Eaton (NYSE:ETN) Updates Q1 2026 Earnings Guidance

Eaton (NYSE:ETN) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.650-2.850 for the period, compared to the consensus earnings per share estimate of 3.020. The company issued revenue guidance of -. Eaton also updated its FY 2026 guidance to 13.000-13.500 EPS.

Analysts Set New Price Targets

Several analysts have recently commented on ETN shares. Barclays reduced their price target on Eaton from $362.00 to $350.00 and set an “equal weight” rating for the company in a report on Wednesday, January 7th. Wells Fargo & Company boosted their target price on shares of Eaton from $340.00 to $370.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eaton in a research note on Tuesday, January 27th. JPMorgan Chase & Co. reduced their price objective on shares of Eaton from $440.00 to $406.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Finally, UBS Group reissued a “neutral” rating and set a $360.00 price objective (down previously from $440.00) on shares of Eaton in a report on Sunday, January 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $387.20.

Eaton Trading Down 2.1%

NYSE ETN traded down $7.56 on Thursday, hitting $357.44. 767,436 shares of the stock were exchanged, compared to its average volume of 3,162,501. The company’s 50-day moving average price is $334.34 and its two-hundred day moving average price is $354.58. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.32 and a quick ratio of 0.79. Eaton has a 52-week low of $231.85 and a 52-week high of $399.56. The company has a market capitalization of $138.83 billion, a price-to-earnings ratio of 34.17, a P/E/G ratio of 2.40 and a beta of 1.20.

Eaton (NYSE:ETN) last issued its earnings results on Tuesday, February 3rd. The industrial products company reported $3.33 earnings per share for the quarter, meeting analysts’ consensus estimates of $3.33. The company had revenue of $7.06 billion for the quarter, compared to the consensus estimate of $7.15 billion. Eaton had a return on equity of 25.00% and a net margin of 14.89%.The firm’s quarterly revenue was up 13.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.83 EPS. Eaton has set its Q1 2026 guidance at 2.650-2.850 EPS and its FY 2026 guidance at 13.000-13.500 EPS. Research analysts predict that Eaton will post 12.02 EPS for the current year.

Insider Activity

In related news, Director Gerald Johnson purchased 200 shares of the stock in a transaction on Tuesday, November 18th. The shares were bought at an average price of $339.89 per share, for a total transaction of $67,978.00. Following the completion of the acquisition, the director directly owned 400 shares in the company, valued at approximately $135,956. This trade represents a 100.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.30% of the company’s stock.

Eaton News Roundup

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Company reported strong Q4 results with EPS roughly in line with Street and double‑digit revenue growth, driven by Electrical and Aerospace strength that supports longer‑term margin expansion. Eaton Beats Wall Street’s Earnings Estimates. The Stock Is Down.
• Positive Sentiment: Company cites record demand, strong orders and backlog growth (especially in Electrical/Americas and data center-related demand), supporting medium‑term revenue visibility. Eaton Corporation Rides Record Demand
• Positive Sentiment: Some sell‑side activity is constructive — Wells Fargo raised its price target, which signals upside potential if execution and end‑market demand remain strong. Wells Fargo Raises Price Target
• Positive Sentiment: Several bullish writeups argue the company’s pivot (electrical/tech focus) and planned Mobility spin‑off could unlock value and let management concentrate on faster‑growing segments. Eaton (ETN): A Strong Investment Opportunity in a Competitive Market
• Neutral Sentiment: Management is moving forward with a Mobility spin‑off and emphasizing tech-driven growth in Electrical — a strategic shift that could take time to realize financial upside. Eaton Reshapes Portfolio With Mobility Spin Off And Tech Growth Pivot
• Neutral Sentiment: Earnings call and transcripts are available for detail on margins, backlog and investments; management will present at the Barclays conference (Feb 17) — upcoming commentary could move the stock. Eaton (ETN) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management’s FY‑2026 guidance came in below Wall Street expectations, and the company framed guidance conservatively while investing to meet demand — that cautious outlook pressured the stock. Eaton forecasts annual profit below estimates, shares fall
• Negative Sentiment: Several analysts/commentaries flagged that a conservative near‑term outlook and reinvestment plans could limit upside despite strong orders — a key reason for the share decline. Eaton’s Conservative Outlook Limits Upside

Institutional Trading of Eaton

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC boosted its stake in shares of Eaton by 1.4% in the 4th quarter. Brighton Jones LLC now owns 3,341 shares of the industrial products company’s stock valued at $1,109,000 after purchasing an additional 45 shares in the last quarter. DF Dent & Co. Inc. lifted its holdings in Eaton by 4.4% during the 3rd quarter. DF Dent & Co. Inc. now owns 1,467 shares of the industrial products company’s stock valued at $549,000 after purchasing an additional 62 shares during the last quarter. WFA of San Diego LLC acquired a new position in Eaton in the second quarter valued at about $36,000. Imprint Wealth LLC bought a new stake in Eaton during the third quarter worth about $39,000. Finally, Revolve Wealth Partners LLC increased its holdings in shares of Eaton by 17.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 913 shares of the industrial products company’s stock worth $303,000 after buying an additional 136 shares in the last quarter. 82.97% of the stock is currently owned by institutional investors and hedge funds.

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.