Barclays Issues Pessimistic Forecast for Honeywell International (NASDAQ:HON) Stock Price

Honeywell International (NASDAQ:HON) had its target price dropped by stock analysts at Barclays from $275.00 to $255.00 in a note issued to investors on Wednesday, MarketBeat reports. The firm currently has an “overweight” rating on the conglomerate’s stock. Barclays‘s price objective indicates a potential upside of 11.14% from the company’s current price.

HON has been the topic of a number of other reports. Sanford C. Bernstein set a $255.00 price objective on shares of Honeywell International in a research note on Friday, January 16th. Royal Bank Of Canada raised their target price on Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a report on Friday, January 30th. DZ Bank decreased their price target on Honeywell International from $248.00 to $237.00 in a research note on Tuesday, December 23rd. Robert W. Baird boosted their price target on Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Finally, Wells Fargo & Company upped their price objective on Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Fourteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Honeywell International presently has an average rating of “Moderate Buy” and an average price target of $251.83.

Honeywell International Trading Up 0.5%

HON opened at $229.45 on Wednesday. The stock has a market capitalization of $145.86 billion, a price-to-earnings ratio of 28.72, a P/E/G ratio of 3.30 and a beta of 0.93. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. Honeywell International has a twelve month low of $169.21 and a twelve month high of $248.18. The company has a 50-day simple moving average of $234.01 and a 200 day simple moving average of $213.38.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. The firm had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period last year, the firm earned $2.47 EPS. Analysts predict that Honeywell International will post 10.34 EPS for the current fiscal year.

Insider Buying and Selling at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares in the company, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction on 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 of the company’s stock, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,190 shares of company stock valued at $4,244,287 over the last quarter. Company insiders own 0.20% 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. Caitlin John LLC raised its holdings in Honeywell International by 138.9% in the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock valued at $25,000 after buying an additional 75 shares during the last quarter. Holos Integrated Wealth LLC bought a new stake in Honeywell International during the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC acquired a new position in Honeywell International in the 4th quarter valued at approximately $26,000. Howard Hughes Medical Institute acquired a new position in Honeywell International in the 2nd quarter valued at approximately $33,000. Finally, Barnes Dennig Private Wealth Management LLC raised its stake in shares of Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors.

Honeywell International News Roundup

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

• Positive Sentiment: Honeywell’s Aerospace unit reported strong growth driven by aviation and defense demand, with analysts and coverage noting momentum that could carry into 2026 — a direct positive for revenue and margin expectations. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
• Positive Sentiment: Barclays reiterated a “buy/overweight” stance on HON, signaling continued analyst conviction in the company’s outlook despite macro uncertainty. Barclays Remains a Buy on Honeywell International (HON)
• Positive Sentiment: Honeywell scheduled 2026 investor days for its Aerospace and Automation businesses ahead of the planned Aerospace separation (expected Q3 2026), which can increase transparency and potentially unlock valuation. HONEYWELL TO HOST 2026 INVESTOR DAYS FOR AEROSPACE AND AUTOMATION BUSINESSES
• Positive Sentiment: Honeywell won a technology selection for a green jet fuel facility in South Africa, supporting its sustainability/advanced materials positioning and potential long-term revenue in sustainable aviation fuels. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
• Positive Sentiment: Honeywell expanded its security portfolio via a partnership with Rhombus to add AI-powered video capabilities — a growth lever in cloud-connected security and recurring software/services revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
• Neutral Sentiment: Honeywell sold or licensed legacy avionics/power-generator program assets to Innovative Aerosystems — this reduces Honeywell’s aftermarket obligations for those legacy lines and frees up resources, but has limited near-term revenue impact. Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
• Neutral Sentiment: Market commentary notes Honeywell is in focus as the Nasdaq shows mixed sentiment — broad-market drivers may be influencing HON’s intraday movement more than company-specific news. Honeywell Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
• Neutral Sentiment: Industry write-ups (Zacks) continue to profile Honeywell among diversified-operations peers; useful visibility but not an immediate catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
• Negative Sentiment: Barclays trimmed its price target on HON from $275 to $255 while keeping an overweight rating — a signal that upside expectations were moderated, which can cap near-term analyst-driven momentum. Barclays adjusts price target on Honeywell to $255 from $275; maintains overweight
• Negative Sentiment: Insider selling (~US$2.0M reported) was disclosed recently, which some investors interpret as a sign of caution from insiders. Honeywell International Insiders Sold US$2.0m Of Shares Suggesting Hesitancy
• Negative Sentiment: Zacks commentary warns industry headwinds (rising operating costs, supply-chain issues) could pressure diversified-operations names including HON, a cautionary factor for margins near-term. 4 Diversified Operations Stocks to Watch Despite Industry Headwinds

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.