Zacks Research Has Positive Outlook for Eaton Q4 Earnings

Eaton Co. plc (NYSE:ETN) – Research analysts at Zacks Research boosted their Q4 2025 earnings estimates for Eaton in a research note issued to investors on Thursday, February 13th. Zacks Research analyst J. Saha now forecasts that the industrial products company will earn $3.14 per share for the quarter, up from their previous forecast of $3.11. The consensus estimate for Eaton’s current full-year earnings is $12.04 per share. Zacks Research also issued estimates for Eaton’s Q3 2026 earnings at $3.55 EPS, Q4 2026 earnings at $3.52 EPS and FY2027 earnings at $14.68 EPS.

Eaton (NYSE:ETN) last announced its quarterly earnings data on Friday, January 31st. The industrial products company reported $2.83 EPS for the quarter, topping analysts’ consensus estimates of $2.82 by $0.01. Eaton had a net margin of 15.25% and a return on equity of 22.62%. During the same period last year, the firm earned $2.55 EPS.

A number of other equities research analysts also recently issued reports on the stock. Barclays increased their price objective on shares of Eaton from $320.00 to $353.00 and gave the stock an “equal weight” rating in a research note on Thursday, December 5th. Evercore ISI downgraded shares of Eaton from an “outperform” rating to an “inline” rating and raised their price target for the company from $333.00 to $389.00 in a research note on Wednesday, November 13th. Wells Fargo & Company reduced their price target on shares of Eaton from $350.00 to $335.00 and set an “equal weight” rating on the stock in a research note on Monday, February 3rd. Citigroup reduced their price target on shares of Eaton from $440.00 to $410.00 and set a “buy” rating on the stock in a research note on Monday, January 13th. Finally, Jefferies Financial Group lifted their target price on shares of Eaton from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Friday, December 6th. Six investment analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $369.20.

Eaton Trading Up 0.5 %

ETN stock opened at $309.21 on Monday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.96 and a current ratio of 1.50. The company’s 50-day simple moving average is $337.21 and its 200 day simple moving average is $331.70. Eaton has a 52 week low of $255.65 and a 52 week high of $379.99. The company has a market capitalization of $122.20 billion, a PE ratio of 32.55, a price-to-earnings-growth ratio of 2.37 and a beta of 1.05.

Insider Buying and Selling

In other news, Director Gregory R. Page sold 10,000 shares of the firm’s stock in a transaction on Friday, December 13th. The stock was sold at an average price of $355.98, for a total transaction of $3,559,800.00. Following the completion of the transaction, the director now directly owns 43,203 shares in the company, valued at $15,379,403.94. This trade represents a 18.80 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Ernest W. Marshall, Jr. sold 1,412 shares of the firm’s stock in a transaction on Monday, November 25th. The shares were sold at an average price of $378.58, for a total value of $534,554.96. Following the transaction, the insider now owns 31,200 shares of the company’s stock, valued at $11,811,696. The trade was a 4.33 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.53% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Eaton

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of Eaton by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 37,217,906 shares of the industrial products company’s stock valued at $12,351,506,000 after purchasing an additional 99,291 shares during the period. FMR LLC lifted its holdings in Eaton by 1.2% in the 4th quarter. FMR LLC now owns 15,222,248 shares of the industrial products company’s stock worth $5,051,807,000 after purchasing an additional 182,455 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Eaton by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 8,198,412 shares of the industrial products company’s stock worth $2,714,677,000 after purchasing an additional 129,071 shares in the last quarter. Northern Trust Corp lifted its holdings in Eaton by 8.8% in the 4th quarter. Northern Trust Corp now owns 4,574,704 shares of the industrial products company’s stock worth $1,518,207,000 after purchasing an additional 368,241 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of Eaton during the 4th quarter worth approximately $1,495,582,000. 82.97% of the stock is currently owned by institutional investors.

Eaton Company Profile

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.