ETN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $436.11
Market Cap (MRQ) $169.39B
P/E (TTM) 44.4
EPS (TTM) $9.82
Revenue (TTM) $30.02B
Div Yield 0.96%
ROE (TTM) 19.7%
Debt/Equity (MRQ) 0.1
52W Range $312–$478

ETN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 6
Ex-date Split Type
March 1, 2011 2-for-1 Forward
Feb. 24, 2004 2-for-1 Forward
Jan. 2, 2001 839-for-728 Forward
June 29, 1993 2-for-1 Forward
Sept. 20, 1988 3-for-2 Forward
Oct. 3, 1979 3-for-2 Forward

About Eaton Corporation, PLC Ordinary Shares Company overview from Wikipedia

05 · wikidata

Eaton Corporation plc is an American multinational power management company, with a primary administrative center in Beachwood, Ohio. Eaton has more than 85,000 employees and sells products to customers in more than 175 countries.

History

In 1911, Joseph O. Eaton, brother-in-law Henning O. Taube and Viggo V. Torbensen, incorporated the Torbensen Gear and Axle Co. in Bloomfield, New Jersey. With financial backing from Torbensen's mother, the company was set to manufacture Torbensen's patented internal-gear truck axle. In 1914, the company moved to Cleveland, Ohio, to be closer to its core business, the automotive industry.

The Torbensen Axle Company incorporated in Ohio in 1916, succeeding the New Jersey corporation. A year later, Republic Motor Truck Company, Torbensen's largest customer bought out the company. But Eaton and Torbensen were not content and bowed out of Republic to form the Eaton Axle Company in 1919. A year later, in 1920, Eaton Axle Company merged with Standard Parts. Standard Parts went in receivership later the same year and was later liquidated. In 1923, Eaton bought the Torbensen Axle Co. back from Republic and changed the name to the Eaton Axle and Spring Company.

Eaton officers believed the quickest way to grow the business was through acquisitions and began buying companies in the automotive industry. By 1932, the diversified company changed its name to Eaton Manufacturing Company. In 1937, Eaton became international by opening a manufacturing plant in Canada. In 1958 Eaton Corporation acquired Fuller Manufacturing. The company name changed once again in 1965 to Eaton Yale & Towne Inc. after the acquisition of Yale & Towne Manufacturing Co. in 1963. Stockholders approved the change to the company's current name in 1971. In 1978, Eaton Corporation acquired Samuel Moore & Company, Kenway Systems, and Cutler-Hammer.

Current work

Eaton's businesses are divided into the following sectors:

Electrical

The electrical sector's products include circuit breakers, switchgear, busway, UPS systems, power distribution units, panel boards, load centers, motor controls, meters, sensors, relays, PLCs, HMIs, and inverters. The main markets for the Electrical Americas and Electrical Rest of World segments are industrial, institutional, government, utility, commercial, residential, information technology and original equipment manufacturer customers.

Aerospace

For the aerospace industry, Eaton manufactures and markets a line of systems and components for hydraulic, fuel, motion control, pneumatic systems and engines.

Mobility

The Mobility Group comprises the company's Vehicle and eMobility segments, including the Roadranger division providing:

Eaton clutches

Eaton automated and mechanical transmissions

Eaton hybrid power systems: mounted between the UltraShift automated manual transmission and clutch is an electric motor/generator, connected to a power inverter using lithium-ion batteries, controlled with an electronic control module. The system has a fail-safe that reverts to conventional engine-powered operation should some fault occur.

Roadranger synthetic lubricants

Eaton MD mobile diagnostics

The truck segment is involved in the design, manufacture and marketing of powertrain systems and other components for commercial vehicle markets. Key products include manual and automated transmissions, clutches, drive-line components, and hybrid power.

Eaton's automotive segment produces products such as superchargers, engine valves, valve train components, cylinder heads, locking and limited-slip differentials, heavy-duty drive-line components, fuel, emissions, and safety controls, transmission and engine controls, spoilers, exterior moldings, plastic components, and fluid connectors.

The eMobility sector combines elements of Eaton's electrical and vehicle businesses to deliver electric vehicles to passenger car, commercial vehicle and off-highway OEMs.

Acquisitions and divestments

In one of Eaton's largest acquisitions, the company purchased the Westinghouse Distribution and Controls Business Unit in 1994. The acquisition included all of the Westinghouse electrical distribution and control product business and also included stipulations that the Westinghouse name cannot be used by anyone else on these types of products for years. Today, Eaton Electrical manufactures electrical distribution and control products branded "Eaton" or "Cutler-Hammer", which can replace Westinghouse products in commercial and industrial applications.

Eaton spun off its semiconductor manufacturing equipment business as Axcelis Technologies in 2000.

In 2003, Eaton's Electrical Distribution and Control business (formerly known as Cutler-Hammer) acquired the electrical division of Delta plc. This acquisition brought Delta's brands Holec, MEM, Tabula, Bill and Elek under the Eaton nameplate with the previous Westinghouse divisions and gave the company manufacturing facilities to meet IEC standards, one of the steps to become a global company and developing a worldwide standard.

Soon after this acquisition, Eaton entered a joint venture with Caterpillar Inc. and purchased 51% of I & S operations, now known as Intelligent Switchgear Organization, LLC. This was followed in 2004 by the acquisition of Powerware. The Powerware brand is known for the design and production of medium to large Uninterruptible Power System (UPS) devices. After several years of co-branding UPS products "Eaton|Powerware" the company is switching to the single brand Eaton for all UPS products including; BladeUPS, 9355, 9390, 9395, and 9E.

