Rep. Julie Johnson Sells Off Shares of Eaton Corporation, PLC (NYSE:ETN)

Representative Julie Johnson (D-Texas) recently sold shares of Eaton Corporation, PLC (NYSE:ETN). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Eaton stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Eaton Stock Performance

Shares of NYSE ETN opened at $343.78 on Monday. The stock has a market cap of $133.52 billion, a PE ratio of 34.38, a price-to-earnings-growth ratio of 2.28 and a beta of 1.20. Eaton Corporation, PLC has a 1 year low of $231.85 and a 1 year high of $399.56. The firm has a fifty day moving average price of $334.76 and a 200-day moving average price of $356.12. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.28 and a quick ratio of 0.79.

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, beating analysts’ consensus estimates of $3.06 by $0.01. Eaton had a net margin of 14.74% and a return on equity of 24.36%. The company had revenue of $6.99 billion for the quarter, compared to analysts’ expectations 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 analysts anticipate that Eaton Corporation, PLC will post 12.02 earnings per share for the current fiscal year.

Eaton Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ETN. Barclays dropped their price objective on Eaton from $362.00 to $350.00 and set an “equal weight” rating for the company in a research note on Wednesday, January 7th. Mizuho upped their price target on Eaton from $385.00 to $425.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Sanford C. Bernstein set a $295.00 price objective on shares of Eaton in a report on Friday, December 19th. JPMorgan Chase & Co. lowered their target price on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating on the stock in a report on Friday. Finally, Royal Bank Of Canada set a $399.00 target price on shares of Eaton in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $388.74.

Institutional Investors Weigh In On Eaton

A number of hedge funds have recently bought and sold shares of the business. Brighton Jones LLC grew its stake in shares of Eaton by 1.4% in the 4th quarter. Brighton Jones LLC now owns 3,341 shares of the industrial products company’s stock worth $1,109,000 after buying an additional 45 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Eaton by 17.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 913 shares of the industrial products company’s stock worth $303,000 after acquiring an additional 136 shares in the last quarter. Empowered Funds LLC increased its stake in Eaton by 5.6% during the first quarter. Empowered Funds LLC now owns 9,402 shares of the industrial products company’s stock worth $2,556,000 after acquiring an additional 496 shares during the last quarter. Bath Savings Trust Co purchased a new stake in Eaton during the second quarter valued at approximately $209,000. Finally, Farther Finance Advisors LLC lifted its stake in shares of Eaton by 24.4% in the 2nd quarter. Farther Finance Advisors LLC now owns 12,659 shares of the industrial products company’s stock valued at $4,519,000 after purchasing an additional 2,483 shares during the last quarter. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Insider Buying and Selling at Eaton

In other news, Director Gerald Johnson bought 200 shares of Eaton stock in a transaction dated Tuesday, November 18th. The shares were acquired at an average price of $339.89 per share, with a total value of $67,978.00. Following the completion of the purchase, the director owned 400 shares in the company, valued at $135,956. The trade was a 100.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Over the last 90 days, insiders purchased 500 shares of company stock worth $174,389. Insiders own 0.30% of the company’s stock.

Key Stories Impacting Eaton

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

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.