Honeywell International (NASDAQ:HON – Get Free Report) had its target price dropped by equities research analysts at Wells Fargo & Company from $235.00 to $230.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the conglomerate’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 8.85% from the stock’s current price.
Several other equities analysts have also commented on HON. The Goldman Sachs Group upped their price objective on shares of Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Jefferies Financial Group upped their price objective on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a report on Wednesday, March 4th. Citigroup upped their price objective on shares of Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Vertical Research lowered shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price objective on the stock. in a report on Monday, January 5th. Finally, Evercore upped their price objective on shares of Honeywell International from $255.00 to $265.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Honeywell International has an average rating of “Moderate Buy” and an average target price of $250.21.
View Our Latest Analysis on Honeywell International
Honeywell International Trading Down 1.4%
Honeywell International (NASDAQ:HON – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The firm had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. During the same period in the prior year, the business posted $2.21 EPS. The business’s revenue for the quarter was up 2.4% compared to the same quarter last year. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Research analysts expect that Honeywell International will post 10.5 earnings per share for the current fiscal year.
Insider Activity at Honeywell International
In related news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the sale, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 18,190 shares of company stock worth $4,244,287. 0.15% of the stock is owned by insiders.
Institutional Investors Weigh In On Honeywell International
A number of large investors have recently modified their holdings of HON. J. Stern & Co. LLP increased its position in shares of Honeywell International by 22,704.6% in the 4th quarter. J. Stern & Co. LLP now owns 53,209,042 shares of the conglomerate’s stock valued at $10,380,552,000 after purchasing an additional 52,975,716 shares during the last quarter. SG Americas Securities LLC increased its position in shares of Honeywell International by 15,459.1% in the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after purchasing an additional 4,031,879 shares during the last quarter. Franklin Resources Inc. increased its position in shares of Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after purchasing an additional 2,277,234 shares during the last quarter. Diamant Asset Management Inc. purchased a new stake in shares of Honeywell International in the 1st quarter valued at approximately $496,693,000. Finally, Mizuho Markets Americas LLC increased its position in shares of Honeywell International by 921.0% in the 4th quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate’s stock valued at $398,374,000 after purchasing an additional 1,842,000 shares during the last quarter. 75.91% of the stock is owned by hedge funds and other institutional investors.
Key Honeywell International News
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Adjusted Q1 EPS beat and underlying strength — Honeywell reported adjusted EPS of $2.45 (up ~11% y/y), orders rose ~7% and backlog sits near $38B, showing resilient demand in aerospace and building/automation despite headwinds. Honeywell Q1 2026 Earnings Call Highlights
- Positive Sentiment: Strategic asset sales and spin‑offs to sharpen the business — Honeywell signed a definitive sale of its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners and reiterated the Aerospace spin‑off timing (late June), moves that could simplify the company and free capital. AIP to Acquire Honeywell WWS
- Neutral Sentiment: Quantinuum IPO filing could unlock value later — Honeywell’s majority‑owned quantum unit has confidentially filed for a U.S. IPO, a potential longer‑term catalyst but not an immediate earnings driver. Quantinuum Confidentially Files for IPO
- Neutral Sentiment: Reporting/segment changes — Honeywell realigned segment disclosures and automation reporting, which may improve transparency but adds short‑term comparability noise. Segment Realignment Announcement
- Negative Sentiment: Revenue miss, weaker Q2 outlook and cash‑flow downgrade — Q1 revenue of $9.14B missed estimates, the company gave Q2 EPS/revenue guidance below consensus and trimmed operating cash‑flow expectations, prompting investor concern about near‑term growth and liquidity. Revenue Miss and Cash‑Flow Cut
- Negative Sentiment: Geopolitical supply‑chain risk — Management flagged Middle East tensions as a near‑term headwind to Q2 activity and supply chains, increasing uncertainty for sales and timing of industrial projects. Middle East Conflict Hits Q2 Outlook
Honeywell International Company Profile
Honeywell International Inc is a diversified, publicly traded multinational conglomerate (NASDAQ: HON) that designs and manufactures a wide range of commercial and consumer products, engineering services and aerospace systems. The company operates through major business platforms that historically include Aerospace; Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. Its portfolio spans avionics and propulsion systems, building controls and HVAC equipment, process technologies and advanced materials, industrial automation software, and personal protective equipment and scanning solutions.
Honeywell’s aerospace business supplies aircraft manufacturers and operators with engines and auxiliary power units, avionics, flight safety systems and aftermarket services.
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