EULAV Asset Management 13F: New $3.4M Stake in Eaton (ETN)

EULAV Asset Management opened a new position in Eaton Corporation plc (ETN) by taking 8,000 shares valued at approximately $3.44 million in a filing on October 23, 2026. This move reflects the fund's confidence as it builds its stake in a company focused on power management solutions across various sectors.

ETN Eaton Corporation plc

$371.92 ▲ +14.58% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Eaton Corporation Fits in EULAV Asset Management's Portfolio

Eaton Corporation accounts for about 0.32% of EULAV's total reported 13F value of $1.06 billion. This new position ranks 34th among the fund's holdings, indicating a strategic move to diversify within the industrials sector.

Other Institutional Activity in Eaton Corporation

Several other funds also adjusted their positions in Eaton recently. Fideuram - Intesa Sanpaolo Private Banking increased its stake by 17,416 shares, bringing its total to 64,283 shares valued at about $27.6 million. True North Advisors opened a new position by purchasing 1,393 shares worth approximately $598,586.

Eaton Corporation plc Stock Up 1.6%

Eaton Corporation shares recently traded around $371.91, which is about 1.6% above the closing price of $366.11 on October 23, 2026. However, the stock is trading below its 50-day moving average of $416.44 and about 22.2% below its 52-week high of $478.00, suggesting potential challenges ahead.

Recent Earnings

Eaton reported trailing twelve-month revenue of approximately $30.03 billion, with a year-over-year revenue growth of 21.4%. The company has a net margin of 12.8% and a return on equity of 19.7%. The next earnings report is scheduled for November 3, 2026.

Insider Buying and Selling at Eaton Corporation plc

There has been some insider activity at Eaton, with Director Gerald Johnson buying 200 shares on August 13, 2026. This purchase was valued at approximately $92,162. Other insiders have sold shares earlier in the year, including Officer Heath B. Monesmith, who sold 18,036 shares on August 11, 2026, for about $8.26 million.

Analysts Set New Price Targets

Analysts have been active in setting price targets for Eaton. On October 12, 2026, Citigroup maintained a buy rating with a target of $498. Additionally, UBS upgraded its rating to buy with a target of $515 on September 8, 2026. The consensus among analysts is a buy rating with a mean price target of $485.47.

About Eaton Corporation

Eaton Corporation plc operates as a power management company, providing solutions in electrical systems, aerospace, and vehicle markets. With its headquarters in Dublin, Ireland, Eaton plays a crucial role in helping customers manage energy efficiently, making it a key player in the industrials sector.

Bottom Line

Investors will be looking for insights from the upcoming earnings report on November 3, 2026. EULAV's new position in Eaton could signal growing interest in the stock, especially given the analysts' positive outlook and the company's strong revenue growth.