Eaton gets paid before AI generates a dime.
ETN Eaton Corporation, plc
XNYS
369.55
+4.33%
Pre-market
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
ETN
$369.55
▲ +4.33%
What changed
Recent filings, trades and movesKey stats
$354.22
Pre-market
$369.55
+4.33%
- 52-Week Range
- $311.92 – $478.00
- YTD
- +8.22%
- IV Rank (30D)
- 55.64
- Straddle Price
- $37.50
- P/C Vol Ratio
- 0.70
- Market Cap
- $139.6B
- Open
- $347.63
- Day Range
- $344.78 – $361.13
- Volume
- 2,381,297
- Prev Close
- $359.30
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.84% |
| Beta vs SPY | 1.06 |
| Cost of Equity (CAPM) | 9.89% (VRP-adj) |
| WACC | 9.74% |
| Volatility Risk Premium | -7.3pp (IV − HV30), ERP adj -25bps |
| Effective Tax Rate | 20.6% |
| Rev. Growth (YoY, DCF input) | +26.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $3.8B |
| Return on Equity (TTM) | 18.6% |
| Book / Price | 15.0% |
| Gross Margin (TTM) | 35.0% |
| FCF Margin (TTM) | 11.9% |
| Debt / Equity | 0.85 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +21.4% (reverse-DCF on current price) |
| SMA 50 | $404.40 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $379.25 |
| Bollinger Width / SMA20 | 24.4% (drives anchor stability) |
| Net Debt | $17.3B |
| Market Cap | $140B |
Peers used for multiples: ASML, CAT, GE, GEV, JCI, NVT, PWR, TDG
60-Day Conviction
94%
20-Day Fair Value
≈ by Dec 9, 2026
$358.38
α +1.2%
rank 23%
conviction
74%
40-Day Fair Value
≈ by Jan 7, 2027
$363.38
α +2.6%
rank 32%
conviction
74%
60-Day Fair Value
≈ by Feb 5, 2027
$375.82
α +6.1%
rank 38%
conviction
94%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $500.84 | 26% | |
| DDM (Gordon) | $94.50 | 0% | |
| Peer P/E | $277.58 | 12% | median 25.3× · 7 peers |
| Peer EV/EBITDA | $359.84 | 12% | median 20.7× · 7 peers |
| Peer P/B | $529.89 | 2% | median 9.8× · 6 peers |
| Peer P/S | $297.10 | 8% | median 3.3× · 7 peers |
| Market Anchor (SMA50) | $404.40 | 14% | stability 28% (BB-width) |
| Options Expected (B-L 30d) | $360.18 | 26% | 59 strikes · skew -0.18 |
As of 2026-11-10 · updated
Related
About
- Industry (SIC)
- MISC INDUSTRIAL & COMMERCIAL MACHINERY & EQUIPMENT (3590) · industry map
- Exchange
- XNYS
- Market Cap
- $139.6B
- Employees
- 97,000
- List Date
- 1948-12-01
- CIK
- 0001551182
- Last Earnings
- Nov 3 before open · +7.0% vs ±6.8% expected
- Next Earnings
- ~Feb 2, 2027 (estimated)
- Headquarters
- Dublin, L2
- Homepage
- https://www.eaton.com
Founded in 1911 by Joseph Eaton, the eponymous company began by selling truck axles in New Jersey. Eaton has since become an industrial powerhouse largely through acquisitions in various end markets. Eaton's portfolio can broadly be divided into two parts: its electrical and industrial businesses. Its electrical portfolio (representing around 70% of company revenue) sells components within data centers, utilities, and commercial and residential buildings, while its industrial business (30% of revenue) sells components within commercial and passenger vehicles and aircraft. Eaton receives favora…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.88% | -6.07% | 2.83% | 3.01% | -1.66% | 7.37% | 0.77% |
| Feb | 7.12% | -3.20% | 7.10% | 9.23% | -7.00% | 4.58% | 2.97% |
| Mar | 3.01% | 3.63% | -1.43% | 6.46% | -2.38% | -5.23% | 0.68% |
| Apr | 2.47% | -4.47% | -2.01% | 2.00% | 6.39% | 18.45% | 3.80% |
| May | 0.62% | -5.39% | 4.22% | 6.67% | 6.15% | -5.86% | 1.07% |
| Jun | 1.29% | -8.52% | 12.32% | -3.36% | 11.96% | 6.51% | 3.37% |
| Jul | 5.25% | 16.50% | 2.34% | -2.43% | 8.36% | 0.42% | 5.07% |
| Aug | 7.59% | -7.36% | 5.19% | 3.04% | -8.43% | -8.29% | -1.38% |
| Sep | -10.46% | -3.90% | -8.73% | 14.40% | 8.87% | 9.98% | 1.69% |
| Oct | 9.37% | 8.91% | -1.11% | 1.22% | 2.07% | -15.39% | 0.84% |
| Nov | -1.39% | 7.79% | 5.99% | 12.07% | -10.52% | -3.24%* | 1.78% |
| Dec | 7.03% | -3.92% | 4.50% | -10.84% | -6.24% | -- | -1.89% |
| Total | 33.69% | -8.86% | 34.01% | 46.51% | 4.43% | 4.80% | 19.10% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $375.55
SMA 50: $403.45
SMA 200: $397.65
Current: $354.22
EMA 12: $364.60
EMA 26: $381.31
MACD: -16.7063 | Signal: -2.1203
BEARISH
ADX (14): 26.49
TREND
+DI: 19.65
−DI: 33.58
Momentum Oscillators
RSI (14): 41.65
NEUTRAL
Stoch %K: 36.62
Stoch %D: 24.00
Williams %R: -60.08
Volume & Volatility
BB Upper: $417.19
BB Lower: $333.90
NEUTRAL
