Rep. Julie Johnson Sells Eaton Corporation, PLC (NYSE:ETN) Stock

Representative Julie Johnson (D-Texas) recently sold shares of Eaton Corporation, PLC (NYSE:ETN). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Eaton stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Eaton Stock Up 3.1%

Shares of NYSE ETN opened at $343.78 on Friday. The stock has a market cap of $133.52 billion, a PE ratio of 34.38, a P/E/G ratio of 2.28 and a beta of 1.20. The company has a current ratio of 1.28, a quick ratio of 0.79 and a debt-to-equity ratio of 0.46. Eaton Corporation, PLC has a 12-month low of $231.85 and a 12-month high of $399.56. The company has a 50-day moving average of $334.76 and a 200 day moving average of $356.14.

Eaton (NYSE:ETN) last issued its earnings results on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share for the quarter, topping the consensus estimate of $3.06 by $0.01. Eaton had a return on equity of 24.36% and a net margin of 14.74%.The business had revenue of $6.99 billion for the quarter, compared to analysts’ expectations of $7.09 billion. Eaton has set its Q4 2025 guidance at 3.230-3.430 EPS and its FY 2025 guidance at 11.970-12.170 EPS. As a group, sell-side analysts predict that Eaton Corporation, PLC will post 12.02 EPS for the current fiscal year.

Eaton Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 21st. Investors of record on Thursday, November 6th were given a dividend of $1.04 per share. The ex-dividend date was Thursday, November 6th. This represents a $4.16 dividend on an annualized basis and a yield of 1.2%. Eaton’s payout ratio is presently 41.60%.

Key Stories Impacting Eaton

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Analyst support remains constructive — JPMorgan lowered its price target from $440 to $406 but kept an “overweight” rating, leaving an implied upside from current levels and signaling continued confidence in Eaton’s growth profile. Benzinga
• Positive Sentiment: Industry tailwinds: Zacks included Eaton in a list of manufacturing/electronics stocks benefiting from strength across major end markets, which supports demand visibility for Eaton’s power-management and electronics businesses. 4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends
• Positive Sentiment: Positive narrative on growth drivers: The Motley Fool piece argues Eaton could be a beneficiary of AI-driven electrification and infrastructure upgrades, helping explain some of today’s buying despite valuation questions. Why Eaton Stock Popped Today
• Neutral Sentiment: Valuation and investor debate: Recent write-ups (Yahoo Finance variants) revisit Eaton’s steep multi‑year run and ask whether the current valuation still makes sense given expected earnings growth — useful context for investors weighing new buys versus profit‑taking. Is It Too Late To Consider Eaton (ETN) After A 188% Five Year Surge? Eaton (ETN) Valuation Check As Earnings Growth And European Supercapacitor Role Draw Investor Focus
• Neutral Sentiment: Wildfire name‑confusion risk: Major outlets report that Southern California Edison has filed claims related to the “Eaton Fire” (utility litigation over wildfire damage). This concerns a similarly named event but involves Southern California Edison (the utility), not Eaton Corporation; the headlines can create temporary headline-driven volatility for ETN due to name confusion. Edison sues L.A. County and other agencies, saying they share blame for Eaton fire deaths, destruction Edison Files Claims Against Los Angeles County and Others on Eaton Fire
• Negative Sentiment: Insider activity — a reported sale: Rep. Gilbert Ray Cisneros, Jr. sold ETN shares, which may be interpreted negatively by some investors despite common and non‑material reasons for institutional/insider sales. Rep. Gilbert Ray Cisneros, Jr. Sells Eaton Corporation, PLC (NYSE:ETN) Shares

Insider Activity

In related news, Director Gerald Johnson bought 200 shares of the firm’s stock in a transaction that occurred on Tuesday, November 18th. The stock was purchased at an average cost of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the acquisition, the director owned 400 shares in the company, valued at approximately $135,956. This trade represents a 100.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders acquired 500 shares of company stock valued at $174,389 in the last 90 days. 0.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Sanford C. Bernstein set a $295.00 price target on Eaton in a report on Friday, December 19th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eaton in a research note on Wednesday, October 8th. Hsbc Global Res raised shares of Eaton from a “hold” rating to a “strong-buy” rating in a research note on Friday. Morgan Stanley reduced their price target on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. lowered their price objective on Eaton from $440.00 to $406.00 and set an “overweight” rating for the company in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $388.74.

Hedge Funds Weigh In On Eaton

Hedge funds and other institutional investors have recently bought and sold shares of the company. SG Americas Securities LLC increased its stake in Eaton by 438.9% during the fourth 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 period. Bartlett & CO. Wealth Management LLC grew its holdings in shares of Eaton by 457.6% in the second quarter. Bartlett & CO. Wealth Management LLC now owns 198,567 shares of the industrial products company’s stock valued at $70,887,000 after purchasing an additional 162,958 shares in 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 worth $37,483,000 after buying an additional 51,255 shares during the period. Fayez Sarofim & Co lifted 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 buying an additional 40,792 shares in the last quarter. Finally, Baird Financial Group Inc. boosted its position in 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 buying an additional 29,900 shares during the period. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.