Here’s What Hampered Eaton’s (ETN) Price Rise

3 days ago 6

Soumya Eswaran

Thu, January 8, 2026 astatine 7:10 AM CST 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 capitalist letter. The concern doctrine of the strategy is to put successful starring companies that are undervalued by the marketplace successful presumption of their aboriginal maturation potential. A transcript of the missive tin beryllium downloaded here. Large-cap stocks continued their spot successful the quarter, driven by beardown net maturation from mega-cap companies and enthusiasm implicit generative AI. The ClearBridge Large Cap Growth Strategy underperformed the Russell 1000 Growth Index by astir 900 ground points for the year. It continued to lag down the benchmark, trailing its 1.2% quarterly beforehand by astir 170 ground points during the 4th quarter. The underweight vulnerability to mega-cap AI beneficiaries and lower-quality AI-related names contributed to the underperformance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, ClearBridge Large Cap Growth Strategy highlighted stocks specified as Eaton Corporation plc (NYSE:ETN). Eaton Corporation plc (NYSE:ETN) is simply a planetary powerfulness absorption company. The one-month instrumentality of Eaton Corporation plc (NYSE:ETN) was -7.90%, and its shares mislaid 6.50% of their worth implicit the past 52 weeks. On January 7, 2026, Eaton Corporation plc (NYSE:ETN) banal closed astatine $322.67 per share, with a marketplace capitalization of $125.615 billion.

ClearBridge Large Cap Growth Strategy stated the pursuing regarding Eaton Corporation plc (NYSE:ETN) successful its 4th fourth 2025 capitalist letter:

"Meanwhile, the Strategy’s much diversified vulnerability to AI done ownership of Eaton Corporation plc (NYSE:ETN), Accenture and Equinix did not adhd important worth successful 2025. Eaton, a shaper of electrical components captious to the cognition of information centers, has had proviso constraints that bounds its quality to vastly transcend its targeted maturation complaint which whitethorn besides bounds its quality to garner terms increases."

Eaton Corporation PLC (ETN) Will Benefit From Data Center Spending, Says Jim Cramer

Eaton Corporation plc (NYSE:ETN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 72 hedge money portfolios held Eaton Corporation plc (NYSE:ETN) astatine the extremity of the 3rd quarter, compared to 74 successful the erstwhile quarter. Eaton Corporation plc (NYSE:ETN) reported quarterly earnings of $7 cardinal for Q3 2025 and accrued its margins by 70 ground points to scope 25%. While we admit the imaginable of Eaton Corporation plc (NYSE:ETN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.