In 2006, Eaton entered the data center power distribution market. Initial products were internally developed PDU's and RPP's under the Powerware brand and included the PowerXpert metering system. A Powerware brand Static Transfer Switch was added to the portfolio through a brand-label relationship with Cyberex. To complete the power distribution portfolio Eaton released a line of rack power distribution products under its Powerware brand called ePDU. It acquired Aphel Technologies Ltd., a manufacturer of power distribution product for data centers based in Coventry, UK. Shortly after, it added Pulizzi Engineering Inc., a manufacturer of mission critical power distribution based in Santa Ana, California. In late 2007, it acquired the MGE Office Protection Systems division of Schneider Electric, as a result of Schneider's acquisition of APC. A Taiwanese manufacturer, Phoenixtec, was also acquired giving the company the highest share in the Chinese single-phase UPS market.

On 21 May 2012, Eaton announced that it had agreed to purchase Ireland-based Cooper Industries in a cash-and-stock deal valued at about $11.46 billion. The new company is called Eaton Corporation plc and is incorporated in Ireland. Then-Chairman and CEO of Eaton Alexander Cutler headed the new corporation. Cooper shareholders received $39.15 in cash and 0.77479 of a share in the newly created company for each Cooper share held. This is worth $72 per share based on Eaton's closing share price of $42.40 on 18 May 2012, and is 29% above Cooper's closing stock price. Eaton Corporation plc completed its acquisition of Cooper Industries on 30 Nov 2012. The $13 billion acquisition of Cooper (US$5.4B Sales revenue (2011)), became the largest in Eaton's (US$16B Sales Revenue (2011)) 101-year history.

On 17 Mar 2021, Eaton completed the acquisition of Tripp Lite for $1.65 billion. President and COO of Electrical Sector, Eaton Uday Yadav said "The acquisition of Tripp Lite will enhance the breadth of our edge computing and distributed IT product portfolio and expand our single-phase UPS business." The acquisition will further Eaton's access to the consumer market in which Tripp Lite has a strong position.

Eaton's hydraulics business, manufacturing systems and components for the agriculture, construction, mining, forestry, utility, material handling, machine tools, molding, power generation, primary metals, and oil and gas markets, was acquired by Danfoss in August 2021 for $3.3 billion.

Headquarters

From 1920s-1964 Eaton was based on East 140th Street in Cleveland, Ohio. In 1964, the company moved its headquarters into the new Erieview Tower where it remained until 1983. In that year, Eaton Corporation moved into a 28-story Cleveland office tower which was renamed for it. Eaton relocated to its new 580,000 square foot facility, named Eaton Center, in Beachwood, Ohio in early 2013. They reincorporated, as a means of reducing its U.S. corporate tax burden, in Ireland as part of the Cooper merger involved establishing a registered head office in Dublin, Ireland but operational headquarters remain in Beachwood.

Lawsuits and other issues

Racial harassment

In 1995, Eaton Corp had to pay $1.25M in restitution to a former employee who had been subject to racial harassment. Incidents included food being thrown on his desk, food being thrown through the roof of his car, use of the word "nigger", and the presence of neo-Nazi flyers at Eaton Corp.

In 2020, an employee sued Eaton Corp for retaliation and facilitating a climate of racial harassment. After a profane outburst from a fellow worker, the plaintiff was assigned to work and train under a supervisor who abused him psychologically. The supervisor made frequent use of "nigger", made reference to slavery and lynching, and claimed his job was to get rid of Black workers. The employee informed management of his hostile work environment, but management responded by disciplining the plaintiff himself.

Long-term benefits

Back when Eaton Corp was struggling with bankruptcy, various employees on long-term benefits suddenly found themselves terminated. Eaton had failed to insure the plan that the employees had nonetheless paid for. This led to numerous suits against Eaton.

Tax avoidance

In 2012, the acquisition of Cooper Industries made it possible for Eaton Corp to become an Irish company, which would sharply lower its corporate tax rate. The move was later denounced by both President Obama and President Donald Trump.

Triumph Group

In 2004, Eaton Corp sued Triumph Group for trade secrets theft, but when it was discovered that the company's lawyers were paying former Hinds County District Attorney Ed Peters to improperly influence Hinds County Circuit Judge Bobby DeLaughter, the defendants countersued. In 2014, Eaton Corp paid $135M to Triumph Group and $13M to six former employees to settle the long-running legal dispute. Judge DeLaughter was sentenced to 18 months in prison.

Software sabotage

In 2018, Eaton Corporation became the target of internal sabotage by a longtime software developer following a corporate restructuring. The employee, Davis Lu, embedded malicious code in the company’s Windows production environment, including a kill switch that would trigger if his account was disabled. When Lu was terminated in September 2019, the kill switch activated, locking out thousands of users and severely disrupting Eaton's global operations. The incident caused hundreds of thousands of dollars in damages. Lu was later convicted of intentionally damaging protected computers and, in 2025, was sentenced to four years in prison and three years of supervised release.

Corporate recognition and rankings

Recognitions include the following:

Ranked #4 in "100 Best Corporate Citizens" of Corporate Responsibility Magazine in 2013, also ranking in Top 50 for Six Consecutive Years.

