Rep. Julie Johnson Sells Eaton Corporation, PLC (NYSE:ETN) Shares

Representative Julie Johnson (D-Texas) recently sold shares of Eaton Corporation, PLC (NYSE:ETN). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Eaton stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Eaton Stock Performance

Shares of Eaton stock opened at $343.78 on Monday. The company has a market capitalization of $133.52 billion, a PE ratio of 34.38, a P/E/G ratio of 2.28 and a beta of 1.20. The company has a 50-day simple moving average of $334.76 and a two-hundred day simple moving average of $356.12. Eaton Corporation, PLC has a one year low of $231.85 and a one year high of $399.56. 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 (NYSE:ETN) last issued its quarterly earnings data on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.06 by $0.01. Eaton had a net margin of 14.74% and a return on equity of 24.36%. The firm had revenue of $6.99 billion for the quarter, compared to the consensus estimate 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. Research analysts expect that Eaton Corporation, PLC will post 12.02 EPS for the current fiscal year.

Eaton Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, November 21st. Shareholders of record on Thursday, November 6th were paid a $1.04 dividend. This represents a $4.16 annualized dividend and a yield of 1.2%. The ex-dividend date was Thursday, November 6th. Eaton’s payout ratio is 41.60%.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Cornerstone Planning Group LLC grew its position in Eaton by 9.3% during the 3rd quarter. Cornerstone Planning Group LLC now owns 328 shares of the industrial products company’s stock worth $126,000 after purchasing an additional 28 shares during the period. MTM Investment Management LLC grew its holdings in Eaton by 0.6% during the third quarter. MTM Investment Management LLC now owns 4,802 shares of the industrial products company’s stock worth $1,797,000 after acquiring an additional 29 shares during the period. Lyell Wealth Management LP raised its position in Eaton by 3.2% during the second quarter. Lyell Wealth Management LP now owns 975 shares of the industrial products company’s stock valued at $348,000 after acquiring an additional 30 shares in the last quarter. Correct Capital Wealth Management lifted its holdings in Eaton by 0.9% in the third quarter. Correct Capital Wealth Management now owns 3,477 shares of the industrial products company’s stock valued at $1,301,000 after acquiring an additional 31 shares during the period. Finally, Beaumont Financial Advisors LLC boosted its position in Eaton by 2.6% in the 2nd quarter. Beaumont Financial Advisors LLC now owns 1,307 shares of the industrial products company’s stock worth $467,000 after purchasing an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Insider Buying and Selling at Eaton

In other news, Director Gerald Johnson purchased 200 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were purchased at an average cost of $339.89 per share, with a total value of $67,978.00. Following the completion of the acquisition, the director owned 400 shares of the company’s stock, valued at approximately $135,956. This represents a 100.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last ninety days, insiders have purchased 500 shares of company stock worth $174,389. 0.30% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on ETN shares. Citigroup reduced their price target on Eaton from $442.00 to $435.00 and set a “buy” rating on the stock in a research report on Monday, January 12th. Wells Fargo & Company reduced their target price on Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a research report on Thursday, December 18th. Morgan Stanley lowered their price target on Eaton from $425.00 to $405.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Hsbc Global Res upgraded Eaton from a “hold” rating to a “strong-buy” rating in a research note on Friday. Finally, KeyCorp increased their price objective on shares of Eaton from $410.00 to $420.00 and gave the company an “overweight” rating in a research report on Tuesday, October 14th. Two equities 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.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $388.74.

Eaton News Roundup

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Analyst support remains constructive — JPMorgan lowered its price target from $440 to $406 but kept an “overweight” rating, leaving an implied upside from current levels and signaling continued confidence in Eaton’s growth profile. Benzinga
• Positive Sentiment: Industry tailwinds: Zacks included Eaton in a list of manufacturing/electronics stocks benefiting from strength across major end markets, which supports demand visibility for Eaton’s power-management and electronics businesses. 4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends
• Positive Sentiment: Positive narrative on growth drivers: The Motley Fool piece argues Eaton could be a beneficiary of AI-driven electrification and infrastructure upgrades, helping explain some of today’s buying despite valuation questions. Why Eaton Stock Popped Today
• Neutral Sentiment: Valuation and investor debate: Recent write-ups (Yahoo Finance variants) revisit Eaton’s steep multi‑year run and ask whether the current valuation still makes sense given expected earnings growth — useful context for investors weighing new buys versus profit‑taking. Is It Too Late To Consider Eaton (ETN) After A 188% Five Year Surge? Eaton (ETN) Valuation Check As Earnings Growth And European Supercapacitor Role Draw Investor Focus
• Neutral Sentiment: Wildfire name‑confusion risk: Major outlets report that Southern California Edison has filed claims related to the “Eaton Fire” (utility litigation over wildfire damage). This concerns a similarly named event but involves Southern California Edison (the utility), not Eaton Corporation; the headlines can create temporary headline-driven volatility for ETN due to name confusion. Edison sues L.A. County and other agencies, saying they share blame for Eaton fire deaths, destruction Edison Files Claims Against Los Angeles County and Others on Eaton Fire
• Negative Sentiment: Insider activity — a reported sale: Rep. Gilbert Ray Cisneros, Jr. sold ETN shares, which may be interpreted negatively by some investors despite common and non‑material reasons for institutional/insider sales. Rep. Gilbert Ray Cisneros, Jr. Sells Eaton Corporation, PLC (NYSE:ETN) Shares

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

Eaton Company 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.