Zacks Research Weighs in on Eaton’s Q4 Earnings (NYSE:ETN)

Eaton Corporation, PLC (NYSE:ETN) – Analysts at Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for shares of Eaton in a research report issued on Tuesday, August 19th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $3.29 per share for the quarter, up from their previous estimate of $3.24. The consensus estimate for Eaton’s current full-year earnings is $12.02 per share. Zacks Research also issued estimates for Eaton’s Q1 2026 earnings at $3.10 EPS and Q2 2026 earnings at $3.37 EPS.

Other analysts also recently issued research reports about the company. JPMorgan Chase & Co. upped their target price on Eaton from $300.00 to $360.00 and gave the stock an “overweight” rating in a research note on Friday, May 16th. Wells Fargo & Company upped their target price on Eaton from $310.00 to $360.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 1st. Barclays upped their target price on Eaton from $340.00 to $344.00 and gave the stock an “equal weight” rating in a research note on Wednesday, August 6th. The Goldman Sachs Group upped their target price on Eaton from $345.00 to $382.00 and gave the stock a “buy” rating in a research note on Tuesday, July 8th. Finally, BNP Paribas Exane initiated coverage on Eaton in a research note on Thursday, May 15th. They issued an “outperform” rating and a $380.00 target price on the stock. Fourteen equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $379.10.

Eaton Stock Down 0.8%

Eaton stock opened at $346.3080 on Wednesday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.76 and a current ratio of 1.24. The business’s 50-day simple moving average is $359.57 and its two-hundred day simple moving average is $319.28. The company has a market cap of $134.82 billion, a PE ratio of 34.84, a PEG ratio of 2.57 and a beta of 1.18. Eaton has a fifty-two week low of $231.85 and a fifty-two week high of $399.56.

Eaton (NYSE:ETN) last posted its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $2.95 earnings per share for the quarter, beating the consensus estimate of $2.92 by $0.03. The business had revenue of $7.03 billion for the quarter, compared to the consensus estimate of $6.93 billion. Eaton had a return on equity of 23.91% and a net margin of 15.11%.The company’s quarterly revenue was up 10.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.73 EPS. Eaton has set its Q3 2025 guidance at 3.010-3.070 EPS. FY 2025 guidance at 11.970-12.170 EPS.

Hedge Funds Weigh In On Eaton

A number of large investors have recently bought and sold shares of ETN. North Dallas Bank & Trust Co. acquired a new position in shares of Eaton during the second quarter valued at approximately $602,000. Winslow Asset Management Inc. raised its holdings in shares of Eaton by 0.7% during the second quarter. Winslow Asset Management Inc. now owns 28,186 shares of the industrial products company’s stock valued at $10,062,000 after acquiring an additional 195 shares during the last quarter. SkyView Investment Advisors LLC acquired a new position in shares of Eaton during the second quarter valued at approximately $300,000. Stonebridge Capital Advisors LLC raised its holdings in shares of Eaton by 4.1% during the second quarter. Stonebridge Capital Advisors LLC now owns 33,118 shares of the industrial products company’s stock valued at $11,823,000 after acquiring an additional 1,292 shares during the last quarter. Finally, WFA of San Diego LLC acquired a new position in shares of Eaton during the second quarter valued at approximately $36,000. Institutional investors and hedge funds own 82.97% of the company’s stock.

Insiders Place Their Bets

In related news, insider Olivier Leonetti sold 16,018 shares of the company’s stock in a transaction dated Thursday, August 7th. The stock was sold at an average price of $358.39, for a total value of $5,740,691.02. Following the completion of the transaction, the insider owned 630 shares of the company’s stock, valued at approximately $225,785.70. This represents a 96.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.30% of the company’s stock.

Eaton Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 22nd. Investors of record on Thursday, August 7th will be issued a $1.04 dividend. The ex-dividend date of this dividend is Thursday, August 7th. This represents a $4.16 dividend on an annualized basis and a yield of 1.2%. Eaton’s dividend payout ratio is presently 41.85%.

Eaton Company Profile

Eaton Corporation plc operates as a power management company worldwide. The company’s Electrical Americas and Electrical Global segment provides electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, power reliability equipment, and services, as well as hazardous duty electrical equipment, emergency lighting, fire detection, explosion-proof instrumentation, and structural support systems.