Eaton Corporation, PLC (NYSE:ETN) Given Consensus Rating of “Moderate Buy” by Analysts

Eaton Corporation, PLC (NYSE:ETN) has earned an average recommendation of “Moderate Buy” from the twenty-three research firms that are currently covering the firm, MarketBeat.com reports. Seven equities research analysts have rated the stock with a hold rating, fourteen have issued a buy rating and two have issued a strong buy rating on the company. The average 1-year price target among brokers that have covered the stock in the last year is $384.30.

A number of research firms have recently weighed in on ETN. Wolfe Research raised Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 target price for the company in a research note on Tuesday, December 9th. Hsbc Global Res upgraded shares of Eaton from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Morgan Stanley cut their price target on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Barclays decreased their price objective on shares of Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a research report on Wednesday, January 7th. Finally, UBS Group reissued a “neutral” rating and issued a $360.00 target price (down from $440.00) on shares of Eaton in a research note on Sunday, January 4th.

Eaton News Summary

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Company confirms plan to separate Vehicle and eMobility into an independent, publicly traded Mobility Group to sharpen focus on core Electrical and Aerospace businesses; management frames the split as part of a 2030 growth strategy. Eaton announces plan to spin off its Mobility Group
• Positive Sentiment: BNP Paribas and other commentators view the tax‑free spinoff as a way to unlock value from the mobility businesses, which likely supported the stock’s rally. Eaton’s tax-free spinoff of mobility group unlocks value: BNP Paribas
• Positive Sentiment: Market reaction and commentary highlight positive investor sentiment and short‑term buying interest following the announcement. Eaton (ETN) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Company is targeting a Q1 2027 timing for the spin‑off; details on structure, capital allocation and leadership for the new entity remain to be finalized, so much depends on execution and timing. Eaton targets Q1 2027 spin-off of Mobility Group
• Neutral Sentiment: Investor attention and media coverage have spiked (search interest), which can amplify price moves but also raise volatility around subsequent disclosures. Investors Heavily Search Eaton Corporation, PLC (ETN): Here is What You Need to Know
• Negative Sentiment: Company framed the Mobility businesses as underperforming relative to other segments (lagging automotive units), which likely prompted the split but also signals near‑term earnings drag and turnaround risk for the spun‑off operation. Eaton to spin off lagging automotive units to focus on electrical and aerospace
• Negative Sentiment: Some analyst pieces caution Eaton may lack the immediate ingredients for an earnings beat in the near term, underscoring short‑term execution and guidance risk despite the strategic narrative. Eaton (ETN) Earnings Expected to Grow: Should You Buy?

Eaton Trading Up 2.7%

ETN stock opened at $341.40 on Friday. The company has a market capitalization of $132.60 billion, a PE ratio of 34.14, a price-to-earnings-growth ratio of 2.19 and a beta of 1.20. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.28. Eaton has a one year low of $231.85 and a one year high of $399.56. The company’s 50 day moving average price is $331.85 and its two-hundred day moving average price is $355.00.

Eaton (NYSE:ETN) last released its earnings results on Tuesday, November 4th. The industrial products company reported $3.07 EPS for the quarter, beating the consensus estimate of $3.06 by $0.01. The company had revenue of $6.99 billion for the quarter, compared to analyst estimates of $7.09 billion. Eaton had a net margin of 14.74% and a return on equity of 24.36%. 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, analysts predict that Eaton will post 12.02 earnings per share for the current fiscal year.

Insider Activity

In other Eaton news, Director Gerald Johnson bought 200 shares of the firm’s stock in a transaction that occurred on Tuesday, November 18th. The stock was bought at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the acquisition, the director directly owned 400 shares in the company, valued at $135,956. The trade was a 100.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders purchased 500 shares of company stock worth $174,389 over the last 90 days. 0.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Fayez Sarofim & Co increased its position in shares of Eaton by 3.4% during the third quarter. Fayez Sarofim & Co now owns 1,256,177 shares of the industrial products company’s stock valued at $474,444,000 after buying an additional 40,792 shares during the period. Williams Jones Wealth Management LLC. boosted its position in Eaton by 3.3% during the 3rd quarter. Williams Jones Wealth Management LLC. now owns 515,587 shares of the industrial products company’s stock valued at $192,958,000 after acquiring an additional 16,422 shares in the last quarter. Baird Financial Group Inc. grew its holdings in shares of Eaton by 8.8% during the 2nd quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after acquiring an additional 29,900 shares during the period. SG Americas Securities LLC raised its position in shares of Eaton by 438.9% in the 4th quarter. SG Americas Securities LLC now owns 364,877 shares of the industrial products company’s stock worth $116,217,000 after acquiring an additional 297,166 shares in the last quarter. Finally, Whittier Trust Co. lifted its stake in shares of Eaton by 6.2% in the 2nd quarter. Whittier Trust Co. now owns 272,608 shares of the industrial products company’s stock valued at $97,315,000 after purchasing an additional 15,971 shares during the period. 82.97% of the stock is currently owned by institutional investors.

About Eaton

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.