Creative Financial Designs Inc. ADV Has $903,000 Stock Position in Eaton Corporation, PLC $ETN

Creative Financial Designs Inc. ADV grew its stake in shares of Eaton Corporation, PLC (NYSE:ETNFree Report) by 2,494.6% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,413 shares of the industrial products company’s stock after buying an additional 2,320 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Eaton were worth $903,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. WFA of San Diego LLC bought a new stake in Eaton during the 2nd quarter worth $36,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Eaton during the third quarter valued at about $40,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of Eaton during the third quarter worth about $70,000. Cloud Capital Management LLC acquired a new position in shares of Eaton in the third quarter valued at approximately $72,000. Finally, SOA Wealth Advisors LLC. raised its holdings in Eaton by 47.1% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 200 shares of the industrial products company’s stock valued at $75,000 after buying an additional 64 shares during the last quarter. 82.97% of the stock is currently owned by institutional investors.

Insider Transactions at Eaton

In other Eaton news, insider Sternadt Paulo Ruiz sold 10,707 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $390.26, for a total value of $4,178,513.82. Following the completion of the sale, the insider directly owned 27,729 shares in the company, valued at approximately $10,821,519.54. This trade represents a 27.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.30% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts have issued reports on the stock. UBS Group restated a “neutral” rating and issued a $360.00 price target (down from $440.00) on shares of Eaton in a research report on Sunday, January 4th. Royal Bank Of Canada restated an “outperform” rating and issued a $407.00 price objective on shares of Eaton in a report on Wednesday, February 4th. Wells Fargo & Company raised their target price on Eaton from $340.00 to $370.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 4th. Morgan Stanley reiterated an “overweight” rating and issued a $425.00 price target on shares of Eaton in a research report on Wednesday, February 4th. Finally, Barclays decreased their price target 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. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $389.89.

View Our Latest Report on ETN

Key Headlines Impacting Eaton

Here are the key news stories impacting Eaton this week:

  • Positive Sentiment: Eaton raised its quarterly dividend to $1.10 per share (payable Mar 27; ex-dividend Mar 10), a ~6% increase versus the prior payout — signals management confidence and boosts shareholder yield. Eaton increases quarterly dividend to $1.10 per share
  • Positive Sentiment: Reported quarterly EPS of $3.23 with a 25% return on equity and ~14.9% net margin — solid profitability metrics that support valuation and investor confidence. (Company press release and slide deck.) View Press Release
  • Positive Sentiment: Unusual options activity: a large spike in call purchases (≈40,955 contracts, ~648% above normal) — indicates bullish positioning by some traders that can amplify near-term upside if sentiment continues.
  • Neutral Sentiment: Industry report names Eaton among leaders in the power distribution unit market — underscores secular demand tailwinds (AI/hyperscale data centers, IoT/edge) but is a longer-term catalyst rather than an immediate price driver. Power Distribution Unit Industry Report 2026-2035
  • Neutral Sentiment: Coverage note: Eaton is attracting investor attention on screening sites (Zacks) — increased visibility can raise trading interest but is not a fundamental change. Eaton attracting investor attention (Zacks)
  • Negative Sentiment: Some commentary highlights Eaton’s recent underperformance versus industrial peers — a reminder that valuation and relative momentum could limit near-term upside if earnings growth lags peers. How Is Eaton’s Stock Performance Compared to Other Industrial Stocks?

Eaton Stock Up 0.2%

Shares of Eaton stock opened at $375.21 on Monday. The stock’s 50-day moving average is $348.78 and its 200 day moving average is $354.84. Eaton Corporation, PLC has a one year low of $231.85 and a one year high of $408.45. The firm has a market cap of $145.73 billion, a price-to-earnings ratio of 35.87, a PEG ratio of 2.59 and a beta of 1.17. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.32 and a quick ratio of 0.81.

Eaton (NYSE:ETNGet Free Report) last issued its earnings results on Thursday, February 26th. The industrial products company reported $3.23 earnings per share for the quarter. Eaton had a return on equity of 25.00% and a net margin of 14.89%. Equities research analysts anticipate that Eaton Corporation, PLC will post 12.02 EPS for the current year.

Eaton Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Tuesday, March 10th will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 10th. This is a boost from Eaton’s previous quarterly dividend of $1.04. Eaton’s dividend payout ratio is presently 39.77%.

Eaton Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Eaton (NYSE:ETN)

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