Honeywell International Inc. (NASDAQ:HON) Stock Rated "Hold" by Wall Street Analysts

Key Points

• Analysts have a consensus “Hold” rating on Honeywell, with 13 buy, 12 hold and 1 sell recommendation among 26 firms. The average 12-month price target is $249.96 versus a recent share price of $221.15.
• Honeywell’s third-quarter adjusted EPS of $2.27 exceeded the $2.17 consensus, while organic sales grew 7%; however, revenue of $4.99 billion slightly missed estimates. The company raised its 2026 EPS outlook to $8.40–$8.45.
• The company declared a quarterly dividend of $0.70, equivalent to $2.80 annually and a 1.3% yield. Honeywell also launched Forge Cognition, an AI and simulation platform developed with NVIDIA and Dell Technologies for industrial and facility operations.

Honeywell International Inc. (NASDAQ:HON - Get Free Report) has been assigned a consensus recommendation of "Hold" from the twenty-six ratings firms that are presently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, twelve have given a hold recommendation and thirteen have issued a buy recommendation on the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $249.96.

HON has been the subject of several research analyst reports. Sanford C. Bernstein reiterated a "market perform" rating and issued a $256.00 price target on shares of Honeywell International in a report on Friday. JPMorgan Chase & Co. raised their price objective on shares of Honeywell International from $240.00 to $241.00 and gave the stock an "overweight" rating in a report on Friday. Bank of America raised shares of Honeywell International from an "underperform" rating to a "neutral" rating and boosted their price objective for the company from $205.00 to $265.00 in a research report on Tuesday, July 28th. Royal Bank Of Canada reduced their target price on shares of Honeywell International from $270.00 to $269.00 and set an "outperform" rating for the company in a research note on Friday. Finally, Rothschild & Co Redburn reduced their target price on shares of Honeywell International from $237.00 to $234.00 and set a "neutral" rating for the company in a research note on Friday, September 25th.

Key Honeywell International News

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

• Positive Sentiment: Honeywell reported third-quarter adjusted EPS of $2.27, ahead of the $2.17 analyst consensus. Organic sales growth reached 7%, supported by stronger automation orders, energy projects and data-center demand. HON Q3 Earnings Beat on Automation Strength, Outlook Raised
• Positive Sentiment: Honeywell raised its 2026 EPS outlook to $8.40-$8.45, above the $8.29 consensus, while also increasing its expectations for organic sales and cash flow. Fourth-quarter EPS guidance of $2.42-$2.47 is modestly above estimates. HON Q3 Earnings Call Highlights Higher Outlook and Energy Demand
• Positive Sentiment: Citigroup raised its price target to $271 and initiated a “buy” rating, while JPMorgan increased its target to $241 and maintained an “overweight” rating. The revisions indicate analysts see additional upside from margin improvement and segment growth.
• Positive Sentiment: Honeywell launched Forge Cognition, an AI and simulation platform developed with NVIDIA and Dell Technologies to improve industrial reliability, energy efficiency and facility operations. The company is also targeting fire-prevention and security products at battery installations and data centers. Honeywell Unveils Forge Cognition
• Neutral Sentiment: Third-quarter revenue of $4.99 billion was slightly below the $5.01 billion consensus, and full-year revenue guidance of $20.0-$20.1 billion trails the $20.2 billion estimate.
• Neutral Sentiment: RBC trimmed its price target to $269 but kept an “outperform” rating, while Morgan Stanley maintained a “hold” view, signaling that valuation and execution remain potential constraints.

Honeywell International Price Performance

Shares of HON opened at $221.15 on Monday. The stock has a 50 day simple moving average of $211.82 and a 200 day simple moving average of $221.86. Honeywell International has a 52-week low of $196.59 and a 52-week high of $261.24. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.82 and a current ratio of 0.96. The firm has a market capitalization of $70.18 billion, a PE ratio of 9.95, a P/E/G ratio of 1.61 and a beta of 0.86.

Honeywell International (NASDAQ:HON - Get Free Report) last announced its earnings results on Thursday, October 22nd. The conglomerate reported $2.27 EPS for the quarter, topping the consensus estimate of $2.17 by $0.10. The firm had revenue of $4.99 billion for the quarter, compared to the consensus estimate of $5.01 billion. Honeywell International had a net margin of 24.36% and a return on equity of 25.62%. The business's quarterly revenue was up 1.3% on a year-over-year basis. During the same period last year, the company posted $2.82 EPS. Sell-side analysts predict that Honeywell International will post 8.46 EPS for the current fiscal year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be issued a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, November 13th. Honeywell International's payout ratio is 32.12%.

Insider Activity at Honeywell International

In other news, CEO Kenneth West sold 316 shares of the company's stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $245.47, for a total transaction of $77,568.52. Following the completion of the transaction, the chief executive officer directly owned 2,004 shares of the company's stock, valued at $491,921.88. This represents a 13.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.15% of the stock is currently owned by company insiders.

Institutional Trading of Honeywell International

Institutional investors have recently made changes to their positions in the business. Waterfront Wealth Inc. grew its position in shares of Honeywell International by 4.1% during the 1st quarter. Waterfront Wealth Inc. now owns 1,241 shares of the conglomerate's stock worth $281,000 after buying an additional 49 shares during the period. Private Wealth Management Group LLC increased its stake in shares of Honeywell International by 10.0% in the 1st quarter. Private Wealth Management Group LLC now owns 550 shares of the conglomerate's stock valued at $124,000 after acquiring an additional 50 shares in the last quarter. Traveka Wealth LLC lifted its position in shares of Honeywell International by 4.0% during the 1st quarter. Traveka Wealth LLC now owns 1,334 shares of the conglomerate's stock valued at $302,000 after acquiring an additional 51 shares during the period. Meridian Investment Counsel Inc. lifted its position in shares of Honeywell International by 0.6% during the 1st quarter. Meridian Investment Counsel Inc. now owns 9,230 shares of the conglomerate's stock valued at $2,086,000 after acquiring an additional 55 shares during the period. Finally, PUREfi Wealth LLC lifted its position in shares of Honeywell International by 3.3% during the 1st quarter. PUREfi Wealth LLC now owns 1,778 shares of the conglomerate's stock valued at $402,000 after acquiring an additional 56 shares during the period. Institutional investors own 75.91% of the company's stock.

Honeywell International Company Profile

Honeywell International Inc is a diversified industrial technology company that develops products and systems for the aerospace, building automation, energy and industrial sectors. Its offerings include aircraft engines and avionics, industrial automation and control systems, building management technologies, fire and security products, personal protective equipment, and specialty materials and chemicals.

The company serves commercial aerospace, defense, airlines, building owners, manufacturers, energy producers and other industrial customers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.