Invesco Rising Dividends Fund Q4 2025 Portfolio Activity

Linde was purchased due to its essential and resilient business model, anchored by long-term contracts and leadership in industrial gases. We sold Oracle due to concerns about downside risk as its investment in AI infrastructure has caused rising debt and negative free cash flow. Stryker, a medical technology company, was sold because we believed the risk/reward profile had become less attractive as its valuation rose.

Seeking Alpha • Mar 13, 2026

Eaton completes acquisition of leading liquid-cooling solutions provider Boyd Thermal, creating an industry-leading grid-to-chip solution for data centers

DUBLIN--(BUSINESS WIRE)--Intelligent power management company Eaton (NYSE:ETN) today announced it has completed the acquisition of the Boyd Thermal business of Boyd Corporation from Goldman Sachs Asset Management. Boyd Thermal is a leader in thermal components, systems and ruggedized solutions for data centers, aerospace and other end markets. “Boyd Thermal's expertise in liquid cooling will enable us to continue to meet soaring AI-driven demand. We'll deliver integrated solutions from grid to.

Business Wire • Mar 12, 2026

Eaton: Solid Operating Results Meet Elevated Market Expectations

Eaton (ETN) remains a Buy, but I lower the target price to $373, reflecting more conservative growth assumptions and a 7% upside from current levels. Recent results showed strong demand and record backlogs in key segments, but revenue missed consensus and 2026 guidance signals growth normalization. DCF model revised with 8% revenue CAGR (2026-2030), high margins, and FCF yield averaging 14.79%, supporting continued valuation premium.

Seeking Alpha • Mar 12, 2026

Investors Heavily Search Eaton Corporation, PLC (ETN): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to Eaton (ETN). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research • Mar 11, 2026

Eaton (ETN) Surpasses Market Returns: Some Facts Worth Knowing

Eaton (ETN) closed at $353.87 in the latest trading session, marking a +1.76% move from the prior day.

Zacks Investment Research • Mar 9, 2026

Eaton and SPAN Establish Strategic Partnership to Transform How Power Is Managed in Homes and Further Enable Affordable Electrification

CLEVELAND--(BUSINESS WIRE)--Eaton and SPAN establish strategic partnership to transform how power is managed in homes and further enable affordable electrification.

Business Wire • Mar 9, 2026

VWDRY vs. ETN: Which Stock Is the Better Value Option?

Investors with an interest in Manufacturing - Electronics stocks have likely encountered both Vestas Wind Systems AS (VWDRY) and Eaton (ETN). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Mar 9, 2026

Hyperscalers Are Investing Heavily in Data Centers. These 3 Stocks Could Be Big Winners.

Quanta Services has made strategic acquisitions to capitalize on the data center infrastructure boom. Vertiv has experienced record growth in organic orders and has developed prefabricated infrastructure solutions to meet the demands of hyperscalers.

The Motley Fool • Mar 7, 2026

Pricing The AGI, Top 3 Stocks For AI-Energy Alpha

Wall Street misprices the AGI revolution by underestimating physical grid and thermodynamic constraints, not just software and silicon scalability. Constellation Energy (CEG), Eaton (ETN), and Vertiv (VRT) are top picks for AI Energy Alpha, each offering unique moats in power, voltage, and thermal management. CEG anchors the 206 GW data center pipeline with 55 GW baseload, federal PTC floors, and 20-year hyperscaler PPAs, post-Calpine merger.

Seeking Alpha • Mar 7, 2026

Why Is Eaton (ETN) Down 2.9% Since Last Earnings Report?

Eaton (ETN) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Mar 5, 2026