Honeywell International (NASDAQ:HON) Price Target Raised to $235.00

Honeywell International (NASDAQ:HON) had its price objective upped by Wells Fargo & Company from $215.00 to $235.00 in a research note released on Friday,Benzinga reports. The brokerage currently has an equal weight rating on the conglomerate’s stock.

HON has been the topic of a number of other reports. Jefferies Financial Group dropped their price objective on shares of Honeywell International from $230.00 to $220.00 in a report on Monday, November 3rd. Evercore ISI initiated coverage on Honeywell International in a research report on Monday, December 15th. They set an “outperform” rating and a $255.00 price target on the stock. HSBC cut their price objective on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating for the company in a research report on Tuesday, November 11th. TD Cowen dropped their price objective on shares of Honeywell International from $250.00 to $240.00 and set a “buy” rating for the company in a research note on Monday, November 10th. Finally, Citigroup dropped their price target on Honeywell International from $267.00 to $262.00 and set a “buy” rating for the company in a research note on Monday, January 12th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Honeywell International has a consensus rating of “Moderate Buy” and a consensus price target of $242.19.

Honeywell International Price Performance

Shares of HON stock opened at $227.52 on Friday. The firm’s 50 day moving average price is $202.48 and its two-hundred day moving average price is $208.66. The stock has a market cap of $144.45 billion, a PE ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.94. The company has a debt-to-equity ratio of 1.76, a quick ratio of 1.05 and a current ratio of 1.32. Honeywell International has a 52-week low of $169.21 and a 52-week high of $229.59.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share 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 return on equity of 40.40% and a net margin of 12.74%.The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.47 earnings per share. As a group, analysts forecast that Honeywell International will post 10.34 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. SG Americas Securities LLC increased its stake in shares of Honeywell International by 15,459.1% in the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after acquiring an additional 4,031,879 shares in the last quarter. Laurel Wealth Advisors LLC boosted its position in shares of Honeywell International by 23,503.0% during the second quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock valued at $865,506,000 after buying an additional 3,700,786 shares during the last quarter. Franklin Resources Inc. boosted its position in shares of Honeywell International by 28.8% during the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after buying an additional 2,277,234 shares during the last quarter. Marshall Wace LLP grew its holdings in Honeywell International by 130.0% during the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after buying an additional 1,042,972 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in Honeywell International by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate’s stock valued at $12,322,222,000 after buying an additional 1,027,413 shares during the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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

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.