675,325 Eaton Corporation, PLC $ETN Shares Sold by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners LLC cut its Eaton position by 99.8% in the third quarter, selling 675,325 shares and retaining just 1,185 shares worth approximately $509,000.
• Institutional investors and hedge funds own 82.97% of Eaton, while other firms including ZWJ Investment Counsel and First Pacific Financial increased their stakes during the quarter.
• Eaton shares opened at $390.39, down 3.0%, amid concerns about valuation, margin pressure and investor rotation away from infrastructure stocks. Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $484.10.

Curated Wealth Partners LLC trimmed its position in Eaton Corporation, PLC (NYSE:ETN - Free Report) by 99.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,185 shares of the industrial products company's stock after selling 675,325 shares during the period. Curated Wealth Partners LLC's holdings in Eaton were worth $509,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of ETN. WealthPlan Investment Management LLC boosted its position in Eaton by 4.2% during the third quarter. WealthPlan Investment Management LLC now owns 1,098 shares of the industrial products company's stock worth $472,000 after purchasing an additional 44 shares in the last quarter. HBW Advisory Services LLC grew its holdings in shares of Eaton by 28.9% during the third quarter. HBW Advisory Services LLC now owns 857 shares of the industrial products company's stock worth $368,000 after buying an additional 192 shares in the last quarter. Howard Financial Services LTD. acquired a new stake in Eaton during the third quarter worth approximately $234,000. ZWJ Investment Counsel Inc. grew its stake in Eaton by 37.8% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 5,569 shares of the industrial products company's stock worth $2,393,000 after acquiring an additional 1,528 shares during the period. Finally, First Pacific Financial grew its stake in Eaton by 1.1% in the 3rd quarter. First Pacific Financial now owns 3,177 shares of the industrial products company's stock worth $1,365,000 after acquiring an additional 35 shares during the period. 82.97% of the stock is owned by institutional investors and hedge funds.

Eaton News Summary

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: Unusually high options activity included approximately 48,136 call options, roughly eight times typical daily call volume, suggesting that some institutional traders are positioning for potential upside. Unusual options activity article
• Positive Sentiment: RBC Capital remains constructive on Eaton, with a reported price target of $484, while the median target from six analysts is $458. The bullish view reflects ongoing demand for electrical infrastructure, grid modernization and data-center power systems. Royal Bank of Canada Eaton forecast
• Neutral Sentiment: Eaton will report third-quarter 2026 results on November 3. Analysts reportedly expect a double-digit year-over-year EPS decline, making the release an important near-term catalyst; however, the company’s previously provided full-year adjusted EPS guidance remains $13.40 to $13.60. Eaton Q3 earnings expectations
• Neutral Sentiment: Eaton reorganized its Mobility segment in the first quarter and is updating historical reporting to reflect the new structure. The change should improve comparability but may create temporary uncertainty when investors assess segment trends. Eaton reporting update
• Negative Sentiment: The recent pullback appears largely sentiment-driven, with investors rotating away from infrastructure and AI-related beneficiaries. Concerns about margin compression, higher input costs and Eaton’s elevated valuation are adding pressure despite strong prior sales, orders and backlog trends. Eaton infrastructure stock analysis

Eaton Stock Down 3.0%

Shares of Eaton stock opened at $390.39 on Friday. Eaton Corporation, PLC has a 12-month low of $311.92 and a 12-month high of $478.00. The stock's fifty day moving average is $423.02 and its 200-day moving average is $410.24. The company has a quick ratio of 0.79, a current ratio of 1.24 and a debt-to-equity ratio of 0.91. The firm has a market capitalization of $151.63 billion, a PE ratio of 39.71, a price-to-earnings-growth ratio of 2.34 and a beta of 1.13.

Eaton (NYSE:ETN - Get Free Report) last released its quarterly earnings results on Friday, July 31st. The industrial products company reported $3.15 earnings per share for the quarter, beating analysts' consensus estimates of $3.08 by $0.07. The business 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%. Eaton's revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter last year, the firm earned $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. Equities analysts anticipate that Eaton Corporation, PLC will post 13.57 earnings per share for the current year.

Eaton Announces Dividend

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

Insider Activity

In other Eaton news, Director Gerald Johnson acquired 130 shares of the business's 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 completion of the acquisition, the director directly owned 1,829 shares of the company's stock, valued at approximately $833,841.10. This represents a 7.65% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Heath Monesmith sold 18,036 shares of the firm's stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $458.04, for a total value of $8,261,209.44. Following the sale, the insider directly owned 50,368 shares in the company, valued at $23,070,558.72. The trade was a 26.37% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on ETN. UBS Group upgraded Eaton from a "neutral" rating to a "buy" rating and raised their price objective for the stock from $450.00 to $515.00 in a report on Monday, September 7th. Royal Bank Of Canada increased their target price on Eaton from $512.00 to $526.00 and gave the stock an "outperform" rating in a research report on Wednesday. Evercore raised their price target on Eaton from $502.00 to $515.00 and gave the stock an "outperform" rating in a research note on Tuesday, August 11th. Rothschild & Co Redburn lifted their price target on Eaton from $386.00 to $403.00 and gave the company a "neutral" rating in a report on Wednesday, September 30th. Finally, Weiss Ratings upgraded Eaton from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, October 8th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $484.10.

About Eaton

Eaton Corporation plc NYSE: ETN is a global power management company that helps customers manage electrical, hydraulic and mechanical power more safely, efficiently and reliably. Its products and systems serve commercial, industrial, utility, data center, residential, aerospace, vehicle and mobility applications.

The company's electrical businesses provide circuit protection and control equipment, power distribution systems, connectivity solutions, backup power and other technologies used to support critical infrastructure and improve energy efficiency.

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