Rep. David Taylor Buys Eaton Corporation, PLC (NYSE:ETN) Shares

Representative David Taylor (R-Ohio) recently bought shares of Eaton Corporation, PLC (NYSE:ETN). In a filing disclosed on February 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Eaton stock on January 16th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Vertex Pharmaceuticals (NASDAQ:VRTX) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Medpace (NASDAQ:MEDP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Prologis (NYSE:PLD) on 1/29/2026.

Eaton Price Performance

ETN opened at $362.41 on Wednesday. The company’s 50-day simple moving average is $333.90 and its two-hundred day simple moving average is $354.51. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.28. The stock has a market capitalization of $140.76 billion, a P/E ratio of 36.24, a P/E/G ratio of 2.37 and a beta of 1.20. Eaton Corporation, PLC has a 52-week low of $231.85 and a 52-week high of $399.56.

Eaton (NYSE:ETN) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share for the quarter, meeting the consensus estimate of $3.33. Eaton had a net margin of 14.74% and a return on equity of 24.36%. The firm had revenue of $7.06 billion during the quarter, compared to analysts’ expectations of $7.15 billion. During the same period in the previous year, the company earned $2.83 earnings per share. The firm’s quarterly revenue was up 13.1% on a year-over-year basis. Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. As a group, analysts predict that Eaton Corporation, PLC will post 12.02 EPS for the current year.

Key Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Company reported record fourth-quarter results, accelerating orders and backlog growth — a sign of durable end-market demand that supports longer‑term revenue potential. Eaton Reports Record Fourth Quarter 2025 Results, with Accelerating Orders and Continued Backlog Growth, and Issues Guidance on 2026 Outlook
• Positive Sentiment: Q4 adjusted EPS of $3.33 matched consensus and year‑over‑year profit improved, supporting margins and ROE metrics investors care about. Eaton (ETN) Q4 Earnings Meet Estimates
• Positive Sentiment: Management will present at the Barclays Industrial Select conference (Feb. 17), giving investors a near‑term chance for more detail on the Electrical business and strategy around electrification, AI and digitalization. Eaton to participate in the Barclays 43rd Annual Industrial Select Conference on February 17
• Neutral Sentiment: Earnings call transcript and analyst write‑ups provide detail on segment performance (Electrical and Aerospace strong; Vehicles weaker) for investors doing deeper due diligence. Eaton Corporation plc (ETN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts note key metrics (orders, backlog, margin drivers) that help frame whether management’s conservative guide is temporary or a sign of slowing end markets. Here’s What Key Metrics Tell Us About Eaton (ETN) Q4 Earnings
• Negative Sentiment: Management issued FY‑2026 EPS guidance of $13.00–$13.50 and Q1 guidance of $2.65–$2.85, both below consensus — the cautious outlook is the main driver of near‑term downside risk. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Quarterly revenue (≈$7.05B) slightly missed consensus (~$7.15B), which, together with conservative guidance, prompted a sell‑off in some accounts. Eaton shares slide after revenue miss, 2026 outlook trails estimates
• Negative Sentiment: Commentary from some analysts views the outlook as conservative, which may limit upside until management provides clearer visibility on margins and growth drivers. Eaton’s Conservative Outlook Limits Upside

Institutional Investors Weigh In On Eaton

Institutional investors have recently bought and sold shares of the business. Fayez Sarofim & Co lifted its position in shares of Eaton by 3.4% in 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 acquiring an additional 40,792 shares in the last quarter. Williams Jones Wealth Management LLC. raised its stake 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 purchasing an additional 16,422 shares during the period. Baird Financial Group Inc. lifted its holdings in Eaton by 8.8% in the 2nd quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after purchasing an additional 29,900 shares in the last quarter. SG Americas Securities LLC lifted its holdings in shares of Eaton by 438.9% in the fourth quarter. SG Americas Securities LLC now owns 364,877 shares of the industrial products company’s stock worth $116,217,000 after buying an additional 297,166 shares in the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new position in shares of Eaton during the fourth quarter worth $97,989,000. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Insider Transactions at Eaton

In related news, Director Gerald Johnson purchased 200 shares of the firm’s stock in a transaction on Tuesday, November 18th. The shares were acquired at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the purchase, the director directly owned 400 shares in the company, valued at $135,956. This trade represents a 100.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.30% of the company’s stock.

Wall Street Analyst Weigh In

ETN has been the topic of several research analyst reports. Wells Fargo & Company lowered their price target on Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a report on Thursday, December 18th. Barclays lowered their target price on Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 7th. Sanford C. Bernstein restated an “outperform” rating on shares of Eaton in a research note on Tuesday, January 27th. KeyCorp increased their price objective on shares of Eaton from $410.00 to $420.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. Finally, Wolfe Research raised shares of Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 price objective on the stock in a report on Tuesday, December 9th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $384.30.

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

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.