ETNIndustrials · Specialty Industrial MachineryThe 27 Wall Street analysts covering Eaton Corp. Plc hold a median 12-month price target of $480 — +9.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 1 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Eaton Corp. Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (94): Analysts have, on balance, been raising their forecasts.
Accruals (26): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Eaton Corp. Plc — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on ETN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +9.5% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 May 2026 | Barclays | Maintains | Equal-Weight | $340 → $392 |
| 6 May 2026 | Citigroup | Maintains | Buy | $464 → $471 |
| 6 May 2026 | JP Morgan | Maintains | Overweight | $406 → $445 |
| 6 May 2026 | Keybanc | Maintains | Overweight | $420 → $480 |
| 6 May 2026 | RBC Capital | Maintains | Outperform | $457 → $484 |
| 6 May 2026 | Wells Fargo | Maintains | Equal-Weight | $350 → $425 |
| 13 Apr 2026 | Citigroup | Maintains | Buy | — |
| 1 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 1 Apr 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 27 Mar 2026 | BMO Capital | Initiates | Outperform | — |
| 16 Mar 2026 | Barclays | Maintains | Equal-Weight | — |
| 16 Mar 2026 | Jefferies | Reinstates | Buy | $430 |
| 23 Feb 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 4 Feb 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 16 Jan 2026 | HSBC | Upgrade | Buy | — |
| 16 Jan 2026 | JP Morgan | Maintains | Overweight | — |
| 12 Jan 2026 | Citigroup | Maintains | Buy | — |
| 12 Jan 2026 | Morgan Stanley | Maintains | Overweight | — |
| 7 Jan 2026 | Barclays | Maintains | Equal-Weight | — |
| 5 Jan 2026 | UBS | Downgrade | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 23% of US stocks
Cheaper than 12% of US stocks
Cheaper than 10% of US stocks
Higher than 73% of US stocks
Higher than 22% of US stocks
Higher than 45% of US stocks
Higher than 76% of US stocks
Higher than 75% of US stocks
Higher than 81% of US stocks
Higher than 86% of US stocks
Higher than 24% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ETN appears on the weeks it earns a place.
U.S. sustainable ETFs returned to net inflows in the second quarter of 2026, ending more than three years of consistent investor withdrawals. The revival is being driven by AI-related demand rather than ESG considerations.
Why it matters — ETN investors may care because renewed interest in sustainable and AI-related funds could influence capital flows toward companies positioned in these areas.
Eaton Corporation reported better-than-expected second-quarter financial results on Friday and raised its full-year 2026 adjusted EPS guidance above analyst estimates. Following the announcement, analysts boosted their forecasts for the company.
Why it matters — The results and raised guidance indicate Eaton's performance exceeded expectations, prompting analysts to update their outlook for the company.
On its Q2 earnings call, Eaton raised its 2026 outlook, citing improved Electrical Americas output, broad orders, and surging data-center demand. Execution was a central theme of the discussion.
Why it matters — A raised 2026 outlook tied to improved output and strong data-center demand signals continued momentum for ETN's core Electrical Americas segment.
The article highlights Eaton as a key beneficiary of AI infrastructure buildout, citing 16% revenue growth in its Electrical Americas segment in 2025 and a 31% year-over-year backlog increase driven by data center and power equipment demand.
Why it matters — ETN watchers would care because the article suggests rotation from chip stocks into infrastructure names like Eaton, which is addressing power, cooling, and grid bottlenecks in the AI buildout.
Benzinga reported that an Eaton analyst turned bullish on the company, listing it among the top five analyst upgrades for Monday.
Why it matters — Eaton watchers would care because a bullish analyst upgrade can influence market sentiment and investor perception of the stock.
The 27 Wall Street analysts covering Eaton Corp. Plc have a median 12-month price target of $480, with estimates ranging from $333 to $534. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 27 analysts covering Eaton Corp. Plc, 22 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Eaton Corp. Plc 75 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Eaton Corp. Plc ranks 75 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (94 of 100).
No one can know that. What the data says: the median 12-month target from 27 analysts implies +9.5% from the last close, and Ticker Nerd's factor model ranks Eaton Corp. Plc 75 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Eaton Corp. Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ETN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $333 to $534 over the next 12 months.
Eaton Corp. Plc returned +16.3% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Eaton Corporation plc is a diversified power management company that provides technologies and services to manage electrical, hydraulic, and mechanical power safely and efficiently. The company operates across multiple regions, including the Americas, Europe, and the Asia-Pacific, serving industrial, commercial, residential, and infrastructure customers.
The most recent item we track (Benzinga, 3 Aug 2026): "AI, Not ESG, Is Driving the Revival in Sustainable ETFs". U.S. sustainable ETFs returned to net inflows in the second quarter of 2026, ending more than three years of consistent investor withdrawals. The revival is being driven by AI-related demand rather than ESG considerations.
Eaton Corporation plc is a diversified power management company that provides technologies and services to manage electrical, hydraulic, and mechanical power safely and efficiently. The company operates across multiple regions, including the Americas, Europe, and the Asia-Pacific, serving industrial, commercial, residential, and infrastructure customers. Eaton’s business is organized into segments such as Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility, allowing it to address a wide spectrum of applications from power distribution and backup to transportation and aviation systems. Its portfolio includes electrical components, power distribution assemblies, circuit protection, wiring devices, power quality and connectivity products, as well as utility power distribution and reliability solutions. Eaton also supplies hazardous duty equipment, emergency lighting, fire detection, and structural support systems used in demanding environments. Headquartered in Dublin, Ireland, Eaton plays a significant role in enabling reliable energy use and electrification across industries, positioning itself as a key provider of infrastructure-critical products and systems in global industrial and commercial markets.
CEO Mr. Paulo Ruiz Sternadt · 94,443 employees · Ireland · https://www.eaton.com