JPMorgan Chase & Co. Has Lowered Expectations for Eaton (NYSE:ETN) Stock Price

Eaton (NYSE:ETN) had its price target lowered by equities researchers at JPMorgan Chase & Co. from $440.00 to $406.00 in a research report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the industrial products company’s stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 18.10% from the company’s current price.

Other analysts have also recently issued reports about the company. Sanford C. Bernstein set a $295.00 price objective on Eaton in a research report on Friday, December 19th. Morgan Stanley decreased their price target on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Royal Bank Of Canada set a $399.00 price objective on shares of Eaton in a research note on Thursday. Barclays decreased their target price on shares of Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a research report on Wednesday, January 7th. Finally, UBS Group reissued a “neutral” rating and issued a $360.00 price target (down previously from $440.00) on shares of Eaton in a research report on Sunday, January 4th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Eaton has a consensus rating of “Moderate Buy” and an average price target of $388.74.

Eaton Stock Performance

NYSE:ETN opened at $343.78 on Friday. The firm’s 50-day moving average is $334.76 and its 200-day moving average is $356.14. The company has a market cap of $133.52 billion, a price-to-earnings ratio of 34.38, a PEG ratio of 2.28 and a beta of 1.20. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.28. Eaton has a 52-week low of $231.85 and a 52-week high of $399.56.

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

Insider Buying and Selling at Eaton

In other news, Director Gerald Johnson bought 200 shares of the business’s stock in a transaction dated 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 owned 400 shares of the company’s stock, valued at approximately $135,956. The trade was a 100.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have purchased a total of 500 shares of company stock worth $174,389 over the last three months. Company insiders own 0.30% of the company’s stock.

Institutional Investors Weigh In On Eaton

Hedge funds and other institutional investors have recently bought and sold shares of the business. SG Americas Securities LLC boosted its stake in Eaton by 438.9% in the fourth quarter. SG Americas Securities LLC now owns 364,877 shares of the industrial products company’s stock worth $116,217,000 after purchasing an additional 297,166 shares in the last quarter. Bartlett & CO. Wealth Management LLC lifted its position in Eaton by 457.6% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 198,567 shares of the industrial products company’s stock worth $70,887,000 after buying an additional 162,958 shares in the last quarter. Mediolanum International Funds Ltd lifted its position in Eaton by 93.4% during the 2nd quarter. Mediolanum International Funds Ltd now owns 106,114 shares of the industrial products company’s stock worth $37,483,000 after buying an additional 51,255 shares in the last quarter. Fayez Sarofim & Co grew its holdings in Eaton by 3.4% during the 3rd quarter. Fayez Sarofim & Co now owns 1,256,177 shares of the industrial products company’s stock worth $474,444,000 after acquiring an additional 40,792 shares during the last quarter. Finally, Baird Financial Group Inc. raised its stake in shares of Eaton by 8.8% in the second quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after acquiring an additional 29,900 shares during the last quarter. 82.97% of the stock is owned by institutional investors and hedge funds.

Eaton News Roundup

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

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.