OBV: 11,802,626
Vol SMA 20: 3,415,751
Vol ROC: -12.28%
ATR: $19.49
True Range: $16.35
HV 20: 71.9%
HV 30: 60.5%
HV 60: 52.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-12T00:00:00 – 2026-11-10T00:00:00
AI Analysis
Written before ETN’s Nov 3 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall assessment: BEARISH (6/10)
Key drivers and primary risks:
- Bearish momentum signals from MACD and Stochastic Oscillators
- High volatility, indicating market uncertainty and potential for significant price movements
- Risk of further decline due to negative news sentiment and options market positioning
Investment thesis: ETN's recent performance has been characterized by a strong downtrend, driven by bearish momentum signals. The stock's high volatility and negative news sentiment suggest continued risk and potential for further declines.
Recent news sentiment impact:
- Neutral headlines from Intuitive Machines vs. Vertiv and Eaton vs. Rivian Automotive
- Positive headlines from Eaton to Boost U.S. Power Capacity and Every Hyperscaler Raised Capex Again
- Negative headline from VWDRY vs. ETN
Technical Analysis
Trend Direction: Downtrend (1-4 weeks), Medium-term bearish momentum
Support/Resistance Levels:
- Lower Bollinger Band: $385.39 (support)
- 50-day SMA: $415.86 (resistance)
Momentum Signals: RSI interpretation: Neutral (54.85), indicating no clear buy or sell signal MACD signal: Bearish, with a histogram value of -4.00 Stochastic %K and %D: Both pointing to bearish momentum
Volume Analysis:
- Volume SMA 20: 2057478.85, indicating moderate volume participation
- On-Balance Volume (OBV): 45015639.58, showing increased buying pressure
- Volume Rate of Change: 211.95%, suggesting continued market volatility
News & Sentiment Analysis
Recent Headlines Summary:
- Neutral headlines from Intuitive Machines vs. Vertiv and Eaton vs. Rivian Automotive
- Positive headlines from Eaton to Boost U.S. Power Capacity and Every Hyperscaler Raised Capex Again
- Negative headline from VWDRY vs. ETN
Sentiment Assessment: Mixed (positive, negative, neutral), with a slight lean towards bearish sentiment
Catalyst Identification:
- Upcoming earnings announcement (no specific date provided)
- Regulatory changes in the power infrastructure industry
Market Narrative: The recent news headlines have been mixed, but the overall market narrative has shifted towards a more cautious tone due to high volatility and negative news sentiment.
Risk & Volatility Assessment
Risk Analysis:
- Beta: 1.76 (high risk relative to market)
- Alpha: -0.05 (underperforming market)
Volatility Regime: Current vs historical volatility levels: High, indicating increased market uncertainty
Options Market Signals: IV Rank: 65.5% (Medium), Current IV: 62.8%, Expected Move: $35.45 Put/Call Volume Ratio: 1.35 (Bearish sentiment)
Downside Protection: Support levels: $385.39 (Lower Bollinger Band) and $384.30 (SMA 200)
Market Context & Positioning
Sector Performance:
- Relative strength vs sector/market: Neutral
Institutional Activity:
- Volume patterns suggesting institutional interest: Moderate volume participation
- On-Balance Volume (OBV): 45015639.58, showing increased buying pressure
Correlation Analysis: Stock moves relative to market: High correlation, indicating potential for continued volatility
Relative Valuation: Position within trading range: Neutral
Key Levels & Action Items
Critical Price Levels:
- Support: $385.39 (Lower Bollinger Band) and $384.30 (SMA 200)
- Resistance: $415.86 (50-day SMA)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: None specified
Time-Sensitive Catalysts:
- Earnings announcement (no specific date provided)
- Regulatory changes in the power infrastructure industry
Risk Management: Stop-loss levels and position sizing considerations: Consider setting stop-loss at $385.39 or 10% below current price, with a target profit of 5-7% above current price. Position sizing should be cautious due to high volatility and bearish momentum.
Conclusion
ETN's recent performance has been characterized by a strong downtrend, driven by bearish momentum signals and negative news sentiment. The stock's high volatility and risk profile suggest continued uncertainty and potential for further declines. As such, I recommend a BEARISH stance with caution, considering the risks and potential for significant price movements.
