Eaton PLC Ownership

ETN Stock  USD 289.85  7.52  2.53%   
Eaton PLC holds a total of 395.2 Million outstanding shares. The majority of Eaton PLC outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Eaton PLC to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Eaton PLC. Please pay attention to any change in the institutional holdings of Eaton PLC as this could imply that something significant has changed or is about to change at the company. Please note that on February 11, 2025, Representative Josh Gottheimer of US Congress acquired under $15k worth of Eaton PLC's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
398.9 M
Current Value
396 M
Avarage Shares Outstanding
347.8 M
Quarterly Volatility
63.9 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Eaton PLC in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Eaton PLC, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
To learn how to invest in Eaton Stock, please use our How to Invest in Eaton PLC guide.

Eaton Stock Ownership Analysis

About 85.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.42. Eaton PLC recorded earning per share (EPS) of 9.49. The entity last dividend was issued on the 4th of November 2024. The firm had 2:1 split on the 1st of March 2011. Eaton Corporation plc operates as a power management company worldwide. Eaton Corporation plc was founded in 1911 and is based in Dublin, Ireland. Eaton Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 85947 people. To learn more about Eaton PLC call Craig Arnold at 353 1 637 2900 or check out https://www.eaton.com.
Besides selling stocks to institutional investors, Eaton PLC also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Eaton PLC's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Eaton PLC's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Eaton PLC Quarterly Liabilities And Stockholders Equity

38.38 Billion

Eaton PLC Insider Trades History

Only 1.65% of Eaton PLC are currently held by insiders. Unlike Eaton PLC's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Eaton PLC's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Eaton PLC's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Eaton Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Eaton PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Eaton PLC backward and forwards among themselves. Eaton PLC's institutional investor refers to the entity that pools money to purchase Eaton PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Nuveen Asset Management, Llc2024-09-30
4.5 M
Coatue Management Llc2024-12-31
4.5 M
Jennison Associates Llc2024-12-31
4.3 M
Capital World Investors2024-12-31
4.1 M
Raymond James & Associates2024-09-30
3.7 M
Goldman Sachs Group Inc2024-12-31
3.6 M
Amvescap Plc.2024-12-31
3.4 M
Alliancebernstein L.p.2024-12-31
3.3 M
Wells Fargo & Co2024-12-31
3.3 M
Jpmorgan Chase & Co2024-09-30
37.8 M
Vanguard Group Inc2024-12-31
37.2 M
Note, although Eaton PLC's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Eaton PLC Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton PLC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton PLC's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Eaton PLC insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Eaton PLC's latest congressional trading

Congressional trading in companies like Eaton PLC, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Eaton PLC by those in governmental positions are based on the same information available to the general public.
2025-02-11Representative Josh GottheimerAcquired Under $15KVerify
2025-01-15Representative Josh GottheimerAcquired Under $15KVerify
2024-12-31Senator Markwayne MullinAcquired $15K to $50KVerify
2024-12-30Senator Markwayne MullinAcquired Under $15KVerify
2024-12-06Representative Josh GottheimerAcquired Under $15KVerify
2024-12-05Representative Josh GottheimerAcquired Under $15KVerify
2024-10-04Representative Josh GottheimerAcquired Under $15KVerify
2024-10-03Representative Josh GottheimerAcquired Under $15KVerify
2024-09-11Representative Josh GottheimerAcquired Under $15KVerify
2024-09-02Representative John JamesAcquired Under $15KVerify
2024-01-26Senator Markwayne MullinAcquired Under $15KVerify
2024-01-25Senator Markwayne MullinAcquired Under $15KVerify
2023-06-30Senator Thomas R CarperAcquired Under $15KVerify
2023-06-29Senator Thomas R CarperAcquired Under $15KVerify
2023-01-06Representative Kurt SchraderAcquired Under $15KVerify
2022-12-01Representative Thomas SuozziAcquired $15K to $50KVerify
2021-05-12Representative Kurt SchraderAcquired Under $15KVerify
2021-03-30Representative Michael T McCaulAcquired Under $15KVerify
2020-04-10Representative Dean PhillipsAcquired Under $15KVerify
2020-01-09Representative Dean PhillipsAcquired Under $15KVerify
2018-08-31Representative John RutherfordAcquired Under $15KVerify
2015-02-03Senator Sheldon WhitehouseAcquired $15K to $50KVerify
2015-02-02Senator Sheldon WhitehouseAcquired $15K to $50KVerify

Eaton PLC Outstanding Bonds

Eaton PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Eaton PLC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Eaton bonds can be classified according to their maturity, which is the date when Eaton PLC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Eaton PLC Corporate Filings

F4
25th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
31st of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
3rd of January 2025
Other Reports
ViewVerify
F3
2nd of January 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Pair Trading with Eaton PLC

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton PLC will appreciate offsetting losses from the drop in the long position's value.

Moving together with Eaton Stock

  0.84BW Babcock Wilcox EnterPairCorr
  0.82IR Ingersoll RandPairCorr

Moving against Eaton Stock

  0.6CYD China Yuchai Interna TrendingPairCorr
  0.54RR Richtech Robotics ClassPairCorr
  0.31XMTR XometryPairCorr
The ability to find closely correlated positions to Eaton PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton PLC to buy it.
The correlation of Eaton PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton PLC moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Eaton PLC offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Eaton PLC's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Eaton Plc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Eaton Plc Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton PLC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
To learn how to invest in Eaton Stock, please use our How to Invest in Eaton PLC guide.
You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Electrical Components & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton PLC. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.043
Dividend Share
3.76
Earnings Share
9.49
Revenue Per Share
62.57
Quarterly Revenue Growth
0.046
The market value of Eaton PLC is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton PLC's value that differs from its market value or its book value, called intrinsic value, which is Eaton PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton PLC's market value can be influenced by many factors that don't directly affect Eaton PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.