Eaton Corporation plc (ETN)

NYSE · Industrials

Latest Move · 2026-02-06

+4.12%
Extends post-earnings rally on analyst upgrades and strategic pivot

ETN Stock Movement Summary Eaton Corporation (ETN) extended its post-earnings rally following several analyst upgrades and a strategic business restructuring announcement. Earnings Results: Eaton reported record fourth quarter and full-year 2025 earnings, with full-year revenues of $27 billion and statutory EPS of $10.45. Analyst Actions: - RBC Capital raised its price target to $407 from $399, maintaining an Outperform rating - Bernstein adjusted its price target to $428 from $395, maintaining an Outperform rating - Wells Fargo maintained a Hold rating with a $370 price target - Barclays issued a Hold rating - KeyBanc maintained a Buy rating Strategic Pivot: Eaton announced plans to spin off its Mobility business by end of Q1 2027 to focus on electrification, digitalization, AI, and aerospace. The company completed acquisitions in energy solutions and entered a partnership with Flexnode for data center infrastructure. Stock price was at $362.53 at announcement.

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Why did Eaton Corporation plc stock move today?

ETN Stock Movement Summary Eaton Corporation (ETN) extended its post-earnings rally following several analyst upgrades and a strategic business restructuring announcement. Earnings Results: Eaton reported record fourth quarter and full-year 2025 earnings, with full-year revenues of $27 billion and statutory EPS of $10.45. Analyst Actions: - RBC Capital raised its price target to $407 from $399, maintaining an Outperform rating - Bernstein adjusted its price target to $428 from $395, maintaining an Outperform rating - Wells Fargo maintained a Hold rating with a $370 price target - Barclays issued a Hold rating - KeyBanc maintained a Buy rating Strategic Pivot: Eaton announced plans to spin off its Mobility business by end of Q1 2027 to focus on electrification, digitalization, AI, and aerospace. The company completed acquisitions in energy solutions and entered a partnership with Flexnode for data center infrastructure. Stock price was at $362.53 at announcement.

What does Eaton Corporation plc do?

Eaton Corporation plc (ETN) is a publicly traded company in the Industrials sector.

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