S&CO Inc. Invests $3.82 Million in Eaton Corporation, PLC $ETN

Posted by Francis Steltz on Aug 16th, 2026

S&CO Inc. acquired a new position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 8,976 shares of the industrial products company’s stock, valued at approximately $3,824,000.

Several other institutional investors have also made changes to their positions in the company. Clal Insurance Enterprises Holdings Ltd raised its position in Eaton by 239,384.8% during the fourth quarter. Clal Insurance Enterprises Holdings Ltd now owns 158,060 shares of the industrial products company’s stock valued at $50,344,000 after acquiring an additional 157,994 shares in the last quarter. Burling Wealth Partners LLC grew its position in Eaton by 63.0% in the fourth quarter. Burling Wealth Partners LLC now owns 11,296 shares of the industrial products company’s stock worth $3,598,000 after acquiring an additional 4,366 shares in the last quarter. Pioneer Trust Bank N A OR grew its position in Eaton by 669.1% in the fourth quarter. Pioneer Trust Bank N A OR now owns 6,230 shares of the industrial products company’s stock worth $1,984,000 after acquiring an additional 5,420 shares in the last quarter. Entropy Technologies LP acquired a new position in shares of Eaton during the 4th quarter worth $14,786,000. Finally, Kingswood Wealth Advisors LLC raised its holdings in shares of Eaton by 41.0% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 25,072 shares of the industrial products company’s stock valued at $7,986,000 after purchasing an additional 7,296 shares in the last quarter. 82.97% of the stock is currently owned by institutional investors and hedge funds.

Eaton Price Performance

NYSE ETN opened at $452.09 on Friday. The company has a current ratio of 1.24, a quick ratio of 0.79 and a debt-to-equity ratio of 0.91. The company has a fifty day simple moving average of $413.64 and a 200 day simple moving average of $393.14. The company has a market cap of $175.59 billion, a P/E ratio of 45.99, a P/E/G ratio of 2.86 and a beta of 1.18. Eaton Corporation, PLC has a 1 year low of $311.92 and a 1 year high of $478.00.

Eaton (NYSE:ETN – Get Free Report) last announced its earnings results on Friday, July 31st. The industrial products company reported $3.15 EPS for the quarter, topping the consensus estimate of $3.08 by $0.07. The firm had revenue of $8.53 billion for the quarter, compared to the consensus estimate of $8.16 billion. Eaton had a net margin of 12.75% and a return on equity of 24.58%. The business’s quarterly revenue was up 21.4% on a year-over-year basis. During the same quarter last year, the firm posted $2.95 EPS. Eaton has set its Q3 2026 guidance at 3.460-3.560 EPS and its FY 2026 guidance at 13.400-13.600 EPS. On average, sell-side analysts predict that Eaton Corporation, PLC will post 13.54 EPS for the current year.

Eaton Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 7th will be paid a $1.10 dividend. The ex-dividend date is Friday, August 7th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.0%. Eaton’s payout ratio is presently 44.76%.

Insiders Place Their Bets

In related news, insider Heath B. Monesmith sold 18,036 shares of the business’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $458.04, for a total transaction of $8,261,209.44. Following the completion of the transaction, the insider owned 50,368 shares of the company’s stock, valued at approximately $23,070,558.72. The trade was a 26.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Adam A. Wadecki sold 525 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $440.54, for a total value of $231,283.50. Following the completion of the sale, the insider directly owned 1,054 shares in the company, valued at $464,329.16. This trade represents a 33.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,728 shares of company stock worth $8,556,788 over the last quarter. 0.10% of the stock is currently owned by company insiders.

Eaton News Roundup

Here are the key news stories impacting Eaton this week:

Positive Sentiment: Demand for data-center power distribution units is projected to exceed $14 billion by 2032, with AI workloads expected to be the fastest-growing segment. Eaton is identified as a key market participant alongside Schneider Electric, Vertiv, Legrand and ABB, reinforcing the company’s exposure to AI and hyperscale infrastructure spending. Data Center PDU Market Outlook
Positive Sentiment: Director Gerald Johnson bought a combined 200 Eaton shares for approximately $92,162 in two transactions, increasing his direct holdings. Although modest relative to the company’s market value, insider buying can signal confidence in the stock’s outlook.
Positive Sentiment: Erste Group Bank raised its fiscal 2026 EPS estimates for Eaton, adding to the favorable analyst view. Eaton recently exceeded quarterly earnings and revenue expectations, and management’s full-year EPS guidance remains strong. FY2026 EPS Estimates for Eaton Lifted
Neutral Sentiment: Eaton’s valuation remains demanding, with a price-to-earnings ratio near 46 and shares close to their 52-week high. This leaves the stock more sensitive to profit-taking or any evidence that AI-related infrastructure growth is being priced in ahead of actual results.
Negative Sentiment: Insider Heath Monesmith sold 18,036 shares for approximately $8.26 million, reducing his position by 26.37%. The transaction may be routine, but its size can weigh on sentiment and likely contributes to the stock’s weaker trading today. Eaton Insider Selling

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ETN. Royal Bank Of Canada lifted their price objective on shares of Eaton from $484.00 to $512.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Wall Street Zen lowered Eaton from a “buy” rating to a “hold” rating in a report on Sunday. Evercore raised Eaton from an “in-line” rating to an “outperform” rating and set a $502.00 price target for the company in a research report on Monday, August 3rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eaton in a research note on Monday, August 3rd. Finally, Wells Fargo & Company increased their price objective on Eaton from $350.00 to $425.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $431.78.

Read Our Latest Analysis on ETN

Eaton Profile

(Free Report)

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.