Vise Technologies Inc. lifted its holdings in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 25.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 36,649 shares of the industrial products company’s stock after acquiring an additional 7,319 shares during the period. Vise Technologies Inc.’s holdings in Eaton were worth $15,748,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also modified their holdings of ETN. Assenagon Asset Management S.A. grew its holdings in Eaton by 87.1% during the 3rd quarter. Assenagon Asset Management S.A. now owns 282,750 shares of the industrial products company’s stock worth $121,501,000 after acquiring an additional 131,624 shares during the period. Sustainable Growth Advisers LP bought a new position in shares of Eaton in the 3rd quarter worth $85,752,000. Envestnet Portfolio Solutions Inc. grew its stake in shares of Eaton by 5.5% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 69,297 shares of the industrial products company’s stock worth $29,529,000 after purchasing an additional 3,638 shares during the period. Wedmont Private Capital grew its stake in shares of Eaton by 69.6% during the third quarter. Wedmont Private Capital now owns 11,413 shares of the industrial products company’s stock worth $4,845,000 after purchasing an additional 4,684 shares during the period. Finally, QRG Capital Management Inc. increased its holdings in Eaton by 11.7% in the second quarter. QRG Capital Management Inc. now owns 90,731 shares of the industrial products company’s stock valued at $38,662,000 after purchasing an additional 9,491 shares during the last quarter. 82.97% of the stock is owned by institutional investors.
Eaton News Roundup
Here are the key news stories impacting Eaton this week:
- Positive Sentiment: Unusually heavy options activity points to bullish positioning, with investors purchasing 23,934 call options—roughly 225% above average call volume. However, options activity is speculative and does not guarantee further gains.
- Positive Sentiment: Eaton’s aerospace business provides an additional growth avenue beyond electrical equipment. The segment represented 15.5% of 2025 sales and benefits from aviation demand and recurring aftermarket revenue. Eaton’s Aerospace Business Broadens Growth Beyond Electrical
- Positive Sentiment: Strong data-center and grid investment remains the central bullish thesis. Robust results and rising deferred revenue at peer Vertiv suggest that demand for data-center power and cooling infrastructure remains strong rather than slowing. Plugging In: Vertiv Cashes In On AI Demand
- Neutral Sentiment: Analysts are focused on Eaton’s third-quarter revenue, earnings and operating metrics, with expectations shaped by data-center demand and recent acquisitions. The earnings report and management guidance will determine whether the company can meet the high bar set by its prior quarter’s adjusted EPS beat. Ahead of Eaton Q3 Earnings
- Negative Sentiment: Eaton trades at a premium valuation, increasing the risk that even solid results may not satisfy investors. Comparisons with nVent highlight concerns over relative share performance, tariffs and execution, while the stock’s recent decline reflects rising caution ahead of earnings. Eaton vs. nVent: Which Electrical Equipment Stock Has an Edge?
Analyst Ratings Changes
Several equities analysts have weighed in on the company. BMO Capital Markets increased their target price on Eaton from $477.00 to $487.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Weiss Ratings cut Eaton from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, October 23rd. Raymond James Financial upped their price target on Eaton from $465.00 to $525.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. Robert W. Baird assumed coverage on shares of Eaton in a research report on Thursday, August 20th. They issued an “outperform” rating and a $500.00 price target on the stock. Finally, Evercore lifted their price objective on shares of Eaton from $502.00 to $515.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $484.10.
Get Our Latest Research Report on Eaton
Eaton Stock Performance
ETN stock opened at $369.20 on Monday. The business’s 50-day moving average price is $411.07 and its two-hundred day moving average price is $396.09. 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 firm has a market cap of $143.40 billion, a PE ratio of 37.56, a P/E/G ratio of 2.14 and a beta of 1.15. 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 quarterly earnings results on Friday, July 31st. The industrial products company reported $3.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.08 by $0.07. The company had revenue of $8.53 billion during the quarter, compared to the consensus estimate of $8.16 billion. Eaton had a return on equity of 24.58% and a net margin of 12.75%. The company’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.95 earnings per share. As a group, research analysts forecast that Eaton Corporation, PLC will post 13.59 earnings per share for the current year.
Eaton Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Tuesday, November 10th will be given a $1.10 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Eaton’s payout ratio is currently 44.76%.
Insider Activity at Eaton
In related news, Director Gerald Johnson acquired 130 shares of the stock in a transaction dated Thursday, August 13th. The stock was bought at an average price of $455.90 per share, with a total value of $59,267.00. Following the completion of the transaction, the director directly owned 1,829 shares of the company’s stock, valued at approximately $833,841.10. The trade was a 7.65% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Adam A. Wadecki sold 525 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $440.54, for a total transaction of $231,283.50. Following the sale, the insider owned 1,054 shares in the company, valued at approximately $464,329.16. The trade was a 33.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.10% of the stock is owned by insiders.
About Eaton
Eaton Corporation plc is a global intelligent power management company that helps businesses, utilities, data centers, manufacturers and other organizations manage electrical, hydraulic and mechanical power more safely, efficiently and reliably. Its solutions support applications ranging from power distribution and backup systems to industrial automation, building infrastructure and transportation.
The company’s Electrical segment provides products and systems such as circuit breakers, switchgear, power distribution equipment, surge protection, energy management software and data center power solutions.
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