Robert W. Baird Forecasts Strong Price Appreciation for Honeywell International (NASDAQ:HON) Stock

Honeywell International (NASDAQ:HON) had its target price upped by stock analysts at Robert W. Baird from $220.00 to $240.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the conglomerate’s stock. Robert W. Baird’s target price indicates a potential upside of 5.49% from the company’s current price.

A number of other research firms have also recently commented on HON. Deutsche Bank Aktiengesellschaft dropped their target price on Honeywell International from $265.00 to $264.00 and set a “buy” rating on the stock in a research report on Monday, December 8th. Royal Bank Of Canada boosted their price objective on Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research report on Friday. BNP Paribas Exane raised Honeywell International to a “hold” rating in a research note on Wednesday, December 3rd. JPMorgan Chase & Co. lifted their price target on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Evercore ISI assumed coverage on shares of Honeywell International in a research report on Monday, December 15th. They set an “outperform” rating and a $255.00 price objective for the company. Eleven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $242.19.

Honeywell International Price Performance

Shares of NASDAQ HON opened at $227.52 on Friday. Honeywell International has a 52 week low of $169.21 and a 52 week high of $229.59. The business’s 50 day moving average price is $202.48 and its 200 day moving average price is $208.86. The company has a quick ratio of 1.04, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. The firm has a market cap of $144.45 billion, a P/E ratio of 28.48, a P/E/G ratio of 2.66 and a beta of 0.95.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.40%. The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period in the prior year, the company earned $2.47 earnings per share. The firm’s revenue was up 6.4% on a year-over-year basis. On average, sell-side analysts expect that Honeywell International will post 10.34 earnings per share for the current year.

Institutional Trading of Honeywell International

Several institutional investors have recently made changes to their positions in the company. Holos Integrated Wealth LLC purchased a new position in shares of Honeywell International during the 4th quarter worth $25,000. Chung Wu Investment Group LLC acquired a new position in Honeywell International in the second quarter valued at about $26,000. Ares Financial Consulting LLC purchased a new position in Honeywell International during the fourth quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC increased its position in shares of Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares during the last quarter. Finally, JPL Wealth Management LLC purchased a new stake in shares of Honeywell International in the 3rd quarter valued at approximately $31,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Honeywell International News Roundup

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

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.