,498,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of ETN. HCR Wealth Advisors increased its holdings in shares of Eaton by 39.5% in the 2nd quarter. HCR Wealth Advisors now owns 5,229 shares of the industrial products company’s stock valued at $1,867,000 after acquiring an additional 1,481 shares during the last quarter. Baird Financial Group Inc. lifted its stake in Eaton by 8.8% in the second quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock valued at $132,276,000 after buying an additional 29,900 shares during the last quarter. Bowen Hanes & Co. Inc. lifted its position in Eaton by 1.7% in the 2nd quarter. Bowen Hanes & Co. Inc. now owns 197,775 shares of the industrial products company’s stock valued at $70,604,000 after purchasing an additional 3,295 shares during the last quarter. Waterloo Capital L.P. raised its stake in Eaton by 15.8% during the 2nd quarter. Waterloo Capital L.P. now owns 5,619 shares of the industrial products company’s stock valued at $2,006,000 after acquiring an additional 767 shares in the last quarter. Finally, Mediolanum International Funds Ltd raised its stake in shares of Eaton by 93.4% during the second quarter. Mediolanum International Funds Ltd now owns 106,114 shares of the industrial products company’s stock valued at $37,483,000 after purchasing an additional 51,255 shares in the last quarter. Institutional investors and hedge funds own 82.97% of the company’s stock.

Insider Buying and Selling at Eaton

In other Eaton news, Director Gerald Johnson bought 200 shares of the stock in a transaction dated Tuesday, November 18th. The stock was bought at an average cost of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the purchase, the director owned 400 shares in the company, valued at $135,956. This represents a 100.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders acquired 500 shares of company stock valued at $174,389 in the last three months. Company insiders own 0.30% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on ETN shares. JPMorgan Chase & Co. lowered their target price on Eaton from $440.00 to $406.00 and set an “overweight” rating on the stock in a report on Friday. Royal Bank Of Canada set a $399.00 target price on Eaton in a research note on Thursday. UBS Group reissued a “neutral” rating and set a $360.00 price objective (down previously from $440.00) on shares of Eaton in a research report on Sunday, January 4th. KeyCorp lifted their price objective on shares of Eaton from $410.00 to $420.00 and gave the company an “overweight” rating in a research note on Tuesday, October 14th. Finally, Morgan Stanley lowered their price target on Eaton from $425.00 to $405.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $388.74.

Eaton Stock Performance

NYSE ETN opened at $343.78 on Tuesday. The company’s 50-day simple moving average is $334.04 and its 200 day simple moving average is $356.00. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. The stock has a market cap of $133.52 billion, a P/E ratio of 34.38, a PEG ratio of 2.31 and a beta of 1.20. Eaton Corporation, PLC has a twelve month low of $231.85 and a twelve month high of $399.56.

Eaton (NYSE:ETN) last released its quarterly earnings data on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.06 by $0.01. Eaton had a return on equity of 24.36% and a net margin of 14.74%.The firm had revenue of $6.99 billion during the quarter, compared to analyst estimates of $7.09 billion. Eaton has set its Q4 2025 guidance at 3.230-3.430 EPS and its FY 2025 guidance at 11.970-12.170 EPS. As a group, research analysts forecast that Eaton Corporation, PLC will post 12.02 earnings per share for the current fiscal year.

Eaton News Summary

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Zacks Research raised several 2027 estimates — including Q1, Q2, Q3, Q4 and FY2027 — lifting FY2027 to $15.45 and nudging quarterly EPS forecasts higher, which supports a stronger earnings outlook. Zacks / MarketBeat ETN
• Neutral Sentiment: Eaton confirmed it will report fourth‑quarter 2025 results before the NYSE opens on Feb. 3 and will host an 11:00 a.m. ET webcast — an event that typically drives short‑term volume and price moves as investors react to results and guidance. Eaton Q4 2025 Earnings Date
• Neutral Sentiment: Media commentary is highlighting Eaton’s recent pullback from its 52‑week high and debating whether the decline is a buying opportunity; such coverage can attract speculative interest but doesn’t change fundamentals by itself. Fool: Should You Buy Eaton?
• Negative Sentiment: An elected official, Rep. Julie Johnson, disclosed a sale of Eaton shares — insider sales can be read negatively by some investors even when they are routine or pre‑planned. Rep. Julie Johnson Sells Eaton Shares
• Negative Sentiment: JPMorgan lowered its price target on Eaton to $406, which may constrain analyst‑driven upside and influence investor expectations. JPMorgan Cuts ETN PT

Eaton Profile

Eaton (NYSE: ETN) is a diversified power management company that designs, manufactures and distributes products and systems to manage electrical, hydraulic and mechanical power. The company’s offerings are used to improve energy efficiency, reliability and safety across a wide range of applications, with core capabilities in electrical distribution and control, industrial hydraulics and aerospace systems.

Its product portfolio includes switchgear, circuit breakers, transformers, power distribution units, uninterruptible power supplies and surge protection devices for electrical infrastructure, along with hydraulic pumps, valves and filtration systems for industrial and mobile equipment.