Wolfe Research Upgrades Honeywell International (NASDAQ:HON) to Outperform

Honeywell International (NASDAQ:HON) was upgraded by analysts at Wolfe Research from a “peer perform” rating to an “outperform” rating in a research report issued to clients and investors on Friday, Marketbeat reports. The brokerage currently has a $293.00 price target on the conglomerate’s stock. Wolfe Research’s target price would suggest a potential upside of 20.28% from the company’s current price.

Several other brokerages have also issued reports on HON. DZ Bank reduced their target price on shares of Honeywell International from $248.00 to $237.00 in a research note on Tuesday, December 23rd. Jefferies Financial Group increased their price objective on shares of Honeywell International from $220.00 to $240.00 in a report on Tuesday, February 3rd. Bank of America reaffirmed an “underperform” rating and set a $205.00 target price (down from $265.00) on shares of Honeywell International in a report on Tuesday, November 18th. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Finally, TD Cowen reduced their price target on Honeywell International from $250.00 to $240.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. Twelve research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $249.48.

Honeywell International Stock Up 1.1%

NASDAQ HON opened at $243.59 on Friday. The stock has a market capitalization of $154.85 billion, a P/E ratio of 30.49, a price-to-earnings-growth ratio of 3.53 and a beta of 0.94. Honeywell International has a 52 week low of $169.21 and a 52 week high of $246.00. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. The stock has a fifty day moving average of $221.08 and a 200-day moving average of $210.88.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.54 by $0.05. The business had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.47 earnings per share. On average, equities research analysts forecast that Honeywell International will post 10.34 EPS for the current year.

Insiders Place Their Bets

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction dated 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 transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director D Scott Davis sold 2,367 shares of the stock in a transaction dated 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. This trade represents a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the stock. Caitlin John LLC increased its holdings in Honeywell International by 138.9% during the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after purchasing an additional 75 shares in the last quarter. Holos Integrated Wealth LLC acquired a new position in shares of Honeywell International during the fourth quarter worth about $25,000. Ares Financial Consulting LLC bought a new position in shares of Honeywell International during the fourth quarter worth about $26,000. Howard Hughes Medical Institute acquired a new stake in Honeywell International in the 2nd quarter valued at approximately $33,000. Finally, Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after purchasing an additional 118 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Wolfe Research upgraded Honeywell to Buy (outperform) and set a $293 price target, citing momentum ahead of an aerospace spinoff that could unlock value. Honeywell upgraded at Wolfe
• Positive Sentiment: Recent quarterly results beat expectations (EPS and revenue growth) and management guidance implies continued margin/earnings leverage — supports multiple expansion and the premium valuation investors are assigning.
• Positive Sentiment: Honeywell said it is resetting Catalyst deal terms and timeline while targeting EPS growth, which investors may view as clarifying the path to accretive outcomes from the transaction. Honeywell Resets Catalyst Deal Terms And Timeline
• Neutral Sentiment: Reported short-interest data in recent filings is noisy/insignificant (the published figures are effectively zero/invalid), so there’s no clear short-pressure signal to explain price moves at this time.
• Neutral Sentiment: Honeywell has outperformed the S&P 500 recently and analysts remain moderately optimistic — supportive context but not a fresh catalyst. Is Honeywell Outperforming the S&P 500?
• Negative Sentiment: Suppliers to U.S. aerospace and semiconductor firms are facing rare-earth shortages ahead of geopolitical talks, a supply constraint that could pressure Honeywell’s aerospace operations and margins. Market Chatter: US Aerospace, Chip Firms Grappling With Rare Earth Shortages
• Negative Sentiment: Wider market weakness (recent pullbacks in major indices) is a potential headwind for near-term performance despite company-specific positives. Top Midday Stories

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.