The Goldman Sachs Group Cuts Honeywell International (NASDAQ:HON) Price Target to $258.00

Honeywell International (NASDAQ:HON) had its price objective decreased by investment analysts at The Goldman Sachs Group from $262.00 to $258.00 in a report issued on Friday,MarketScreener reports. The firm presently has a “buy” rating on the conglomerate’s stock. The Goldman Sachs Group’s price target would suggest a potential upside of 22.10% from the company’s current price.

HON has been the subject of several other reports. Argus upped their target price on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Wolfe Research lifted their price target on Honeywell International from $293.00 to $296.00 and gave the company an “outperform” rating in a research note on Thursday, March 26th. Morgan Stanley upped their price objective on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 12th. Royal Bank Of Canada raised their price objective on Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Finally, Jefferies Financial Group boosted their target price on Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a research note on Wednesday, March 4th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Honeywell International currently has an average rating of “Moderate Buy” and an average target price of $250.21.

Honeywell International Price Performance

Honeywell International stock traded down $3.03 during trading hours on Friday, reaching $211.31. 312,544 shares of the stock were exchanged, compared to its average volume of 4,197,288. The company has a market cap of $133.90 billion, a P/E ratio of 26.47, a price-to-earnings-growth ratio of 3.19 and a beta of 0.93. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81. Honeywell International has a twelve month low of $186.59 and a twelve month high of $248.18. The stock has a 50 day moving average of $233.35 and a two-hundred day moving average of $215.37.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, beating the consensus estimate of $2.32 by $0.13. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company had revenue of $9.14 billion during the quarter, compared to analysts’ expectations of $9.30 billion. During the same period in the previous year, the company earned $2.21 EPS. The business’s revenue for the quarter was up 2.4% compared to the same quarter last year. 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. Equities analysts expect that Honeywell International will post 10.5 EPS for the current fiscal year.

Insider Activity

In related news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the business’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 transaction of $1,260,486.00. Following the sale, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 18,190 shares of company stock worth $4,244,287. Company insiders own 0.15% of the company’s stock.

Hedge Funds Weigh In On Honeywell International

A number of hedge funds have recently modified their holdings of the business. Holos Integrated Wealth LLC acquired a new stake in Honeywell International in the fourth quarter valued at $25,000. Caitlin John LLC lifted its holdings in Honeywell International by 138.9% during the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after buying an additional 75 shares during the period. Ares Financial Consulting LLC bought a new stake in shares of Honeywell International in the 4th quarter valued at about $26,000. Hilton Head Capital Partners LLC bought a new stake in shares of Honeywell International in the 4th quarter valued at about $28,000. Finally, University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Honeywell International in the fourth quarter valued at about $28,000. Institutional investors and hedge funds own 75.91% of the company’s stock.

Key Honeywell International News

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

• Positive Sentiment: Adjusted Q1 EPS beat and underlying strength — Honeywell reported adjusted EPS of $2.45 (up ~11% y/y), orders rose ~7% and backlog sits near $38B, showing resilient demand in aerospace and building/automation despite headwinds. Honeywell Q1 2026 Earnings Call Highlights
• Positive Sentiment: Strategic asset sales and spin‑offs to sharpen the business — Honeywell signed a definitive sale of its Warehouse & Workflow Solutions (WWS) business to American Industrial Partners and reiterated the Aerospace spin‑off timing (late June), moves that could simplify the company and free capital. AIP to Acquire Honeywell WWS
• Neutral Sentiment: Quantinuum IPO filing could unlock value later — Honeywell’s majority‑owned quantum unit has confidentially filed for a U.S. IPO, a potential longer‑term catalyst but not an immediate earnings driver. Quantinuum Confidentially Files for IPO
• Neutral Sentiment: Reporting/segment changes — Honeywell realigned segment disclosures and automation reporting, which may improve transparency but adds short‑term comparability noise. Segment Realignment Announcement
• Negative Sentiment: Revenue miss, weaker Q2 outlook and cash‑flow downgrade — Q1 revenue of $9.14B missed estimates, the company gave Q2 EPS/revenue guidance below consensus and trimmed operating cash‑flow expectations, prompting investor concern about near‑term growth and liquidity. Revenue Miss and Cash‑Flow Cut
• Negative Sentiment: Geopolitical supply‑chain risk — Management flagged Middle East tensions as a near‑term headwind to Q2 activity and supply chains, increasing uncertainty for sales and timing of industrial projects. Middle East Conflict Hits Q2 Outlook

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.