AMF Tjanstepension 13F: Adds $2.2M to Eaton (ETN) Stake

AMF Tjanstepension grew its position in Eaton Corporation plc ETN by 1.4% during the period, adding 5,168 shares to end with 364,814 shares. The stake was worth about $156.7 million at the time of the filing on October 22, 2026, according to a Form 13F filed with the Securities and Exchange Commission.

ETN Eaton Corporation plc

$368.74 ▲ +13.60% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in AMF Tjanstepension's Eaton Corporation Position

The fund expanded its existing investment by 1.4%, moving from 359,646 shares up to 364,814 shares. This addition brought the total reported market value of the holdings to $156,764,224.

Other Institutional Activity in Eaton Corporation

Other large investors adjusted their positions in the power management company around the same time. Vaughan Nelson Investment Management, L.P. trimmed its holdings by 4,465 shares, ending with 363,880 shares worth about $155.0 million. Waverly Advisors grew its position by 1,967 shares to finish with 38,154 shares valued at roughly $16.2 million. Silvercrest Asset Management Group lifted its stake by 32,070 shares, bringing its total to 342,929 shares worth about $146.1 million. Curated Wealth Partners dramatically cut its position by 99.8%, shedding 675,325 shares to leave a remaining stake of 1,185 shares valued at $509,207. Meanwhile, Sustainable Growth Advisers opened a new position by acquiring 199,557 shares worth about $85.7 million.

Eaton Corporation plc Stock Down 2.2%

Eaton shares recently traded around $373.72 as of October 22, 2026, sitting down about 1.4% from their event-day close of $368.74. The stock has traded between a 52-week low of $311.92 and a 52-week high of $478.00.

Recent Earnings

Eaton Corporation operates as a power management company serving industrial, aerospace, vehicle, and electrical markets globally. The firm posted $30.0 billion in trailing twelve month revenue and earned $9.83 per share over the same period. Profitability metrics show a net profit margin of 12.8% and a return on equity of 19.7%. Investors look ahead to the company's next earnings report, scheduled for release on November 3, 2026. The stock carries a price-to-earnings ratio of 40.08 alongside a forward P/E of 24.17.

Dividend

股东 receive an annual dividend rate of $4.40 per share, which translates to a dividend yield of 1.12%. The company allocates 43.5% of its earnings toward dividend payments through its payout ratio.

Insider Buying and Selling at Eaton Corporation plc

Company insiders executed several transactions prior to the filing. Director Dorothy C. Thompson sold 167 shares on May 22, 2026, at a price of $385.00 for a total value of $64,295. Officer Adam A. Wadecki disposed of 525 shares on August 4, 2026, at $440.54 per share, totaling $231,285. Officer Heath B. Monesmith sold 18,036 shares on August 11, 2026, at $458.04 per share for $8,261,224. Additionally, Director Gerald Johnson bought 200 shares on August 13, 2026, valued at $92,162.

Analysts Set New Price Targets

Wall Street research firms updated their outlooks on Eaton in recent months. Morgan Stanley maintained its Overweight rating and raised its target from $500.00 to $520.00 on August 28, 2026. UBS upgraded the stock to Buy and lifted its target from $450.00 to $515.00 on September 8, 2026. Wells Fargo initiated coverage with an Overweight rating and a $503.00 price target on September 25, 2026. Citigroup kept a Buy rating and increased its target from $485.00 to $498.00 on October 12, 2026. RBC Capital maintained an Outperform rating and bumped its target from $512.00 to $526.00 on October 14, 2026. Overall, the stock holds a consensus Buy recommendation from 26 analysts, with a mean price target of $485.47.

About Eaton Corporation

Headquartered in Dublin, Ireland, Eaton Corporation provides electrical, aerospace, vehicle, and eMobility products and systems. The firm employs over 97,000 people and supports customers across North America, Latin America, Europe, and the Asia-Pacific region.

Bottom Line

AMF Tjanstepension's choice to add to its holdings aligns with ongoing institutional reshuffling in the industrial machinery sector. Investors will watch the company's upcoming earnings report on November 3, 2026, for further updates on operational growth and margin trends.