DUBLIN--(BUSINESS WIRE)--The Board of Directors of intelligent power management company Eaton (NYSE:ETN) today declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026. Eaton has paid dividends on its shares every year since 1923. Eaton is an intelligent power management company dedicated to protecting the environment and improving th. ...

RS Investments, an investment management company, released its fourth-quarter 2025 investor letter for “RS Large Cap Value Strategy”. A copy of the letter can be downloaded here. The RS Value team seeks to invest in profitable companies with capable management teams. Despite investors facing many concerns entering the new year, domestic equities delivered strong results in the fourth quarter and 2025, with the S&P 500® Index gaining 2.7% in Q4 and 17.9% in 2025. Looking ahead, the firm believes that intrigu ...

Core Viewpoint - Eaton Corporation (NYSE:ETN) is highlighted as a strong investment opportunity, with significant price target increases from major financial institutions and positive performance indicators [2][5]. Company Performance - Eaton Corporation's shares have increased by 25.9% over the past year and by 18.9% year-to-date [2]. - The company reported strong fourth-quarter earnings, which contributed to the positive outlook [2]. - The firm's backlog indicates potential for even stronger results in 2026 [2]. Analyst Ratings - RBC Capital raised Eaton's share price target to $407 from $399 while maintaining an Outperform rating [2]. - Morgan Stanley increased its price target to $425 from $405 and kept an Overweight rating, citing that fourth-quarter orders exceeded expectations [2]. Market Commentary - Jim Cramer linked Eaton Corporation's performance to that of electrical equipment provider Vertiv, suggesting continued investment interest [2][3]. - Cramer emphasized the attractiveness of Eaton's shares in a recent tweet, indicating they are still worth buying [3].

Market Overview - The S&P 500 declined by 1.4% for the week, while the Nasdaq fell by 2%, despite a slight bounce on Friday following an inflation report that suggested potential for lower interest rates [1] - The Dow Jones Industrial Average experienced a 1.2% weekly loss but reached a record high close on Tuesday [1] AI Concerns Impacting Financials - Wells Fargo and Capital One faced significant declines of over 7.4% and nearly 7% respectively due to fears that AI-driven tax planning features could disrupt the wealth management sector [1] - The financial sector showed some stabilization on Friday after Wells Fargo was upgraded to a hold-equivalent rating from a sell [1] Performance of Big Tech - Alphabet, categorized under communications services, saw a decline of over 5% amid concerns regarding its increased investments in AI, despite a strong quarterly performance [1] - Other tech stocks like Salesforce, CrowdStrike, and Palo Alto Networks showed mixed results, with CrowdStrike and Palo Alto Networks recovering by 8.6% and 4.8% respectively [1] Industrial Sector Rally - Companies such as Eaton, Honeywell, Dover, DuPont, and GE Vernova continued to perform well, contributing to what is termed an "Olympic-sized rally" in the industrial sector [1] - Eaton's price target was raised to $425 per share from $410, and GE Vernova's target increased to $875 from $800 [1] Consumer Staples Performance - The consumer staples sector outperformed the S&P 500 with a year-to-date gain of 15.6%, while Procter & Gamble rose by 11.7% in 2026 [1] - The company was seen as a hedge against large tech positions, and profits were locked in as the stock's rally was recognized as abrupt [1] Economic Data and Fed Expectations - Recent economic data indicated stronger job growth and softer inflation, leading to expectations that the Federal Reserve will maintain steady rates in March [1] - The market anticipates two to three rate cuts later in 2026, influenced by the performance of stocks like Home Depot, which is sensitive to interest rate changes [1]

分组1 - Jim Cramer discussed the challenges facing public listings of enterprise software firms, emphasizing the importance of IPOs for growth in the current market climate [1] - The article lists stocks mentioned by Jim Cramer during a recent CNBC appearance, along with hedge fund sentiment data for each stock as of Q3 2025 [3] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014 [4] 分组2 - Corning Incorporated (NYSE:GLW) has seen a 154% increase in shares over the past year and a 47% increase year-to-date, with a recent revenue report of $4.41 billion and earnings per share of $0.72 [5] - Eaton Corporation (NYSE:ETN) shares are up by 25.9% over the past year and 18.9% year-to-date, with strong fourth-quarter earnings and raised price targets from RBC Capital and Morgan Stanley [6]

Core Viewpoint - The equity market experienced a positive period in Q4 2025, with the S&P 500 Index returning 2.7% in the quarter and finishing the year up 17.9%, driven by strong AI investment and favorable policy clarity [1] Group 1: Market Performance - The S&P 500 Index returned 2.7% in Q4 2025 and ended the year with a total return of 17.9% [1] - The market's performance was significantly influenced by the communication services and technology sectors, with earnings growth being a key driver of market expansion [1] Group 2: Fund Overview - Carillon Eagle Growth & Income Fund holds net assets of $493.06 million across 48 holdings [1] - The firm expresses optimism for 2026, anticipating another year of strong equity returns [1] Group 3: Eaton Corporation plc (NYSE:ETN) - Eaton Corporation plc is highlighted as a leading power management company with a market capitalization of $154.198 billion [2] - The stock closed at $396.09 per share on February 11, 2026, with a one-month return of 18.78% and a twelve-month increase of 28.68% [2] - Eaton's shares experienced a pullback in August after strong performance in July, with expectations for accelerated growth in 2026 linked to trends in data center, aerospace, and defense markets [3] Group 4: Hedge Fund Interest - Eaton Corporation plc is not among the 30 most popular stocks among hedge funds, with 72 hedge fund portfolios holding the stock at the end of Q3 2025, down from 74 in the previous quarter [4] - While acknowledging Eaton's potential, the company believes certain AI stocks may offer greater upside potential and less downside risk [4]

