Honeywell International (NASDAQ:HON) Given New $243.00 Price Target at Barclays

Key Points

• Barclays cut its price target on Honeywell to $243 from $255 but kept an "overweight" rating, implying roughly a 15% upside$250.21.
• Honeywell reported Q1 adjusted EPS $2.45, beating estimates, but revenue of $9.14B missed expectations and the company issued cautious Q2/FY2026 guidance and trimmed cash‑flow outlook, sending the stock lower to about $211.31.
• Insiders sold a total of 18,190 shares (~$4.24M) over the last quarter and now own just 0.15% of the company, while institutional investors hold roughly 75.9% of the stock.

Honeywell International (NASDAQ:HON - Get Free Report) had its price objective cut by research analysts at Barclays from $255.00 to $243.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage currently has an "overweight" rating on the conglomerate's stock. Barclays's target price would indicate a potential upside of 15.00% from the company's previous close.

HON has been the topic of a number of other reports. JPMorgan Chase & Co. upped their target price on shares of Honeywell International from $255.00 to $260.00 and gave the stock an "overweight" rating in a research note on Friday, January 30th. Wells Fargo & Company lowered their price target on Honeywell International from $235.00 to $230.00 and set an "equal weight" rating for the company in a report on Friday. Wall Street Zen raised Honeywell International to a "hold" rating in a research note on Saturday, January 3rd. Mizuho reduced their price objective on Honeywell International from $250.00 to $240.00 and set an "outperform" rating on the stock in a report on Monday, January 5th. Finally, Robert W. Baird lifted their target price on Honeywell International from $220.00 to $240.00 and gave the company a "neutral" rating in a research report on Friday, January 30th. Thirteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Honeywell International has an average rating of "Moderate Buy" and a consensus price target of $250.21.

Honeywell International Trading Down 1.4%

HON stock traded down $3.03 during midday trading on Friday, reaching $211.31. The company's stock had a trading volume of 312,544 shares, compared to its average volume of 4,197,288. Honeywell International has a 1 year low of $186.59 and a 1 year high of $248.18. The firm has a market capitalization of $133.90 billion, a price-to-earnings ratio of 26.47, a PEG ratio of 3.19 and a beta of 0.93. The stock has a fifty day simple moving average of $233.35 and a two-hundred day simple moving average of $215.37. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30.

Honeywell International (NASDAQ:HON - Get Free Report) last issued 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. The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business's revenue was up 2.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.21 earnings per share. 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. On average, equities research analysts predict that Honeywell International will post 10.5 EPS for the current year.

Insiders Place Their Bets

In related news, Director D Scott Davis sold 2,367 shares of the firm's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director owned 31,081 shares of the company's stock, valued at $7,459,440. This trade represents a 7.08% 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. Also, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the transaction, the vice president owned 4,803 shares in the company, valued at $1,099,887. This trade represents a 68.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 over the last quarter. Company insiders own 0.15% of the company's stock.

Institutional Trading of Honeywell International

Institutional investors have recently modified their holdings of the company. Holos Integrated Wealth LLC purchased a new position in Honeywell International in the fourth quarter worth $25,000. Caitlin John LLC lifted its holdings in shares of Honeywell International by 138.9% during the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate's stock valued at $25,000 after purchasing an additional 75 shares during the last quarter. Ares Financial Consulting LLC acquired a new stake in shares of Honeywell International in the 4th quarter worth $26,000. Hilton Head Capital Partners LLC purchased a new position in Honeywell International during the 4th quarter worth $28,000. Finally, University of Texas Texas AM Investment Management Co. purchased a new position in Honeywell International during the 4th quarter worth $28,000. 75.91% of the stock is currently owned by institutional investors.

Trending Headlines about Honeywell International

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.

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