Named to Thomson Reuters Top 100 Innovators List, 2011 - 2012 - 2013.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryElectrical Equipment employees97,303 countryIE

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$27.45B
2016-12-31 → 2025-12-31
EPS$10.45
2016-12-31 → 2025-12-31
Free Cash Flow$3.55B
2016-12-31 → 2025-12-31
Net margin12.7%
2017-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend ETN 5Y avg Peer Median Verdict
P/E (TTM) 44.45Y avg ≈30.7 ≈30.7 · ·
P/S (TTM) 5.65Y avg ≈4.1 ≈4.1 · ·
P/B (MRQ) 8.45Y avg ≈5.3 ≈5.3 · ·
EV / EBITDA 167.45Y avg ≈100.3 ≈100.3 · ·
Price / FCF (TTM) 43.15Y avg ≈36.2 ≈36.2 · ·
Price / Cash Flow (TTM) 34.25Y avg ≈28.2 ≈28.2 · ·
EV / Revenue (TTM) 5.75Y avg ≈4.0 ≈4.0 · ·
EV / FCF (TTM) 43.45Y avg ≈35.8 ≈35.8 · ·
Price / Tangible Book (MRQ) 22.2 · · ·
PEG Ratio ≈1.8 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.96%
Payout Ratio39.8%
Annualized Payout≈$4.40Paid quarterly
5Y Div CAGR≈7.3%Per share, split-adjusted
Growth Streak≈16Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 7, 2026$1.10USD≈0.97%
May 8, 2026$1.10USD≈1.1%
Mar 10, 2026$1.10USD≈1.2%
Nov 5, 2025$1.04USD≈1.1%
Aug 7, 2025$1.04USD≈1.1%
May 5, 2025$1.04USD≈1.3%
Mar 10, 2025$1.04USD≈1.4%
Nov 4, 2024$0.94USD≈1.1%
Aug 5, 2024$0.94USD≈1.4%
May 3, 2024$0.94USD≈1.1%
Mar 8, 2024$0.94USD≈1.2%
Nov 3, 2023$0.86USD≈1.6%
Aug 4, 2023$0.86USD≈1.6%
May 5, 2023$0.86USD≈2.0%
Mar 3, 2023$0.86USD≈1.9%
Nov 9, 2022$0.81USD≈2.1%
Aug 11, 2022$0.81USD≈2.1%
May 12, 2022$0.81USD≈2.2%
Mar 10, 2022$0.81USD≈2.1%
Nov 10, 2021$0.76USD≈1.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise 0.39%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 3, 2026 $3.15 $3.10 1.6%
March 31, 2026 $2.81 $2.77 1.5%
Dec. 31, 2025 $3.33 $3.33 0.09%
Sept. 30, 2025 $3.07 $3.08 -0.42%
June 30, 2025 $2.95 $2.95 0.03%
March 31, 2025 $2.72 $2.73 -0.48%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $27.45B$24.88B$23.20B$20.75B$19.63B$17.86B$21.39B$21.61B$20.40B$19.75B$20.86B$0
Cost of Revenue $17.13B$15.38B$14.76B$13.87B$13.29B$12.41B$14.34B$14.51B$13.76B$13.40B$14.30B$15.65B
R&D Expense $797M$794M$754M$665M$616M$551M$606M$584M$584M$587M$625M$647M
SG&A Expense $4.31B$4.08B$3.79B$3.23B$3.26B$3.08B$3.58B$3.55B$3.53B$3.46B$3.60B$3.81B
Operating Income ······$3.67B$3.63B$3.21B$2.96B$3.13B$3.31B
Interest Expense ····$144M$149M$199M·····
Other Non-op $-37M$64M$93M$36M$-40M$-150M$-73M$-9M$-1M$51M$35M$183M
Pretax Income $4.93B$4.57B$3.83B$2.91B$2.90B$1.75B$2.59B$2.42B$3.37B$2.12B$2.13B$1.76B
Income Tax $841M$768M$604M$445M$750M$331M$378M$278M$382M$199M$159M$-42M
Net Income $4.09B$3.79B$3.22B$2.46B$2.14B$1.41B$2.21B$2.15B$2.99B$1.92B$1.97B$1.80B
EPS (Basic) $10.48$9.54$8.06$6.17$5.38$3.51$5.28$4.93$6.71$4.21$4.23$3.78
EPS (Diluted) $10.45$9.50$8.02$6.14$5.34$3.49$5.25$4.91$6.68$4.20$4.22$3.76
Shares (Basic) 389,900,000397,600,000399,100,000398,700,000398,700,000402,200,000419,000,000434,300,000444,500,000455,000,000465,500,000474,100,000
Shares (Diluted) 391,200,000399,400,000401,100,000400,800,000401,600,000404,000,000420,800,000436,900,000447,000,000456,500,000467,100,000476,800,000
EBITDA $1.01B$921M$926M$954M$922M$811M$4.56B$4.53B$4.13B$3.89B$4.06B$4.29B
Balance Sheet 26
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $622M$555M$488M$294M$297M$438M$370M$283M$561M$543M$268M$781M
