Honeywell International (NASDAQ:HON – Get Free Report) had its price objective reduced by equities researchers at TD Cowen from $240.00 to $230.00 in a report released on Friday, MarketBeat reports. The brokerage currently has a “buy” rating on the conglomerate’s stock. TD Cowen’s price target points to a potential upside of 7.91% from the company’s current price.
Other analysts have also issued research reports about the company. Citigroup cut their price target on Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a report on Friday. Deutsche Bank Aktiengesellschaft lifted their price objective on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. Sanford C. Bernstein set a $255.00 price objective on Honeywell International in a research note on Friday, January 16th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a report on Saturday, January 3rd. 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 research note on Monday, January 5th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $250.21.
Check Out Our Latest Stock Analysis on HON
Honeywell International Trading Down 0.6%
Honeywell International (NASDAQ:HON – Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same period in the prior year, the business posted $2.21 EPS. Honeywell International’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. As a group, equities analysts anticipate that Honeywell International will post 10.53 earnings per share for the current year.
Insider Activity at Honeywell International
In related news, Director D Scott Davis sold 2,367 shares of the business’s 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 transaction, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. The trade was a 7.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the company’s stock in a transaction that occurred on 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 owned 4,803 shares of the company’s stock, valued at $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,190 shares of company stock worth $4,244,287 in the last three months. 0.15% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On Honeywell International
A number of hedge funds and other institutional investors have recently modified their holdings of HON. Verus Capital Partners LLC increased its holdings in Honeywell International by 0.7% in the 4th quarter. Verus Capital Partners LLC now owns 6,658 shares of the conglomerate’s stock valued at $1,299,000 after acquiring an additional 44 shares during the last quarter. Claro Advisors Inc. boosted its holdings in shares of Honeywell International by 0.3% during the 4th quarter. Claro Advisors Inc. now owns 13,930 shares of the conglomerate’s stock valued at $2,718,000 after purchasing an additional 45 shares during the last quarter. FSM Wealth Advisors LLC grew its position in shares of Honeywell International by 1.1% during the fourth quarter. FSM Wealth Advisors LLC now owns 4,231 shares of the conglomerate’s stock valued at $825,000 after purchasing an additional 46 shares in the last quarter. Meridian Financial Partners LLC increased its holdings in shares of Honeywell International by 3.8% in the fourth quarter. Meridian Financial Partners LLC now owns 1,258 shares of the conglomerate’s stock worth $245,000 after purchasing an additional 46 shares during the last quarter. Finally, Nova R Wealth Inc. increased its holdings in shares of Honeywell International by 3.0% in the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after purchasing an additional 47 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.
More Honeywell International News
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.
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