ETN Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ETN. 3 published articles.
Insider Activity
Over the trailing 90-day window, ETN insiders executed 2 open-market purchases against 4 sales, resulting in net selling of $8.2M and an insider sentiment score of 4/100. Notable transactions include officer Monesmith Heath B.'s sale of $7.5M on 2026-05-08 and officer Denk Peter's sale of $835.9K on the same date, partially offset by director Johnson Gerald's purchase of $300.1K on 2026-05-12. The stock has returned 17.5% over the period, while institutional investors have been accumulating shares according to 13F trends. The insider activity reflects predominantly bearish positioning despite concurrent institutional buying and positive price performance.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | Thompson Dorothy Cdirector | Sell | 167 | $385.00 |
| May 14, 2026 | Galvao Antonioofficer: See Remarks below. | Sell | 494 | $405.86 |
| May 12, 2026 | Johnson Geralddirector | Buy | 215 | $419.02 |
| May 12, 2026 | Johnson Geralddirector | Buy | 746 | $402.29 |
| May 8, 2026 | Napoli Silviodirector | Grant | 470 | — |
| May 8, 2026 | PAGE GREGORY Rdirector | Option | 621 | — |
| May 8, 2026 | Pianalto Sandradirector | Tax | 150 | $416.50 |
| May 8, 2026 | Pianalto Sandradirector | Grant | 470 | — |
| May 8, 2026 | PRAGADA ROBERT Vdirector | Tax | 150 | $416.50 |
| May 8, 2026 | Johnson Geralddirector | Grant | 470 | — |
| May 8, 2026 | Ryerkerk Loridirector | Tax | 150 | $416.50 |
| May 8, 2026 | Pianalto Sandradirector | Option | 621 | — |
| May 8, 2026 | Terrell Karenann Kdirector | Option | 621 | — |
| May 8, 2026 | PAGE GREGORY Rdirector | Grant | 470 | — |
| May 8, 2026 | Thompson Dorothy Cdirector | Option | 621 | — |
Source: ETN SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
Research
Will $100 Oil From Strait of Hormuz Tensions Cement XOM and CVX Outperformance?
Brent crude topping $100/barrel on Strait of Hormuz concerns reveals a mispricing in energy stocks still trading on lower oil price assumptions. XOM and CVX offer 15-20% upside as earnings revisions catch up to triple-digit oil reality, with LMT benefiting from elevated Middle East defense spending. The thesis breaks if oil retreats below $85 by Q3 2025.
XOMCVXLMTAI Capex Super-Cycle: Ranking the Top 10 Infrastructure Beneficiaries by Order Book Strength
The AI infrastructure capex super-cycle is channeling $200B+ in hyperscaler spending into data centers, power, networking, and cooling. Arista Networks and Vertiv lead the ranking with the strongest order book visibility, while Amphenol offers the best growth-to-valuation ratio and Dell provides deep value at 12.8x forward earnings.
ANETVRTAPHCan power infrastructure companies like GEV and ETN sustain premium multiples as AI capex normalizes?
Power infrastructure stocks GEV, ETN, APH, VRT, and PWR have delivered extraordinary returns on AI data center demand, but trade at 27–59x forward earnings. Eaton and Amphenol offer the best risk-reward with proven margins and order momentum, while GE Vernova and Vertiv carry the highest valuation risk if hyperscaler capex normalizes.
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