What is Zacks Research’s Estimate for Eaton Q4 Earnings?

Eaton Corporation, PLC (NYSE:ETN) – Analysts at Zacks Research raised their Q4 2025 EPS estimates for Eaton in a note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $3.34 per share for the quarter, up from their previous estimate of $3.33. 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 $3.17 EPS, Q2 2026 earnings at $3.40 EPS, Q3 2026 earnings at $3.57 EPS, Q4 2026 earnings at $3.60 EPS, FY2026 earnings at $13.75 EPS, Q1 2027 earnings at $3.50 EPS, Q2 2027 earnings at $3.75 EPS and FY2027 earnings at $15.16 EPS.

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

Several other research firms also recently issued reports on ETN. Raymond James Financial upped their target price on Eaton from $380.00 to $415.00 and gave the company an “outperform” rating in a research report on Thursday, August 7th. Rothschild & Co Redburn started coverage on Eaton in a research report on Wednesday, August 20th. They issued a “neutral” rating and a $336.00 target price on the stock. Wall Street Zen downgraded Eaton from a “buy” rating to a “hold” rating in a research report on Saturday, September 13th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $396.00 price target on shares of Eaton in a research report on Monday, July 14th. Finally, The Goldman Sachs Group increased their price target on Eaton from $345.00 to $382.00 and gave the stock a “buy” rating in a research report on Tuesday, July 8th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $390.68.

Eaton Price Performance

NYSE ETN opened at $363.49 on Wednesday. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.24 and a quick ratio of 0.76. The stock’s fifty day moving average price is $362.84 and its 200 day moving average price is $325.80. Eaton has a 1 year low of $231.85 and a 1 year high of $399.56. The company has a market cap of $141.51 billion, a price-to-earnings ratio of 36.57, a PEG ratio of 2.65 and a beta of 1.16.

Eaton Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Thursday, August 7th were paid a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Thursday, August 7th. Eaton’s dividend payout ratio is presently 41.85%.

Insider Activity

In other news, insider Olivier Leonetti sold 16,018 shares of the stock in a transaction dated Thursday, August 7th. The shares were sold at an average price of $358.39, for a total transaction of $5,740,691.02. Following the sale, the insider directly owned 630 shares of the company’s stock, valued at $225,785.70. This represents a 96.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Capital A Wealth Management LLC purchased a new position in Eaton in the 4th quarter valued at about $26,000. IMA Advisory Services Inc. purchased a new position in Eaton in the 1st quarter valued at about $25,000. Vermillion Wealth Management Inc. purchased a new position in Eaton in the 4th quarter valued at about $33,000. WFA of San Diego LLC purchased a new position in Eaton in the 2nd quarter valued at about $36,000. Finally, Creative Financial Designs Inc. ADV lifted its stake in Eaton by 102.0% in the 1st quarter. Creative Financial Designs Inc. ADV now owns 101 shares of the industrial products company’s stock valued at $27,000 after buying an additional 51 shares in the last quarter. 82.97% of the stock is owned by hedge funds and other institutional investors.

About Eaton

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.