1,777 Eaton Corporation, PLC $ETN Shares Purchased by Choreo LLC

Choreo LLC grew its position in Eaton Corporation, PLC (NYSE:ETN) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,127 shares of the industrial products company’s stock after purchasing an additional 1,777 shares during the period. Choreo LLC’s holdings in Eaton were worth $11,657,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Security National Bank of SO Dak acquired a new position in shares of Eaton in the 2nd quarter valued at $26,000. Manning & Napier Advisors LLC acquired a new stake in Eaton during the 2nd quarter worth $27,000. Curry Webb Wealth Management LLC acquired a new stake in Eaton during the 3rd quarter worth $29,000. Boreal Capital Management LLC bought a new position in Eaton during the first quarter worth about $33,000. Finally, North Point Portfolio Managers Corp OH bought a new position in Eaton during the third quarter worth about $34,000. 82.97% of the stock is owned by institutional investors.

More Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: AI and data-center demand remains a key growth driver. Eaton’s focus on electrical infrastructure, intelligent power management and grid equipment continues to benefit from hyperscaler investment and rising power requirements for AI data centers. Strong results from Vertiv, including 61% year-over-year revenue growth, more than doubled organic orders and a sharp increase in deferred revenue, provided a favorable read-through for Eaton’s power-management business. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Aerospace adds diversification and recurring revenue. Eaton’s Aerospace segment generated 15.5% of 2025 sales and could expand beyond the company’s core Electrical business, supported by commercial aviation demand and aftermarket revenue streams. Eaton’s Aerospace Business Broadens Growth Beyond Electrical
• Positive Sentiment: Prior operating performance and shareholder returns support the bullish case. Eaton recently exceeded quarterly EPS and revenue expectations, with revenue rising 21.4% year over year. The stock has also delivered a strong year-to-date total return, reinforcing investor confidence in its exposure to power-grid modernization and AI infrastructure.
• Neutral Sentiment: Investors are focused on the November 3 earnings catalyst. Analysts are monitoring orders, backlog conversion, margins and updated guidance to determine whether surging data-center demand can produce another earnings beat. Eaton’s latest guidance calls for third-quarter EPS of $3.46–$3.56 and full-year EPS of $13.40–$13.60. Will AI Power Demand Spark a Blowout Quarter for Eaton?
• Neutral Sentiment: Eaton declared a $1.10 quarterly dividend, payable November 27 to shareholders of record November 10, implying a $4.40 annualized dividend and approximately 1.1% yield.
• Negative Sentiment: Valuation and elevated expectations remain risks. Eaton trades near 40 times earnings after a substantial multiyear advance, while the stock has recently declined and remains below its 50-day moving average. Any indication that AI-related orders are slowing, margins are pressured or valuation has run ahead of cash-flow growth could weigh on the shares. Eaton Stock Looks Fairly Valued Despite Its Run

Insider Transactions at Eaton

In other news, insider Heath Monesmith sold 18,036 shares of Eaton stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $458.04, for a total value of $8,261,209.44. Following the sale, the insider directly owned 50,368 shares in the company, valued at $23,070,558.72. This trade represents a 26.37% decrease 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. Also, Director Gerald Johnson acquired 130 shares of the business’s stock in a transaction dated Thursday, August 13th. The stock was acquired at an average cost of $455.90 per share, for a total transaction of $59,267.00. Following the transaction, the director owned 1,829 shares of the company’s stock, valued at $833,841.10. This represents a 7.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.10% of the company’s stock.

Eaton Stock Up 0.1%

NYSE:ETN opened at $393.09 on Friday. The company has a debt-to-equity ratio of 0.91, a quick ratio of 0.79 and a current ratio of 1.24. The company has a market cap of $152.68 billion, a PE ratio of 39.99, a PEG ratio of 2.28 and a beta of 1.13. Eaton Corporation, PLC has a 52-week low of $311.92 and a 52-week high of $478.00. The stock has a 50-day simple moving average of $412.01 and a 200 day simple moving average of $395.89.

Eaton (NYSE:ETN) last announced its earnings results on Friday, July 31st. The industrial products company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.08 by $0.07. The business had revenue of $8.53 billion for the quarter, compared to analyst estimates of $8.16 billion. Eaton had a return on equity of 24.58% and a net margin of 12.75%. Eaton’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same quarter last year, the firm earned $2.95 EPS. On average, sell-side analysts expect that Eaton Corporation, PLC will post 13.59 EPS for the current fiscal year.

Eaton Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Tuesday, November 10th will be paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, November 10th. Eaton’s dividend payout ratio (DPR) is currently 44.76%.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Argus boosted their target price on Eaton from $475.00 to $528.00 and gave the company a “buy” rating in a research note on Tuesday, August 18th. Royal Bank Of Canada raised their price target on Eaton from $512.00 to $526.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 14th. Rothschild & Co Redburn lifted their price objective on Eaton from $386.00 to $403.00 and gave the company a “neutral” rating in a report on Wednesday, September 30th. BNP Paribas Exane boosted their price objective on Eaton from $490.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. Finally, Citigroup increased their target price on Eaton from $485.00 to $498.00 and gave the stock a “buy” rating in a research note on Monday, October 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $484.10.

Eaton Company Profile

Eaton Corporation plc is a global intelligent power management company that helps businesses, utilities, data centers, manufacturers and other organizations manage electrical, hydraulic and mechanical power more safely, efficiently and reliably. Its solutions support applications ranging from power distribution and backup systems to industrial automation, building infrastructure and transportation.

The company’s Electrical segment provides products and systems such as circuit breakers, switchgear, power distribution equipment, surge protection, energy management software and data center power solutions.