Analysts’ Top Industrial Goods Picks: Eaton (ETN), UL Solutions Inc. Class A (ULS)
This article highlights bullish sentiments from analysts for Eaton (ETN) and UL Solutions Inc. Class A (ULS) in the Industrial Goods sector. Andrew Obin from Bank of America Securities maintained a Buy rating on Eaton, which has a Strong Buy consensus and a 3.0% upside. Andrew Nicholas from William Blair maintained a Buy rating on UL Solutions Inc. Class A, which also has a Strong Buy consensus, representing a 25.4% upside.
Analysts Offer Insights on Industrial Goods Companies: Eaton (ETN), Cintas (CTAS) and JB Hunt (JBHT)
This article provides analyst insights on three industrial goods companies: Eaton (ETN), Cintas (CTAS), and JB Hunt (JBHT). Barclays maintained a Hold rating on Eaton with a $350.00 price target and a Buy rating on Cintas with a $245.00 price target, while also maintaining a Hold rating on JB Hunt with a $200.00 price target. The analysis includes details on each analyst's performance and the overall consensus rating and price target for each company.
Analysts Offer Insights on Industrial Goods Companies: Eaton (ETN), Cintas (CTAS) and JB Hunt (JBHT)
Analysts from Barclays and Wells Fargo have provided ratings and price targets for three industrial goods companies: Eaton (ETN), Cintas (CTAS), and JB Hunt (JBHT). Eaton received a Hold rating from Barclays and Wells Fargo, with a consensus of Strong Buy. Cintas was rated Buy by Barclays and William Blair, holding a Moderate Buy consensus. JB Hunt also received a Hold rating from Barclays with a Moderate Buy consensus from the street.
A Look At Emerson Electric (EMR) Valuation As Fresh Analyst Endorsements Draw New Attention
Emerson Electric (EMR) recently secured a new US$2 billion 364-day credit facility, providing significant liquidity as the company integrates past acquisitions and pursues growth. Despite a strong three-year total shareholder return of 94.44% and a current stock price of US$151.14, Simply Wall St's analysis suggests the stock is 8.1% undervalued with a fair value of $164.51. However, its P/E ratio of 36.9x is slightly above the industry average, indicating the market is already paying a premium.
Jim Cramer Admits He Got Emerson (EMR) Wrong
Jim Cramer admitted he was wrong about Emerson Electric Co. (EMR), acknowledging that the company's acquisitions worked and that it is making a comeback, particularly due to its role in electricity for data centers. JPMorgan and Evercore ISI have also shown interest in EMR, with Evercore initiating coverage with an outperform rating and a $170 price target based on strategic initiatives and exposure to growth markets like automation and software. Despite EMR's potential, the article suggests that some AI stocks might offer greater returns with limited downside risk.
Jim Cramer Admits He Got Emerson (EMR) Wrong
Jim Cramer admitted he was wrong about Emerson Electric Co. (EMR), acknowledging that the company's acquisitions, particularly with National Instruments, turned out to be successful. He noted Emerson's role in "secret data center plays" due to its electricity-related products, similar to Eaton, and their effective use of software to boost numbers. JPMorgan and Evercore ISI have also expressed positive outlooks on EMR, with Evercore initiating coverage with an Outperform rating and a $170 price target, citing growth in portfolio quality through strategic initiatives.
Jim Cramer Admits He Got Emerson (EMR) Wrong
Jim Cramer of CNBC admitted he was wrong about Emerson Electric Co. (EMR), acknowledging that its acquisitions, which he initially opposed, actually worked. He now sees Emerson as a strong performer, likening it to Eaton, benefiting from its automation and software products, and exposure to growth markets like data centers. Analysts at JPMorgan and Evercore ISI have also expressed positive views on EMR, with Evercore setting a $170 share price target due to the company's strategic initiatives and portfolio quality improvements.
Eaton at Barclays Conference: Strategic Moves in Data Centers
Eaton Corporation presented at the Barclays 43rd Annual Industrial Select Conference, detailing its strategic focus on power and thermal management in the data center market. The company projects significant data center growth, emphasizing investments in DC power solutions, solid-state transformers, and advanced thermal management through acquisitions like Boyd Thermal. Eaton also highlighted its shift towards a systems approach in data center design and its Energy Aware UPS systems for efficiency.
