Altrius Capital Management Inc Sells 5,961 Shares of Eaton Corporation, PLC $ETN

Altrius Capital Management Inc reduced its position in shares of Eaton Corporation, PLC (NYSE:ETN) by 20.3% in the third quarter, Holdings Channel reports. The firm owned 23,336 shares of the industrial products company’s stock after selling 5,961 shares during the period. Eaton comprises approximately 2.0% of Altrius Capital Management Inc’s holdings, making the stock its 15th biggest position. Altrius Capital Management Inc’s holdings in Eaton were worth $8,734,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. WFA of San Diego LLC bought a new stake in Eaton during the second quarter worth about $36,000. Salomon & Ludwin LLC boosted its holdings in shares of Eaton by 142.3% during the second 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 purchased a new position in shares of Eaton during the third quarter valued at approximately $70,000. Cloud Capital Management LLC purchased a new stake in shares of Eaton in the 3rd quarter worth about $72,000. Finally, SOA Wealth Advisors LLC. grew its holdings in shares of Eaton by 47.1% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 200 shares of the industrial products company’s stock worth $75,000 after acquiring an additional 64 shares during the period. Institutional investors own 82.97% of the company’s stock.

Insiders Place Their Bets

In other Eaton news, Director Gerald Johnson acquired 200 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was bought at an average cost of $339.89 per share, with a total value of $67,978.00. Following the completion of the purchase, 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 acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.30% of the stock is currently owned by company insiders.

Key Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Record Q4 results and accelerating demand — Eaton reported record adjusted Q4 EPS and year‑over‑year revenue growth, with management highlighting accelerating orders and backlog growth that support medium‑term sales and margins. Eaton Reports Record Fourth Quarter 2025 Results
• Positive Sentiment: Strong end‑market momentum in Electrical & Aerospace — Order/backlog strength, especially in Electrical Americas (data‑center driven) and Aerospace, underpins revenue and margin expansion potential. Eaton: Growth Is Not Done
• Positive Sentiment: Strategic portfolio moves — Eaton plans to spin off its Mobility business to let management focus on higher‑growth Electrical and Aerospace franchises, which could unlock value over time. Eaton Reshapes Portfolio With Mobility Spin Off And Tech Growth Pivot
• Neutral Sentiment: Analyst coverage and modest target moves — Wells Fargo raised its price target to $370 but kept an “equal weight” rating, signaling limited near‑term upside from that shop. Benzinga
• Neutral Sentiment: Earnings matched EPS estimates but revenue slightly missed — Q4 EPS met consensus while revenue came in a bit light vs. Street expectations, a mixed fundamental read for traders. Eaton’s Q4 Earnings on Par With Estimates, Revenues Up Y/Y
• Neutral Sentiment: Investor events ahead — Eaton will present at the Barclays Industrial Select Conference (Feb 17), which gives investors an opportunity for updated management commentary on Electrical trends and the spin‑off timetable. Eaton to participate in the Barclays 43rd Annual Industrial Select Conference
• Negative Sentiment: Cautious 2026 guidance trimmed expectations — Eaton set FY 2026 EPS guidance slightly below consensus (13.00–13.50 vs. ~13.53) and Q1 guidance well below estimates, which trimmed near‑term upside and sparked earlier selling pressure. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Conservative outlook may limit short‑term re‑rating — Several analysts and commentary pieces noted the company’s cautious tone and investment spending that weigh on near‑term margins and consensus upside. Eaton’s Conservative Outlook Limits Upside

Eaton Stock Performance

Shares of NYSE:ETN opened at $364.75 on Thursday. The firm’s 50-day moving average is $334.34 and its 200 day moving average is $354.58. Eaton Corporation, PLC has a 12 month low of $231.85 and a 12 month high of $399.56. The company has a current ratio of 1.32, a quick ratio of 0.79 and a debt-to-equity ratio of 0.45. The company has a market capitalization of $141.67 billion, a price-to-earnings ratio of 34.87, a PEG ratio of 2.40 and a beta of 1.20.

Eaton (NYSE:ETN) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share for the quarter, hitting analysts’ consensus estimates of $3.33. The business had revenue of $7.06 billion for the quarter, compared to analyst estimates of $7.15 billion. Eaton had a return on equity of 25.00% and a net margin of 14.89%.The business’s revenue was up 13.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.83 earnings per share. Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. Research analysts predict that Eaton Corporation, PLC will post 12.02 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have weighed in on ETN shares. JPMorgan Chase & Co. cut their price objective on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating on the stock in a report on Friday, January 16th. KeyCorp increased their price target on Eaton from $410.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, October 14th. HSBC upgraded shares of Eaton from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Friday, January 16th. Barclays lowered their price target on shares of Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a report on Wednesday, January 7th. Finally, Citigroup cut their price objective on shares of Eaton from $442.00 to $435.00 and set a “buy” rating for the company in a report on Monday, January 12th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $387.20.

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.