Eaton (NYSE:ETN) Price Target Raised to $370.00 at Wells Fargo & Company

Eaton (NYSE:ETN) had its target price increased by stock analysts at Wells Fargo & Company from $340.00 to $370.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 0.62% from the company’s previous close.

Other equities analysts have also recently issued research reports about the company. HSBC raised Eaton from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Friday, January 16th. Hsbc Global Res upgraded Eaton from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 16th. Citigroup decreased their target price on Eaton from $442.00 to $435.00 and set a “buy” rating on the stock in a research report on Monday, January 12th. Morgan Stanley reissued an “overweight” rating and issued a $425.00 price target on shares of Eaton in a report on Wednesday. Finally, UBS Group reaffirmed a “neutral” rating and set a $360.00 price objective (down from $440.00) on shares of Eaton in a report on Sunday, January 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, Eaton presently has an average rating of “Moderate Buy” and an average target price of $386.80.

Eaton Stock Performance

Shares of NYSE ETN traded up $5.19 during midday trading on Wednesday, reaching $367.72. 1,214,451 shares of the stock were exchanged, compared to its average volume of 3,088,022. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. The firm has a market cap of $142.82 billion, a price-to-earnings ratio of 36.42, a PEG ratio of 2.37 and a beta of 1.20. The firm has a 50-day simple moving average of $333.90 and a two-hundred day simple moving average of $354.51. Eaton has a twelve month low of $231.85 and a twelve month high of $399.56.

Eaton (NYSE:ETN) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $3.33. Eaton had a net margin of 14.74% and a return on equity of 24.36%. The firm had revenue of $7.06 billion for the quarter, compared to the consensus estimate of $7.15 billion. During the same period in the prior year, the firm posted $2.83 earnings per share. The firm’s quarterly 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. As a group, analysts anticipate that Eaton will post 12.02 EPS for the current fiscal year.

Insider Buying and Selling

In other Eaton news, Director Gerald Johnson acquired 200 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was bought at an average cost of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the transaction, the director owned 400 shares of the company’s stock, valued at approximately $135,956. The trade was a 100.00% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.30% of the company’s stock.

Institutional Trading of Eaton

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ETN. Eagle Bay Advisors LLC purchased a new position in Eaton during the 4th quarter valued at about $29,000. WFA of San Diego LLC purchased a new position in Eaton in the second quarter valued at approximately $36,000. Imprint Wealth LLC acquired a new stake in Eaton during the 3rd quarter worth $39,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Eaton during the third quarter worth about $40,000. Finally, Ares Financial Consulting LLC acquired a new position in Eaton during the fourth quarter worth approximately $42,000. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Eaton News Summary

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Fourth quarter results showed record adjusted margins and EPS, with adjusted EPS of $3.33 (record) and sales near $7.1B, up ~13% year/year; management highlighted accelerating orders and backlog growth. Eaton Reports Record Fourth Quarter 2025 Results
• Positive Sentiment: Revenue and segment mix were healthy: Electrical and Aerospace led growth, helping revenue climb ~13% y/y and offsetting weaker vehicle results—supporting medium‑term demand from electrification trends. Eaton’s Q4 Earnings on Par With Estimates, Revenues Up Y/Y
• Positive Sentiment: Management emphasized strategic investments in electrification, digitalization and AI that support long‑term structural growth and margin expansion. Eaton Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Eaton will present at the Barclays Industrial Select Conference (Feb 17), offering an investor forum to detail the Electrical business and megatrend exposure. Eaton to participate in the Barclays Conference
• Neutral Sentiment: Earnings call transcript, slide deck and replay are available for deeper detail on margins, orders and restructuring impacts for investors doing due diligence. Earnings Call Transcript
• Negative Sentiment: Management issued conservative guidance: FY2026 EPS of $13.00–13.50 (below consensus ~13.53) and Q1 2026 EPS of $2.65–2.85 (below street ~3.02); revenue slightly missed the quarter’s consensus—these factors prompted near‑term share weakness. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Analysts cautioned that the conservative outlook limits near‑term upside despite strong quarter performance, keeping investors focused on guidance execution. Conservative Outlook Limits Upside

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.