Eaton Corporation, PLC $ETN Shares Sold by Amalgamated Bank

Amalgamated Bank lessened its stake in shares of Eaton Corporation, PLC (NYSE:ETN) by 2.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 75,918 shares of the industrial products company’s stock after selling 1,607 shares during the period. Amalgamated Bank’s holdings in Eaton were worth $28,412,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of the company. Baird Financial Group Inc. boosted its holdings in shares of Eaton by 8.8% in the 2nd quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock valued at $132,276,000 after buying an additional 29,900 shares in the last quarter. Whittier Trust Co. boosted its stake in shares of Eaton by 6.2% during the 2nd quarter. Whittier Trust Co. now owns 272,608 shares of the industrial products company’s stock worth $97,315,000 after purchasing an additional 15,971 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its stake in shares of Eaton by 9.8% during the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 218,072 shares of the industrial products company’s stock valued at $81,613,000 after acquiring an additional 19,505 shares during the last quarter. Bowen Hanes & Co. Inc. raised its holdings in shares of Eaton by 1.7% in the 2nd quarter. Bowen Hanes & Co. Inc. now owns 197,775 shares of the industrial products company’s stock worth $70,604,000 after purchasing an additional 3,295 shares during the period. Finally, SG Americas Securities LLC boosted its position in shares of Eaton by 12.5% in the second quarter. SG Americas Securities LLC now owns 183,204 shares of the industrial products company’s stock worth $65,402,000 after buying an additional 20,409 shares during the period. 82.97% of the stock is owned by institutional investors and hedge funds.

Eaton Trading Up 3.1%

NYSE ETN opened at $343.78 on Friday. The business has a fifty day simple moving average of $334.76 and a 200 day simple moving average of $356.14. The firm has a market capitalization of $133.52 billion, a P/E ratio of 34.38, a PEG ratio of 2.28 and a beta of 1.20. 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 1.28, a quick ratio of 0.79 and a debt-to-equity ratio of 0.46.

Eaton (NYSE:ETN) last posted its earnings results on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share for the quarter, topping the consensus estimate of $3.06 by $0.01. The firm had revenue of $6.99 billion during the quarter, compared to the consensus estimate of $7.09 billion. Eaton had a net margin of 14.74% and a return on equity of 24.36%. Eaton has set its Q4 2025 guidance at 3.230-3.430 EPS and its FY 2025 guidance at 11.970-12.170 EPS. On average, analysts predict that Eaton Corporation, PLC will post 12.02 EPS for the current fiscal year.

Eaton Announces Dividend

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

Insider Buying and Selling at Eaton

In other Eaton news, Director Gerald Johnson acquired 200 shares of the stock in a transaction dated Tuesday, November 18th. The shares were acquired at an average cost of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the transaction, the director directly owned 400 shares of the company’s stock, valued at approximately $135,956. The trade was a 100.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. In the last 90 days, insiders have acquired 500 shares of company stock worth $174,389. Company insiders own 0.30% of the company’s stock.

Key Eaton News

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

Wall Street Analyst Weigh In

Several analysts recently issued reports on ETN shares. Wells Fargo & Company cut their price target on Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a report on Thursday, December 18th. KeyCorp raised their target price on Eaton from $410.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, October 14th. JPMorgan Chase & Co. reduced their price target on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating for the company in a report on Friday. HSBC upgraded shares of Eaton from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Friday. Finally, Barclays cut their price target on Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a research note on Wednesday, January 7th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $388.74.

Eaton 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.