Zacks Research Weighs in on Eaton’s Q1 Earnings (NYSE:ETN)

Eaton Corporation, PLC (NYSE:ETN) – Equities research analysts at Zacks Research increased their Q1 2027 EPS estimates for shares of Eaton in a report issued on Wednesday, January 7th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $3.45 per share for the quarter, up from their prior forecast of $3.41. 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 $3.74 EPS, Q3 2027 earnings at $3.99 EPS and FY2027 earnings at $15.17 EPS.

Several other research firms also recently commented on ETN. Morgan Stanley decreased their price target on shares of Eaton from $425.00 to $405.00 and set an “overweight” rating on the stock in a research note on Monday. Barclays decreased their target price on shares of Eaton from $362.00 to $350.00 and set an “equal weight” rating on the stock in a research report on Wednesday, January 7th. Wolfe Research upgraded shares of Eaton from a “peer perform” rating to an “outperform” rating and set a $413.00 price target for the company in a research report on Tuesday, December 9th. Sanford C. Bernstein set a $295.00 price objective on Eaton in a research note on Friday, December 19th. Finally, JPMorgan Chase & Co. lifted their price objective on Eaton from $429.00 to $440.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $391.27.

Eaton Trading Up 0.9%

NYSE ETN opened at $332.19 on Monday. The company has a quick ratio of 0.79, a current ratio of 1.28 and a debt-to-equity ratio of 0.46. The stock’s 50-day simple moving average is $337.33 and its two-hundred day simple moving average is $356.57. Eaton has a twelve month low of $231.85 and a twelve month high of $399.56. The company has a market capitalization of $129.02 billion, a price-to-earnings ratio of 33.22, a PEG ratio of 2.11 and a beta of 1.20.

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

Eaton Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, November 21st. Investors of record on Thursday, November 6th were paid a $1.04 dividend. The ex-dividend date of this dividend was Thursday, November 6th. This represents a $4.16 annualized dividend and a dividend yield of 1.3%. Eaton’s dividend payout ratio (DPR) is presently 41.60%.

Insider Transactions at Eaton

In other Eaton news, Director Gerald Johnson purchased 200 shares of the stock in a transaction on Tuesday, November 18th. The stock was acquired at an average price of $339.89 per share, with a total value of $67,978.00. Following the transaction, the director directly owned 400 shares of the company’s stock, valued at approximately $135,956. This trade represents a 100.00% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. In the last quarter, insiders bought 500 shares of company stock worth $174,389. 0.30% of the stock is owned by insiders.

Hedge Funds Weigh In On Eaton

Several hedge funds have recently made changes to their positions in the business. Fayez Sarofim & Co lifted its stake in Eaton by 3.4% in the third 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 during the period. Williams Jones Wealth Management LLC. raised its holdings in Eaton by 3.3% in the 3rd quarter. Williams Jones Wealth Management LLC. now owns 515,587 shares of the industrial products company’s stock worth $192,958,000 after purchasing an additional 16,422 shares in the last quarter. Baird Financial Group Inc. lifted its position in shares of Eaton by 8.8% in the 2nd quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after purchasing an additional 29,900 shares during the period. SG Americas Securities LLC boosted its stake 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 valued at $116,217,000 after purchasing an additional 297,166 shares in the last quarter. Finally, Whittier Trust Co. increased its position in shares of Eaton by 6.2% during the second quarter. Whittier Trust Co. now owns 272,608 shares of the industrial products company’s stock valued at $97,315,000 after buying an additional 15,971 shares during the period. 82.97% of the stock is owned by hedge funds and other institutional investors.

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.