Choreo LLC Purchases 1,777 Shares of Eaton Corporation, PLC $ETN

Choreo LLC grew its position in shares of Eaton Corporation, PLC (NYSE:ETN) by 7.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,127 shares of the industrial products company’s stock after buying an additional 1,777 shares during the quarter. Choreo LLC’s holdings in Eaton were worth $11,657,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of ETN. Kintegral Advisory LLC grew its position in Eaton by 0.6% during the 3rd quarter. Kintegral Advisory LLC now owns 4,798 shares of the industrial products company’s stock worth $2,062,000 after acquiring an additional 27 shares during the last quarter. Trust Co of the South increased its holdings in Eaton by 5.3% during the 3rd quarter. Trust Co of the South now owns 561 shares of the industrial products company’s stock valued at $241,000 after purchasing an additional 28 shares in the last quarter. Financial Management Professionals Inc. raised its position in Eaton by 5.8% in the 3rd quarter. Financial Management Professionals Inc. now owns 511 shares of the industrial products company’s stock valued at $220,000 after purchasing an additional 28 shares during the last quarter. Bogart Wealth LLC raised its position in Eaton by 1.3% in the 1st quarter. Bogart Wealth LLC now owns 2,184 shares of the industrial products company’s stock valued at $781,000 after purchasing an additional 29 shares during the last quarter. Finally, Oakworth Capital Inc. boosted its stake in Eaton by 0.7% in the third quarter. Oakworth Capital Inc. now owns 4,328 shares of the industrial products company’s stock worth $1,860,000 after purchasing an additional 29 shares in the last quarter. Institutional investors and hedge funds own 82.97% of the company’s stock.

Eaton Trading Up 0.1%

ETN opened at $393.09 on Friday. The firm has a 50 day simple moving average of $412.01 and a 200 day simple moving average of $395.89. Eaton Corporation, PLC has a fifty-two week low of $311.92 and a fifty-two week high of $478.00. The company has a market cap of $152.68 billion, a price-to-earnings ratio of 39.99, a price-to-earnings-growth ratio of 2.28 and a beta of 1.13. The company has a debt-to-equity ratio of 0.91, a current ratio of 1.24 and a quick ratio of 0.79.

Eaton (NYSE:ETN) last announced its quarterly earnings data on Friday, July 31st. The industrial products company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.08 by $0.07. Eaton had a net margin of 12.75% and a return on equity of 24.58%. The firm had revenue of $8.53 billion for the quarter, compared to analysts’ expectations of $8.16 billion. During the same period last year, the firm earned $2.95 earnings per share. The business’s revenue for the quarter was up 21.4% on a year-over-year basis. On average, sell-side analysts anticipate that Eaton Corporation, PLC will post 13.59 earnings per share for the current year.

Eaton Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Tuesday, November 10th will be given a dividend of $1.10 per share. The ex-dividend date is Tuesday, November 10th. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Eaton’s payout ratio is presently 44.76%.

Analysts Set New Price Targets

Several analysts have recently commented on the company. BNP Paribas Exane increased their target price on Eaton from $490.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. UBS Group upgraded Eaton from a “neutral” rating to a “buy” rating and raised their target price for the company from $450.00 to $515.00 in a research note on Monday, September 7th. Weiss Ratings cut Eaton from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. BMO Capital Markets upped their price target on shares of Eaton from $477.00 to $487.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. Finally, Citigroup increased their price objective on shares of Eaton from $485.00 to $498.00 and gave the stock a “buy” rating in a report on Monday, October 12th. One equities research 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $484.10.

More Eaton News

Here are the key news stories impacting Eaton this week:

• Positive Sentiment: AI and data-center demand remains a key growth driver. Eaton’s focus on electrical infrastructure, intelligent power management and grid equipment continues to benefit from hyperscaler investment and rising power requirements for AI data centers. Strong results from Vertiv, including 61% year-over-year revenue growth, more than doubled organic orders and a sharp increase in deferred revenue, provided a favorable read-through for Eaton’s power-management business. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Aerospace adds diversification and recurring revenue. Eaton’s Aerospace segment generated 15.5% of 2025 sales and could expand beyond the company’s core Electrical business, supported by commercial aviation demand and aftermarket revenue streams. Eaton’s Aerospace Business Broadens Growth Beyond Electrical
• Positive Sentiment: Prior operating performance and shareholder returns support the bullish case. Eaton recently exceeded quarterly EPS and revenue expectations, with revenue rising 21.4% year over year. The stock has also delivered a strong year-to-date total return, reinforcing investor confidence in its exposure to power-grid modernization and AI infrastructure.
• Neutral Sentiment: Investors are focused on the November 3 earnings catalyst. Analysts are monitoring orders, backlog conversion, margins and updated guidance to determine whether surging data-center demand can produce another earnings beat. Eaton’s latest guidance calls for third-quarter EPS of $3.46–$3.56 and full-year EPS of $13.40–$13.60. Will AI Power Demand Spark a Blowout Quarter for Eaton?
• Neutral Sentiment: Eaton declared a $1.10 quarterly dividend, payable November 27 to shareholders of record November 10, implying a $4.40 annualized dividend and approximately 1.1% yield.
• Negative Sentiment: Valuation and elevated expectations remain risks. Eaton trades near 40 times earnings after a substantial multiyear advance, while the stock has recently declined and remains below its 50-day moving average. Any indication that AI-related orders are slowing, margins are pressured or valuation has run ahead of cash-flow growth could weigh on the shares. Eaton Stock Looks Fairly Valued Despite Its Run

Insider Activity

In related news, Director Gerald Johnson purchased 130 shares of Eaton stock in a transaction dated 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 transaction, the director directly owned 1,829 shares of the company’s stock, valued at approximately $833,841.10. This trade represents a 7.65% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Adam Wadecki sold 525 shares of Eaton stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $440.54, for a total value of $231,283.50. Following the sale, the insider directly owned 1,054 shares of the company’s stock, valued at approximately $464,329.16. This trade represents 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 currently owned by company insiders.

Eaton Profile

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.