Short-term Investments $181M$1.52B$2.12B$261M$271M$664M$221M$157M$534M$203M$177M$245M
Receivables $5.39B$4.62B$4.47B$4.08B$3.30B$2.90B$3.44B$3.86B$3.94B$3.56B$3.48B$3.67B
Inventory $4.72B$4.23B$3.74B$3.43B$2.97B$2.11B$2.81B$2.79B$2.62B$2.35B$2.32B$2.43B
Prepaid Expense $1.44B$874M$851M$685M$677M$576M$518M$507M$679M$381M$369M$386M
Current Assets $12.36B$11.80B$11.68B$8.75B$7.51B$9.18B$8.73B$7.59B$8.34B$7.03B$6.62B$8.10B
PP&E (Net) $4.32B$3.73B$3.53B$3.15B$3.06B$2.96B$3.50B$3.47B$3.50B$3.44B$3.56B$3.75B
PP&E (Gross) $10.03B$9.06B$8.74B$8.01B$7.82B$7.59B$8.71B$8.57B$8.51B$8.04B$7.88B$7.96B
Accum. Depreciation $5.71B$5.33B$5.21B$4.87B$4.75B$4.62B$5.21B$5.11B$5.00B$4.60B$4.32B$4.21B
Goodwill $15.77B$14.71B$14.98B$14.80B$14.75B$12.90B$13.46B$13.33B$13.57B$13.20B$13.48B$13.89B
Intangibles $5.05B$4.66B$5.09B$5.49B$5.86B$4.17B$4.64B$4.85B$5.26B$5.51B$6.01B$6.56B
Other Non-current Assets $2.28B$2.07B$2.05B$1.94B$2.01B$1.75B$1.68B$1.57B$1.70B$960M$960M$1.00B
Total Assets $41.25B$38.38B$38.43B$35.01B$34.03B$31.82B$32.80B$31.09B$32.62B$30.48B$31.06B$33.49B
Accounts Payable $4.17B$3.68B$3.37B$3.07B$2.80B$1.99B$2.11B$2.13B$2.17B$1.72B$1.76B$1.94B
Short-term Debt $1M$0$8M$324M$13M$1M$255M$414M$6M$14M$426M$2M
Current Liabilities $9.37B$7.86B$7.75B$6.36B$7.21B$5.88B$5.13B$5.15B$5.08B$5.49B$4.62B$5.36B
Capital Leases $637M$669M$533M$459M$337M$326M$331M$0····
Deferred Tax $265M$275M$402M$530M$559M$277M$396M$349M$538M$321M$390M$901M
Other Non-current Liabilities $1.89B$1.67B$1.49B$1.44B$1.50B$1.44B$1.20B$1.05B$965M$934M$978M$1.08B
Long-term Debt $9.89B$9.15B$9.26B$8.33B$8.57B$8.06B$8.07B$7.11B$7.75B$8.26B$7.99B$9.03B
Total Debt $1M$0$8M$324M$13M$1M$255M$414M$6M$14M$426M$8.03B
Retained Earnings $10.70B$10.10B$10.30B$8.47B$7.59B$6.79B$8.17B$8.16B$8.67B$7.55B$7.35B$7.08B
AOCI $-4.12B$-4.34B$-3.91B$-3.95B$-3.63B$-4.20B$-4.29B$-4.14B$-3.40B$-4.45B$-3.86B$-2.90B
Stockholders' Equity $19.43B$18.49B$19.04B$17.04B$16.41B$14.93B$16.08B$16.11B$17.25B$14.95B$15.19B$15.79B
Liabilities + Equity $41.25B$38.38B$38.43B$35.01B$34.03B$31.82B$32.80B$31.09B$32.62B$30.48B$31.00B$33.53B
Shares Outstanding 387,900,000392,900,000399,400,000397,800,000398,800,000398,100,000413,300,000423,600,000439,900,000449,400,000458,800,000467,900,000
Cash Flow 15
Metric Trend 202520242023202220212020201920182017201620152014
D&A $1.01B$921M$926M$954M$922M$811M$884M$903M$914M$929M$925M$983M
Deferred Tax $45M$-154M$-182M$-128M$-30M$-125M$-58M$-139M$24M$-105M$-199M$-396M
Amort. of Intangibles ··$432M$483M$431M$342M$354M$368M$383M$392M$401M$424M
Restructuring $133M$202M$57M$33M$78M$214M$0$0$116M$211M$129M$54M
Other Non-cash $-666M$-234M$-338M$-755M$-873M$848M$412M$-251M$-1.26B$-200M$-341M$-512M
Operating Cash Flow $4.47B$4.33B$3.62B$2.53B$2.16B$2.94B$3.45B$2.66B$2.67B$2.57B$2.41B$1.88B
CapEx $919M$808M$757M$598M$575M$389M$587M$565M$520M$497M$506M$632M
Investing Cash Flow $-1.10B$-271M$-2.58B$-1.20B$-1.76B$397M$-1.87B$-398M$-217M$-529M$-575M$143M
Stock Repurchased $1.86B$2.49B$0$286M$122M$1.61B$1.03B$1.27B$850M$730M$682M$650M
Net Stock Activity $-1.86B$-2.49B$0$-286M$-122M$-1.61B$-1.03B$-1.27B$-850M$-730M$-682M$-650M
Dividends Paid $1.63B$1.50B$1.38B$1.30B$1.22B$1.18B$1.20B$1.15B$1.07B$1.04B$1.03B$929M
Financing Cash Flow $-3.17B$-3.94B$-871M$-1.34B$-535M$-3.26B$-1.49B$-2.58B$-2.44B$-1.74B$-2.31B$-2.13B
