Citigroup Has Lowered Expectations for Honeywell International (NASDAQ:HON) Stock Price

Honeywell International (NASDAQ:HON) had its price objective dropped by Citigroup from $265.00 to $257.00 in a research report issued on Friday, Marketbeat Ratings reports. The brokerage presently has a “buy” rating on the conglomerate’s stock. Citigroup’s price target suggests a potential upside of 20.58% from the stock’s current price.

A number of other brokerages have also recently weighed in on HON. Wolfe Research raised their price objective on shares of Honeywell International from $293.00 to $296.00 and gave the stock an “outperform” rating in a research note on Thursday, March 26th. Morgan Stanley increased their target price on Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a report on Thursday, March 12th. Vertical Research downgraded Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target for the company. in a research report on Monday, January 5th. Wells Fargo & Company cut their price target on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a report on Friday. Finally, Rothschild & Co Redburn upped their price objective on Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Thirteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Honeywell International presently has an average rating of “Moderate Buy” and an average target price of $250.21.

Honeywell International Trading Down 0.6%

Shares of HON stock opened at $213.14 on Friday. The stock 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 company has a quick ratio of 1.03, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. Honeywell International has a fifty-two week low of $186.59 and a fifty-two week high of $248.18. The business has a fifty day simple moving average of $232.78 and a 200-day simple moving average of $215.44.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The firm had revenue of $9.14 billion for the quarter, compared to analysts’ expectations of $9.30 billion. During the same period in the prior year, the company earned $2.21 EPS. The firm’s revenue 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. On average, analysts forecast that Honeywell International will post 10.53 earnings per share for the current fiscal year.

Insider Activity at Honeywell International

In related news, Director D Scott Davis sold 2,367 shares of the company’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 transaction of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. This represents a 52.34% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 18,190 shares of company stock worth $4,244,287 over the last three months. Corporate insiders own 0.15% of the company’s stock.

Institutional Trading of Honeywell International

Institutional investors and hedge funds have recently made changes to their positions in the company. Caitlin John LLC boosted its holdings in Honeywell International by 138.9% in the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock valued at $25,000 after acquiring an additional 75 shares during the last quarter. Holos Integrated Wealth LLC purchased a new stake in Honeywell International during the fourth quarter valued at about $25,000. Ares Financial Consulting LLC acquired a new stake in Honeywell International during the fourth quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC increased its stake in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 118 shares during the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new position in shares of Honeywell International in the 4th quarter worth about $28,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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

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.