ETN

AI Research

6% dividend hike to $1.10 + AI data center acquisitions → ETN electrification demand surges

Eaton Corporation raised its quarterly dividend by 6% to $1.10 per share and announced a strategic acquisition in smart grid equipment targeted at AI data center power infrastructure, a market expected to grow at 25% annually through 2030. The company reported Q4 2025 EPS of $3.33, beating consensus by $0.08, driven by strong electrical segments amid data center buildout. Analysts rate ETN a Buy with an average price target of $360, though supply chain constraints for transformers pose near-term execution risk.