Equifax (EFX) (ETN) (EXLS) (TIF) (AF) (GLP) Ratings, Price Targets

Equifax (NYSE: EFX), Eaton (NYSE: ETN), ExlService Holdings (NASDAQ: EXLS), Tiffany & Co. (NYSE: TIF), Astoria Financial (NYSE: AF) and Global Partners LP (NYSE: GLP) ratings and price targets.

Equifax (EFX) had its “Sell” rating reiterated by Goldman Sachs (NYSE:GS).

Eaton (ETN) had its “Buy” rating reiterated by Goldman Sachs.

ExlService Holdings (EXLS) had its “Neutral” rating reiterated by Goldman Sachs.

Tiffany & Co. (TIF) had its price target lowered by Barclays Capital (NYSE:BCS) from $88.00 to $80.00. They have an “Overweight” rating on the company.

Astoria Financial (AF) was downgraded by JPMorgan Chase & Co. (NYSE:JPM) from a “Neutral” rating to an “Underweight” rating.

Global Partners LP (GLP) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Baidu (BIDU) (NUVA) (NFLX) (TXN) (UCTT) (ETN) Price Targets Changed

Baidu.com, Inc. (NASDAQ: BIDU), NuVasive (NASDAQ: NUVA), Netflix, Inc. (NASDAQ: NFLX), Texas Instruments (NYSE: TXN), Ultra Clean Holdings, Inc. (NASDAQ: UCTT) and Eaton Corp. (NYSE: ETN) price targets adjusted by analysts.

Baidu.com, Inc. (BIDU) had its price target raised by Stifel Nicolaus from $172.00 to $190.00. They have a “Buy” rating on the company.

NuVasive (NUVA) had its price target raised by Piper Jaffray (NYSE:PJC) to $42.00.

Netflix, Inc. (NFLX) had its price target raised by Jefferies (NYSE:JEF) to $265.00. They have a “Hold” rating on the company.

Texas Instruments (TXN) had its price target cut by FBR Capital from $39.00 to $36.00. They have an “Outperform” rating on the company.

Ultra Clean Holdings, Inc. (UCTT) had its price target slashed by Needham & Company from $14.00 to $11.00. They have a “Buy” rating on the company.

Eaton Corp. (ETN) had its price target raised by UBS AG (NYSE:UBS) from $52.00 to $57.00. They have a “Neutral” rating on the company.

Eaton (ETN) (VECO) (AFFX) (ARRS) (TASR) (RNOW) Ratings Reiterated

Eaton Corp. (NYSE: ETN), Veeco Instruments Inc. (NASDAQ: VECO), Affymetrix, Inc. (NASDAQ: AFFX), Arris Group, Inc. (NASDAQ: ARRS), TASER International, Inc. (NASDAQ: TASR) and RightNow Technologies (NASDAQ: RNOW) ratings reiterated by analysts.

Piper Jaffray reiterated its "Overweight" rating on Veeco Instruments. They have a price target of $62.00 on the company.

Wedbush reiterated a "Neutral" rating on Affymetrix, Inc. (AFFX). They have a price target of $7.00 on the company.

Goldman Sachs (NYSE:GS) reiterated a "Buy" rating on Eaton Corp. (ETN).

Piper Jaffray (NYSE:PJC) reiterated an "Overweight" rating on RightNow Technologies (RNOW). They have a price target of $40.00 on the company.

JPMorgan Chase & Co. (NYSE:JPM) reiterated an "Underweight" rating on TASER International, Inc. (TASR).

Collins Stewart reiterated a “Neutral” rating on Arris Group, Inc. (ARRS).

Ratings on (DIS) (EQIX) (ETN) (FMCN) (GEL) Reiterated

Ratings on Walt Disney (NYSE: DIS), Equinix, Inc. (NASDAQ: EQIX), Eaton Corp. (NYSE: ETN), Focus Media (NASDAQ: FMCN) and Genesis Energy, L.P. (NYSE: GEL) were reiterated by analysts.

Wunderlich reiterated a “buy” rating on Walt Disney (DIS).

Goldman Sachs (NYSE:GS) reiterated a “neutral” rating on Equinix, Inc. (EQIX). They have a price target of $99.00 on the company.

Oppenheimer reiterated an “outperform” rating on Eaton Corp. (ETN).

Goldman Sachs reiterated a “buy” rating on Focus Media (FMCN). They have a price target of $43.00 on the company.

Wunderlich reiterated an “outperform” rating on Genesis Energy, L.P. (GEL). They have a price target of $32.00 on the company.

Dividend Yields for (NOC) (GE) (ETN) (ITW) (EMR)

Indicated dividend yields for Standard & Poor's 500 Index companies Northrop Grumman Corp (NOC), General Electric (GE), Eaton (ETN), Illinois Tool Works Inc (ITW) and Emerson Electric Co (EMR).

These dividend data indicate dividend yields of companies in the Standard & Poor's 500 Index as of Saturday, April 30. The yield is determined by taking the latest declared dividend, annualized and divided by the price of the stock. Payout ratios are calculated based on latest quarterly dividend paid divided by earnings.

Northrop Grumman Corp (NOC) has a dividend yield of 3.14 percent on a declared dividend of $0.50. The payout ratio is 27.8.

