BMO Capital Markets Begins Coverage on Honeywell International (NASDAQ:HON)

Equities researchers at BMO Capital Markets initiated coverage on shares of Honeywell International (NASDAQ:HON) in a note issued to investors on Friday, Marketbeat Ratings reports. The firm set an “outperform” rating and a $273.00 price target on the conglomerate’s stock. BMO Capital Markets’ target price would indicate a potential upside of 22.36% from the company’s current price.

Several other brokerages have also recently commented on HON. BNP Paribas Exane lifted their price target on shares of Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Mizuho reduced their price objective on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. JPMorgan Chase & Co. lifted their target price on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Royal Bank Of Canada upped their target price on shares of Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Finally, Argus raised their price target on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Fourteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Honeywell International presently has an average rating of “Moderate Buy” and a consensus price target of $252.54.

Honeywell International Price Performance

Honeywell International stock opened at $223.12 on Friday. The business’s 50-day simple moving average is $233.39 and its 200 day simple moving average is $212.99. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. The stock has a market cap of $141.83 billion, a price-to-earnings ratio of 27.92, a P/E/G ratio of 3.23 and a beta of 0.92. Honeywell International has a 12-month low of $169.21 and a 12-month high of $248.18.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion during 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 company’s revenue was up 6.4% on a year-over-year basis. During the same period last year, the company earned $2.47 earnings per share. As a group, research analysts anticipate that Honeywell International will post 10.34 earnings per share for the current year.

Insider Transactions at Honeywell International

In related news, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’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 value of $568,080.00. Following the completion of the sale, the director owned 31,081 shares in the company, valued at $7,459,440. The trade was a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. Corporate insiders own 0.20% of the company’s stock.

Institutional Trading of Honeywell International

Institutional investors have recently made changes to their positions in the business. J. Derek Lewis & Associates Inc. bought a new position in shares of Honeywell International in the 4th quarter valued at about $425,000. Purpose Unlimited Inc. acquired a new position in Honeywell International during the fourth quarter valued at approximately $109,000. Cornerstone Planning LLC bought a new position in Honeywell International in the fourth quarter valued at approximately $2,505,000. Rockefeller Capital Management L.P. increased its position in shares of Honeywell International by 4.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 395,496 shares of the conglomerate’s stock worth $77,158,000 after purchasing an additional 16,725 shares during the last quarter. Finally, Bank of New Hampshire raised its stake in shares of Honeywell International by 28.7% during the 4th quarter. Bank of New Hampshire now owns 1,971 shares of the conglomerate’s stock worth $385,000 after purchasing an additional 440 shares in the last quarter. 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: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

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.