RS Investments released its Q4 2025 investor letter for the RS Large Cap Value Strategy, focusing on profitable companies with capable management. The S&P 500® Index gained 2.7% in Q4 and 17.9% in 2025. The RS Large Cap Value strategy returned 5.77% net in Q4, outperforming the Russell 1000® Value Index.

Eaton Corporation plc (NYSE:ETN) was highlighted in the investor letter, closing at $373.38 per share on February 20, 2026. Eaton has seen a 12.37% one-month return and gained 28.82% over the last 52 weeks, with a market capitalization of $145.357 billion. RS Large Cap Value Strategy sees strong long-term demand for Eaton’s products.

87 hedge fund portfolios held Eaton Corporation plc (NYSE:ETN) at the end of Q4, compared to 72 in the previous quarter. The company is not on the list of 30 Most Popular Stocks Among Hedge Funds. While Eaton has potential, some AI stocks offer greater upside potential with less downside risk.

Carillon Eagle Growth & Income Fund also shared positive views on Eaton Corporation plc (NYSE:ETN). For more investor letters from hedge funds and leading investors, visit the Hedge Fund Investor Letters Q4 2025 page. Opportunities and insights can be gained from analyzing these letters for future investment decisions.

Read more at Yahoo Finance: RS Large Cap Value Strategy’s Analysis on Eaton Corporation (ETN)