Eaton’s Expanded Liquidity Signals Preparation For Near Term Growth Moves
Eaton Corp. Plc has secured an $8 billion senior unsecured term loan and expanded its revolving credit facility to $4 billion, signaling readiness for future growth initiatives like capacity expansions and M&A. This increased liquidity provides financial flexibility but also raises considerations about increased debt levels and interest expenses, which investors should monitor against the company's strong earnings and guidance. The move suggests Eaton is proactively preparing for substantial near-term funding needs rather than addressing immediate financial stress.
Robots take on risky power line work in new PLP–FulcrumAir alliance
Preformed Line Products (PLP) and FulcrumAir have announced a multi-year strategic partnership to co-develop next-generation robotic installation systems for overhead power line construction. This collaboration aims to enhance efficiency, safety, and precision in power line installation while expanding workforce capabilities and modernizing the grid. The partnership builds on existing robotic technologies like LineSpider™ and LineFly™, and new systems are already in development.
Eaton Corporation (ETN) Acquires Ultra PCS for $1.55B to Expand Aerospace Capabilities
Eaton Corporation (ETN) has announced the acquisition of Ultra PCS from Ultra Electronics Holdings for $1.55 billion. This strategic move is expected to enhance Eaton's aerospace capabilities by integrating Ultra PCS's advanced technology in power, controls, and sensing systems for the aerospace and defense sectors. The acquisition aims to strengthen Eaton's market position and drive future growth in its aerospace segment.
Eaton Corporation (ETN) Acquires Ultra PCS for $1.55B to Expand Aerospace Capabilities
Eaton Corporation (ETN) has announced the acquisition of Ultra PCS, a subsidiary of Ultra Electronics Holdings, for $1.55 billion. This strategic purchase aims to significantly enhance Eaton's aerospace capabilities, particularly in the defense sector, by integrating Ultra PCS's advanced power and control technologies. The acquisition is expected to strengthen Eaton's position as a leading provider of electrical and industrial power management solutions.
Sen. John Boozman Sells Omnicom Group Inc. (NYSE:OMC) Shares
Senator John Boozman (R-Arkansas) recently sold between $1,001 and $15,000 worth of Omnicom Group Inc. (NYSE: OMC) stock on January 29th, as disclosed in a February 15th filing. During the same period, he also made several other trades, including purchasing shares in Eaton, Caterpillar, CVS, and PayPal, and selling shares in various ETFs and other stocks. Omnicom Group recently increased its quarterly dividend to $0.80, representing an annualized dividend of $3.20 and a yield of approximately 4.6%.
President of EMEA & APAC Robert Van Der Kolk Sold A Bunch Of Shares In nVent Electric
Robert Van Der Kolk, President of EMEA & APAC at nVent Electric plc, recently sold US$2.5 million worth of company shares, representing 53% of his total holding. This is the largest insider sale in the past year, occurring at a price close to the current market value, which raises some caution among investors. The article highlights that overall insider selling has outweighed buying over the last year, and while nVent Electric shows earnings growth, insider ownership is relatively low, leading to a cautious stance on the stock.
Vanguard Group Inc. Grows Position in Royal Bank Of Canada $RY
Vanguard Group Inc. increased its stake in Royal Bank of Canada (RY) by 2.0% in Q3 2025, now owning 66.3 million shares valued at $9.78 billion. Royal Bank of Canada raised its quarterly dividend to $1.64 per share, resulting in an annualized dividend of $6.56 and a yield of approximately 3.9%. The company exceeded Q3 earnings estimates, reporting an EPS of $2.76 against an expected $2.51, with revenue up 14.2% year-over-year.
Sen. John Boozman Buys First Trust Global Tactical Commodity Strategy Fund (NASDAQ:FTGC) Shares
Senator John Boozman (R-Arkansas) purchased shares of First Trust Global Tactical Commodity Strategy Fund (NASDAQ:FTGC) on January 23, 2026, with a value between $1,001 and $15,000. FTGC recently declared a significantly increased quarterly dividend of $3.6647, leading to an annualized yield of approximately 60%. Boozman also made several other small trades in late January, including purchases of Eaton, Caterpillar, CVS, PayPal, and DexCom, and sales of Omnicom, an S&P 500 growth ETF (IVW), Fiserv, Union Pacific, and Micron.