Core Viewpoint - Eaton Corporation (NYSE:ETN) is identified as a promising investment opportunity in the AI sector, with recent price target increases from RBC Capital and Morgan Stanley indicating strong market confidence despite conservative guidance for 2026 [1][2]. Group 1: Price Target Adjustments - RBC Capital raised Eaton's price target to $407 from $399, maintaining an Outperform rating, citing a strong Q4 2025 earnings performance and potential for exceeding 2026 guidance [1]. - Morgan Stanley increased the price target for Eaton to $425 from $405, with an Overweight rating, highlighting that Q4 orders surpassed expectations despite skepticism around the company's narrative [2]. Group 2: Demand and Growth Potential - Demand for Eaton's products is at an all-time high, yet the stock's relative valuation has dropped to multi-year lows, which has led to increased confidence in the company's ability to sustain high-single-digit organic growth over several years [3]. - The underlying momentum in orders and backlog suggests that Eaton's 2026 guidance has significant beat-and-raise potential, indicating a strong operational outlook [1]. Group 3: Company Overview - Eaton Corporation operates as a power management company across various regions including the US, Canada, Latin America, Europe, and the Asia Pacific, with segments in Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility [4].

Core Insights - Eaton Corporation plc (ETN) has a market capitalization of $146.6 billion and operates globally in power management across various segments including Electrical, Aerospace, Vehicle, and eMobility [1] Stock Performance - ETN shares have outperformed the broader market over the past 52 weeks, increasing by 23.4% compared to the S&P 500 Index's 14.4% gain [2] - Year-to-date, ETN shares are up 22.6%, while the S&P 500 Index has only gained 1.4% [2] - However, ETN has underperformed compared to the State Street Industrial Select Sector SPDR ETF (XLI), which increased by 26.5% over the same period [3] Financial Results - In Q4 2025, Eaton reported record adjusted EPS of $3.33 and sales of $7.1 billion, with significant growth in orders: Electrical Americas orders rose by 16% and Aerospace orders by 11% [6] - The Electrical segment saw a backlog growth of 29%, while Aerospace experienced a 16% increase, with segment margins reaching a Q4 record of 24.9% [6] Future Projections - For the fiscal year ending December 2026, analysts project ETN's adjusted EPS to grow by 10.2% year-over-year to $13.30 [7] - Eaton has a strong earnings surprise history, having beaten consensus estimates in the last four quarters [7] - The consensus rating among 23 analysts is a "Moderate Buy," with 14 "Strong Buy" ratings, two "Moderate Buys," and seven "Holds" [7] Price Target and Analyst Ratings - Morgan Stanley raised Eaton's price target to $425 while maintaining an "Overweight" rating [8] - The mean price target of $405.41 indicates a premium of 2.1% over current levels, while the highest price target of $495 suggests a potential upside of 24.7% [8]

Core Insights - India's infrastructure boom is creating significant opportunities for U.S. industrial companies, particularly in sectors like agriculture, power, aviation, and renewable energy [1][2] - Six companies are highlighted as key beneficiaries of this growth: Caterpillar, Eaton, GE Aerospace, GE Vernova, Honeywell, and Deere [1][2] Company Summaries - **Caterpillar**: Achieved record Q4 2025 revenue of $19.13 billion, up 18% year-over-year, with a backlog of $51 billion. The stock has increased 29.9% year-to-date and 107.24% over the past year, benefiting from India's infrastructure spending [1] - **Eaton**: Reported record segment margins of 24.9% in Q4 2025, with Electrical Americas sales rising 21% to $3.5 billion. The stock has gained 18.51% year-to-date, driven by demand for data centers and renewable energy [1] - **GE Aerospace**: Generated Q4 2025 revenue of $12.72 billion, with orders surging 74% to $27 billion. The stock has increased 54.14% over the past year, capitalizing on India's aviation expansion [1] - **GE Vernova**: Recorded Q4 2025 revenue of $11.00 billion, a 4% year-over-year increase. The Electrification segment surged 28% to $9.6 billion, with a stock gain of 21.08% year-to-date, supported by grid modernization efforts [1] - **Honeywell**: Q4 2025 revenue was $9.76 billion, with orders up 23% and a backlog exceeding $37 billion. The stock has surged 24.73% year-to-date, driven by India's smart city initiatives [1] - **Deere**: Reported Q4 2025 revenue of $12.39 billion, up 14% year-over-year, with a 27% increase in its Construction & Forestry segment. The stock has gained 27.46% year-to-date, benefiting from agricultural mechanization trends in India [1]

Core Insights - Eaton has been recognized as one of the World's Most Admired Companies by FORTUNE magazine, highlighting its strong reputation in the industry [1] - The CEO of Eaton, Paulo Ruiz, emphasized that this recognition reflects the company's momentum and commitment to customer-centric innovation and technology [1] - Eaton aims to address complex power management challenges, positioning itself for future growth and opportunities [1] Company Performance - The recognition by FORTUNE magazine indicates Eaton's successful strategies in advancing innovation and scaling new technologies [1] - The focus on customer-centric approaches is a key driver of Eaton's growth and industry leadership [1]