Generated
News
All ETN news →
Boyd Thermal extends Eaton's reach from power distribution into chip cooling, a move that is already outperforming expectations.
Data center demand and a 65% revenue jump lifted Eaton's outlook this quarter.
The stock has struggled in recent months.
Showing 1–10 of 32
Page 1 of 4
Earnings History
16 of 24 under expected move
Avg Expected Move
5.10%
Avg Actual Move
3.18%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-02 | Pre-Market | 4.53% | 0.91% | 0.20x | Within |
| 2021-05-04 | Pre-Market | 3.23% | 0.21% | 0.07x | Within |
| 2021-08-03 | Pre-Market | 3.00% | 4.04% | 1.35x | Exceeded |
| 2021-11-02 | Pre-Market | 3.31% | 4.44% | 1.34x | Exceeded |
| 2022-02-04 | Pre-Market | 3.06% | 3.72% | 1.22x | Exceeded |
| 2022-05-03 | Pre-Market | 3.52% | 0.05% | 0.01x | Within |
| 2022-08-02 | Pre-Market | 5.50% | 0.75% | 0.14x | Within |
| 2022-11-01 | Pre-Market | 6.33% | 1.05% | 0.17x | Within |
| 2023-02-08 | Pre-Market | 4.56% | 2.67% | 0.59x | Within |
| 2023-05-02 | Pre-Market | 4.48% | 2.65% | 0.59x | Within |
| 2023-08-01 | Pre-Market | 5.28% | 6.66% | 1.26x | Exceeded |
| 2023-10-31 | Pre-Market | 6.95% | 5.12% | 0.74x | Within |
| 2024-02-01 | Pre-Market | 5.57% | 7.51% | 1.35x | Exceeded |
| 2024-04-30 | Pre-Market | 6.42% | 2.53% | 0.39x | Within |
| 2024-08-01 | Pre-Market | 7.45% | 2.27% | 0.30x | Within |
| 2024-10-31 | Pre-Market | 6.74% | 3.28% | 0.49x | Within |
| 2025-01-31 | Pre-Market | 4.69% | 0.20% | 0.04x | Within |
| 2025-05-02 | Pre-Market | 4.79% | 0.65% | 0.14x | Within |
| 2025-08-05 | Pre-Market | 4.38% | 7.36% | 1.68x | Exceeded |
| 2025-11-04 | Pre-Market | 5.72% | 2.29% | 0.40x | Within |
| 2026-02-03 | Pre-Market | 5.01% | 0.86% | 0.17x | Within |
| 2026-05-05 | Pre-Market | 6.02% | 2.74% | 0.46x | Within |
| 2026-07-31 | Pre-Market | 5.18% | 7.32% | 1.41x | Exceeded |
| 2026-11-03 | Pre-Market | 6.75% | 7.00% | 1.04x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
ETN Options Activity & IV Rank
ETN IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 45.8%
7-DTE IV: 51.6%
Expected Move: $37.50
7-DTE Move: $23.75
Days to Exp: 31 (2026-12-11)
Options Flow · All expiries
Call Volume: 6,408
Put Volume: 4,510
P/C Volume: 0.704
NEUTRAL
Call OI: 84,181
Put OI: 59,786
P/C OI: 0.71
Total OI: 143,967
ATM Options Pricing
ATM Call: $19.20
ATM Put: $18.30
Call %: 5.4%
Put %: 5.2%
Chain Summary
Chain Volume: 10,918
Chain OI: 143,967
Last Updated: 11/10/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 7th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
7%
vs own history
GEX tilt
-0.44
OI-weighted, today
Vanna tilt
+0.12
δ-sensitivity to IV
Charm tilt
+0.14
δ-decay vs time
? What is this?