Sen. John Boozman Sells Off Shares of Lam Research Corporation (NASDAQ:LRCX)
Senator John Boozman (R-Arkansas) sold between $1,001 and $15,000 worth of Lam Research (LRCX) stock on January 8th, among other recent buy and sell transactions in late January. Despite individual insider selling, Lam Research reported strong Q4 results, beating EPS and revenue expectations, and analysts maintain a "Moderate Buy" rating with an average target price near $244.88 for the semiconductor company. Another insider, Director Eric Brandt, also sold a significant portion of his holdings.
Sen. John Boozman Buys Exxon Mobil Corporation (NYSE:XOM) Shares
Senator John Boozman recently purchased shares of Exxon Mobil (NYSE: XOM), with the transaction disclosed on February 15th for shares bought on January 8th. The oil giant exceeded Q4 earnings estimates with $1.71 EPS against $1.63 and revenue of $82.31 billion against $77.98 billion, also declaring a quarterly dividend of $1.03 per share. Despite recent buying activity from institutional investors and Sen. Boozman, Exxon Mobil currently has a "Hold" consensus rating from analysts.
Sen. John Boozman Buys PayPal Holdings, Inc. (NASDAQ:PYPL) Stock
Senator John Boozman recently purchased between $1,001 and $15,000 worth of PayPal Holdings, Inc. (NASDAQ:PYPL) stock, along with several other trades in different companies. This comes as PayPal faces pressure due to a Q4 earnings miss, analyst downgrades, and investor investigations, despite strategic moves like an AI travel partnership and Venmo's momentum. The stock is currently trading near its 52-week low.
Royal Bank Of Canada (NYSE:RY) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Fifteen brokerages have issued a "Moderate Buy" consensus recommendation for Royal Bank of Canada (NYSE:RY), with an average one-year price target of $162.00. The bank surpassed its quarterly earnings and revenue estimates, reporting EPS of $2.76 and revenue of $12.27 billion, and increased its quarterly dividend to $1.64 per share. Institutional ownership of RY stock is significant, with 45.31% held by such investors.
Eaton (ETN) is Still Buyable, Says Jim Cramer
Jim Cramer recommends Eaton Corporation (ETN) as a buy, citing strong fourth-quarter earnings, robust backlog, and exceeding order expectations, which suggest sustained growth. RBC Capital and Morgan Stanley both raised their price targets for ETN, maintaining Outperform and Overweight ratings, respectively. Cramer linked ETN's potential to the impressive orders seen by electrical equipment provider Vertiv, reinforcing his positive outlook on the stock.
Eaton (ETN) is Still Buyable, Says Jim Cramer
Jim Cramer remains bullish on Eaton Corporation (NYSE:ETN), recommending it as "still buyable" due to strong financial performance and analyst upgrades. RBC Capital and Morgan Stanley both raised their price targets for Eaton, citing strong fourth-quarter earnings and promising backlogs. Cramer specifically linked Eaton's prospects to the robust orders seen by electrical equipment provider Vertiv.
Vontier (VNT) Receives a Buy from Barclays
Barclays analyst Julian Mitchell maintained a Buy rating on Vontier (VNT) with a price target of $55.00. This follows a similar Buy rating from KeyBanc's Kenneth Newman, although TipRanks – xAI reiterated a Hold rating on the stock. Vontier recently reported strong quarterly results, with revenue of $752.5 million and a net profit of $102.8 million.
Walmart To Lead Group Of 11 Companies Announcing Annual Dividend Increases In Second Half Of February
Walmart Inc. is anticipated to declare its 53rd consecutive yearly dividend increase in late February, with projections ranging from 6.4% to 9.6%. While Walmart experienced accelerated dividend growth in recent years, a slowdown in EPS growth to approximately 4% for FY26 suggests a moderation to high single-digit dividend increases. Other companies expected to announce similar dividend hikes include Eaton and Steel Dynamics with notable double-digit increases, and Dividend Kings Genuine Parts and Coca-Cola continuing their multi-decade growth streaks.
