Rep. David Taylor Buys Eaton Corporation, PLC (NYSE:ETN) Stock

Representative David Taylor (R-Ohio) recently bought shares of Eaton Corporation, PLC (NYSE:ETN). In a filing disclosed on February 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in Eaton stock on January 16th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Vertex Pharmaceuticals (NASDAQ:VRTX) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Medpace (NASDAQ:MEDP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Installed Building Products (NYSE:IBP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Prologis (NYSE:PLD) on 1/29/2026.

Eaton Price Performance

Shares of Eaton stock opened at $362.41 on Wednesday. Eaton Corporation, PLC has a 1-year low of $231.85 and a 1-year 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. The stock has a market capitalization of $140.76 billion, a price-to-earnings ratio of 36.24, a PEG ratio of 2.37 and a beta of 1.20. The firm has a fifty day simple moving average of $333.90 and a 200-day simple moving average of $354.51.

Eaton (NYSE:ETN) last released its earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $3.33. Eaton had a return on equity of 24.36% and a net margin of 14.74%.The firm had revenue of $7.06 billion for the quarter, compared to analyst estimates of $7.15 billion. During the same quarter last year, the firm posted $2.83 EPS. The company’s revenue was up 13.1% on a year-over-year basis. Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. On average, sell-side analysts expect that Eaton Corporation, PLC will post 12.02 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in ETN. Fayez Sarofim & Co lifted its position in shares of 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 buying an additional 40,792 shares during the last quarter. Williams Jones Wealth Management LLC. increased its position in Eaton by 3.3% in the 3rd quarter. Williams Jones Wealth Management LLC. now owns 515,587 shares of the industrial products company’s stock valued at $192,958,000 after acquiring an additional 16,422 shares during the period. Baird Financial Group Inc. raised its position in Eaton by 8.8% during the 2nd quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after purchasing an additional 29,900 shares during the last quarter. SG Americas Securities LLC boosted its holdings 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 valued at $116,217,000 after acquiring an additional 297,166 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in shares of Eaton in the 4th quarter valued at $97,989,000. 82.97% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Record Q4 results: Eaton reported record adjusted Q4 EPS and record sales, and management cited accelerating orders and continued backlog growth — evidence of demand strength across key end markets. Eaton Reports Record Fourth Quarter 2025 Results, with Accelerating Orders and Continued Backlog Growth, and Issues Guidance on 2026 Outlook
• Positive Sentiment: Segment strength: Electrical and Aerospace contributed strongly to the 13.1% year-over-year revenue gain, offsetting weakness in Vehicle, supporting the view that Eaton’s electrification and aerospace exposures are durable growth drivers. Eaton’s Q4 Earnings on Par With Estimates, Revenues Up Y/Y
• Neutral Sentiment: Quarterly beat/miss nuance: EPS matched consensus at $3.33, but revenue (~$7.05B) missed the ~ $7.15B consensus by a small margin — solid underlying margins and ROE but top-line slightly softer vs. expectations. Eaton (ETN) Q4 Earnings Meet Estimates
• Negative Sentiment: Cautious 2026 guidance: Eaton set FY2026 EPS at $13.00–13.50 (below consensus ~13.53) and Q1 EPS at $2.65–2.85 (well below the ~3.02 estimate). The below-consensus outlook is the primary driver of near-term downside risk. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Market reaction: Shares initially slid after the revenue miss and the cautious 2026 outlook, signaling that analysts may cut near-term estimates even though long-term demand themes remain intact. Eaton shares slide after revenue miss, 2026 outlook trails estimates

Insiders Place Their Bets

In other Eaton news, Director Gerald Johnson purchased 200 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were purchased at an average cost 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. This represents a 100.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.30% of the company’s stock.

Analysts Set New Price Targets

ETN has been the topic of a number of analyst reports. UBS Group reiterated 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. HSBC upgraded shares of Eaton from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Friday, January 16th. Citigroup reduced their price target on shares of Eaton from $442.00 to $435.00 and set a “buy” rating for the company in a report on Monday, January 12th. Wolfe Research upgraded shares of Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 target price for the company in a report on Tuesday, December 9th. Finally, Hsbc Global Res upgraded shares of Eaton from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $384.30.

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

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.