· 190 ATM contracts, 39k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
90%
+11.9
pts
EXTREME
as of Nov 10 · ATM 46.1% / Wing 58.0%
30 DTE / 10d
82%
+7.6
pts
EXTREME
as of Nov 10 · ATM 45.7% / Wing 53.3%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)54.5MediumNov 10
IV Rank (30 DTE)55.6MediumNov 10
Straddle Price (30 DTE)$37.50Nov 10
Beta Analysis
Risk Metrics
Beta: 1.7883
Alpha: -16.36%
Correlation: 0.5636
R-Squared: 31.8%
Stock Volatility: 43.4%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own ETN
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Coatue Management Hedge fund Philippe Laffont | $2.12B | #9 of 66 | +4.6% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $130.4M | #90 of 4729 | +7.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $71.4M | #534 of 6285 | +49.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $11.9M | #1459 of 3716 | -69.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ETN Institutional Ownership (13F)
Filings for 2026-09-30
? 13F Guide
Diluted shares outstanding: 389,600,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
51 filers$1.69B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $422.67M | 24.95% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $327.00M | 19.30% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $259.34M | 15.31% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $115.44M | 6.81% | 2026-06-30 |
| 5 | Millennium Management LLC Custodian | $108.53M | 6.41% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $97.63M | 5.76% | 2026-09-30 |
| 7 | Barclays PLC Custodian | $47.31M | 2.79% | 2026-09-30 |
| 8 | Walleye Trading LLC | $33.96M | 2.00% | 2026-06-30 |
| 9 | Allianz Asset Management GmbH | $31.70M | 1.87% | 2026-06-30 |
| 10 | Parallax Volatility Advisers, L.P. | $26.16M | 1.54% | 2026-06-30 |
| 11 | SCOPUS ASSET MANAGEMENT, L.P. | $25.57M | 1.51% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $21.79M | 1.29% | 2026-09-30 |
| 13 | Point72 Asset Management, L.P. | $20.79M | 1.23% | 2026-06-30 |
| 14 | Voss Capital, LP | $14.19M | 0.84% | 2026-06-30 |
| 15 | PEAK6 LLC | $11.68M | 0.69% | 2026-06-30 |
| 16 | Arosa Capital Management LP | $10.65M | 0.63% | 2026-06-30 |
| 17 | Alphadyne Asset Management LP | $10.35M | 0.61% | 2026-06-30 |
| 18 | Citigroup Inc. Custodian | $9.88M | 0.58% | 2026-09-30 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $9.67M | 0.57% | 2026-06-30 |
| 20 | Qube Research & Technologies Ltd | $9.16M | 0.54% | 2026-06-30 |
| 21 | Maven Securities LTD | $8.74M | 0.52% | 2026-06-30 |
| 22 | Squarepoint Ops LLC | $8.05M | 0.48% | 2026-06-30 |
| 23 | Balyasny Asset Management L.P. | $7.63M | 0.45% | 2026-06-30 |
| 24 | Two Sigma Investments, LP Custodian | $7.33M | 0.43% | 2026-06-30 |
| 25 | Goldman Sachs Group Inc Custodian | $6.69M | 0.39% | 2026-06-30 |
43 filers$1.64B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $607.60M | 37.16% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $310.68M | 19.00% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $117.40M | 7.18% | 2026-09-30 |
| 4 | Citadel Advisors LLC Custodian | $114.67M | 7.01% | 2026-06-30 |
| 5 | Royal Bank of Canada Custodian | $104.31M | 6.38% | 2026-06-30 |
| 6 | Millennium Management LLC Custodian | $44.70M | 2.73% | 2026-06-30 |
| 7 | Allianz Asset Management GmbH | $42.57M | 2.60% | 2026-06-30 |
| 8 | Barclays PLC Custodian | $34.59M | 2.12% | 2026-09-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $26.08M | 1.59% | 2026-06-30 |
| 10 | Goldman Sachs Group Inc Custodian | $25.27M | 1.55% | 2026-06-30 |
| 11 | Parallax Volatility Advisers, L.P. | $24.03M | 1.47% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $16.59M | 1.01% | 2026-09-30 |
| 13 | TUDOR INVESTMENT CORP ET AL | $15.77M | 0.96% | 2026-06-30 |
| 14 | CAPSTONE INVESTMENT ADVISORS, LLC | $15.43M | 0.94% | 2026-06-30 |
| 15 | Alphadyne Asset Management LP | $14.87M | 0.91% | 2026-06-30 |
| 16 | PEAK6 LLC | $14.70M | 0.90% | 2026-06-30 |
| 17 | Walleye Trading LLC | $9.16M | 0.56% | 2026-06-30 |
| 18 | Point72 Asset Management, L.P. | $8.61M | 0.53% | 2026-06-30 |
| 19 | SCOPUS ASSET MANAGEMENT, L.P. | $8.52M | 0.52% | 2026-06-30 |
| 20 | Squarepoint Ops LLC | $7.88M | 0.48% | 2026-06-30 |
| 21 | Balyasny Asset Management L.P. | $7.71M | 0.47% | 2026-06-30 |
| 22 | D. E. Shaw & Co., Inc. Custodian | $7.46M | 0.46% | 2026-06-30 |
| 23 | BNP Paribas Financial Markets Custodian | $7.46M | 0.46% | 2026-06-30 |
