Eaton (NYSE:ETN) Issues Q4 2025 Earnings Guidance

Eaton (NYSE:ETN) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 3.230-3.430 for the period, compared to the consensus EPS estimate of 3.360. The company issued revenue guidance of -. Eaton also updated its FY 2025 guidance to 11.970-12.170 EPS.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Sanford C. Bernstein reiterated an “outperform” rating and set a $396.00 price objective on shares of Eaton in a research report on Monday, July 14th. JPMorgan Chase & Co. raised their target price on shares of Eaton from $380.00 to $429.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Wall Street Zen lowered shares of Eaton from a “buy” rating to a “hold” rating in a research note on Saturday, September 13th. Rothschild Redb raised shares of Eaton to a “hold” rating in a research note on Wednesday, August 20th. Finally, Daiwa America raised shares of Eaton to a “strong-buy” rating in a research note on Thursday, September 11th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $398.45.

Eaton Stock Performance

ETN stock opened at $387.21 on Tuesday. The firm has a market cap of $150.74 billion, a price-to-earnings ratio of 38.95, a PEG ratio of 2.77 and a beta of 1.18. The firm has a 50-day simple moving average of $368.29 and a two-hundred day simple moving average of $349.00. Eaton has a one year low of $231.85 and a one year high of $399.56. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.76 and a current ratio of 1.24.

Eaton (NYSE:ETN) last released its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $2.95 EPS for the quarter, beating the consensus estimate of $2.92 by $0.03. The business had revenue of $7.03 billion during the quarter, compared to analyst estimates of $6.93 billion. Eaton had a net margin of 15.11% and a return on equity of 23.91%. The company’s quarterly revenue was up 10.7% on a year-over-year basis. During the same period in the prior year, the firm posted $2.73 earnings per share. On average, equities analysts forecast that Eaton will post 12.02 EPS for the current fiscal year.

Eaton Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 21st. Shareholders of record on Thursday, November 6th will be given a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, November 6th. Eaton’s dividend payout ratio is presently 41.85%.

Insider Activity at Eaton

In other news, insider Olivier Leonetti sold 16,018 shares of the company’s stock in a transaction dated Thursday, August 7th. The shares were sold at an average price of $358.39, for a total transaction of $5,740,691.02. Following the transaction, the insider owned 630 shares in the company, valued at $225,785.70. This represents a 96.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.30% of the company’s stock.

Hedge Funds Weigh In On Eaton

Hedge funds have recently modified their holdings of the stock. WFA of San Diego LLC acquired a new position in shares of Eaton during the second quarter valued at about $36,000. Vista Capital Partners Inc. acquired a new position in shares of Eaton during the second quarter valued at about $259,000. SkyView Investment Advisors LLC acquired a new position in shares of Eaton during the second quarter valued at about $300,000. 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 valued at $303,000 after acquiring an additional 136 shares in the last quarter. Finally, Tandem Wealth Advisors LLC increased its holdings in shares of Eaton by 70.1% during the second quarter. Tandem Wealth Advisors LLC now owns 2,216 shares of the industrial products company’s stock valued at $791,000 after acquiring an additional 913 shares in the last quarter. Institutional investors and hedge funds own 82.97% of the company’s stock.

About Eaton

Eaton Corporation plc operates as a power management company worldwide. The company’s Electrical Americas and Electrical Global segment provides electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution products, power reliability equipment, and services, as well as hazardous duty electrical equipment, emergency lighting, fire detection, explosion-proof instrumentation, and structural support systems.