Zacks Research Analysts Boost Earnings Estimates for Eaton

Eaton Corporation, PLC (NYSE:ETN) – Analysts at Zacks Research increased their Q1 2027 earnings estimates for shares of Eaton in a research report issued to clients and investors on Monday, January 19th. Zacks Research analyst Team now anticipates that the industrial products company will earn $3.47 per share for the quarter, up from their previous forecast of $3.45. The consensus estimate for Eaton’s current full-year earnings is $12.02 per share. Zacks Research also issued estimates for Eaton’s Q2 2027 earnings at $3.90 EPS, Q3 2027 earnings at $4.04 EPS, Q4 2027 earnings at $4.04 EPS and FY2027 earnings at $15.45 EPS.

Eaton (NYSE:ETN) last released its quarterly earnings results on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share for the quarter, topping analysts’ consensus estimates of $3.06 by $0.01. Eaton had a return on equity of 24.36% and a net margin of 14.74%.The company had revenue of $6.99 billion during 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.

Several other research firms have also commented on ETN. KeyCorp boosted their price objective on Eaton from $410.00 to $420.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. Mizuho increased their price objective on Eaton from $385.00 to $425.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Wells Fargo & Company lowered their target price on shares of Eaton from $395.00 to $340.00 and set an “equal weight” rating on the stock in a research note on Thursday, December 18th. Morgan Stanley dropped their target price on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Finally, Royal Bank Of Canada set a $399.00 price target on shares of Eaton in a research note on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $384.30.

Eaton Stock Up 0.1%

Shares of NYSE ETN opened at $337.98 on Tuesday. The firm has a market cap of $131.27 billion, a price-to-earnings ratio of 33.80, a price-to-earnings-growth ratio of 2.28 and a beta of 1.20. The company’s 50-day simple moving average is $332.83 and its 200-day simple moving average is $355.70. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. Eaton has a 52-week low of $231.85 and a 52-week high of $399.56.

Institutional Investors Weigh In On Eaton

Institutional investors and hedge funds have recently made changes to their positions in the stock. SG Americas Securities LLC boosted its position in shares of 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 period. Bartlett & CO. Wealth Management LLC grew its stake 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 buying an additional 162,958 shares in the last quarter. Mediolanum International Funds Ltd raised its holdings in shares of Eaton by 93.4% in 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 buying an additional 51,255 shares during the period. Fayez Sarofim & Co lifted its stake 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 acquiring an additional 40,792 shares in the last quarter. Finally, Baird Financial Group Inc. boosted its holdings in Eaton by 8.8% during 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 acquiring an additional 29,900 shares during the period. 82.97% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Eaton

In other Eaton news, Director Gerald Johnson purchased 200 shares of the 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 owned 400 shares in the company, valued at $135,956. This trade represents a 100.00% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Over the last quarter, insiders acquired 500 shares of company stock valued at $174,389. Corporate insiders own 0.30% of the company’s stock.

Eaton News Roundup

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Eaton is exploring strategic options for its roughly $5B vehicle unit — including a potential separation or sale — a move that could unlock value for shareholders and prompt a re‑rating if executed. This strategic review is the primary near‑term catalyst. Eaton Corp. explores strategic options for vehicle unit Eaton evaluating separating its $5B vehicle unit – Bloomberg
• Positive Sentiment: Zacks Research raised its multi‑quarter and FY2027 EPS forecasts (FY2027 to $15.45), signaling improving analyst expectations for earnings growth — supportive for valuation given Eaton’s current P/E. (Summary based on Zacks research notes.)
• Neutral Sentiment: Earnings timing: Eaton confirmed its Q4 2025 results will be released Feb. 3, 2026 (pre‑market) with an accompanying webcast — an upcoming event that could reset guidance and move the stock. Eaton to announce fourth quarter 2025 earnings on February 3, 2026
• Neutral Sentiment: Market commentary pieces and retail‑investor oriented articles are weighing valuation and near‑term entry points (e.g., “Should You Buy While It’s Below $340?” and one‑year outlooks). These can influence trading flows but don’t add new fundamentals. Should You Buy Eaton While It’s Below $340? Where Will Eaton (ETN) Stock Be in 1 Year?
• Neutral Sentiment: Short‑term price movement summaries and day‑trade notes (e.g., reports that ETN moved ~‑1.8% on a prior session) reflect intraday flows rather than fresh company developments. Eaton (ETN) stock moves -1.79%: What you should know
• Negative Sentiment: Legal exposure: a related update shows SoCalGas addressing cross‑claims tied to the Eaton fire litigation — ongoing legal proceedings pose uncertainty and potential liabilities, which investors will monitor. SoCalGas Addresses Edison Cross-Claims in Eaton Fire Litigation

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.