Brokers Set Expectations for Eaton’s Q1 Earnings (NYSE:ETN)

Eaton Corporation, PLC (NYSE:ETN) – Equities research analysts at Zacks Research raised their Q1 2027 earnings per share estimates for Eaton in a report issued on Monday, January 19th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $3.47 for the quarter, up from their previous estimate of $3.45. The consensus estimate for Eaton’s current full-year earnings is $12.02 per share. Zacks Research also issued estimates for Eaton’s Q2 2027 earnings at $3.90 EPS, Q3 2027 earnings at $4.04 EPS, Q4 2027 earnings at $4.04 EPS and FY2027 earnings at $15.45 EPS.

A number of other equities research analysts have also weighed in on ETN. Sanford C. Bernstein set a $295.00 target price on Eaton in a research report on Friday, December 19th. Wolfe Research upgraded shares of Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 target price on the stock in a report on Tuesday, December 9th. Royal Bank Of Canada set a $399.00 price target on shares of Eaton in a report on Thursday. Wells Fargo & Company lowered their price target on shares of Eaton from $395.00 to $340.00 and set an “equal weight” rating for the company in a research report on Thursday, December 18th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating on the stock in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $388.74.

Eaton Stock Up 3.1%

Shares of NYSE ETN opened at $343.78 on Tuesday. Eaton has a 52-week low of $231.85 and a 52-week high of $399.56. The firm has a market capitalization of $133.52 billion, a price-to-earnings ratio of 34.38, a PEG ratio of 2.31 and a beta of 1.20. The stock has a 50 day moving average price of $334.04 and a 200 day moving average price of $356.00. 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 (NYSE:ETN) last announced its quarterly earnings data 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. The company had revenue of $6.99 billion during the quarter, compared to analyst estimates 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.

Hedge Funds Weigh In On Eaton

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. HCR Wealth Advisors increased its holdings in Eaton by 39.5% in the second quarter. HCR Wealth Advisors now owns 5,229 shares of the industrial products company’s stock valued at $1,867,000 after buying an additional 1,481 shares in the last quarter. Baird Financial Group Inc. increased its stake 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 purchasing an additional 29,900 shares in the last quarter. Bowen Hanes & Co. Inc. raised its holdings in 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. Waterloo Capital L.P. boosted its position in Eaton by 15.8% during the second quarter. Waterloo Capital L.P. now owns 5,619 shares of the industrial products company’s stock worth $2,006,000 after purchasing an additional 767 shares in the last quarter. Finally, Mediolanum International Funds Ltd grew its holdings in Eaton by 93.4% in the second quarter. Mediolanum International Funds Ltd now owns 106,114 shares of the industrial products company’s stock valued at $37,483,000 after purchasing an additional 51,255 shares during the period. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Insider Transactions at Eaton

In related news, Director Gerald Johnson purchased 200 shares of the firm’s stock in a transaction on Tuesday, November 18th. The stock was acquired at an average price of $339.89 per share, with a total value of $67,978.00. Following the completion of the acquisition, the director owned 400 shares in the company, valued at approximately $135,956. This represents a 100.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. In the last quarter, insiders have purchased 500 shares of company stock worth $174,389. Corporate insiders own 0.30% of the company’s stock.

Key Headlines Impacting Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Zacks Research raised several 2027 estimates — including Q1, Q2, Q3, Q4 and FY2027 — lifting FY2027 to $15.45 and nudging quarterly EPS forecasts higher, which supports a stronger earnings outlook. Zacks / MarketBeat ETN
• Neutral Sentiment: Eaton confirmed it will report fourth‑quarter 2025 results before the NYSE opens on Feb. 3 and will host an 11:00 a.m. ET webcast — an event that typically drives short‑term volume and price moves as investors react to results and guidance. Eaton Q4 2025 Earnings Date
• Neutral Sentiment: Media commentary is highlighting Eaton’s recent pullback from its 52‑week high and debating whether the decline is a buying opportunity; such coverage can attract speculative interest but doesn’t change fundamentals by itself. Fool: Should You Buy Eaton?
• Negative Sentiment: An elected official, Rep. Julie Johnson, disclosed a sale of Eaton shares — insider sales can be read negatively by some investors even when they are routine or pre‑planned. Rep. Julie Johnson Sells Eaton Shares
• Negative Sentiment: JPMorgan lowered its price target on Eaton to $406, which may constrain analyst‑driven upside and influence investor expectations. JPMorgan Cuts ETN PT

About Eaton

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.