Zacks Research Issues Positive Forecast for Eaton Earnings

Key Points

• Zacks Research has increased its Q3 2025 earnings estimate for Eaton Corporation to $3.07 per share, slightly up from the previous estimate of $3.06, with a current full-year earnings consensus at $12.02 per share.
• Eaton reported a significant revenue increase of 10.7% year-over-year to $7.03 billion in its latest earnings report, exceeding analyst expectations of $6.93 billion.
• Analysts have positive ratings for Eaton stock, with one strong buy, seventeen buy ratings, and a moderate buy average rating, reflecting confidence in its market performance.

Eaton Corporation, PLC (NYSE:ETN - Free Report) - Stock analysts at Zacks Research lifted their Q3 2025 earnings per share estimates for shares of Eaton in a research report issued to clients and investors on Tuesday, September 16th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $3.07 per share for the quarter, up from their previous estimate of $3.06. The consensus estimate for Eaton's current full-year earnings is $12.02 per share.

Eaton (NYSE:ETN - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The industrial products company reported $2.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.92 by $0.03. The firm had revenue of $7.03 billion during the quarter, compared to the consensus estimate of $6.93 billion. Eaton had a return on equity of 23.91% and a net margin of 15.11%.The business's revenue for the quarter was up 10.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.73 EPS. Eaton has set its Q3 2025 guidance at 3.010-3.070 EPS. FY 2025 guidance at 11.970-12.170 EPS.

A number of other equities research analysts also recently weighed in on the company. Wall Street Zen downgraded Eaton from a "buy" rating to a "hold" rating in a research report on Saturday, September 13th. Rothschild & Co Redburn initiated coverage on Eaton in a research report on Wednesday, August 20th. They set a "neutral" rating and a $336.00 target price for the company. The Goldman Sachs Group boosted their target price on Eaton from $345.00 to $382.00 and gave the stock a "buy" rating in a research report on Tuesday, July 8th. Morgan Stanley boosted their target price on Eaton from $375.00 to $425.00 and gave the stock an "overweight" rating in a research report on Wednesday, August 6th. Finally, Citigroup boosted their target price on Eaton from $420.00 to $425.00 and gave the stock a "buy" rating in a research report on Wednesday, August 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat.com, Eaton has a consensus rating of "Moderate Buy" and an average target price of $390.68.

Eaton Trading Up 1.0%

Shares of ETN stock traded up $3.68 on Thursday, reaching $374.95. 3,482,977 shares of the stock were exchanged, compared to its average volume of 2,081,719. The stock has a market cap of $145.97 billion, a PE ratio of 37.72, a P/E/G ratio of 2.68 and a beta of 1.16. 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 current ratio of 1.24 and a quick ratio of 0.76. The stock has a 50 day moving average price of $363.40 and a 200 day moving average price of $327.10.

Eaton Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Thursday, August 7th were 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 was Thursday, August 7th. Eaton's dividend payout ratio is currently 41.85%.

Insider Buying and Selling 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 stock was sold at an average price of $358.39, for a total transaction of $5,740,691.02. Following the completion of the transaction, the insider directly owned 630 shares of the company's stock, valued at $225,785.70. This represents a 96.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.30% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of ETN. Capital A Wealth Management LLC bought a new stake in Eaton during the fourth quarter worth about $26,000. IMA Advisory Services Inc. bought a new stake in Eaton during the first quarter worth about $25,000. Vermillion Wealth Management Inc. bought a new stake in Eaton during the fourth quarter worth about $33,000. WFA of San Diego LLC bought a new stake in Eaton during the second quarter worth about $36,000. Finally, Creative Financial Designs Inc. ADV raised its holdings in Eaton by 102.0% during the first quarter. Creative Financial Designs Inc. ADV now owns 101 shares of the industrial products company's stock worth $27,000 after acquiring an additional 51 shares in the last quarter. 82.97% of the stock is owned by institutional investors and hedge funds.

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.