Eaton (NYSE:ETN) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Posted by Defense World Staff on Feb 6th, 2026

Eaton (NYSE:ETN – Get Free Report) had its target price lifted by research analysts at Wells Fargo & Company from $340.00 to $370.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price target points to a potential upside of 4.35% from the company’s previous close.

Several other research firms also recently weighed in on ETN. HSBC raised Eaton from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Friday, January 16th. Mizuho upped their price target on shares of Eaton from $385.00 to $425.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Eaton in a report on Wednesday, January 21st. UBS Group reiterated a “neutral” rating and set a $360.00 target price (down previously from $440.00) on shares of Eaton in a research report on Sunday, January 4th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $387.20.

Read Our Latest Stock Analysis on Eaton

Eaton Stock Performance

Shares of Eaton stock opened at $354.59 on Wednesday. Eaton has a one year low of $231.85 and a one year high of $399.56. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.79 and a current ratio of 1.32. The business’s 50 day moving average price is $334.58 and its 200 day moving average price is $354.58. The company has a market cap of $137.72 billion, a price-to-earnings ratio of 33.90, a PEG ratio of 2.44 and a beta of 1.20.

Eaton (NYSE:ETN – Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share (EPS) for the quarter, hitting the consensus estimate of $3.33. Eaton had a net margin of 14.89% and a return on equity of 25.00%. The firm had revenue of $7.06 billion during the quarter, compared to analysts’ expectations of $7.15 billion. During the same period last year, the business earned $2.83 earnings per share. Eaton’s revenue was up 13.1% compared to the same quarter last year. 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, research analysts predict that Eaton will post 12.02 EPS for the current year.

Insider Buying and Selling at Eaton

In other news, Director Gerald Johnson acquired 200 shares of the company’s stock in a transaction dated Tuesday, November 18th. The stock was acquired at an average cost of $339.89 per share, for a total transaction of $67,978.00. Following the acquisition, the director directly owned 400 shares in the company, valued at approximately $135,956. This represents a 100.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. 0.30% of the stock is currently owned by company insiders.

Institutional Trading of Eaton

A number of institutional investors have recently modified their holdings of the company. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Eaton in the fourth quarter worth $97,989,000. SG Americas Securities LLC lifted its stake in shares of 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 acquiring an additional 297,166 shares in the last quarter. Mediolanum International Funds Ltd grew its stake 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 valued at $37,483,000 after purchasing an additional 51,255 shares in the last quarter. Fayez Sarofim & Co increased 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 purchasing an additional 40,792 shares during the last quarter. Finally, Baird Financial Group Inc. raised its position 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. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Trending Headlines about Eaton

Here are the key news stories impacting Eaton this week:

Positive Sentiment: Q4 EPS beat consensus and management raised FY‑2026 guidance to $13.00–$13.50 and Q1 to $2.65–$2.85, supporting a stronger long‑term earnings outlook. Eaton Beats Wall Street’s Earnings Estimates. The Stock Is Down.
Positive Sentiment: Company reported record demand, backlog and margins, with strong order growth in Electrical (data center demand cited) that underpins medium‑term revenue and margin expansion. Eaton: Growth Is Not Done
Positive Sentiment: Management is reshaping the portfolio — announcing a Mobility spin‑off and refocusing on Electrical and Aerospace, which could unlock value and clearer segment stories for investors. Eaton Reshapes Portfolio With Mobility Spin Off And Tech Growth Pivot
Positive Sentiment: Wells Fargo raised its price target (to $370) while keeping an Equal‑Weight rating, signaling modest upside from current levels. Wells Fargo Price Target Raise
Neutral Sentiment: Multiple analyst and media pieces highlight Eaton as a solid industrial/energy franchise; these serve more as reinforcement than new catalysts. Eaton (ETN) Is Considered a Good Investment by Brokers: Is That True?
Neutral Sentiment: Investor materials and the full earnings‑call transcript provide detail on margin drivers and capital allocation but contain few surprise items. Eaton (ETN) Q4 2025 Earnings Call Transcript
Neutral Sentiment: Eaton will present at the Barclays Industrial Select Conference (Feb. 17), offering another opportunity for management to detail Electrical growth plans and the spin‑off timeline. Eaton to participate in the Barclays 43rd Annual Industrial Select Conference
Negative Sentiment: Revenue for the quarter came in slightly below Street estimates ($7.06B vs. ~$7.15B), which, along with talk of near‑term investments to meet demand, likely prompted profit‑taking despite the EPS beat. Eaton (ETN) Q4 2025 Earnings Call Transcript
Negative Sentiment: Market reaction (shares trading down) suggests investors are parsing growth vs. near‑term margin compression from reinvestment and may be reassessing valuation after a strong multi‑year run. Eaton Beats Wall Street’s Earnings Estimates. The Stock Is Down.

Eaton Company Profile

(Get 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.