BMO Capital Markets initiated coverage on shares of Honeywell International (NASDAQ:HON – Free Report) in a research note issued to investors on Friday, Marketbeat reports. The firm issued an outperform rating and a $273.00 price objective on the conglomerate’s stock.
HON has been the subject of several other reports. Argus raised their target price on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Daiwa Securities Group increased their price objective on Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Wall Street Zen raised Honeywell International to a “hold” rating in a report on Saturday, January 3rd. BNP Paribas Exane lifted their price target on shares of Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Honeywell International in a research report on Monday, December 29th. Fourteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Honeywell International currently has a consensus rating of “Moderate Buy” and a consensus price target of $252.54.
Honeywell International Stock Performance
Honeywell International (NASDAQ:HON – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion during the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business’s revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the firm earned $2.47 EPS. As a group, sell-side analysts predict that Honeywell International will post 10.34 EPS for the current year.
Honeywell International Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were given a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is presently 59.57%.
Insider Activity
In other news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at $1,147,917. The trade was a 52.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 value of $568,080.00. Following the sale, the director directly 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 18,190 shares of company stock valued at $4,244,287 over the last three months. Company insiders own 0.41% of the company’s stock.
Hedge Funds Weigh In On Honeywell International
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HON. J. Derek Lewis & Associates Inc. bought a new position in Honeywell International during the 4th quarter worth approximately $425,000. Purpose Unlimited Inc. bought a new stake in Honeywell International in the fourth quarter valued at approximately $109,000. Cornerstone Planning LLC acquired a new stake in Honeywell International in the fourth quarter worth $2,505,000. Rockefeller Capital Management L.P. raised its holdings in Honeywell International by 4.4% in the fourth quarter. Rockefeller Capital Management L.P. now owns 395,496 shares of the conglomerate’s stock worth $77,158,000 after purchasing an additional 16,725 shares during the period. Finally, Bank of New Hampshire boosted its position in shares of Honeywell International by 28.7% during the fourth quarter. Bank of New Hampshire now owns 1,971 shares of the conglomerate’s stock worth $385,000 after purchasing an additional 440 shares in the last quarter. Institutional investors own 75.91% of the company’s stock.
Honeywell International News Summary
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
- Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
- Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
- Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
- Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
- Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
- Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
- Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review
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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