Eaton Corporation stock hits all-time high at 399.71 USD
Eaton Corporation's stock has reached an all-time high of $399.71, with a market capitalization of $154 billion. Despite recent strong growth and consistent dividend payments for 55 years, InvestingPro analysis suggests the stock might be overbought and trading above its Fair Value. The company recently reported Q4 2025 earnings that slightly beat analyst expectations, though 2026 guidance was below predictions.
AMETEK, Inc. $AME Shares Acquired by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in AMETEK, Inc. by 8.8% in Q3, now holding 60,695 shares valued at approximately $11.41 million. Other institutional investors also significantly increased their positions, with 87.43% of the stock owned by institutions, while company insiders have been net sellers, offloading 137,088 shares worth $27.21 million. AMETEK reported strong Q4 earnings, beating expectations, and announced an increased quarterly dividend, alongside a "Moderate Buy" analyst consensus.
How Weaker Q1 Earnings and Heavy Buybacks At Atkore (ATKR) Have Changed Its Investment Story
Atkore Inc. (ATKR) reported weaker Q1 2026 earnings with sales of US$655.55 million and net income of US$15.03 million, alongside a significant share repurchase of 2,074,812 shares for US$171.86 million. The company is focusing on productivity gains and portfolio simplification to stabilize margins amidst pricing pressure and volatile input costs. Despite the softer earnings, a fair value estimate suggests a 6% upside to its current price, with future projections aiming for $2.9 billion revenue and $217.1 million earnings by 2028.
Dana Corp. Earns ISO 14001 Certifications
Dana Corp.'s Commercial Vehicle Systems Division has achieved ISO 14001 Environmental Certification for all its U.S. and Mexico locations. This certification acknowledges the division's dedication to environmental compliance and the implementation of process control programs for continuous improvement. The ISO 14001 standard provides a framework for managing environmental impacts, encompassing various disciplines from awareness programs to recycling and life-cycle assessment.
Krilogy Financial LLC Makes New $1.01 Million Investment in AMETEK, Inc. $AME
Krilogy Financial LLC has made a new investment of $1.01 million in AMETEK, Inc. by purchasing 5,104 shares in the third quarter. This move is part of broader institutional interest in AMETEK, with several hedge funds increasing their stakes, bringing institutional ownership to 87.43%. Analysts maintain a "Moderate Buy" rating for the company with a consensus price target of $243.00, while the company has also increased its quarterly dividend.
Rhumbline Advisers Cuts Holdings in AMETEK, Inc. $AME
Rhumbline Advisers reduced its stake in AMETEK, Inc. by 1.8% in the third quarter, selling 8,439 shares and holding 452,726 shares valued at $85.11 million. Despite this reduction, other institutional investors increased their positions in AMETEK. The article also details recent analyst ratings, significant insider stock sales, AMETEK's financial performance including its latest earnings report and raised dividend, and provides an overview of the company.
Did Emerson’s Earnings Beat, Dividend Hold and Board Shift Just Recast EMR’s Automation Investment Narrative?
Emerson Electric Co. reported strong first-quarter fiscal 2026 results with higher sales and net income, reaffirmed its earnings guidance, and maintained its dividend. The company also saw a significant governance shift with shareholders voting to declassify its board. These developments reinforce Emerson's investment narrative as a key automation and industrial software supplier, especially with its focus on AI-driven projects, amidst ongoing risks like tariff and FX pressures.
Should You Expect Accelerated Growth for Eaton Corporation plc (ETN) in 2026?
Carillon Tower Advisers, through its Carillon Eagle Growth & Income Fund, released its Q4 2025 investor letter, highlighting Eaton Corporation plc (ETN). Despite a slight pullback in August 2025, the fund anticipates accelerated growth for Eaton in 2026, driven by strong trends in data center, aerospace, and defense markets. Eaton Corporation plc closed at $396.09 per share on February 11, 2026, with a market capitalization of $154.198 billion.
Should You Expect Accelerated Growth for Eaton Corporation plc (ETN) in 2026?
Carillon Tower Advisers' "Carillon Eagle Growth & Income Fund" expects accelerated growth for Eaton Corporation plc (NYSE: ETN) in 2026. This anticipated growth is linked to strong trends in data center, aerospace, and defense markets. Despite a recent pullback, the fund believes Eaton's future looks promising, though it notes that certain AI stocks may offer greater upside potential.
