Honeywell International Sees Unusually High Options Volume (NASDAQ:HON)

Honeywell International Inc. (NASDAQ:HON) was the target of some unusual options trading on Thursday. Traders bought 11,704 call options on the company. This is an increase of approximately 39% compared to the average volume of 8,448 call options.

Institutional Investors Weigh In On Honeywell International

Institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its position in shares of Honeywell International by 9.1% in the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after buying an additional 1,582 shares during the period. Acadian Asset Management LLC boosted its holdings in Honeywell International by 145.7% in the 1st quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after acquiring an additional 2,629 shares during the period. V Square Quantitative Management LLC grew its position in Honeywell International by 37.1% in the second quarter. V Square Quantitative Management LLC now owns 1,437 shares of the conglomerate’s stock valued at $335,000 after acquiring an additional 389 shares in the last quarter. Trivium Point Advisory LLC raised its stake in shares of Honeywell International by 5.9% during the second quarter. Trivium Point Advisory LLC now owns 1,698 shares of the conglomerate’s stock valued at $394,000 after purchasing an additional 95 shares during the period. Finally, Sicart Associates LLC acquired a new position in shares of Honeywell International during the second quarter worth $397,000. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Honeywell International News Summary

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Honeywell International Trading Up 0.1%

Shares of HON opened at $227.52 on Friday. Honeywell International has a twelve month low of $169.21 and a twelve month high of $229.59. The firm has a market capitalization of $144.45 billion, a P/E ratio of 28.48, a price-to-earnings-growth ratio of 2.66 and a beta of 0.95. The company has a current ratio of 1.32, a quick ratio of 1.04 and a debt-to-equity ratio of 1.76. The stock’s fifty day simple moving average is $202.48 and its 200 day simple moving average is $209.04.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping the consensus estimate of $2.54 by $0.05. The company had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.47 earnings per share. On average, equities research analysts forecast that Honeywell International will post 10.34 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on HON shares. Barclays upped their target price on shares of Honeywell International from $250.00 to $259.00 and gave the company an “overweight” rating in a report on Friday. Bank of America reissued an “underperform” rating and set a $205.00 price objective (down previously from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Royal Bank Of Canada raised their target price on shares of Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a research report on Friday. Morgan Stanley cut their price target on Honeywell International from $245.00 to $235.00 and set an “equal weight” rating for the company in a report on Tuesday, October 28th. Finally, The Goldman Sachs Group decreased their price objective on Honeywell International from $245.00 to $236.00 and set a “buy” rating on the stock in a report on Tuesday, December 16th. Eleven research 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. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $240.33.

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.