Honeywell International Inc. (NASDAQ:HON) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: Twenty-two analysts rate Honeywell a consensus "Moderate Buy" (13 buys, 8 holds, 1 sell) with an average 12‑month price target of $250.
• Quarterly results & guidance: Honeywell reported Q1 EPS of $2.45, beating estimates by $0.13 while revenue of $9.14B missed expectations, and set FY2026 EPS guidance of 10.35–10.65 (analysts expect ~10.54).
• Shareholder returns and ownership: The company declared a quarterly dividend of $1.19 (annualized $4.76, ~2.2% yield); insiders sold small stakes while institutional ownership remains high at ~75.9%.

Shares of Honeywell International Inc. (NASDAQ:HON - Get Free Report) have been assigned a consensus recommendation of "Moderate Buy" from the twenty-two analysts that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating and thirteen have issued a buy rating on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $250.00.

A number of research analysts have issued reports on the company. BNP Paribas Exane lifted their target price on Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a research report on Monday, February 2nd. Wells Fargo & Company decreased their target price on Honeywell International from $235.00 to $230.00 and set an "equal weight" rating on the stock in a research report on Friday, April 24th. The Goldman Sachs Group decreased their target price on Honeywell International from $262.00 to $258.00 and set a "buy" rating on the stock in a research report on Friday, April 24th. Mizuho decreased their target price on Honeywell International from $250.00 to $240.00 and set an "outperform" rating on the stock in a research report on Monday, January 5th. Finally, Weiss Ratings cut Honeywell International from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, April 13th.

Insider Activity

In other news, VP Robert D. Mailloux sold 5,274 shares of the business's stock in a transaction dated 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 approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director D Scott Davis sold 2,367 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the sale, the director owned 31,081 shares in the company, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.15% of the company's stock.

Institutional Trading of Honeywell International

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Cardinal Capital Management Inc. lifted its stake in Honeywell International by 6.1% in the fourth quarter. Cardinal Capital Management Inc. now owns 138,726 shares of the conglomerate's stock valued at $27,064,000 after buying an additional 7,929 shares during the period. Douglas Lane & Associates LLC lifted its stake in Honeywell International by 56.1% in the fourth quarter. Douglas Lane & Associates LLC now owns 72,783 shares of the conglomerate's stock valued at $14,199,000 after buying an additional 26,162 shares during the period. Exencial Wealth Advisors LLC lifted its stake in Honeywell International by 36.6% in the fourth quarter. Exencial Wealth Advisors LLC now owns 81,211 shares of the conglomerate's stock valued at $15,844,000 after buying an additional 21,770 shares during the period. First National Trust Co lifted its stake in Honeywell International by 9.4% in the third 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. Finally, Lockheed Martin Investment Management Co. acquired a new position in Honeywell International in the third quarter valued at approximately $4,147,000. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Stock Performance

Honeywell International stock opened at $212.50 on Monday. Honeywell International has a 12-month low of $186.76 and a 12-month high of $248.18. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. The business's 50-day moving average price is $230.45 and its two-hundred day moving average price is $215.71. The stock has a market cap of $134.65 billion, a PE ratio of 30.10, a P/E/G ratio of 3.03 and a beta of 0.82.

Honeywell International (NASDAQ:HON - Get Free Report) last released its 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. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The firm had revenue of $9.14 billion for the quarter, compared to analysts' expectations of $9.30 billion. During the same quarter in the previous year, the business posted $2.21 earnings per share. The business's revenue for the quarter was up 2.4% on a year-over-year basis. 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. As a group, analysts expect that Honeywell International will post 10.54 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be issued a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Friday, May 15th. Honeywell International's payout ratio is 67.42%.

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.

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