Eaton Stock Rose 18% Over the Past Year. Here’s Where the Stock Could Go in 2026
Eaton Corporation (ETN) saw its stock climb 18% over the last year, driven by a "Grid Super-Cycle" fueled by the demand for upgrading national power grids to support AI data centers. TIKR's valuation model suggests a target price of $602, representing a 51.9% potential upside from its current price of approximately $396. The company's strategic decision to spin off its Mobility segment will allow it to focus on its high-growth Electrical and Aerospace businesses, further bolstering its investment case as a structural mega-trend play in the AI infrastructure sector.
Key Players in the Transformer Monitoring Market- Hitachi
This article analyzes the key players in the transformer monitoring market, such as Hitachi Energy, Siemens Energy, and General Electric, outlining their strategies, strengths, and competitive positions. It highlights the market's growth drivers, including grid modernization and renewable energy integration, and discusses investment opportunities, M&A activities, and technological trends like IoT and AI integration. The report emphasizes the critical role of transformer monitoring in ensuring grid reliability and managing asset health.
Eaton Corporation stock hits all-time high at 399.71 USD By Investing.com
Eaton Corporation's stock has reached an all-time high of $399.71, reflecting significant growth and market confidence, alongside 55 consecutive years of dividend payments. Despite the recent earnings report slightly beating analyst EPS forecasts for Q4 2025, the company's 2026 guidance fell short, leading Bernstein to raise its price target to $428 while maintaining an Outperform rating. InvestingPro analysis indicates the stock may be trading above its Fair Value and is in overbought territory, having achieved a 28.47% growth over the past year.
Eaton Corporation, PLC (ETN) is a trending stock: Facts to know before betting on it
This article identifies Eaton Corporation, PLC (ETN) as a currently trending stock. It suggests that investors should be informed about key facts before making investment decisions regarding ETN. The content implies that the article will provide essential data or analyses to aid in evaluating the stock.
These 3 Companies Shattered Quarterly Records
Apple, Eaton, and SoFi Technologies recently announced record-breaking quarterly results for Q4 2025. Apple reported new highs in revenue, EPS, iPhone sales, and Services revenue. Eaton achieved record adjusted EPS and quarterly sales, driven by accelerating orders and backlog growth, while SoFi recorded all-time highs in new member additions, fee-based revenue, and loan originations.
Eaton Corp PLC (ETN) Stock Price Up 4.58% on Feb 11
Shares of Eaton Corp PLC (ETN) saw a significant surge of 4.58% in mid-day trading on February 11, reaching an intraday high of $401.00 before closing at $394.74. This places the stock close to its 52-week high, with Wall Street analysts providing an average target price suggesting a slight upside, while GuruFocus estimates a small downside based on its GF Value.
Eaton (NYSE:ETN) Reaches New 52-Week High - Here's What Happened
Eaton (NYSE:ETN) reached a new 52-week high of $401.00 before trading around $392.23. The company's Q4 earnings met estimates, but revenue slightly missed forecasts, while Q1 and FY2026 guidance was provided. Analysts currently rate Eaton as a "Moderate Buy" with an average target price of $389.89.
Eaton Corporation stock hits all-time high at 399.71 USD
Eaton Corporation's stock has reached an all-time high of $399.71 USD, boasting a market capitalization of $154 billion. Despite indicators suggesting the stock may be overbought with a P/E ratio of 36.34, the company demonstrated robust growth with a 28.47% increase over the past year and maintained dividend payments for 55 consecutive years. This milestone follows a slight Q4 2025 EPS beat and a recent price target increase from Bernstein, though 2026 guidance was below expectations.
Everus Construction Group stock hits all-time high at 103.16 USD
Everus Construction Group (ECG) stock has reached an all-time high of $103.16, reflecting a 78.16% increase over the past year and a 14.23% gain last week. This surge is attributed to strong investor confidence, the company's financial health with a market cap of nearly $5 billion and 28.2% revenue growth, and strategic initiatives in favorable market conditions. Recent developments include a change in auditing firm to KPMG and the appointment of Kenneth L. Whipple as VP of business development.
