Brokers Set Expectations for Eaton’s Q1 Earnings (NYSE:ETN)

Eaton Corporation, PLC (NYSE:ETN) – Equities research analysts at Zacks Research upped their Q1 2027 EPS estimates for Eaton in a research report issued on Wednesday, January 7th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $3.45 for the quarter, up from their previous 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.

Eaton (NYSE:ETN) last issued its earnings results on Tuesday, November 4th. The industrial products company reported $3.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.06 by $0.01. The company had revenue of $6.99 billion during the quarter, compared to analysts’ expectations of $7.09 billion. Eaton had a net margin of 14.74% and a return on equity of 24.36%. 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 analysts also recently issued reports on the company. Morgan Stanley cut their price target on Eaton from $425.00 to $405.00 and set an “overweight” rating for the company in a research note on Monday. Melius Research raised shares of Eaton from a “hold” rating to a “buy” rating and upped their price target for the company from $412.00 to $495.00 in a report on Monday, September 15th. JPMorgan Chase & Co. upped their target price on Eaton from $429.00 to $440.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Melius raised Eaton from a “hold” rating to a “buy” rating and set a $495.00 price target for the company in a research report on Monday, September 15th. Finally, Sanford C. Bernstein set a $295.00 price objective on Eaton in a research report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $391.27.

Eaton Stock Performance

Shares of ETN stock opened at $329.06 on Monday. The stock has a fifty day moving average price of $338.25 and a 200 day moving average price of $356.72. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.79 and a current ratio of 1.28. The stock has a market cap of $127.81 billion, a PE ratio of 32.91, a P/E/G ratio of 2.08 and a beta of 1.20. Eaton has a 1 year low of $231.85 and a 1 year high of $399.56.

Hedge Funds Weigh In On Eaton

A number of large investors have recently modified their holdings of ETN. HCR Wealth Advisors raised its holdings in shares of Eaton by 39.5% during the second quarter. HCR Wealth Advisors now owns 5,229 shares of the industrial products company’s stock worth $1,867,000 after purchasing an additional 1,481 shares during the period. Baird Financial Group Inc. lifted its holdings in Eaton by 8.8% in the second quarter. Baird Financial Group Inc. now owns 370,531 shares of the industrial products company’s stock worth $132,276,000 after acquiring an additional 29,900 shares during the last quarter. Bowen Hanes & Co. Inc. lifted its holdings in Eaton by 1.7% in the second quarter. Bowen Hanes & Co. Inc. now owns 197,775 shares of the industrial products company’s stock worth $70,604,000 after acquiring an additional 3,295 shares during the last quarter. Waterloo Capital L.P. grew its holdings in shares of Eaton by 15.8% during the second quarter. Waterloo Capital L.P. now owns 5,619 shares of the industrial products company’s stock valued at $2,006,000 after purchasing an additional 767 shares during the last quarter. Finally, Mediolanum International Funds Ltd grew its holdings in shares of Eaton by 93.4% during the second quarter. Mediolanum International Funds Ltd now owns 106,114 shares of the industrial products company’s stock valued at $37,483,000 after purchasing an additional 51,255 shares during the last quarter. 82.97% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Gerald Johnson acquired 200 shares of the company’s 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 directly owned 400 shares in the company, valued at approximately $135,956. This represents a 100.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Over the last three months, insiders have acquired 500 shares of company stock worth $174,389. 0.30% of the stock is owned by insiders.

Eaton Dividend Announcement

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

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.