Brokerages Set Honeywell International Inc. (NASDAQ:HON) PT at $251.65

Honeywell International Inc. (NASDAQ:HON) has been assigned an average rating of “Moderate Buy” from the twenty-one research firms that are covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, eight have given a hold rating and twelve have issued a buy rating on the company. The average 1-year price target among analysts that have issued a report on the stock in the last year is $251.6522.

HON has been the topic of several research reports. Citigroup upped their price target on shares of Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Honeywell International in a research note on Monday, December 29th. DZ Bank cut their price objective on shares of Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Barclays increased their target price on shares of Honeywell International from $259.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 3rd. Finally, Mizuho dropped their price target on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a research report on Monday, January 5th.

Insiders Place Their Bets

In related news, Director D Scott Davis sold 2,367 shares of the firm’s 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 transaction, the director owned 31,081 shares in the company, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. Corporate insiders own 0.41% of the company’s stock.

Institutional Investors Weigh In On Honeywell International

A number of large investors have recently bought and sold shares of the company. Caitlin John LLC lifted its holdings in shares of Honeywell International by 138.9% during the 4th quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after acquiring an additional 75 shares during the period. Holos Integrated Wealth LLC bought a new position in Honeywell International in the fourth quarter valued at approximately $25,000. Ares Financial Consulting LLC acquired a new position in Honeywell International during the fourth quarter valued at approximately $26,000. Howard Hughes Medical Institute acquired a new position in Honeywell International during the second quarter valued at approximately $33,000. Finally, Barnes Dennig Private Wealth Management LLC lifted its stake in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after purchasing an additional 118 shares during the last quarter. 75.91% of the stock is currently 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: Morgan Stanley raised its price target on HON to $245, signaling continued analyst confidence in Honeywell’s medium‑term outlook despite near‑term headwinds. Morgan Stanley Lifts Price Target on Honeywell International Inc. (HON) to $245, Reiterates Equal Weight Rating
• Positive Sentiment: Honeywell and peers say they can expand capacity to meet rising defense and commercial aerospace demand (munitions and aircraft parts), which supports revenue growth beyond the near‑term shipping disruption. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Neutral Sentiment: Management presented at recent industrials conferences (Bank of America and JPMorgan); transcripts provide detail on segments, margin levers and execution but contained no material change to guidance. Useful for investors digging into longer‑term drivers. Honeywell International Inc. (HON) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Neutral Sentiment: Company says the Middle East disruption will dent Q1 revenue timing but it is maintaining the full‑year 2026 forecast, which partially offsets investor concern about a one‑quarter hit. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Conference transcript from JPMorgan offers additional color on segment outlook and capital allocation; these disclosures are informative but not immediately market‑moving. Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript
• Negative Sentiment: CEO Vimal Kapur warned the Middle East conflict has disrupted operations and shipping, and said some revenues expected in Q1 may slip into May — a direct near‑term revenue/timing hit that weighed on the stock. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market commentary and headlines flagged the Iran conflict as a headwind and noted the stock slid intraday after the warnings, reflecting investor concern over Q1 revenue timing despite stronger munitions demand. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning
• Negative Sentiment: Analysts and news outlets note the paradox that defense/munitions demand is rising (positive longer term) while near‑term shipping/logistics disruptions are trimming Q1 revenue — creating volatility in the stock until timing normalizes. Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demand

Honeywell International Stock Performance

HON opened at $231.42 on Friday. The business has a fifty day simple moving average of $230.98 and a 200 day simple moving average of $212.45. The company has a market capitalization of $147.11 billion, a PE ratio of 28.96, a price-to-earnings-growth ratio of 3.39 and a beta of 0.92. Honeywell International has a 1 year low of $169.21 and a 1 year high of $248.18. 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 posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. During the same quarter last year, the business earned $2.47 EPS. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. Research analysts expect that Honeywell International will post 10.34 EPS for the current year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s payout ratio is currently 59.57%.

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.