General Electric Co (GE) has a dividend yield of 2.93 percent on a declared dividend of $0.15. The payout ratio is 44.5.

General Dynamics Corp (GD) has a dividend yield of 2.58 percent on a declared dividend of $0.47. The payout ratio is 28.3.

Eaton Corp (ETN) has a dividend yield of 2.54 percent on a declared dividend of $0.34. The payout ratio is 40.4.

Illinois Tool Works Inc (ITW) has a dividend yield of 2.33 percent on a declared dividend of $0.34. The payout ratio is 27.2.

Emerson Electric Co (EMR) has a dividend yield of 2.27 percent on a declared dividend of $0.34. The payout ratio is 54.4.

DuPont (DD) (ETN) (CIE) Price Targets Boosted

Price targets on Eaton Corp. (NYSE: ETN), Weatherford (NYSE: WFT), DuPont (NYSE: DD) and Cobalt International Energy (NYSE: CIE) were changed on April 25th, with analysts given a boost to each company.

UBS AG (NYSE:UBS) raised their price target on Eaton Corp. to $57.00. They have a “Neutral” rating on the stock.

Jefferies (NYSE:JEF) raised their price target on DuPont (NYSE: DD) from $59.00 to $64.00. They have a “Buy” rating on the stock.

Jefferies raised their price target on shares of Cobalt International Energy from $16.50 to $19.50. They have an “Overweight” rating on the stock.

Can (CAT) (TXT) (UTX) (ETN) (HON) (GE) Meet Expectations?

As evidenced by the recent 6 percent plunge in share price of Alcoa (NYSE:AA), even after beating expectations, U.S. manufacturers such as General Electric Co (NYSE:GE), Caterpillar Inc (NYSE:CAT) and Textron Inc (NYSE:TXT), United Technologies Corp (NYSE:UTX), Eaton Corp (NYSE:ETN) and Honeywell International Inc (NYSE:HON) will be under pressure to perform as investors remain jittery about the economy.

Growth has been decent over the last year, but the artificial stimulation coming from quantitative easing is about to end, and questions of whether or not the companies can sustain themselves are already on the periphery of the minds of investors.

There is uncertainty about the sustainability of the so-called recovery around the world, and with so many negative catalysts creating economic pressure, it's no a surety by any means manufacturers will continue to grow at the level they recently have.

Manufacturers will also have to deal with recent success as well, which appears to be slowing in growth, which will weigh on the stocks if there aren't positive catalysts to balance off the negative.

In other words, it's going to be hard to impress shareholders going forward, and that will probably pressure many manufacturer share prices.

Eaton (NYSE:ETN) Should Beat in Fourth Quarter

Eaton Corporation (NYSE:ETN) has pretty high expectations, but UBS (NYSE:UBS) says they think they'll be able to meet them, and offer guidance above consensus.

UBS says, "ETN sold off last Thurs. (although partly recovered Fri.), we believe primarily because of disap pointing results at Parker Hannifin (NYSE:PH) (a close comp). We believe investors reacted negatively to PH earnings ($1.39 vs. cons. $1.30) because (1) beat was largely on taxes, and (2) expectations were high after solid beats in each of the last 6 quarters. While we believe expectations are fairly high for ETN (reports 4Q on 1/27), we anticipate a 4Q beat, and we expect initial ‘11 guidance above consensus.

"Given recent improvements in end market conditions, we are raising our 4Q10 EPS estimate to $1.70, from $1.64 (cons. $1.67 and guidance $1.55-$1.65) and our 2011 EPS estimate to $7.55, from $7.30. We believe the midpoint of guidance for next year is likely to be somewhere between the consensus ($7.25) and our estimate ($7.55), with room for guidance to move higher over the course of 2011."

UBS maintains a "Neutral" rating on Eaton Corporation (ETN), which closed Monday at $102.70, up $0.25, or 0.24 percent. UBS raised their price target on Eaton from $98 to $106.

BAE (LSE:BA) Asks GE (NYSE:GE), Eaton (NYSE:ETN), Warburg Pincus for Final Bids

BAE Systems Plc (LSE:BA) has requested General Electric (NYSE:GE), Eaton Corporation (NYSE:ETN) and Warburg Pincus to submit final bids for their Platform Solutions unit this week.

With three bids being offered in the latter part of December, the process has went on longer than expected, as the decision was expected to be made at that time.

Evidently BAE is pushing the three into a bidding war of a sort in hopes of extracting a better price from the winner.

Analysts have expected the platform solutions group to attract a bid from $1.6 billion to $2 billion, but sources say they all came in on the lower end of the range.

BAE reportedly wants to close a deal sometime within the next several weeks.

Triumph Group (NYSE:TGI) Still Weighed Down by Eaton (NYSE:ETN) Case

Even though the case against Triumph Group (NYSE:TGI) by Eaton (NYSE:ETN) was dismissed, they still face a criminal case, although Eaton has appealed the ruling in the first case.

Wedbush says, "While Eaton has already appealed the ruling to the Mississippi Supreme Court, it will be at least another 12-18 months before it is determined whether the Mississippi Supreme Court will even take up the case...Note that there is still a criminal case pending...We are not adjusting our estimates at this time."

Wedbush maintains an "Outperform" on Triumph Group, which closed Friday at $89.41, down 0.28, or 0.31 percent. Wedbush has a price target of $98 on them.