From Farm Equipment to Power Grids: These 6 Stocks Are Riding India’s Boom
India's booming infrastructure, with ambitious renewable energy targets and agricultural modernization, presents significant opportunities for U.S. industrial companies. Six companies—Caterpillar, Honeywell, GE Vernova, GE Aerospace, Eaton, and Deere—are highlighted for their strong market positioning and direct exposure to India's critical infrastructure priorities. These companies are poised for substantial growth due to their technological leadership and established presence in the region.
A Closer Look At Park-Ohio Holdings Corp.'s (NASDAQ:PKOH) Uninspiring ROE
Park-Ohio Holdings Corp. (NASDAQ:PKOH) shows an uninspiring Return On Equity (ROE) of 7.0%, which is lower than the Machinery industry average of 11%. Despite using significant debt with a debt-to-equity ratio of 1.72, the company's ROE remains low, suggesting that its use of leverage is not efficiently generating higher returns for shareholders. The article suggests that while debt can boost returns, it also increases risk when not accompanied by strong profitability.
RBC Capital Highlights Eaton (ETN) Beat-and-Raise Potential Despite Conservative 2026 Guidance
RBC Capital has raised its price target for Eaton (ETN) to $407, maintaining an Outperform rating, following the company's Q4 2025 earnings beat. Despite conservative 2026 guidance from management, RBC Capital believes that strong order momentum and backlog suggest significant "beat-and-raise" potential. Morgan Stanley also increased its price target for Eaton to $425, citing strong demand that exceeded expectations, bolstering confidence in the company's ability to achieve high-single-digit organic growth.
Are Wall Street Analysts Bullish on Eaton Stock?
Eaton Corporation plc (ETN) has outperformed the broader S&P 500 over the past year, driven by strong Q4 2025 results, record adjusted EPS, and accelerating demand across its segments. Analysts maintain a "Moderate Buy" consensus, with Morgan Stanley raising its price target, indicating continued bullish sentiment for the power management company.
AMETEK, Inc. $AME Stock Holdings Reduced by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its holdings in AMETEK, Inc. (NYSE:AME) by 6.3% in the third quarter, now owning 241,138 shares worth an estimated $45.3 million. Despite this, institutional investors collectively hold 87.43% of the company's stock. AMETEK reported strong Q3 earnings, beating consensus estimates with an EPS of $2.01 and revenue up 13.4%, and has a consensus analyst rating of "Moderate Buy" with a $243 price target.
Eaton Achieves Mansfield Rule Certification: What This Means for the Future of Inclusion and Diversity
Eaton (NYSE:ETN), an intelligent power management company, announced it has achieved Mansfield 2.0 Certified Legal Department (MRLD) and MRLD Certification Plus designations. This signifies that Eaton considered at least 50% historically underrepresented lawyers for leadership roles and exceeded this by having at least 50% underrepresented lawyers in its current legal leadership team. The certification process, based on the Diversity Lab's Mansfield Rule, aims to increase the representation of diverse lawyers in leadership positions within organizations.
Rhumbline Advisers Sells 45,306 Shares of Eaton Corporation, PLC $ETN
Rhumbline Advisers recently reduced its stake in Eaton Corporation, PLC (NYSE:ETN) by 6.6%, selling 45,306 shares and leaving them with 644,606 shares valued at $241.24 million. This move comes as Eaton reported strong quarterly earnings, meeting EPS estimates and showing significant year-over-year revenue growth. Institutional investors collectively own a substantial 82.97% of Eaton's shares, and analysts maintain a "Moderate Buy" rating for the stock.
Compagnie Lombard Odier SCmA Purchases New Position in AMETEK, Inc. $AME
Compagnie Lombard Odier SCmA has acquired a new stake in AMETEK, Inc. (NYSE:AME) during the third quarter, purchasing 629,316 shares valued at approximately $118.3 million. This investment represents 1.3% of Lombard Odier's portfolio and 0.27% of AMETEK, making it the 18th largest holding for the firm. AMETEK recently surpassed quarterly earnings estimates with $2.01 EPS on $2 billion in revenue and received an average "Moderate Buy" rating from analysts with a target price of $243.
