Barclays Lowers Honeywell International (NASDAQ:HON) Price Target to $243.00

Honeywell International (NASDAQ:HON) had its price objective decreased by Barclays from $255.00 to $243.00 in a report issued on Friday, MarketBeat reports. The brokerage currently has an “overweight” rating on the conglomerate’s stock. Barclays‘s price target would indicate a potential upside of 14.01% from the company’s previous close.

A number of other research firms have also weighed in on HON. Rothschild & Co Redburn boosted their target price on Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Royal Bank Of Canada raised their price target on Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Sanford C. Bernstein set a $255.00 price target on Honeywell International in a research note on Friday, January 16th. Wells Fargo & Company lowered their price objective on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research report on Friday. Finally, Vertical Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a report on Monday, January 5th. Thirteen 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, the company currently has an average rating of “Moderate Buy” and a consensus target price of $250.21.

Honeywell International Price Performance

HON stock opened at $213.14 on Friday. The firm has a market cap of $135.06 billion, a P/E ratio of 30.19, a P/E/G ratio of 3.10 and a beta of 0.93. The firm’s fifty day moving average is $232.78 and its 200 day moving average is $215.44. Honeywell International has a 52 week low of $186.59 and a 52 week high of $248.18. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.03 and a current ratio of 1.39.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The business had revenue of $9.14 billion during the quarter, compared to the consensus estimate of $9.30 billion. During the same period in the previous year, the firm posted $2.21 earnings per share. 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 predict that Honeywell International will post 10.53 earnings per share for the current year.

Insider Buying and Selling

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the stock in a transaction that occurred 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 in the company, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. This represents a 68.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 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 Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in HON. Holos Integrated Wealth LLC purchased a new position in shares of Honeywell International during the fourth quarter valued at about $25,000. Caitlin John LLC lifted its holdings in Honeywell International by 138.9% in the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after buying an additional 75 shares during the period. Ares Financial Consulting LLC purchased a new stake in Honeywell International in the fourth quarter worth about $26,000. Hilton Head Capital Partners LLC bought a new stake in Honeywell International during the 4th quarter valued at approximately $28,000. Finally, University of Texas Texas AM Investment Management Co. bought a new stake in Honeywell International during the 4th quarter valued at approximately $28,000. 75.91% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Adjusted EPS beat: Honeywell reported $2.45 adj. EPS (vs. ~$2.32 consensus) and noted strong orders (≈7% increase) and a roughly $38B backlog, underscoring margin resilience and operational strength. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK
• Positive Sentiment: Portfolio simplification underway: Honeywell agreed to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and is progressing other asset sales and an aerospace spin-off — moves that could unlock value long term and refocus the company. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Neutral Sentiment: Spin-off timing and Quantinuum IPO: Management reaffirmed the aerospace spin-off (timing updated) and Quantinuum is moving toward an IPO — strategic moves with multi-quarter execution risk but potential long-term upside. Honeywell Q1 2026 Earnings Call Highlights
• Negative Sentiment: Revenue miss and softer outlook: Q1 sales were $9.14B vs. ~$9.30B expected, and FY/Q2 revenue guidance came in below Street estimates — a principal driver of the stock’s weakness as investors focus on top-line momentum. HON Q1 Deep Dive: Portfolio Realignment and Supply Chain Hurdles Shape Outlook
• Negative Sentiment: Geopolitics and cash-flow caution: Management flagged Middle East disruptions and supply-chain headwinds that pressured the Q2 outlook and led to lower operating cash-flow expectations, amplifying near-term investor concern. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Analyst trims: Several firms trimmed price targets (Wells Fargo, Citi, Goldman, TD Cowen, Barclays), recalibrating near-term upside even where buy/overweight ratings remain — adding selling pressure despite the EPS beat. Wells Fargo adjusts price target on Honeywell

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.