Jones Financial Companies Lllp Raises Stock Position in Eaton Corporation, PLC $ETN

Jones Financial Companies Lllp grew its position in Eaton Corporation, PLC (NYSE:ETN) by 9.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,998 shares of the industrial products company’s stock after buying an additional 4,156 shares during the period. Jones Financial Companies Lllp’s holdings in Eaton were worth $16,830,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ETN. WFA of San Diego LLC acquired a new stake in Eaton during the second quarter worth $36,000. Salomon & Ludwin LLC grew its holdings in shares of Eaton by 142.3% during the 2nd quarter. Salomon & Ludwin LLC now owns 172 shares of the industrial products company’s stock worth $62,000 after purchasing an additional 101 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Eaton during the 3rd quarter worth about $70,000. Cloud Capital Management LLC purchased a new stake in Eaton in the 3rd quarter valued at about $72,000. Finally, SOA Wealth Advisors LLC. lifted its position in Eaton by 47.1% in the third quarter. SOA Wealth Advisors LLC. now owns 200 shares of the industrial products company’s stock valued at $75,000 after buying an additional 64 shares during the last quarter. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Eaton Stock Up 0.8%

Shares of NYSE ETN opened at $362.41 on Wednesday. Eaton Corporation, PLC has a 12-month low of $231.85 and a 12-month high of $399.56. The stock has a market cap of $140.76 billion, a P/E ratio of 36.24, a PEG ratio of 2.37 and a beta of 1.20. The company has a current ratio of 1.28, a quick ratio of 0.79 and a debt-to-equity ratio of 0.46. The business’s fifty day simple moving average is $333.90 and its 200-day simple moving average is $354.51.

Eaton (NYSE:ETN) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share for the quarter, hitting the consensus estimate of $3.33. The company had revenue of $7.06 billion for the quarter, compared to the consensus estimate of $7.15 billion. Eaton had a return on equity of 24.36% and a net margin of 14.74%.Eaton’s revenue was up 13.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.83 EPS. 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, equities analysts predict that Eaton Corporation, PLC will post 12.02 EPS for the current fiscal year.

Key Headlines Impacting Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Record Q4 results: Eaton reported record adjusted Q4 EPS and record sales, and management cited accelerating orders and continued backlog growth — evidence of demand strength across key end markets. Eaton Reports Record Fourth Quarter 2025 Results, with Accelerating Orders and Continued Backlog Growth, and Issues Guidance on 2026 Outlook
• Positive Sentiment: Segment strength: Electrical and Aerospace contributed strongly to the 13.1% year-over-year revenue gain, offsetting weakness in Vehicle, supporting the view that Eaton’s electrification and aerospace exposures are durable growth drivers. Eaton’s Q4 Earnings on Par With Estimates, Revenues Up Y/Y
• Neutral Sentiment: Quarterly beat/miss nuance: EPS matched consensus at $3.33, but revenue (~$7.05B) missed the ~ $7.15B consensus by a small margin — solid underlying margins and ROE but top-line slightly softer vs. expectations. Eaton (ETN) Q4 Earnings Meet Estimates
• Negative Sentiment: Cautious 2026 guidance: Eaton set FY2026 EPS at $13.00–13.50 (below consensus ~13.53) and Q1 EPS at $2.65–2.85 (well below the ~3.02 estimate). The below-consensus outlook is the primary driver of near-term downside risk. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Market reaction: Shares initially slid after the revenue miss and the cautious 2026 outlook, signaling that analysts may cut near-term estimates even though long-term demand themes remain intact. Eaton shares slide after revenue miss, 2026 outlook trails estimates

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on ETN shares. HSBC upgraded shares of Eaton from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research report on Friday, January 16th. Royal Bank Of Canada set a $399.00 target price on shares of Eaton in a report on Thursday, January 15th. JPMorgan Chase & Co. decreased their price target on Eaton from $440.00 to $406.00 and set an “overweight” rating on the stock in a research note on Friday, January 16th. Sanford C. Bernstein restated an “outperform” rating on shares of Eaton in a research report on Tuesday, January 27th. Finally, UBS Group reiterated a “neutral” rating and issued a $360.00 price objective (down previously from $440.00) on shares of Eaton in a report on Sunday, January 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Eaton currently has an average rating of “Moderate Buy” and a consensus target price of $384.30.

Insiders Place Their Bets

In other news, Director Gerald Johnson purchased 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 purchase, the director directly owned 400 shares of the company’s stock, valued at $135,956. The trade was a 100.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.30% of the stock is currently owned by company insiders.

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.