| 24 | Laurion Capital Management LP | $7.05M | 0.43% | 2026-09-30 |
| 25 | Two Sigma Investments, LP Custodian | $6.35M | 0.39% | 2026-06-30 |
ETN Insider Trading (Form 4)
Latest: 2026-11-04Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-04 | Kaled Awada | See Remarks below. | Mixed Tax −940 · Exer +2,912 |
+1,972 | $386.10 | -$362.9K | EDGAR |
| 2026-10-06 | Adam A Wadecki | See Remarks below. | Mixed Exer +997 · Tax −390 |
+607 | $442.83 | -$172.7K | EDGAR |
| 2026-09-03 | Shawn M Black | See Remarks below. | Grant (A) | +4,605 RSU | — | EDGAR | |
| 2026-08-14 | Gerald Johnson | Director | Buy (P) | +200 | $460.81 | $92.2K | EDGAR |
| 2026-08-13 | Heath B. Monesmith | See Remarks below. | Mixed Tax −653 · Exer +20,041 · Sell −18,036 |
+1,352 | $289.71 | -$5.90M | EDGAR |
| 2026-08-07 | Michael Yelton | See Remarks below. | Mixed Tax −221 · Exer +658 |
+437 | $227.13 | $71 | EDGAR |
| 2026-08-05 | Adam A Wadecki | See Remarks below. | Sell (S) | −525 | $440.54 | -$231.3K | EDGAR |
| 2026-05-22 | Dorothy C Thompson | Director | Sell (S) | −167 | $385.00 | -$64.3K | EDGAR |
| 2026-05-14 | Antonio Galvao | See Remarks below. | Sell (S) | −494 | $405.86 | -$200.5K | EDGAR |
| 2026-05-12 | Gerald Johnson | Director | Buy (P) | +961 | $406.03 | $390.2K | EDGAR |
| 2026-05-08 | Darryl L. Wilson | Director | Mixed Tax −150 · Exer +621 |
+471 | $416.50 | -$62.5K | EDGAR |
| 2026-05-08 | Sandra Pianalto | Director | Mixed Tax −150 · Exer +621 |
+471 | $416.50 | -$62.5K | EDGAR |
| 2026-05-08 | Robert V Pragada | Director | Mixed Exer +621 · Tax −150 |
+471 | $416.50 | -$62.5K | EDGAR |
| 2026-05-08 | Lori Ryerkerk | Director | Mixed Tax −150 · Exer +621 |
+471 | $416.50 | -$62.5K | EDGAR |
| 2026-05-08 | Andre Schulten | Director | Mixed Tax −150 · Exer +621 |
+471 | $416.50 | -$62.5K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
ETN Insider Holdings
25 insiders · @ $354.22
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Craig Arnold | See Remarks below. | 593,882 | $210.36M | -$259.73M | 81 | 2025-05-13 |
| 2 | Heath B. Monesmith | See Remarks below. | 53,886 | $19.09M | -$48.80M | 33 | 2026-08-13 |
| 3 | Gregory R Page | Director | 44,090 | $15.62M | -$4.79M | 60 | 2026-05-08 |
| 4 | Ernest W Marshall Jr | See Remarks below. | 36,021 | $12.76M | -$10.93M | 19 | 2025-05-08 |
| 5 | Sternadt Paulo Ruiz | See Remarks below. | 33,813 | $11.98M | -$7.18M | 30 | 2026-03-20 |
| 6 | Taras G. Szmagala Jr. | See Remarks below. | 14,248 | $5.05M | -$4.58M | 17 | 2025-03-04 |
| 7 | Antonio Galvao | See Remarks below. | 9,175 | $3.25M | -$200.5K | 8 | 2026-05-14 |
| 8 | Peter Denk | See Remarks below. | 7,162 | $2.54M | -$3.57M | 12 | 2026-05-08 |
| 9 | David B Foster | See Remarks below. | 6,873 | $2.43M | $0 | 6 | 2026-04-03 |
| 10 | Michael Yelton | See Remarks below. | 5,874 | $2.08M | -$4.05M | 20 | 2026-08-07 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETN Board & Officers
As of SEC filings through Nov 4, 2026Directors 12
- Gregory R Page · listed since Jan 2014
- Sandra Pianalto · since Jul 22, 2014
- Craig Arnold · listed since Feb 2016
- Dorothy C Thompson · since Jul 29, 2016
- Silvio Napoli · since Jul 26, 2019
- Lori Ryerkerk · since Apr 22, 2020
- Darryl L. Wilson · since Apr 28, 2021
- Robert V Pragada · since Apr 28, 2021
- Karenann K Terrell · since Jul 24, 2024
- Andre Schulten · since Oct 22, 2024
- Sternadt Paulo Ruiz · listed since Feb 2025
- Gerald Johnson · since Jul 23, 2025
Officers 10
- Sternadt Paulo Ruiz · Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer. · listed since Feb 2026
- Peter Denk · President - Mobility Group of Eaton Corporation, a subsidiary of the Issuer. · listed since Feb 2024
- Antonio Galvao · President - Mobility Group of Eaton Corporation, a subsidiary of the Issuer. · since Jan 1, 2025
- Shawn M Black · President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. · since Aug 17, 2026
- David B Foster · SVP Corp. Dev. & Treasury · since Aug 1, 2011
- Heath B. Monesmith · since Mar 1, 2017
- Michael Yelton · since Apr 1, 2023
- Dougherty Lucy Clark · since Apr 4, 2025
- Kaled Awada · since Oct 6, 2025
- Andrea Trabacchin · since Oct 5, 2026
Changes in the last 10 years (45)
| Oct 6, 2026 | Adam A Wadecki reported in an SEC filing no longer being an officer |
| Oct 5, 2026 | Andrea Trabacchin became an officer |
| Aug 17, 2026 | Shawn M Black became President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. |
