Eaton Corporation, PLC $ETN Shares Sold by Searle & CO.

Searle & CO. reduced its stake in Eaton Corporation, PLC (NYSE:ETN) by 17.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,645 shares of the industrial products company’s stock after selling 2,030 shares during the quarter. Searle & CO.’s holdings in Eaton were worth $4,145,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ETN. 71 West Capital Partners boosted its holdings in Eaton by 3.7% during the third quarter. 71 West Capital Partners now owns 4,742 shares of the industrial products company’s stock worth $2,038,000 after purchasing an additional 169 shares during the last quarter. AEGON ASSET MANAGEMENT UK Plc increased its stake in Eaton by 0.8% in the 3rd quarter. AEGON ASSET MANAGEMENT UK Plc now owns 267,498 shares of the industrial products company’s stock valued at $114,947,000 after buying an additional 2,248 shares during the last quarter. Gryphon Financial Partners LLC increased its stake in Eaton by 1.3% in the 3rd quarter. Gryphon Financial Partners LLC now owns 4,121 shares of the industrial products company’s stock valued at $1,771,000 after buying an additional 54 shares during the last quarter. Running Oak Capital LLC lifted its position in Eaton by 2.5% during the 3rd quarter. Running Oak Capital LLC now owns 28,915 shares of the industrial products company’s stock worth $12,425,000 after buying an additional 712 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its position in Eaton by 12.0% during the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 1,451 shares of the industrial products company’s stock worth $624,000 after buying an additional 156 shares in the last quarter. 82.97% of the stock is owned by institutional investors and hedge funds.

Eaton Stock Performance

Shares of ETN stock opened at $354.34 on Wednesday. Eaton Corporation, PLC has a 52 week low of $311.92 and a 52 week high of $478.00. The company has a market capitalization of $137.66 billion, a price-to-earnings ratio of 35.40, a PEG ratio of 2.26 and a beta of 1.15. The company has a 50-day simple moving average of $403.30 and a 200 day simple moving average of $396.80. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.78 and a current ratio of 1.23.

Eaton (NYSE:ETN) last released its quarterly earnings results on Tuesday, November 3rd. The industrial products company reported $3.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.54 by $0.14. Eaton had a return on equity of 25.09% and a net margin of 12.18%. The business had revenue of $8.95 billion during the quarter, compared to the consensus estimate of $8.53 billion. During the same period in the previous year, the company posted $3.07 EPS. The firm’s quarterly revenue was up 28.0% on a year-over-year basis. On average, sell-side analysts predict that Eaton Corporation, PLC will post 13.78 earnings per share for the current year.

Eaton Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Tuesday, November 10th will be paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, November 10th. Eaton’s dividend payout ratio (DPR) is 43.96%.

Insider Buying and Selling at Eaton

In other Eaton news, Director Gerald Johnson acquired 130 shares of Eaton stock in a transaction that occurred on Thursday, August 13th. The shares were acquired at an average cost of $455.90 per share, with a total value of $59,267.00. Following the completion of the purchase, the director directly owned 1,829 shares of the company’s stock, valued at $833,841.10. This represents a 7.65% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

ETN has been the subject of several analyst reports. Royal Bank Of Canada raised their price objective on Eaton from $526.00 to $539.00 and gave the company an “outperform” rating in a report on Wednesday, November 4th. HSBC upped their target price on Eaton from $440.00 to $460.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. Argus increased their price target on Eaton from $475.00 to $528.00 and gave the company a “buy” rating in a research report on Tuesday, August 18th. Mizuho set a $485.00 price target on Eaton in a research note on Wednesday, November 4th. Finally, Rothschild & Co Redburn boosted their price target on Eaton from $386.00 to $403.00 and gave the stock a “neutral” rating in a research report on Wednesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $482.09.

Trending Headlines about Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Recent coverage says record third-quarter sales led Eaton to raise its 2026 outlook again. The supplied results also show earnings and revenue ahead of consensus, reinforcing the company’s operating momentum. Eaton stock: Record Q3 sales lift 2026 outlook again
• Positive Sentiment: Hyperscalers are projected to spend $1.3 trillion on capital investment in 2027. Eaton could benefit from demand for the electrical infrastructure needed to build and power data centers, although the projection does not guarantee specific orders for Eaton. Hyperscalers Are Projected to Spend $1.3 Trillion on Capex in 2027
• Positive Sentiment: RBC reportedly sees 58% upside, offering a bullish counterpoint to recent weakness. Eaton was selected to supply hydraulic and fuel-system technologies for Dassault Aviation’s Falcon 10X, adding an aerospace program win, though financial terms were not reported. RBC Sees 58% Upside From Here Eaton selected for Dassault Falcon 10X
• Negative Sentiment: Eaton has fallen sharply over the past month as concerns about Meta’s spending plans and political developments weighed on AI power-equipment stocks broadly. That sector-wide pressure may be offsetting Eaton’s strong results and longer-term data-center opportunity. Eaton Lost 23% in a Month
• Negative Sentiment: Raymond James lowered its price target to $485 from $525. The cut signals a more cautious view, even though the revised target remains above the share price referenced in the supplied background. Raymond James Adjusts Price Target on Eaton

Eaton Profile

Eaton is a global power management company that designs and manufactures products and services intended to help customers manage electrical, hydraulic and mechanical power. Founded in 1911, the company serves customers across a range of industries, including utilities, commercial buildings, data centers, aerospace and transportation. Its offerings include electrical distribution and circuit protection equipment, power quality and backup systems, and power management software and services. Eaton also makes aerospace components and systems, as well as products for vehicle powertrains and related applications.