Net Change in Cash $67M$67M$194M$-3M$-141M$68M$87M$-278M$18M$275M$-513M$-134M
Free Cash Flow $3.55B$3.52B$2.87B$1.94B$1.59B$2.56B$2.86B$2.09B$2.15B$2.06B$1.86B$1.25B
Levered FCF ····$1.48B$2.43B$2.66B·····
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin ······17.2%16.8%15.8%···
Net Margin 14.9%15.2%13.9%11.9%10.9%7.9%10.3%9.9%14.6%···
Pretax Margin 18.0%18.4%16.5%14.0%14.8%9.8%12.1%11.2%16.5%···
EBITDA Margin 3.7%3.7%4.0%4.6%4.7%4.5%21.3%21.0%20.2%···
ROA 10.3%9.9%8.8%7.1%6.5%4.4%6.9%6.7%9.5%6.3%6.1%5.2%
ROE 21.6%20.2%17.8%14.7%13.7%9.1%13.8%12.9%18.5%12.8%12.8%11.1%
ROIC ······19.2%19.4%16.5%17.9%18.5%14.2%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.31.51.51.41.01.61.71.51.61.31.41.5
Quick Ratio 0.70.90.90.70.50.70.80.81.00.80.80.9
Debt / Equity 0.00.00.00.00.00.00.00.00.00.00.00.5
LT Debt / Equity ···········0.5
Interest Coverage ······15.6·····
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.60.60.60.60.60.70.70.60.00.00.0
Inventory Turnover 3.83.94.14.35.25.15.15.45.55.96.06.5
Receivables Turnover 5.55.55.45.66.35.65.95.65.40.00.00.0
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $50.08$47.06$47.66$42.83$41.16$37.50$38.91$38.02$39.22$33.15$33.10$33.74
Revenue / Share $70.16$62.29$57.83$51.78$48.87$44.20$50.83$49.46$45.65$0.00$0.00$0.00
Cash Flow / Share $11.43$10.83$9.04$6.32$5.39$7.29$8.20$6.08$5.96$5.59$5.08$3.94
Cash / Share $1.60$1.41$1.22$0.74$0.74$1.10$0.90$0.67$1.28$1.21$0.58$1.67
Dividend / Share $4.16$3.76$3.44$3.24$3.04$2.92$2.84$2.64$2.40$2.28$2.20$1.96
EPS (TTM) $10.45$9.50$8.02$6.14$5.34$3.49$5.25$4.91$6.68$4.20$4.22$3.76
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 10.3%7.2%11.8%5.7%9.9%·······
Revenue CAGR 3Y 9.8%8.2%9.1%·········
Revenue CAGR 5Y 9.0%···········
EPS YoY 10.0%18.4%30.6%15.0%53.0%·······
EPS CAGR 3Y 19.4%21.2%32.0%·········
EPS CAGR 5Y 24.5%···········
Net Income YoY 7.7%17.9%30.7%14.8%52.1%·······
Net Income CAGR 3Y 18.4%21.0%31.7%·········
Net Income CAGR 5Y 23.7%···········
Dividends Paid CAGR 5Y 6.7%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $27.45B$24.88B$23.20B$20.75B$19.63B$17.86B$21.39B$21.61B$20.40B$19.75B$20.86B$0
Net Income TTM $4.09B$3.79B$3.22B$2.46B$2.14B$1.41B$2.21B$2.15B$2.99B$1.92B$1.97B$1.80B
Market Cap $123.55B$130.39B$96.18B$62.43B$68.92B$47.83B$39.15B$29.08B$34.76B$30.15B$23.88B$31.80B
Enterprise Value $122.75B$128.31B$93.58B$62.20B$68.37B$46.73B$38.81B$29.06B$33.67B$29.42B$23.86B$38.80B
P/E 30.534.930.025.632.434.418.014.011.816.012.318.1
P/S 4.55.24.13.03.52.71.81.31.71.51.1·
P/B 6.47.15.13.74.23.22.41.82.02.01.62.0
P / Cash Flow 27.630.126.524.631.916.211.310.913.011.810.116.9
P / FCF 34.837.133.532.343.418.713.713.916.214.712.825.5
EV / EBITDA 122.0139.3101.165.274.157.68.56.48.27.65.99.0
EV / FCF 34.536.532.632.143.118.313.613.915.714.312.831.1
EV / Revenue 4.55.24.03.03.52.61.81.31.61.51.1·
Dividend Yield 1.3%1.1%1.4%2.1%1.8%2.5%3.1%4.0%3.1%3.4%4.3%2.9%
Earnings Yield 3.3%2.9%3.3%3.9%3.1%2.9%5.5%7.1%8.5%6.3%8.1%5.5%
Payout Ratio 39.8%39.5%42.9%52.8%56.9%83.3%54.3%53.6%35.8%53.9%51.8%51.5%
Annual Payout $1.63B$1.50B$1.38B$1.30B$1.22B$1.18B$1.20B$1.15B$1.07B$1.04B$1.03B$929M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $27.45B $24.88B $23.20B $20.75B $19.63B
Net Income $4.09B $3.79B $3.22B $2.46B $2.14B
Diluted EPS $10.45 $9.50 $8.02 $6.14 $5.34

