Honeywell International (NASDAQ:HON – Get Free Report) had its price target reduced by equities research analysts at Citigroup from $265.00 to $257.00 in a report released on Friday,MarketScreener reports. The firm currently has a “buy” rating on the conglomerate’s stock. Citigroup’s target price suggests a potential upside of 21.62% from the stock’s previous close.
A number of other research firms have also weighed in on HON. BMO Capital Markets initiated coverage on Honeywell International in a research report on Friday, March 27th. They set an “outperform” rating and a $273.00 price objective for the company. Weiss Ratings lowered Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Robert W. Baird lifted their target price on Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price for the company. in a report on Monday, January 5th. Finally, Sanford C. Bernstein set a $255.00 target price on Honeywell International in a report on Friday, January 16th. Thirteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Honeywell International currently has a consensus rating of “Moderate Buy” and a consensus price target of $250.21.
Honeywell International Stock Down 1.4%
Honeywell International (NASDAQ:HON – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same quarter last year, the company earned $2.21 EPS. The firm’s revenue for the quarter was up 2.4% on a year-over-year basis. 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 anticipate that Honeywell International will post 10.5 earnings per share for the current year.
Insider Buying and Selling at Honeywell International
In related news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction on Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the sale, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,147,917. The trade was a 52.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 18,190 shares of company stock valued at $4,244,287 in the last ninety days. 0.15% of the stock is currently owned by corporate insiders.
Institutional Trading of Honeywell International
Several large investors have recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Honeywell International by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate’s stock worth $12,322,222,000 after acquiring an additional 1,027,413 shares during the period. J. Stern & Co. LLP grew its holdings in shares of Honeywell International by 22,704.6% in the fourth quarter. J. Stern & Co. LLP now owns 53,209,042 shares of the conglomerate’s stock worth $10,380,552,000 after acquiring an additional 52,975,716 shares during the period. State Street Corp grew its holdings in shares of Honeywell International by 3.4% in the fourth quarter. State Street Corp now owns 31,677,082 shares of the conglomerate’s stock worth $6,179,882,000 after acquiring an additional 1,031,897 shares during the period. Morgan Stanley grew its holdings in shares of Honeywell International by 4.7% in the fourth quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock worth $3,789,706,000 after acquiring an additional 879,309 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Honeywell International by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 15,716,647 shares of the conglomerate’s stock worth $3,066,520,000 after acquiring an additional 120,929 shares during the period. Institutional investors own 75.91% of the company’s stock.
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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