Honeywell International (NASDAQ:HON) Price Target Cut to $258.00 by Analysts at The Goldman Sachs Group

Key Points

• The Goldman Sachs Group lowered its Honeywell price target to $258 (from $262) but kept a "buy" rating, implying roughly a 22.1% upside from the current stock price.
• Honeywell's Q1 showed an EPS beat ($2.45 vs. $2.32) but revenue missed consensus ($9.14B vs. $9.30B) and the company trimmed cash‑flow expectations and issued cautious Q2 guidance, producing mixed investor sentiment.
• Analysts remain broadly positive overall — 13 Buys, 8 Holds and 1 Sell — with a consensus rating of "Moderate Buy" and an average price target of $250.21.

Honeywell International (NASDAQ:HON - Get Free Report) had its target price cut by analysts at The Goldman Sachs Group from $262.00 to $258.00 in a report released on Friday,MarketScreener reports. The firm currently has a "buy" rating on the conglomerate's stock. The Goldman Sachs Group's target price would suggest a potential upside of 22.10% from the stock's current price.

A number of other research analysts have also weighed in on the company. Citigroup decreased their target price on Honeywell International from $265.00 to $257.00 and set a "buy" rating on the stock in a report on Friday. Wells Fargo & Company reduced their price objective on shares of Honeywell International from $235.00 to $230.00 and set an "equal weight" rating for the company in a research report on Friday. BMO Capital Markets assumed coverage on shares of Honeywell International in a report on Friday, March 27th. They issued an "outperform" rating and a $273.00 price objective on the stock. BNP Paribas Exane increased their price objective on shares of Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a research report on Monday, February 2nd. Finally, Morgan Stanley raised their target price on shares of Honeywell International from $235.00 to $245.00 and gave the stock an "equal weight" rating in a research note on Thursday, March 12th. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Honeywell International currently has an average rating of "Moderate Buy" and an average price target of $250.21.

Honeywell International Stock Performance

NASDAQ:HON traded down $3.03 during mid-day trading on Friday, hitting $211.31. The stock had a trading volume of 312,544 shares, compared to its average volume of 4,197,288. Honeywell International has a twelve month low of $186.59 and a twelve month high of $248.18. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. The stock has a market cap 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 company's 50 day simple moving average is $233.35 and its 200 day simple moving average is $215.37.

Honeywell International (NASDAQ:HON - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, topping analysts' consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The business's revenue was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the business 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 forecast that Honeywell International will post 10.5 earnings per share for the current year.

Insider Buying and Selling at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director owned 31,081 shares of the company's stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Robert D. Mailloux sold 10,549 shares of the business's stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the sale, the vice president directly owned 4,803 shares of the company's stock, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,190 shares of company stock worth $4,244,287 in the last quarter. Company insiders own 0.15% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. J. Stern & Co. LLP raised its position in shares of Honeywell International by 22,704.6% in the fourth quarter. J. Stern & Co. LLP now owns 53,209,042 shares of the conglomerate's stock valued at $10,380,552,000 after buying an additional 52,975,716 shares in the last quarter. SG Americas Securities LLC grew its position in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate's stock worth $791,667,000 after buying an additional 4,031,879 shares in the last quarter. Franklin Resources Inc. increased its stake in Honeywell International by 28.8% during the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate's stock worth $2,146,372,000 after acquiring an additional 2,277,234 shares during the period. Diamant Asset Management Inc. bought a new position in Honeywell International during the 1st quarter worth $496,693,000. Finally, Mizuho Markets Americas LLC raised its holdings in Honeywell International by 921.0% in the 4th quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate's stock valued at $398,374,000 after acquiring an additional 1,842,000 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company's stock.

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

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.

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.