Honeywell International (NASDAQ:HON – Get Free Report) had its target price lowered by stock analysts at Wells Fargo & Company from $235.00 to $230.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the conglomerate’s stock. Wells Fargo & Company‘s price target would indicate a potential upside of 7.91% from the company’s previous close.
Other research analysts have also issued research reports about the company. BNP Paribas Exane boosted their price target on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Wall Street Zen raised Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Barclays cut their price objective on shares of Honeywell International from $275.00 to $255.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 1st. Argus upped their price objective on shares of Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on shares of Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. 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 stock. Based on data from MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and an average price target of $250.21.
View Our Latest Stock Report on Honeywell International
Honeywell International Price Performance
Honeywell International (NASDAQ:HON – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (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 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 business’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. Analysts anticipate that Honeywell International will post 10.53 earnings per share for the current year.
Insiders Place Their Bets
In related news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction dated 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 of the company’s stock, valued at $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 available at the SEC website. Also, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 in the last three months. Company insiders own 0.15% of the company’s stock.
Hedge Funds Weigh In On Honeywell International
Hedge funds have recently made changes to their positions in the business. Cardinal Capital Management Inc. boosted its stake in Honeywell International by 6.1% in the 4th quarter. Cardinal Capital Management Inc. now owns 138,726 shares of the conglomerate’s stock worth $27,064,000 after purchasing an additional 7,929 shares during the period. Douglas Lane & Associates LLC raised its stake in Honeywell International by 56.1% during the 4th quarter. Douglas Lane & Associates LLC now owns 72,783 shares of the conglomerate’s stock valued at $14,199,000 after purchasing an additional 26,162 shares during the period. First National Trust Co raised its stake in Honeywell International by 9.4% during the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock valued at $16,648,000 after purchasing an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. purchased a new stake in shares of Honeywell International in the third quarter valued at $4,147,000. Finally, Federated Hermes Inc. lifted its holdings in shares of Honeywell International by 72.5% in the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after purchasing an additional 4,061 shares in the last quarter. Institutional investors and hedge funds 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: 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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