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

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 Stock Performance

Shares of Eaton stock opened at $364.75 on Thursday. The company has a current ratio of 1.32, a quick ratio of 0.79 and a debt-to-equity ratio of 0.45. The stock’s fifty day moving average price is $334.34 and its 200-day moving average price is $354.58. The firm has a market cap of $141.67 billion, a P/E ratio of 34.87, a P/E/G ratio of 2.40 and a beta of 1.20. Eaton Corporation, PLC has a 12 month low of $231.85 and a 12 month high of $399.56.

Eaton (NYSE:ETN) last issued its earnings results 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 company had revenue of $7.06 billion for the quarter, compared to analysts’ expectations of $7.15 billion. During the same period in the prior year, the business earned $2.83 EPS. The firm’s quarterly 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, equities research analysts expect that Eaton Corporation, PLC will post 12.02 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Gerald Johnson bought 200 shares of Eaton stock in a transaction that occurred on Tuesday, November 18th. The stock was bought at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the purchase, the director directly owned 400 shares of the company’s stock, valued at approximately $135,956. The trade was a 100.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Eaton

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Eaton during the fourth quarter worth about $97,989,000. SG Americas Securities LLC grew its position in Eaton by 438.9% during the 4th quarter. SG Americas Securities LLC now owns 364,877 shares of the industrial products company’s stock worth $116,217,000 after purchasing an additional 297,166 shares during the last quarter. Mediolanum International Funds Ltd increased 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 raised its holdings in shares of Eaton by 3.4% in the third 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. Finally, Baird Financial Group Inc. lifted its stake in shares of Eaton by 8.8% during the second quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after buying an additional 29,900 shares during the period. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on ETN. Morgan Stanley reissued an “overweight” rating and set a $425.00 price objective on shares of Eaton in a report on Wednesday. Hsbc Global Res upgraded Eaton from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Wolfe Research raised Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 price target for the company in a research report on Tuesday, December 9th. Wells Fargo & Company raised their price objective on Eaton from $340.00 to $370.00 and gave the company an “equal weight” rating in a research report on Wednesday. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $407.00 target price on shares of Eaton in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Eaton presently has an average rating of “Moderate Buy” and an average price target of $387.20.

Key Stories Impacting Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Record Q4 results and accelerating demand — Eaton reported record adjusted Q4 EPS and year‑over‑year revenue growth, with management highlighting accelerating orders and backlog growth that support medium‑term sales and margins. Eaton Reports Record Fourth Quarter 2025 Results
• Positive Sentiment: Strong end‑market momentum in Electrical & Aerospace — Order/backlog strength, especially in Electrical Americas (data‑center driven) and Aerospace, underpins revenue and margin expansion potential. Eaton: Growth Is Not Done
• Positive Sentiment: Strategic portfolio moves — Eaton plans to spin off its Mobility business to let management focus on higher‑growth Electrical and Aerospace franchises, which could unlock value over time. Eaton Reshapes Portfolio With Mobility Spin Off And Tech Growth Pivot
• Neutral Sentiment: Analyst coverage and modest target moves — Wells Fargo raised its price target to $370 but kept an “equal weight” rating, signaling limited near‑term upside from that shop. Benzinga
• Neutral Sentiment: Earnings matched EPS estimates but revenue slightly missed — Q4 EPS met consensus while revenue came in a bit light vs. Street expectations, a mixed fundamental read for traders. Eaton’s Q4 Earnings on Par With Estimates, Revenues Up Y/Y
• Neutral Sentiment: Investor events ahead — Eaton will present at the Barclays Industrial Select Conference (Feb 17), which gives investors an opportunity for updated management commentary on Electrical trends and the spin‑off timetable. Eaton to participate in the Barclays 43rd Annual Industrial Select Conference
• Negative Sentiment: Cautious 2026 guidance trimmed expectations — Eaton set FY 2026 EPS guidance slightly below consensus (13.00–13.50 vs. ~13.53) and Q1 guidance well below estimates, which trimmed near‑term upside and sparked earlier selling pressure. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Conservative outlook may limit short‑term re‑rating — Several analysts and commentary pieces noted the company’s cautious tone and investment spending that weigh on near‑term margins and consensus upside. Eaton’s Conservative Outlook Limits Upside

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.

Eaton Company Profile

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.