Honeywell International (NASDAQ:HON – Free Report) had its price target increased by BMO Capital Markets from $253.00 to $276.00 in a report published on Monday,Benzinga reports. The firm currently has an outperform rating on the conglomerate’s stock.
Several other equities analysts also recently issued reports on the stock. Rothschild & Co Redburn decreased their price objective on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a research note on Thursday, May 21st. The Goldman Sachs Group lifted their target price on Honeywell International from $258.00 to $276.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. TD Cowen reduced their target price on Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a report on Friday, April 24th. Morgan Stanley decreased their target price on Honeywell International from $490.00 to $245.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 14th. Finally, Daiwa Securities Group raised shares of Honeywell International from a “neutral” rating to an “outperform” rating and set a $255.00 target price on the stock in a report on Tuesday, June 30th. Thirteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $254.25.
Get Our Latest Stock Report on HON
Honeywell International Stock Down 2.4%
Honeywell International (NASDAQ:HON – Get Free Report) last issued its earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.15. The business had revenue of $9.72 billion during the quarter, compared to analysts’ expectations of $5.03 billion. Honeywell International had a net margin of 23.90% and a return on equity of 34.00%. The company’s revenue for the quarter was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.77 EPS. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. Research analysts expect that Honeywell International will post 8.24 earnings per share for the current fiscal year.
Honeywell International Cuts Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. Honeywell International’s dividend payout ratio is 36.80%.
Insider Buying and Selling at Honeywell International
In related news, CEO Kenneth J. West sold 17,032 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the completion of the sale, the chief executive officer directly owned 2,132 shares of the company’s stock, valued at $519,717.64. This trade represents a 88.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.15% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in Honeywell International by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate’s stock valued at $12,322,222,000 after purchasing an additional 1,027,413 shares in the last quarter. J. Stern & Co. LLP grew its holdings in shares of Honeywell International by 22,704.6% during the fourth quarter. J. Stern & Co. LLP now owns 53,209,042 shares of the conglomerate’s stock worth $10,380,552,000 after buying an additional 52,975,716 shares in the last quarter. State Street Corp raised its position in shares of Honeywell International by 3.4% in the fourth quarter. State Street Corp now owns 31,677,082 shares of the conglomerate’s stock valued at $6,179,882,000 after buying an additional 1,031,897 shares during the last quarter. Morgan Stanley lifted its stake in shares of Honeywell International by 4.7% during the fourth quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock valued at $3,789,706,000 after buying an additional 879,309 shares during the period. Finally, Geode Capital Management LLC lifted its stake in shares of Honeywell International by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 15,716,647 shares of the conglomerate’s stock valued at $3,066,520,000 after buying an additional 120,929 shares during the period. 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: Bank of America upgraded Honeywell to Neutral from Underperform and raised its price target to $265 from $205–$220. The firm cited stronger execution, broad-based order growth, better visibility into second-half growth and increased 2026 guidance after Honeywell’s stronger-than-expected second-quarter results. Honeywell upgraded by Bank of America on stronger order trends
- Positive Sentiment: BMO Capital Markets reportedly expects substantial price appreciation for HON, adding to the constructive analyst outlook following the company’s earnings beat, stronger orders and raised 2026 guidance. BMO Capital Markets Forecasts Strong Price Appreciation for Honeywell International
- Positive Sentiment: Honeywell’s second-quarter performance exceeded expectations across its business segments, while broad-based order strength improved confidence in growth following the aerospace separation. These trends provide a fundamental reason for investor optimism. Honeywell’s Order Strength Improves Growth Visibility After Aerospace Separation
- Neutral Sentiment: Analyst sentiment remains mixed across industrial companies, suggesting that Honeywell’s improved outlook is recognized but not universally viewed as the strongest opportunity in the sector. Analysts Have Conflicting Sentiments on Honeywell International
- Negative Sentiment: CEO Kenneth J. West sold 17,032 shares for approximately $4.15 million, reducing his reported position by 88.87%. Although insider sales can be made for personal or financial reasons, the sizable transaction may create a negative sentiment signal for investors. SEC insider transaction filing
- Negative Sentiment: A sector comparison concluded that Rockwell Automation offers greater upside than Honeywell, citing stronger earnings momentum and broad automation demand. This could divert some investor interest away from HON. Honeywell vs. Rockwell: Which Industrial Automation Stock Has Greater Upside?
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.
Recommended Stories
- Five stocks we like better than Honeywell International
- Why SK hynix Could Be the Best AI Chip Stock to Buy Now
- Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters
- Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead?
- Why Bloom Energy May Be the Most Important AI Infrastructure Stock
Receive News & Ratings for Honeywell International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Honeywell International and related companies with MarketBeat.com's FREE daily email newsletter.
