Nan Shan Life Insurance Co. Ltd. Decreases Stock Position in Eaton Corporation, PLC $ETN

Posted by Stanley Muller on Sep 2nd, 2026

Nan Shan Life Insurance Co. Ltd. decreased its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 26.1% during the second quarter, HoldingsChannel.com reports. The firm owned 203,527 shares of the industrial products company’s stock after selling 71,720 shares during the period. Eaton accounts for 2.8% of Nan Shan Life Insurance Co. Ltd.’s portfolio, making the stock its 9th largest position. Nan Shan Life Insurance Co. Ltd.’s holdings in Eaton were worth $86,727,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Wellington Management Group LLP boosted its position in shares of Eaton by 19.6% in the second quarter. Wellington Management Group LLP now owns 6,827,266 shares of the industrial products company’s stock valued at $2,909,235,000 after acquiring an additional 1,120,567 shares during the period. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Eaton by 112.6% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 336,060 shares of the industrial products company’s stock valued at $120,199,000 after purchasing an additional 178,000 shares during the period. Munich Reinsurance Co Stock Corp in Munich grew its position in shares of Eaton by 24,986.3% during the 1st quarter. Munich Reinsurance Co Stock Corp in Munich now owns 154,281 shares of the industrial products company’s stock valued at $55,182,000 after purchasing an additional 153,666 shares in the last quarter. Public Employees Retirement System of Ohio bought a new position in shares of Eaton in the second quarter worth $64,858,000. Finally, Silvercrest Asset Management Group LLC raised its position in shares of Eaton by 23.1% in the fourth quarter. Silvercrest Asset Management Group LLC now owns 310,859 shares of the industrial products company’s stock worth $99,012,000 after buying an additional 58,281 shares in the last quarter. Hedge funds and other institutional investors own 82.97% of the company’s stock.

Eaton Stock Performance

NYSE:ETN opened at $390.09 on Wednesday. The company has a market capitalization of $151.51 billion, a price-to-earnings ratio of 39.68, a PEG ratio of 2.54 and a beta of 1.17. The business has a 50 day moving average of $416.01 and a 200 day moving average of $398.05. The company has a debt-to-equity ratio of 0.91, a current ratio of 1.24 and a quick ratio of 0.79. 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 posted its quarterly 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. Eaton had a net margin of 12.75% and a return on equity of 24.58%. The firm had revenue of $8.53 billion for the quarter, compared to the consensus estimate of $8.16 billion. During the same period last year, the firm posted $2.95 earnings per share. The business’s revenue was up 21.4% compared to the same quarter last year. 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 13.56 earnings per share for the current fiscal year.

Eaton Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Friday, August 7th were issued a dividend of $1.10 per share. The ex-dividend date was Friday, August 7th. This represents a $4.40 annualized dividend and a yield of 1.1%. Eaton’s dividend payout ratio is currently 44.76%.

Eaton News Roundup

Here are the key news stories impacting Eaton this week:

Positive Sentiment: Analysts raised forward earnings estimates. Zacks Research increased its FY2026 EPS estimate to $13.51 from $13.49, FY2027 to $15.80 from $15.48, and FY2028 to $17.91 from $17.41. Estimates for several future quarters were also raised, supporting the long-term growth outlook. MarketBeat Eaton earnings estimates
Positive Sentiment: Institutional demand remains substantial. In the latest quarter, 1,385 institutional investors added ETN shares versus 1,154 that reduced positions. JPMorgan, PIMCO-related strategies, T. Rowe Price, AllianceBernstein and Wellington were among the notable buyers, although UBS and Bank of America reduced holdings.
Neutral Sentiment: Analyst sentiment is broadly constructive but price targets vary. Recent coverage includes an Overweight rating from JPMorgan, while the median target among eight analysts is $437.50. Targets range from $392 to $484, indicating disagreement over how much of Eaton’s electrification and data-center growth is already reflected in the valuation. Barchart Eaton analyst outlook
Negative Sentiment: Broader market conditions pressured the stock. Rising Treasury yields and firmer oil prices weakened risk appetite and encouraged profit-taking in premium-valued industrial companies. Eaton’s prior rally was tied partly to data-center and power-infrastructure demand, making it vulnerable to valuation compression. Quiver Quantitative Eaton market analysis
Negative Sentiment: Options activity signaled increased downside hedging. Investors purchased 10,916 ETN put options, approximately 62% above average daily put volume, suggesting heightened short-term caution.
Negative Sentiment: Valuation and leverage remain risks. Eaton trades at about 40 times earnings, while recent analysis flagged higher debt relative to assets and lower segment margins year over year. These concerns may limit near-term upside despite strong revenue growth and raised long-term estimates. Trefis Eaton risk analysis

Wall Street Analyst Weigh In

ETN has been the subject of several recent analyst reports. Weiss Ratings upgraded Eaton from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Evercore raised Eaton from an “in-line” rating to an “outperform” rating and set a $502.00 price objective for the company in a report on Monday, August 3rd. Royal Bank Of Canada raised their target price 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 shares of Eaton from a “buy” rating to a “hold” rating in a research report on Sunday, August 16th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eaton in a report on Monday, August 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $442.00.

Read Our Latest Stock Analysis on Eaton

Insider Buying and Selling

In related news, Director Gerald Johnson purchased 130 shares of Eaton stock in a transaction that occurred on Thursday, August 13th. The shares were acquired at an average cost of $455.90 per share, for a total transaction of $59,267.00. Following the transaction, the director directly owned 1,829 shares in the company, valued at $833,841.10. The trade was a 7.65% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Adam A. Wadecki sold 525 shares of the business’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 owned 1,054 shares of the company’s stock, valued at $464,329.16. The trade was a 33.25% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is owned by corporate insiders.

Eaton Company 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.