Research Analysts Offer Predictions for Eaton Q4 Earnings

Eaton Co. plc (NYSE:ETN - Free Report) - Zacks Research upped their Q4 2025 earnings per share (EPS) estimates for shares of Eaton in a report released on Thursday, February 13th. Zacks Research analyst J. Saha now anticipates that the industrial products company will post earnings per share of $3.14 for the quarter, up from their previous forecast of $3.11. The consensus estimate for Eaton's current full-year earnings is $12.02 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 - Get Free Report) last issued its earnings results on Friday, January 31st. The industrial products company reported $2.83 EPS for the quarter, topping the consensus estimate of $2.82 by $0.01. Eaton had a return on equity of 22.62% and a net margin of 15.25%. During the same period in the prior year, the company posted $2.55 earnings per share.

Other analysts also recently issued research reports about the company. Melius downgraded Eaton from a "buy" rating to a "hold" rating and set a $373.00 price target for the company. in a research report on Tuesday, January 28th. Royal Bank of Canada dropped their price target on Eaton from $407.00 to $405.00 and set an "outperform" rating for the company in a research report on Monday, February 3rd. Barclays lifted their price target on Eaton from $320.00 to $353.00 and gave the company an "equal weight" rating in a research report on Thursday, December 5th. Sanford C. Bernstein started coverage on Eaton in a research report on Tuesday, November 5th. They set an "outperform" rating and a $382.00 price target for the company. Finally, Melius Research reiterated a "hold" rating and set a $373.00 price target on shares of Eaton in a research report on Tuesday, January 28th. Seven analysts have rated the stock with a hold rating and thirteen have given a buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $366.05.

Eaton Price Performance

NYSE ETN traded down $0.48 during trading hours on Monday, hitting $308.95. The company had a trading volume of 1,982,728 shares, compared to its average volume of 3,330,465. Eaton has a 52 week low of $255.65 and a 52 week high of $379.99. The firm has a 50 day simple moving average of $334.15 and a 200 day simple moving average of $332.04. 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 firm has a market capitalization of $122.10 billion, a price-to-earnings ratio of 32.52, a PEG ratio of 2.68 and a beta of 1.05.

Insiders Place Their Bets

In other news, insider Ernest W. Marshall, Jr. sold 1,412 shares of the business's stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $378.58, for a total transaction of $534,554.96. Following the transaction, the insider now directly owns 31,200 shares of the company's stock, valued at approximately $11,811,696. The trade was a 4.33 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Gregory R. Page sold 10,000 shares of the business's stock in a transaction that occurred on Friday, December 13th. The shares were sold at an average price of $355.98, for a total value of $3,559,800.00. Following 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 disclosure for this sale can be found here. Insiders own 0.53% of the company's stock.

Hedge Funds Weigh In On Eaton

Several hedge funds have recently made changes to their positions in the business. Wetzel Investment Advisors Inc. increased its stake in shares of Eaton by 0.9% during the fourth quarter. Wetzel Investment Advisors Inc. now owns 3,101 shares of the industrial products company's stock valued at $1,029,000 after buying an additional 28 shares during the period. Fairfield Financial Advisors LTD grew its stake in Eaton by 16.2% in the third quarter. Fairfield Financial Advisors LTD now owns 215 shares of the industrial products company's stock worth $71,000 after purchasing an additional 30 shares during the period. Westmount Partners LLC grew its stake in Eaton by 3.1% in the fourth quarter. Westmount Partners LLC now owns 985 shares of the industrial products company's stock worth $327,000 after purchasing an additional 30 shares during the period. Signal Advisors Wealth LLC grew its stake in Eaton by 3.5% in the fourth quarter. Signal Advisors Wealth LLC now owns 896 shares of the industrial products company's stock worth $297,000 after purchasing an additional 30 shares during the period. Finally, Lantz Financial LLC grew its stake in Eaton by 4.8% in the fourth quarter. Lantz Financial LLC now owns 659 shares of the industrial products company's stock worth $219,000 after purchasing an additional 30 shares during the period. 82.97% of the stock is owned by hedge funds and other 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.