Honeywell International (NASDAQ:HON) Reaches New 52-Week High Following Earnings Beat

Honeywell International Inc. (NASDAQ:HON)’s stock price reached a new 52-week high during mid-day trading on Friday following a stronger than expected earnings report. The company traded as high as $229.00 and last traded at $228.4790, with a volume of 329790 shares changing hands. The stock had previously closed at $227.24.

The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.40%. The firm had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period last year, the firm earned $2.47 EPS. The business’s quarterly revenue was up 6.4% compared to the same quarter last year.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. The Goldman Sachs Group decreased their target price on shares of Honeywell International from $245.00 to $236.00 and set a “buy” rating on the stock in a research note on Tuesday, December 16th. Robert W. Baird reduced their price objective on Honeywell International from $250.00 to $220.00 and set a “neutral” rating on the stock in a research report on Monday, October 13th. BNP Paribas Exane raised Honeywell International to a “hold” rating in a research note on Wednesday, December 3rd. Jefferies Financial Group reduced their price target on Honeywell International from $230.00 to $220.00 in a report on Monday, November 3rd. Finally, Morgan Stanley cut their target price on shares of Honeywell International from $245.00 to $235.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 28th. Eleven 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. According to MarketBeat.com, Honeywell International currently has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Institutional Investors Weigh In On Honeywell International

Several large investors have recently modified their holdings of HON. Holos Integrated Wealth LLC acquired a new stake in Honeywell International during the 4th quarter worth about $25,000. Chung Wu Investment Group LLC bought a new stake in shares of Honeywell International during the 2nd quarter valued at about $26,000. Ares Financial Consulting LLC acquired a new stake in Honeywell International during the fourth quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC increased its holdings in Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after purchasing an additional 118 shares in the last quarter. Finally, JPL Wealth Management LLC acquired a new position in Honeywell International in the third quarter valued at approximately $31,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Price Performance

The stock has a market capitalization of $144.45 billion, a P/E ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.95. The company has a debt-to-equity ratio of 1.76, a quick ratio of 1.04 and a current ratio of 1.32. The business has a fifty day simple moving average of $202.48 and a 200-day simple moving average of $209.04.

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.