| Mar 2, 2026 | Olivier Leonetti reported in an SEC filing no longer being an officer |
| Feb 13, 2026 | Sternadt Paulo Ruiz listed as Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer. (previously President - Hydraulics Group of Eaton Corporation, a subsidiary of the Issuer.) in SEC filings |
| Oct 6, 2025 | Kaled Awada became an officer |
| Jul 23, 2025 | Gerald Johnson became a director |
| Apr 4, 2025 | Dougherty Lucy Clark became an officer |
| Feb 25, 2025 | Sternadt Paulo Ruiz first listed as a director in an SEC filing |
| Jan 1, 2025 | Antonio Galvao became President - Mobility Group of Eaton Corporation, a subsidiary of the Issuer. |
| Oct 22, 2024 | Andre Schulten became a director |
| Jul 24, 2024 | Karenann K Terrell became a director |
| May 10, 2024 | Adam A Wadecki became an officer |
| Apr 18, 2024 | The company announced the departure of Daniel Roy Hopgood as officer in an SEC filing |
| Apr 1, 2024 | John Sapp became President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. |
| Feb 26, 2024 | Peter Denk listed as President - Mobility Group of Eaton Corporation, a subsidiary of the Issuer. (previously President - Vehicle Group of Eaton Corporation, a subsidiary of the Issuer.) in SEC filings |
| Feb 6, 2024 | Olivier Leonetti first listed as an officer in an SEC filing |
| Feb 2, 2024 | Thomas B Okray left as EVP & CFO of Eaton Corporation, per their own SEC filing |
| Jan 11, 2024 | The company announced the departure of Olivier Leonetti from the board in an SEC filing |
| Apr 1, 2023 | Peter Denk became President - Vehicle Group of Eaton Corporation, a subsidiary of the Issuer. |
| Apr 1, 2023 | Michael Yelton became an officer |
| Jan 10, 2023 | The company announced the departure of Brian S Brickhouse as officer in an SEC filing |
| Oct 25, 2022 | The company announced the departure of Deborah L McCoy from the board in an SEC filing |
| Jul 27, 2022 | The company announced the departure of Christopher M Connor from the board in an SEC filing |
| Jun 24, 2022 | Taras G. Szmagala Jr. became an officer |
| Apr 4, 2022 | The company announced the departure of Uday Yadav as officer in an SEC filing |
| Apr 28, 2021 | Robert V Pragada became a director |
| Apr 28, 2021 | Darryl L. Wilson became a director |
| Apr 2, 2021 | Thomas B Okray listed as EVP & CFO of Eaton Corporation (previously Executive Vice President) in SEC filings |
| Apr 1, 2021 | Daniel Roy Hopgood became an officer |
| Jan 18, 2021 | Thomas B Okray became Executive Vice President |
| Apr 22, 2020 | Lori Ryerkerk became a director |
| Jan 6, 2020 | Boise April Miller became an officer |
| Jul 26, 2019 | Silvio Napoli became a director |
| Apr 24, 2019 | Olivier Leonetti became a director |
| Apr 1, 2019 | Sternadt Paulo Ruiz became President - Hydraulics Group of Eaton Corporation, a subsidiary of the Issuer. |
| Feb 27, 2019 | Ernest W Marshall Jr became EVP and CHRO |
| Jul 1, 2018 | Brian S Brickhouse became an officer |
| May 1, 2017 | Joao V Faria became President - Vehicle Group of Eaton Corporation, a subsidiary of the Issuer. |
| Mar 15, 2017 | William J Vanlandingham II became an officer |
| Mar 15, 2017 | Richard M. Eubanks became an officer |
| Mar 15, 2017 | Nandakumar Cheruvatath became President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. |
| Mar 15, 2017 | Kenneth Francis Davis became President, Vehicle Group, of Eaton Corporation, a subsidiary of the Issuer. |
| Mar 15, 2017 | Curtis J Hutchins became President - Hydraulics Group of Eaton Corporation, a subsidiary of the Issuer. |
| Mar 1, 2017 | Heath B. Monesmith became an officer |
Not reported recently (22)
- Ernest W Marshall Jr · Last reported as EVP and CHRO in an SEC filing dated May 8, 2025
- Gerald B Smith · Last reported as a director in an SEC filing dated May 7, 2025
- Taras G. Szmagala Jr. · Last reported as an officer in an SEC filing dated Mar 4, 2025
- John Sapp · Last reported as President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. in an SEC filing dated Mar 4, 2025
- Nandakumar Cheruvatath · Last reported as President - Aerospace Group of Eaton Corporation, a subsidiary of the Issuer. in an SEC filing dated Mar 21, 2024
- Joao V Faria · Last reported as President - Vehicle Group of Eaton Corporation, a subsidiary of the Issuer. in an SEC filing dated Mar 10, 2023
- Boise April Miller · Last reported as an officer in an SEC filing dated May 31, 2022
- Richard H Fearon · Last reported as an officer in an SEC filing dated Mar 5, 2021