Institutional owners (13F) 2,848 filers · $153.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 2,848
Value held $153.1B
New positions 281
Exited positions 102
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
281 (-15 vs prior Q) 102 (-42 vs prior Q) 1,122 (+56 vs prior Q) 909 (+37 vs prior Q) +6.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $13,071,633,412 30,675,945 8.54% Shares
VANGUARD GROUP INC $12,086,679,246 37,947,566 7.89% Shares
VANGUARD CAPITAL MANAGEMENT LLC $10,808,202,704 25,364,223 7.06% Shares
STATE STREET CORP $7,449,064,230 17,479,372 4.86% Shares
JPMORGAN CHASE & CO $6,852,689,843 16,785,110 4.47% Shares
MORGAN STANLEY $5,646,150,871 13,250,139 3.69% Shares
BANK OF AMERICA CORP /DE/ $4,719,725,602 11,076,048 3.08% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $4,007,415,285 9,404,429 2.62% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,799,043,491 8,956,719 2.48% Shares
FMR LLC $3,550,231,669 8,331,531 2.32% Shares
WELLINGTON MANAGEMENT GROUP LLP $2,909,234,587 6,827,266 1.90% Shares
RAYMOND JAMES FINANCIAL INC $2,345,527,936 5,504,383 1.53% Shares
UBS Group AG $2,234,214,486 5,243,158 1.46% Shares
Nuveen, LLC $2,184,373,563 5,126,194 1.43% Shares
GOLDMAN SACHS GROUP INC $2,145,307,991 5,034,516 1.40% Shares
COATUE MANAGEMENT LLC $2,117,140,999 4,968,415 1.38% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $2,115,435,860 4,880,412 1.38% Shares
NORGES BANK $2,095,434,447 4,917,475 1.37% Shares
NORTHERN TRUST CORP $1,848,108,861 4,337,062 1.21% Shares
JANUS HENDERSON GROUP PLC $1,805,530,800 5,092,361 1.18% Shares
ALLIANCEBERNSTEIN L.P. $1,648,372,269 4,608,640 1.08% Shares
Invesco Ltd. $1,520,239,977 3,567,633 0.99% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,394,068,897 3,897,640 0.91% Shares
WELLS FARGO & COMPANY/MN $1,335,979,731 3,135,220 0.87% Shares
FIRST TRUST ADVISORS LP $1,331,921,397 3,125,697 0.87% Shares
Bank of New York Mellon Corp $1,137,263,869 2,668,882 0.74% Shares
AMERIPRISE FINANCIAL INC $1,132,003,739 2,656,634 0.74% Shares
Clearbridge Investments, LLC $1,129,035,455 2,649,571 0.74% Shares
ROYAL BANK OF CANADA $1,061,733,000 2,491,633 0.69% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,010,231,234 2,370,767 0.66% Shares
Legal & General Group Plc $970,540,292 2,277,622 0.63% Shares
VANGUARD FIDUCIARY TRUST CO $932,469,447 2,188,279 0.61% Shares
Amundi $924,408,449 2,169,404 0.60% Shares
DEUTSCHE BANK AG\ $871,307,168 2,044,746 0.57% Shares
ENVESTNET ASSET MANAGEMENT INC $643,326,690 1,509,735 0.42% Shares
Fayez Sarofim & Co $631,962,691 1,483,063 0.41% Shares
NEUBERGER BERMAN GROUP LLC $625,415,422 1,467,698 0.41% Shares
JANE STREET GROUP, LLC $607,604,508 1,425,900 0.40% Put option
STIFEL FINANCIAL CORP $606,707,210 1,423,712 0.40% Shares
Sumitomo Mitsui Trust Group, Inc. $573,283,525 1,345,357 0.37% Shares
VICTORY CAPITAL MANAGEMENT INC $568,525,631 1,334,139 0.37% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $560,333,038 1,315,571 0.37% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $557,653,356 1,365,927 0.36% Shares
FRANKLIN RESOURCES INC $514,082,154 1,206,426 0.34% Shares
DIMENSIONAL FUND ADVISORS LP $511,233,110 1,200,251 0.33% Shares
1832 Asset Management L.P. $497,591,829 1,167,727 0.32% Shares
Swiss National Bank $466,311,638 1,094,320 0.30% Shares
VOYA INVESTMENT MANAGEMENT LLC $449,795,227 1,055,560 0.29% Shares
Pictet Asset Management Holding SA $437,130,941 1,025,840 0.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $422,668,428 991,900 0.28% Call option

