Eaton PLC Ownership
| ETN Stock | USD 377.41 6.46 1.74% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 401 M | Current Value 399 M | Avarage Shares Outstanding 410.1 M | Quarterly Volatility 48.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Eaton |
Eaton Stock Ownership Analysis
About 85.0% of the company shares are held by institutions such as insurance companies. The company recorded earning per share (EPS) of 9.4. Eaton PLC last dividend was issued on the 4th of November 2024. The entity 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 |
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Eaton PLC Insider Trades History
Less than 1% 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
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 | Norges Bank | 2024-06-30 | 4.7 M | Coatue Management Llc | 2024-09-30 | 4.6 M | Jennison Associates Llc | 2024-09-30 | 4.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 4.4 M | Northern Trust Corp | 2024-09-30 | 4.2 M | Alliancebernstein L.p. | 2024-06-30 | 3.8 M | Raymond James & Associates | 2024-09-30 | 3.7 M | Wells Fargo & Co | 2024-06-30 | 3.6 M | Clearbridge Advisors, Llc | 2024-09-30 | 3.4 M | Vanguard Group Inc | 2024-09-30 | 37.1 M | Blackrock Inc | 2024-06-30 | 28.8 M |
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.
| 2024-10-04 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-10-03 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-01-26 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2024-01-25 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
| 2023-01-06 | Representative Kurt Schrader | Acquired Under $15K | Verify | ||
| 2021-06-04 | Representative Kurt Schrader | Acquired Under $15K | Verify | ||
| 2021-05-12 | Representative Kurt Schrader | Acquired Under $15K | Verify | ||
| 2018-08-31 | Representative John Rutherford | Acquired Under $15K | Verify |
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.
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Eaton PLC Corporate Filings
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 8th of November 2024 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 October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 23rd of October 2024 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
Moving against Eaton Stock
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.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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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 0.14 | Dividend Share 3.68 | Earnings Share 9.4 | Revenue Per Share 61.686 | Quarterly Revenue Growth 0.079 |
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.