Zacks Research Has Positive Forecast for Eaton Q4 Earnings

Eaton Corporation, PLC (NYSE:ETN) – Equities researchers at Zacks Research raised their Q4 2025 EPS estimates for shares of Eaton in a research note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now forecasts that the industrial products company will earn $3.34 per share for the quarter, up from their prior forecast of $3.33. The consensus estimate for Eaton’s current full-year earnings is $12.02 per share. Zacks Research also issued estimates for Eaton’s Q1 2026 earnings at $3.17 EPS, Q2 2026 earnings at $3.40 EPS, Q3 2026 earnings at $3.57 EPS, Q4 2026 earnings at $3.60 EPS, FY2026 earnings at $13.75 EPS, Q1 2027 earnings at $3.50 EPS, Q2 2027 earnings at $3.75 EPS and FY2027 earnings at $15.16 EPS.

Eaton (NYSE:ETN) last issued its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $2.95 EPS for the quarter, beating the consensus estimate of $2.92 by $0.03. The business had revenue of $7.03 billion during the quarter, compared to the consensus estimate of $6.93 billion. Eaton had a net margin of 15.11% and a return on equity of 23.91%. The firm’s quarterly revenue was up 10.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.73 EPS. Eaton has set its Q3 2025 guidance at 3.010-3.070 EPS. FY 2025 guidance at 11.970-12.170 EPS.

ETN has been the subject of a number of other reports. Redburn Atlantic began coverage on shares of Eaton in a report on Wednesday, August 20th. They set a “hold” rating and a $336.00 price objective for the company. Rothschild & Co Redburn started coverage on shares of Eaton in a research note on Wednesday, August 20th. They set a “neutral” rating and a $336.00 price objective on the stock. Daiwa Capital Markets started coverage on shares of Eaton in a research note on Thursday, September 11th. They issued an “outperform” rating and a $390.00 price target on the stock. Melius upgraded shares of Eaton from a “hold” rating to a “buy” rating and set a $495.00 target price on the stock in a report on Monday. Finally, Wells Fargo & Company upped their price target on shares of Eaton from $310.00 to $360.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $390.68.

Eaton Stock Down 1.0%

Eaton stock opened at $371.74 on Wednesday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.76 and a current ratio of 1.24. The firm’s 50 day moving average price is $362.77 and its two-hundred day moving average price is $325.53. The firm has a market cap of $144.72 billion, a PE ratio of 37.40, a P/E/G ratio of 2.68 and a beta of 1.16. Eaton has a twelve month low of $231.85 and a twelve month high of $399.56.

Eaton Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, August 22nd. Investors of record on Thursday, August 7th were paid a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, August 7th. Eaton’s payout ratio is 41.85%.

Insiders Place Their Bets

In other Eaton news, insider Olivier Leonetti sold 16,018 shares of the business’s stock in a transaction dated Thursday, August 7th. The stock was sold at an average price of $358.39, for a total transaction of $5,740,691.02. Following the sale, the insider owned 630 shares in the company, valued at approximately $225,785.70. The trade was a 96.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Eaton

Several large investors have recently bought and sold shares of ETN. Valeo Financial Advisors LLC grew its position in shares of Eaton by 6.0% in the second quarter. Valeo Financial Advisors LLC now owns 11,281 shares of the industrial products company’s stock valued at $4,027,000 after purchasing an additional 641 shares in the last quarter. North Dallas Bank & Trust Co. purchased a new stake in Eaton during the 2nd quarter worth about $602,000. Winslow Asset Management Inc. lifted its holdings in Eaton by 0.7% during the 2nd quarter. Winslow Asset Management Inc. now owns 28,186 shares of the industrial products company’s stock worth $10,062,000 after buying an additional 195 shares during the last quarter. SkyView Investment Advisors LLC purchased a new stake in Eaton during the 2nd quarter worth about $300,000. Finally, Stonebridge Capital Advisors LLC increased its position in shares of Eaton by 4.1% during the second quarter. Stonebridge Capital Advisors LLC now owns 33,118 shares of the industrial products company’s stock worth $11,823,000 after purchasing an additional 1,292 shares in the last quarter. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

About Eaton

Eaton Corporation plc operates as a power management company worldwide. The company’s Electrical Americas and Electrical Global segment provides electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, power reliability equipment, and services, as well as hazardous duty electrical equipment, emergency lighting, fire detection, explosion-proof instrumentation, and structural support systems.