- Ken D Semelsberger · Last reported as VP - Strategic Planning in an SEC filing dated Mar 1, 2021
- Michael J Critelli · Last reported as a director in an SEC filing dated Feb 25, 2021
- Todd M Bluedorn · Last reported as a director in an SEC filing dated Feb 26, 2020
- Curtis J Hutchins · Last reported as President - Hydraulics Group of Eaton Corporation, a subsidiary of the Issuer. in an SEC filing dated Mar 15, 2019
- Richard M. Eubanks · Last reported as an officer in an SEC filing dated Mar 13, 2019
- Thomas E. Moran · Last reported as Sr VP and Secretary in an SEC filing dated Mar 1, 2019
- Charles E Golden · Last reported as a director in an SEC filing dated Feb 28, 2019
- Arthur E Johnson · Last reported as a director in an SEC filing dated Feb 28, 2019
- Revathi Advaithi · Last reported as an officer in an SEC filing dated Aug 31, 2018
- William J Vanlandingham II · Last reported as an officer in an SEC filing dated Jun 19, 2018
- Cynthia K Brabander · Last reported as an officer in an SEC filing dated Mar 16, 2018
- Kenneth Francis Davis · Last reported as President, Vehicle Group, of Eaton Corporation, a subsidiary of the Issuer. in an SEC filing dated Mar 28, 2017
- Mark M McGuire · Last reported as Chief Executive Officer of Eaton Corporation, a subsidiary of the Issuer in an SEC filing dated Feb 28, 2017
- Linda A Hill · Last reported as a director in an SEC filing dated Feb 23, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETN Proposed Insider Sales (Form 144)
Latest: 2026-08-11
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $8.3M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Monesmith Heath B. (1, $8.3M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-11 | Monesmith Heath B. | Officer | 18,036 | $8.26M | 2026-08-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-13 | Galvao Antonio | Officer | 494 | $200.5K | 2026-05-13 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-06 | Denk Peter | Officer | 2,000 | $835.9K | 2026-05-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-06 | Monesmith Heath B. | Officer | 18,367 | $7.51M | 2026-05-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-27 | LEONETTI OLIVIER | Former Affiliate | 2,881 | $1.20M | 2026-04-27 | Charles Schwab & Co. | — | EDGAR |
| 2026-04-21 | LEONETTI OLIVIER | Former Officer | 17,118 | $7.02M | 2026-04-21 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-02 | Yelton Michael | Officer | 3,494 | $1.31M | 2026-03-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-12 | RUIZ STERNADT PAULO | Officer, Director | 10,707 | $4.18M | 2026-02-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-06 | Sapp John | Officer | 1,401 | $517.2K | 2026-02-06 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-07 | LEONETTI OLIVIER | Officer | 16,018 | $5.74M | 2025-08-07 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-03 | Earnings results | EDGAR |
| 2026-10-16 | Other events | EDGAR |
| 2026-10-05 | Director or officer change | EDGAR |
| 2026-07-31 | Earnings results | EDGAR |
| 2026-06-11 | Regulation FD disclosure · Other events | EDGAR |
| 2026-05-05 | Earnings results | EDGAR |
| 2026-04-23 | Shareholder vote results | EDGAR |
| 2026-03-10 | Agreement terminated · New debt obligation | EDGAR |
| 2026-03-02 | Director or officer change | EDGAR |
| 2026-03-02 | Director or officer change | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001551182-26-000007 | EDGAR |
| 2025-02-27 | 0001551182-25-000006 | EDGAR |
| 2024-02-29 | 0001551182-24-000006 | EDGAR |
| 2023-02-23 | 0001551182-23-000004 | EDGAR |
| 2022-02-23 | 0001551182-22-000004 | EDGAR |
| 2021-02-24 | 0001551182-21-000022 | EDGAR |
| 2020-02-26 | 0001551182-20-000050 | EDGAR |
| 2019-02-27 | 0001551182-19-000045 | EDGAR |
| 2018-02-28 | 0001551182-18-000074 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-11-03 | 0001551182-26-000040 | EDGAR |
| 2026-07-31 | 0001551182-26-000030 | EDGAR |
| 2026-05-05 | 0001551182-26-000013 | EDGAR |
| 2025-11-04 | 0001551182-25-000036 | EDGAR |
| 2025-08-05 | 0001551182-25-000028 | EDGAR |
| 2025-05-02 | 0001551182-25-000014 | EDGAR |
| 2024-10-31 | 0001551182-24-000041 | EDGAR |
| 2024-08-01 | 0001551182-24-000035 | EDGAR |
| 2024-04-30 | 0001551182-24-000013 | EDGAR |
| 2023-10-31 | 0001551182-23-000029 | EDGAR |
ETF Holders
266 ETFs hold ETN
25 shown · $21.71B total exposure · 0.32% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.23% | $5.3B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.25% | $4.4B | — | 2026-09-30 |
