Earnings Reaction: Social media lit up after Eaton reported Q4 results, with shares sliding over 4% premarket on a revenue miss and 2026 guidance below expectations. Despite an EPS beat to $3.33 and record 24.9% margins driven by electrical demand, the cautious outlook overshadowed the positives.
Data Center Tailwinds: Conversations shifted to Eaton's booming backlog, up 29% in electricals, fueled by data centers and mega-projects totaling $3 trillion. Users highlighted an 11-year U.S. construction backlog and ties to AI capex, suggesting durable growth ahead despite short-term jitters.
Mixed Long-Term Outlook: Brokerages issued positive calls debating value, while insider buys and top stock lists added optimism. The stock showed signs of recovery, reflecting belief in Eaton's role in electrification and infrastructure booms.
Note: This discussion summary was generated from an AI condensation of post data.
Eaton Insider Trading Activity
Eaton insiders have traded $ETN stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ETN stock by insiders over the last 6 months:
- GERALD JOHNSON has made 3 purchases buying 400 shares for an estimated $142,511 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Eaton Revenue
Eaton had revenues of $7.1B in Q4 2025. This is an increase of 13.06% from the same period in the prior year.
You can track ETN financials on Quiver Quantitative's ETN stock page.
Eaton Congressional Stock Trading
Members of Congress have traded $ETN stock 15 times in the past 6 months. Of those trades, 7 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ETN stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/16, 12/10 and 0 sales.
- SENATOR JOHN W. HICKENLOOPER purchased up to $100,000 on 01/14.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 10/15 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 10/06.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 09/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Eaton Hedge Fund Activity
We have seen 1,084 institutional investors add shares of Eaton stock to their portfolio, and 1,049 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 4,670,261 shares (-19.5%) from their portfolio in Q3 2025, for an estimated $1,747,845,179
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,170,492 shares (+71.6%) to their portfolio in Q3 2025, for an estimated $812,306,631
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,786,415 shares (-24.5%) from their portfolio in Q4 2025, for an estimated $568,991,041
- CAPITAL INTERNATIONAL INVESTORS removed 1,700,879 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $636,553,965
- VICTORY CAPITAL MANAGEMENT INC removed 1,026,976 shares (-64.6%) from their portfolio in Q3 2025, for an estimated $384,345,768
- AXA S.A. removed 834,127 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $312,172,029
- FMR LLC added 715,137 shares (+6.4%) to their portfolio in Q3 2025, for an estimated $267,640,022
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Eaton Analyst Ratings
Wall Street analysts have issued reports on $ETN in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/12/2026
- Citigroup issued a "Buy" rating on 01/12/2026
- Wolfe Research issued a "Outperform" rating on 12/09/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- Mizuho issued a "Outperform" rating on 10/17/2025
- Keybanc issued a "Overweight" rating on 10/14/2025
- Melius Research issued a "Buy" rating on 09/15/2025
To track analyst ratings and price targets for Eaton, check out Quiver Quantitative's $ETN forecast page.
Eaton Price Targets
Multiple analysts have issued price targets for $ETN recently. We have seen 14 analysts offer price targets for $ETN in the last 6 months, with a median target of $405.5.
Here are some recent targets:
- Joseph O'Dea from Wells Fargo set a target price of $370.0 on 02/04/2026
- Sean McLoughlin from HSBC set a target price of $400.0 on 01/16/2026
- Stephen Tusa from JP Morgan set a target price of $406.0 on 01/16/2026
- Andrew Kaplowitz from Citigroup set a target price of $435.0 on 01/12/2026
- Chris Snyder from Morgan Stanley set a target price of $405.0 on 01/12/2026
- Julian Mitchell from Barclays set a target price of $350.0 on 01/07/2026
- Amit Mehrotra from UBS set a target price of $360.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
