Honeywell International (NASDAQ:HON) Reaches New 1-Year High on Earnings Beat

Honeywell International Inc. (NASDAQ:HON)’s share price reached a new 52-week high on Friday following a stronger than expected earnings report. The stock traded as high as $229.00 and last traded at $228.4790, with a volume of 329790 shares traded. The stock had previously closed at $227.24.

The conglomerate reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion for 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 business’s revenue was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.47 earnings per share.

Trending Headlines about Honeywell International

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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Sanford C. Bernstein set a $255.00 target price on shares of Honeywell International in a research note on Friday, January 16th. Rothschild & Co Redburn dropped their price objective on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating for the company in a research report on Monday, October 27th. BNP Paribas Exane raised Honeywell International to a “hold” rating in a report on Wednesday, December 3rd. Mizuho lowered their target price on Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Finally, DZ Bank dropped their target price on Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued 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 $242.19.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Summit Wealth Group LLC boosted its holdings in Honeywell International by 4.3% during the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after buying an additional 46 shares during the last quarter. FSM Wealth Advisors LLC increased its stake in shares of Honeywell International by 1.1% in the 4th quarter. FSM Wealth Advisors LLC now owns 4,231 shares of the conglomerate’s stock valued at $825,000 after acquiring an additional 46 shares during the last quarter. Capital Advisors Ltd. LLC increased its stake in shares of Honeywell International by 1.8% in the 2nd quarter. Capital Advisors Ltd. LLC now owns 2,696 shares of the conglomerate’s stock valued at $628,000 after acquiring an additional 47 shares during the last quarter. Bar Harbor Wealth Management raised its position in shares of Honeywell International by 0.3% in the 2nd quarter. Bar Harbor Wealth Management now owns 15,192 shares of the conglomerate’s stock valued at $3,538,000 after acquiring an additional 47 shares during the period. Finally, Nova R Wealth Inc. boosted its stake in Honeywell International by 3.0% during the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after acquiring an additional 47 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Stock Performance

The stock has a market cap of $144.45 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.95. The stock’s fifty day moving average is $202.48 and its 200-day moving average is $208.86. The company has a quick ratio of 1.04, a current ratio of 1.32 and a debt-to-equity ratio of 1.76.

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.