Show all 2,848 institutional owners →

Company insiders 54 insiders · 30 officers · 23 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Sternadt Paulo Ruiz Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer. March 20, 2026 A 33,508 0 1 $-4,178,514
Craig Arnold Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer. May 12, 2025 M 490,208 0 0 $0
Alexander M Cutler Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer May 11, 2016 M 497,177 0 0 $0
David B Foster Executive Vice President and Chief Financial Officer of Eaton Corporation, a subsidiary of the Issuer. April 1, 2026 A · 0 0 $0
Olivier Leonetti Former Executive Vice President and Chief Financial Officer of Eaton Corporation, a subsidiary of the Issuer. Feb. 27, 2026 M 3,511 0 0 $0
Shawn M Black President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. Sept. 1, 2026 A · 0 0 $0
Antonio Galvao President - Mobility Group of Eaton Corporation, a subsidiary of the Issuer. May 13, 2026 S 9,175 0 1 $-200,495
Peter Denk President and Chief Operating Officer - Industrial Sector of Eaton Corporation, a subsidiary of the Issuer. May 6, 2026 S 7,102 0 1 $-835,880
John Sapp President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. Feb. 28, 2025 M 725 0 0 $0
Nandakumar Cheruvatath President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. March 19, 2024 I 2,407 0 0 $0
Joao V Faria President - Vehicle Group of Eaton Corporation, a subsidiary of the Issuer. March 9, 2023 S 68,814 0 0 $0
Brian S Brickhouse President - Americas Region, Electrical Sector of Eaton Corporation, a subsidiary of the Issuer. March 3, 2023 M 16,358 0 0 $0
Uday Yadav President and Chief Operating Officer - Electrical Sector of Eaton Corporation, a subsidiary of the Issuer. Feb. 25, 2022 M 38,831 0 0 $0
Curtis J Hutchins President - Hydraulics Group of Eaton Corporation, a subsidiary of the Issuer. March 13, 2019 S 19,645 0 0 $0
Richard M. Eubanks President - Electrical Products Group of Eaton Corporation, a subsidiary of the Issuer. March 12, 2019 M 20,974 0 0 $0
Revathi Advaithi President and Chief Operating Officer - Electrical Sector of Eaton Corporation, a subsidiary of the Issuer. Aug. 30, 2018 S 24,715 0 0 $0
William J Vanlandingham II President - Electrical Systems and Services Group of Eaton Corporation, a subsidiary of the Issuer. June 15, 2018 F 13,390 0 0 $0
Thomas Gross Vice Chairman and Chief Operating Officer - Electrical Sector of Eaton Corporation, a subsidiary of the Issuer July 23, 2015 M 34,942 0 0 $0
Dougherty Lucy Clark Executive Vice President and Chief Legal Officer of Eaton Corporation, a subsidiary of the Issuer. Feb. 26, 2026 M 1,340 0 0 $0
Kaled Awada Executive Vice President and Chief Human Resources Officer of Eaton Corporation, a subsidiary of the Issuer. Feb. 25, 2026 A · 0 0 $0
Ernest W Marshall JR Executive Vice President and Chief Human Resources Officer of Eaton Corporation, a subsidiary of the Issuer. May 7, 2025 M 36,021 0 0 $0
Taras G. Szmagala Jr. Executive Vice President and Chief Legal Officer of Eaton Corporation, a subsidiary of the Issuer. Feb. 28, 2025 M 14,248 0 0 $0
Daniel Roy Hopgood Senior Vice President and Controller of Eaton Corporation of Eaton Corporation, a subsidiary of the Issuer. Feb. 28, 2024 A 10,321 0 0 $0
Boise April Miller Executive Vice President, Chief Legal Officer and Secretary of Eaton Corporation, a subsidiary of the Issuer. May 27, 2022 M 11,900 0 0 $0
Richard H Fearon Vice Chairman and Chief Financial and Planning Officer of Eaton Corporation, a subsidiary of the Issuer. March 4, 2021 M 147,692 0 0 $0
Ken D Semelsberger Senior Vice President and Controller of Eaton Corporation, a subsidiary of the Issuer. Feb. 26, 2021 M 57,162 0 0 $0
Thomas E. Moran Sr VP and Secretary Feb. 27, 2019 A 14,219 0 0 $0
Cynthia K Brabander Executive Vice President & Chief Human Resources Officer of Eaton Corporation, a subsidiary of the Issuer Feb. 27, 2018 A 21,459 0 0 $0
Mark M Mcguire Executive Vice President, General Counsel and Secretary of Eaton Corporation, a subsidiary of the Issuer Feb. 24, 2017 M 35,325 0 0 $0
Billie K Rawot Senior Vice President and Controller of Eaton Corporation, a subsidiary of the Issuer July 23, 2013 M 100,353 0 0 $0
Dorothy C Thompson Director May 22, 2026 S 1,096 0 1 $-64,295
Andre Schulten Director May 6, 2026 A 666 0 0 $0
Silvio Napoli Director May 6, 2026 A 1,756 0 0 $0
Darryl L. Wilson Director May 6, 2026 A 1,788 0 0 $0
Sandra Pianalto Director May 6, 2026 A 2,488 0 0 $0
Robert V Pragada Director May 6, 2026 A 1,688 0 0 $0
Lori Ryerkerk Director May 6, 2026 A 2,288 0 0 $0
Karenann K Terrell Director May 6, 2026 A 1,285 0 0 $0
Gregory R Page Director May 6, 2026 A 44,090 0 0 $0
Gerald B Smith Director May 6, 2025 A 3,006 0 0 $0
Deborah L Mccoy Director Aug. 5, 2022 S 12,856 0 0 $0
Christopher M Connor Director April 27, 2022 A 15,590 0 0 $0
Michael J Critelli Director Feb. 23, 2021 A 28,066 0 0 $0
Todd M Bluedorn Director Feb. 25, 2020 A 6,536 0 0 $0
Charles E Golden Director Feb. 26, 2019 A 18,103 0 0 $0
Arthur E Johnson Director Feb. 26, 2019 A 9,590 0 0 $0
Linda A Hill Director Feb. 21, 2017 A 7,410 0 0 $0
Ned C Lautenbach Director Feb. 23, 2016 A 70,738 0 0 $0
George S Barrett Director Jan. 28, 2015 A 4,288 0 0 $0
Gerald Johnson · Aug. 13, 2026 P 1,829 6 0 $588,771
Heath B. Monesmith · Aug. 11, 2026 M 51,174 0 2 $-15,775,332
Michael Yelton · Aug. 6, 2026 M 2,533 0 1 $-1,307,245
Adam A Wadecki · Aug. 4, 2026 S 1,054 0 1 $-231,284
Thomas B Okray · Feb. 1, 2024 M 12,977 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 122 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
POWR · iShares, Inc. 6.73% 75,062 SH Sept. 11, 2026 Daily
SUPP · TCW ETF Trust 6.37% 1,831 NS July 31, 2026 N-PORT
MADE · iShares Trust 4.45% 6,443 SH Sept. 11, 2026 Daily
ZAP · Global X Funds 4.21% 46,833 NS July 31, 2026 N-PORT
GRW · TCW ETF Trust 3.79% 5,910 NS July 31, 2026 N-PORT
IBAT · iShares Trust 3.53% 5,954 SH Sept. 11, 2026 Daily
AIFD · TCW ETF Trust 2.66% 8,034 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 2.21% 471,133 SH Aug. 19, 2026 Daily
DUSL · Direxion Shares ETF Trust 2.11% 2,869 NS July 31, 2026 N-PORT
PPA · Invesco Exchange-Traded Fund Trust 2.07% 352,260 SH Oct. 2, 2026 Daily
IYJ · iShares Trust 1.99% 92,310 SH Sept. 11, 2026 Daily
NUDV · Nushares ETF Trust 1.78% 2,146 NS July 31, 2026 N-PORT
EXI · iShares Trust 1.61% 55,787 SH Sept. 11, 2026 Daily
NULV · Nushares ETF Trust 1.52% 80,783 NS July 31, 2026 N-PORT
NULC · Nushares ETF Trust 1.42% 2,406 NS July 31, 2026 N-PORT
PWRD · TCW ETF Trust 1.34% 46,777 NS July 31, 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1.29% 21,762 SH Oct. 2, 2026 Daily
NUGO · Nushares ETF Trust 1.04% 60,984 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.90% 488 SH Sept. 11, 2026 Daily
