Honeywell International (NASDAQ:HON) Coverage Initiated by Analysts at BMO Capital Markets

BMO Capital Markets assumed coverage on shares of Honeywell International (NASDAQ:HON) in a research report sent to investors on Friday morning, MarketBeat Ratings reports. The firm issued an outperform rating and a $273.00 target price on the conglomerate’s stock.

A number of other brokerages also recently issued reports on HON. DZ Bank lowered their price target on shares of Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Deutsche Bank Aktiengesellschaft upped their target price on shares of Honeywell International from $273.00 to $292.00 and gave the stock a “buy” rating in a report on Wednesday, March 4th. BNP Paribas Exane increased their target price on shares of Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Vertical Research downgraded shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target for the company. in a report on Monday, January 5th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Honeywell International in a research report on Monday, December 29th. Thirteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $252.54.

Honeywell International Price Performance

Shares of NASDAQ HON opened at $223.12 on Friday. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International has a fifty-two week low of $169.21 and a fifty-two week high of $248.18. The stock has a market cap of $141.83 billion, a PE ratio of 27.92, a price-to-earnings-growth ratio of 3.26 and a beta of 0.92. The stock has a fifty day moving average of $233.39 and a 200-day moving average of $213.00.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The business had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. During the same quarter in the prior year, the firm posted $2.47 EPS. The firm’s quarterly revenue was up 6.4% on a year-over-year basis. Equities research analysts anticipate that Honeywell International will post 10.34 earnings per share for the current year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s payout ratio is 59.57%.

Insider Transactions at Honeywell International

In other news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction dated 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 transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. This represents a 68.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director D Scott Davis sold 2,367 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,190 shares of company stock valued at $4,244,287 over the last quarter. Company insiders own 0.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. First National Trust Co boosted its position 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 buying an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. purchased a new position in shares of Honeywell International in the third quarter valued at about $4,147,000. Federated Hermes Inc. raised its stake in shares of Honeywell International by 72.5% during the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after acquiring an additional 4,061 shares during the last quarter. SVB Wealth LLC bought a new position in shares of Honeywell International during the second quarter valued at about $8,448,000. Finally, Envestnet Asset Management Inc. boosted its holdings in shares of Honeywell International by 30.7% during the third quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock worth $232,442,000 after purchasing an additional 259,520 shares during the period. 75.91% of the stock is currently owned by institutional investors.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

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.