| 3 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.21% | $1.9B | $871.7B | 2026-11-09 |
| 4 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.21% | $1.7B | $791.9B | 2026-11-09 |
| 5 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.63% | $1.6B | — | 2026-09-30 |
| 6 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.74% | $944.3M | — | 2026-09-30 |
| 7 | GRID First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund | First Trust | 7.87% | $848.1M | $10.8B | 2026-11-09 |
| 8 | XLI State Street® Industrial Select Sector SPDR® ETF | SPDR (State Street) | 2.59% | $795.3M | $30.7B | 2026-11-09 |
| 9 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.71% | $679.2M | — | 2026-09-30 |
| 10 | JEPI JPMorgan Equity Premium Income ETF | JPMorgan | 1.16% | $541.2M | $46.8B | 2026-11-10 |
| 11 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.21% | $391.4M | $183.2B | 2026-11-09 |
| 12 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 2.79% | $375.7M | — | 2026-11-10 |
| 13 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.31% | $259.1M | $84.7B | 2026-11-09 |
| 14 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.45% | $233.0M | $51.3B | 2026-11-09 |
| 15 | VIS Vanguard Industrials ETF | Vanguard | 2.51% | $214.8M | — | 2026-09-30 |
| 16 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.26% | $196.6M | — | 2026-09-30 |
| 17 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.19% | $182.0M | $95.3B | 2026-11-09 |
| 18 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.46% | $176.0M | $38.7B | 2026-11-09 |
| 19 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.17% | $174.6M | — | 2026-11-09 |
| 20 | DYNF iShares U.S. Equity Factor Rotation Active ETF | iShares (BlackRock) | 0.42% | $174.5M | $41.6B | 2026-11-09 |
| 21 | NUDG Nuveen Dividend Growth Fund | Nport | 2.34% | $148.1M | — | 2026-07-31 |
| 22 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.32% | $147.1M | $45.7B | 2026-11-09 |
| 23 | VT Vanguard Total World Stock ETF | Vanguard | 0.14% | $144.8M | — | 2026-09-30 |
| 24 | JEPQ JPMorgan Nasdaq Equity Premium Income ETF | JPMorgan | 0.30% | $127.0M | $41.8B | 2026-11-10 |
| 25 | PPA Invesco Aerospace & Defense ETF | Invesco | 1.66% | $124.7M | — | 2026-11-09 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
35.46
TTM Diluted EPS
$9.99
TTM Revenue
$31.98B
TTM Net Income
$3.90B
TTM Op. Cash Flow
$4.91B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $8.95B | $1.08B | $2.77 | $1.31B |
| Q2 '26 | 2026-06-30 | $8.53B | $821.00M | $2.11 | $1.13B |
| Q1 '26 | 2026-03-31 | $7.45B | $866.00M | $2.22 | $507.00M |
| Q4 '25 | 2025-12-31 | $7.05B | $1.13B | $2.91 | $1.97B |
| Q3 '25 | 2025-09-30 | $6.99B | $1.01B | $2.59 | $1.35B |
| Q2 '25 | 2025-06-30 | $7.03B | $982.00M | $2.51 | $918.00M |
| Q1 '25 | 2025-03-31 | $6.38B | $964.00M | $2.45 | $238.00M |
| Q4 '24 | 2024-12-31 | $6.24B | $971.00M | $2.45 | $1.60B |
| Q3 '24 | 2024-09-30 | $6.34B | $1.01B | $2.53 | $1.31B |
| Q2 '24 | 2024-06-30 | $6.35B | $993.00M | $2.48 | $946.00M |
| Q1 '24 | 2024-03-31 | $5.94B | $821.00M | $2.04 | $475.00M |
| Q4 '23 | 2023-12-31 | $5.97B | $945.00M | $2.35 | $1.30B |
Q3 2026 • period ending 2026-09-30 • filed 2026-11-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
35.46
P/B
6.80
P/S
4.60
EV/EBITDA
24.01
EV/Sales
5.20
ROE
18.9%
ROA
6.8%
Div Yield
1.21%
FCF Yield
3.59%
Debt/Equity
0.91
Current Ratio
—
Market Cap
$138.06B
as of 2026-11-10
ETN vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ASML ASML Holding NV | $583.2B | — | — | +29.6% | 34 |
| GE GE Aerospace | $348.1B | 39.0 | +19.6% | +5.3% | 50 |
| CAT Caterpillar Inc. | $274.0B | 22.9 | +20.3% | −2.3% | 44 |
| GEV GE Vernova Inc. | $219.5B | 20.9 | +16.9% | +17.3% | 46 |
| ETN Eaton Corporation, plc Ordinary Shares | $139.6B | 35.5 | +20.1% | +8.2% | 56 |
| PWR Quanta Services, Inc. | $89.1B | 52.8 | +37.1% | +32.6% | 60 |
| JCI Johnson Controls International plc | $85.7B | 25.5 | +5.1% | +15.4% | 61 |
| TDG TransDigm Group Incorporated | $67.4B | 37.2 | +16.6% | −9.8% | 36 |
| NVT nVent Electric plc Ordinary Shares | $18.5B | 27.2 | +48.0% | +5.3% | 60 |
| Peer median | $154.3B | 27.2 | +19.6% | +10.4% | 48 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
7.52M
SI % of Float
1.94%
Days to Cover
3.51
Short Vol Ratio
55.3%
Free Float
388.09M
Float %
99.9%
Short interest 2026-10-15 • Short volume 2026-11-10 • Float 2026-08-24