Honeywell International (NASDAQ:HON) Updates FY 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 10.350-10.650 for the period, compared to the consensus earnings per share estimate of 10.530. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.4 billion.

Honeywell International Stock Performance

Shares of NASDAQ HON opened at $219.12 on Friday. The stock has a fifty day moving average price of $222.80 and a two-hundred day moving average price of $219.52. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39. The firm has a market cap of $138.85 billion, a P/E ratio of 31.04, a PEG ratio of 2.94 and a beta of 0.85. Honeywell International has a 1 year low of $186.76 and a 1 year high of $248.18.

Honeywell International shares are scheduled to reverse split on Monday, June 29th. The 1-2 reverse split was announced on Friday, June 5th. The number of shares owned by shareholders will be adjusted after the market closes on Friday, June 26th.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The firm’s quarterly revenue was up 2.4% on a year-over-year basis. During the same period last year, the company posted $2.21 EPS. 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. Research analysts forecast that Honeywell International will post 10.54 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 15th were paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Friday, May 15th. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on HON shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $268.00 price target on shares of Honeywell International in a research note on Thursday, June 4th. Citigroup reduced their price objective on Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Wolfe Research reissued an “outperform” rating and set a $275.00 price objective on shares of Honeywell International in a research note on Friday, May 29th. Sanford C. Bernstein started coverage on Honeywell International in a research note on Wednesday. They set a “market perform” rating and a $233.00 price objective for the company. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Honeywell International in a research note on Friday, June 5th. Thirteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $246.63.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Honeywell’s investor-day presentations for the soon-to-be-separated aerospace and automation businesses reinforced the breakup story, with management outlining a new three-year financial framework and highlighting the potential for two standalone multibillion-dollar companies. HONEYWELL TECHNOLOGIES HOSTS 2026 INVESTOR DAY; PROVIDES NEW THREE-YEAR FINANCIAL FRAMEWORK
• Positive Sentiment: Honeywell also said it is targeting $2 billion to $4 billion in acquisitions, signaling continued growth plans for its industrial automation segment and supporting the case for strategic expansion after the separation. Honeywell targets $2 bln-$4 bln deals, eyes industrial automation M&A
• Neutral Sentiment: Honeywell updated FY 2026 guidance, calling for adjusted EPS of $10.35-$10.65 and revenue of $38.8 billion-$39.8 billion, both roughly in line with Wall Street expectations. The update does not appear to be a major surprise, but it gives investors a clearer view of near-term performance. Honeywell Technologies Hosts 2026 Investor Day; Provides New Three-Year Financial Framework
• Neutral Sentiment: Analyst commentary was mixed but supportive overall: Sanford C. Bernstein upgraded Honeywell to “hold,” while Barclays cut its price target but kept an “overweight” rating. These moves suggest valuation questions, but not a broad deterioration in sentiment. Bernstein SocGen on Honeywell International (HON): ‘Key questions before investor day’
• Negative Sentiment: Recent trading has also been pressured by broader market weakness and risk-off moves in industrial stocks, with reports noting a sharp pullback earlier in the week before the rebound tied to breakup optimism. Honeywell International Inc. (HON) Registers a Bigger Fall Than the Market: Important Facts to Note

Institutional Trading of Honeywell International

Several hedge funds and other institutional investors have recently modified their holdings of HON. Brighton Jones LLC boosted its position in shares of Honeywell International by 9.1% in the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after buying an additional 1,582 shares during the period. Acadian Asset Management LLC boosted its position in Honeywell International by 145.7% during the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock valued at $937,000 after purchasing an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. boosted its position in Honeywell International by 18.3% during the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after purchasing an additional 1,223 shares during the last quarter. Nebula Research & Development LLC boosted its position in Honeywell International by 3.1% during the second quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock valued at $1,374,000 after purchasing an additional 176 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its position in Honeywell International by 4.4% during the second quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock valued at $1,045,000 after purchasing an additional 188 shares during the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

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.