SPHB · Invesco Exchange-Traded Fund Trust … 0.82% 18,189 SH Oct. 2, 2026 Daily
PDP · Invesco Exchange-Traded Fund Trust 0.79% 26,841 SH Oct. 2, 2026 Daily
MGV · VANGUARD WORLD FUND 0.78% 244,061 SH Aug. 19, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.72% 2,193,691 SH Aug. 19, 2026 Daily
GTOS · Invesco Actively Managed Exchange-T… 0.70% 857,000 Oct. 2, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.69% 1,551,092 SH Aug. 19, 2026 Daily
USXF · iShares Trust 0.64% 23,067 SH Sept. 11, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.63% 11,071 SH Oct. 2, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.62% 3,692,785 SH Aug. 19, 2026 Daily
ACVF · ETF Opportunities Trust 0.59% 2,161 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.57% 89,426 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.53% 645,072 SH Sept. 11, 2026 Daily
HIBL · Direxion Shares ETF Trust 0.53% 961 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.50% 339,491 SH Sept. 11, 2026 Daily
IWX · iShares Trust 0.50% 47,463 SH Sept. 11, 2026 Daily
SUSL · iShares Trust 0.47% 13,705 SH Sept. 11, 2026 Daily
DYNF · BlackRock ETF Trust 0.46% 464,992 SH Sept. 11, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.46% 16,283,000 Oct. 1, 2026 Daily
DSI · iShares Trust 0.45% 59,348 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.44% 47,735 SH Oct. 2, 2026 Daily
XT · iShares Trust 0.44% 41,861 SH Sept. 11, 2026 Daily
AQLT · iShares Trust 0.42% 3,378 SH Sept. 11, 2026 Daily
LRGF · iShares Trust 0.41% 36,890 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.39% 198,342 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.38% 20 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.38% 394,177 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.36% 730,067 SH Sept. 11, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.34% 10,351,000 Oct. 2, 2026 Daily
CATH · Global X Funds 0.32% 9,982 NS July 31, 2026 N-PORT
MGC · VANGUARD WORLD FUND 0.31% 77,698 SH Aug. 19, 2026 Daily
USCL · iShares Trust 0.30% 20,550 SH Sept. 11, 2026 Daily
EVUS · iShares Trust 0.30% 2,749 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.29% 235 SH Sept. 11, 2026 Daily
DFVX · Dimensional ETF Trust 0.29% 3,684 NS July 31, 2026 N-PORT
IWL · iShares Trust 0.28% 15,108 SH Sept. 11, 2026 Daily
ILCV · iShares Trust 0.28% 9,203 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.28% 54 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.28% 10,519 SH Oct. 2, 2026 Daily
XVV · iShares Trust 0.27% 4,469 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.26% 2,311 SH Oct. 2, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.26% 10,085,661 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.26% 453,499 SH Aug. 19, 2026 Daily
XTR · Global X Funds 0.26% 30 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.26% 67,209 SH Oct. 2, 2026 Daily
XCLR · Global X Funds 0.26% 22 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.25% 19,753 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.25% 303 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.25% 6,572 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.25% 383 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.24% 4,894,108 SH Sept. 11, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.24% 64,260 SH Aug. 19, 2026 Daily
ILCB · iShares Trust 0.24% 7,546 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.24% 118,160 NS July 31, 2026 N-PORT
ESGU · iShares Trust 0.23% 101,918 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.23% 1,465 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.23% 12,329,586 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.23% 32,721 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.23% 16,685 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.23% 268,865 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.22% 300,000 Oct. 2, 2026 Daily
GLOF · iShares Trust 0.22% 1,084 SH Sept. 11, 2026 Daily
SUSA · iShares Trust 0.22% 21,567 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.22% 107,224 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.22% 306 SH Oct. 2, 2026 Daily
ITOT · iShares Trust 0.22% 505,122 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.22% 470,132 SH Oct. 2, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.21% 4,650 SH Oct. 2, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.20% 2,700 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.20% 2,053 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.20% 9,186 SH Sept. 11, 2026 Daily
ILCG · iShares Trust 0.20% 14,856 SH Sept. 11, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.19% 30,360 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.19% 1,076 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.18% 5,263 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.17% 34,848 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.17% 50,317 NS July 31, 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0.16% 36,014 SH Oct. 2, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.16% 7,358,000 Oct. 2, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.16% 35,371 SH Oct. 2, 2026 Daily
ACWI · iShares Trust 0.15% 123,680 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.14% 7,708 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.14% 326,075 SH Aug. 19, 2026 Daily
BSCU · Invesco Exchange-Traded Self-Indexe… 0.13% 3,744,000 Oct. 2, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.11% 3,470,000 Oct. 2, 2026 Daily
DCOR · Dimensional ETF Trust 0.11% 8,503 NS July 31, 2026 N-PORT
EGUS · iShares Trust 0.10% 66 SH Sept. 11, 2026 Daily
IWY · iShares Trust 0.09% 33,004 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.08% 93,222 NS July 31, 2026 N-PORT
VONG · VANGUARD SCOTTSDALE FUNDS 0.08% 95,234 SH Aug. 19, 2026 Daily
IWF · iShares Trust 0.07% 225,754 SH Sept. 11, 2026 Daily
DFLV · Dimensional ETF Trust 0.07% 11,067 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.05% 858 SH Oct. 2, 2026 Daily
DXUV · Dimensional ETF Trust 0.05% 612 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.03% 9,594 NS July 31, 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily

ETN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 33 analysts BUY
Median target $488.50 +12.0%
9 27.3% Strong Buy
18 54.5% Buy
6 18.2% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

26 analysts · 2026-09-29

Mean target $480.47 +10.2%

Now Current price $436.11
Low$333.00 Mean$480.47 High$534.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ETN $123.55B 30.5 10.3% 14.9% 21.6% ·
ADSE · · · · · ·
HTOO · -2.6 · -11.8% -9.5% 29.0%

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 31, 2026