Honeywell International (NASDAQ:HON) Now Covered by Analysts at BMO Capital Markets

Stock analysts at BMO Capital Markets began coverage on shares of Honeywell International (NASDAQ:HON) in a research report issued to clients and investors on Friday. The brokerage set an “outperform” rating and a $273.00 price target on the conglomerate’s stock. BMO Capital Markets’ price target indicates a potential upside of 21.24% from the company’s previous close.

HON has been the subject of a number of other research reports. Rothschild & Co Redburn boosted their target price on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Royal Bank Of Canada raised their price target on shares of Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Wall Street Zen upgraded Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Argus boosted their price objective on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Finally, The Goldman Sachs Group increased their target price on Honeywell International from $236.00 to $262.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Thirteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Honeywell International presently has an average rating of “Moderate Buy” and an average price target of $252.54.

Honeywell International Trading Down 0.3%

Shares of NASDAQ:HON opened at $225.17 on Friday. The business’s 50 day moving average price is $233.32 and its 200-day moving average price is $212.94. Honeywell International has a 1 year low of $169.21 and a 1 year high of $248.18. The firm has a market capitalization of $143.14 billion, a price-to-earnings ratio of 28.18, a price-to-earnings-growth ratio of 3.27 and a beta of 0.92. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03.

Honeywell International (NASDAQ:HON) last issued 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 net margin of 12.74% and a return on equity of 40.64%. The firm’s revenue was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.47 EPS. On average, equities research analysts forecast that Honeywell International will post 10.34 earnings per share for the current fiscal year.

Insider Activity

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director owned 31,081 shares in the company, valued at approximately $7,459,440. This represents a 7.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Honeywell International

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. First National Trust Co boosted its holdings in Honeywell International by 9.4% in the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after acquiring an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. purchased a new stake in shares of Honeywell International during the third quarter valued at approximately $4,147,000. Federated Hermes Inc. raised its stake in shares of Honeywell International by 72.5% during the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after purchasing an additional 4,061 shares during the period. SVB Wealth LLC acquired a new position in shares of Honeywell International during the second quarter worth $8,448,000. Finally, Envestnet Asset Management Inc. lifted its position in shares of Honeywell International by 30.7% during the third quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock worth $232,442,000 after purchasing an additional 259,520 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Signed framework agreements to accelerate defense production, including a reported $500M multi‑year investment to expand Honeywell Aerospace capacity — strengthens backlog conversion and cash flow potential. HONEYWELL AEROSPACE, DEPARTMENT OF WAR SIGN GROUNDBREAKING AGREEMENT TO ACCELERATE PRODUCTION OF DEFENSE TECHNOLOGIES
• Positive Sentiment: Framework agreements with Lockheed and other government suppliers to speed missile and defense tech output — reinforces Honeywell’s role as a key defense supplier and supports higher, more stable revenue from government programs. Lockheed, Honeywell Sign Framework Deals to Accelerate Missile, Defense Tech Output
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense tech pick — media endorsements can attract flow into the stock, particularly ahead of the aerospace spin‑off. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Market narrative around Honeywell’s planned aerospace spin‑off remains supportive — analysts see the split as a way to unlock value for both the aerospace (defense/commercial) and industrial automation businesses. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Positive Sentiment: Product/technology growth: collaboration with Rhombus to add AI‑driven cloud video and access solutions expands Honeywell’s recurring‑revenue security portfolio and accelerates its software/cloud mix. Honeywell and Rhombus Introduce AI-Driven, Cloud Video and Access Solution to Modernize Building Security
• Neutral Sentiment: Upcoming earnings/investor call: Honeywell will report Q1 results and host a conference call on April 23 — this is the nearest material catalyst that could meaningfully move the stock depending on guidance and aerospace spin‑off updates. HONEYWELL TO RELEASE FIRST QUARTER FINANCIAL RESULTS AND HOLD ITS INVESTOR CONFERENCE CALL ON THURSDAY APRIL 23
• Neutral Sentiment: Corporate housekeeping: Annual shareowners meeting set for May 22 — routine but relevant for governance and any shareholder votes tied to the spin‑off. HONEYWELL ANNUAL SHAREOWNERS MEETING SET FOR MAY 22, 2026
• Neutral Sentiment: Broader comparisons and analyst pieces (e.g., Hitachi vs. Honeywell) and CEO comments on AI/human intervention provide context but are unlikely to be immediate price drivers. Hitachi (OTCMKTS:HTHIY) vs. Honeywell International (NASDAQ:HON) Financial Review

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.