Honeywell International (NASDAQ:HON) Updates FY 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Saturday morning. The company provided earnings per share guidance of 8.050-8.350 for the period, compared to the consensus EPS estimate of 10.780. The company issued revenue guidance of $19.8 billion-$20.0 billion, compared to the consensus revenue estimate of $24.1 billion.

Honeywell International Stock Performance

Shares of HON stock opened at $243.05 on Monday. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.93 and a current ratio of 1.21. Honeywell International has a 52 week low of $196.59 and a 52 week high of $261.24. The company’s 50 day moving average price is $228.46 and its two-hundred day moving average price is $228.16. The company has a market capitalization of $77.03 billion, a P/E ratio of 9.40, a price-to-earnings-growth ratio of 5.44 and a beta of 0.89.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.80 by $0.15. The company had revenue of $9.72 billion during the quarter, compared to analysts’ expectations of $5.03 billion. Honeywell International had a net margin of 23.90% and a return on equity of 34.00%. The business’s quarterly revenue was up 3.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.77 earnings per share. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. On average, analysts expect that Honeywell International will post 8.25 earnings per share for the current fiscal year.

Honeywell International Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Honeywell International’s dividend payout ratio (DPR) is currently 36.80%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on HON. Bank of America raised shares of Honeywell International from an “underperform” rating to a “neutral” rating and boosted their price objective for the stock from $205.00 to $265.00 in a research report on Tuesday, July 28th. Jefferies Financial Group set a $265.00 price target on Honeywell International in a research note on Tuesday, July 28th. Zacks Research cut shares of Honeywell International from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 9th. JPMorgan Chase & Co. reduced their target price on Honeywell International from $260.00 to $250.00 and set an “overweight” rating on the stock in a report on Tuesday, July 7th. Finally, Wells Fargo & Company lowered their target price on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Thirteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $254.25.

Insider Activity at Honeywell International

In related news, CEO Kenneth J. West sold 17,032 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the transaction, the chief executive officer owned 2,132 shares in the company, valued at $519,717.64. The trade was a 88.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.15% of the stock is currently owned by company insiders.

Honeywell International News Roundup

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Honeywell reported second-quarter revenue of approximately $9.72 billion and earnings of $1.95 per share, exceeding the $1.80 analyst consensus. Broad-based order growth and improved visibility into second-half demand support confidence in the company’s post-separation automation strategy. Honeywell Q2 2026 earnings and dividend
• Positive Sentiment: J.P. Morgan issued a Buy rating for HON, while Bank of America upgraded the stock to Neutral and raised its price target to $265, citing stronger execution, order growth and better 2026 guidance. The analyst actions reinforce the improved outlook, although the consensus rating remains Hold. J.P. Morgan Buy rating
• Positive Sentiment: Honeywell declared a quarterly dividend of $0.70 per share, payable September 4, providing continued shareholder income and signaling confidence in cash generation. Honeywell dividend announcement
• Neutral Sentiment: Honeywell Technologies plans to present at Deutsche Bank’s Industrials Conference on August 11. The event could provide additional details on demand, guidance and the standalone automation business, but no new financial information was announced. Honeywell investor conference announcement
• Negative Sentiment: CEO Kenneth West sold 17,032 shares worth about $4.15 million, reducing his direct holdings by nearly 89%. The sale may weigh on sentiment, although it could reflect personal financial planning rather than a view on HON’s operating prospects. Honeywell CEO insider sale filing

Institutional Trading of Honeywell International

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Caitlin John LLC increased its position in shares of Honeywell International by 138.9% during the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after acquiring an additional 75 shares in the last quarter. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Honeywell International in the fourth quarter worth approximately $28,000. JPL Wealth Management LLC purchased a new position in shares of Honeywell International during the third quarter valued at approximately $31,000. Strive Asset Management LLC bought a new position in Honeywell International during the 3rd quarter valued at $33,000. Finally, Triumph Capital Management bought a new position in shares of Honeywell International during the third quarter valued at about $38,000. Institutional investors own 75.91% of the company’s stock.

About Honeywell International

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.