Honeywell International (NASDAQ:HON) Releases Q4 2025 Earnings Guidance

Honeywell International (NASDAQ:HON) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 2.480-2.580 for the period, compared to the consensus EPS estimate of 2.570. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $10.2 billion. Honeywell International also updated its FY 2025 guidance to 9.700-9.800 EPS.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Citigroup lifted their target price on shares of Honeywell International from $251.56 to $267.00 and gave the stock a “buy” rating in a research note on Tuesday, November 4th. TD Cowen cut their price target on shares of Honeywell International from $250.00 to $240.00 and set a “buy” rating on the stock in a report on Monday, November 10th. HSBC lowered 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 note on Tuesday, November 11th. Morgan Stanley dropped their target price on shares of Honeywell International from $245.00 to $235.00 and set an “equal weight” rating for the company in a report on Tuesday, October 28th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Honeywell International in a report on Monday, December 15th. Nine analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $236.56.

Honeywell International Stock Down 1.6%

NASDAQ:HON opened at $195.96 on Tuesday. The firm has a 50-day simple moving average of $198.33 and a two-hundred day simple moving average of $213.08. The firm has a market cap of $124.41 billion, a P/E ratio of 20.65, a P/E/G ratio of 2.66 and a beta of 0.96. Honeywell International has a fifty-two week low of $169.21 and a fifty-two week high of $228.04. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Monday, December 11th. The conglomerate reported $2.25 EPS for the quarter. The company had revenue of $8.95 billion during the quarter. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.Honeywell International has set its Q4 2023 guidance at 2.530-2.630 EPS and its FY 2023 guidance at 9.100-9.200 EPS. Analysts predict that Honeywell International will post 10.34 earnings per share for the current fiscal year.

Honeywell International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 5th. Investors of record on Friday, November 14th were issued a $1.19 dividend. The ex-dividend date of this dividend was Friday, November 14th. This is an increase from Honeywell International’s previous quarterly dividend of $1.13. This represents a $4.76 annualized dividend and a dividend yield of 2.4%. Honeywell International’s dividend payout ratio is presently 50.16%.

More Honeywell International News

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

• Positive Sentiment: Honeywell released supplemental financial information and an updated segment realignment to take effect in 1Q26, which provides more transparency on its restructured reporting and helps investors model pro forma results going forward. HONEYWELL PROVIDES SUPPLEMENTAL FINANCIAL INFORMATION…
• Neutral Sentiment: Analyst/commentary pieces are urging patience around Honeywell’s longer-term structural moves (notably the aerospace/other carve-ups), suggesting some investors may sit on the sidelines until separation details and timing are clearer. Honeywell: I’ll Wait For Aerospace To Split Off
• Neutral Sentiment: Pre-market futures positioning and market commentary are tracking HON along with broader industrials; these flow factors can accentuate moves but are not fundamental catalysts. Honeywell International Inc (NASDAQ:HON) Nasdaq Futures Positioning
• Negative Sentiment: Honeywell flagged an expected one-time Q4 charge of roughly $470 million related to a potential settlement of Flexjet-linked litigation — a near-term earnings hit that has driven the stock lower. Honeywell expects $470 million charge from Flexjet settlement
• Negative Sentiment: Company commentary and reporting indicate talks with Flexjet are ongoing and Honeywell plans to record a Q4 charge amid settlement discussions — increasing near-term earnings and cash-flow uncertainty. Honeywell plans Q4 charge amid Flexjet settlement talks
• Negative Sentiment: Honeywell scaled back sales guidance after completing the Solstice spin-off process and issued lower Q4 and full‑year 2025 revenue and EPS ranges versus consensus, implying slower near-term growth than analysts expected. Honeywell scales back sales guidance after Solstice spin-off
• Negative Sentiment: Market reports and commentary note the share reaction (premarket and intraday) to the charge and guidance revisions — a typical investor response to unexpected one-time costs and lower guidance. Honeywell Flags 4Q Hit Due to Possible Flexjet Settlement Charge

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Marshall Wace LLP increased its stake in shares of Honeywell International by 130.0% in the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after purchasing an additional 1,042,972 shares in the last quarter. Two Sigma Investments LP lifted its position in shares of Honeywell International by 424.3% in the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after acquiring an additional 933,694 shares in the last quarter. Boston Partners grew its position in shares of Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after purchasing an additional 626,960 shares in the last quarter. Voloridge Investment Management LLC raised its stake in Honeywell International by 1,457.7% during the 3rd quarter. Voloridge Investment Management LLC now owns 663,830 shares of the conglomerate’s stock valued at $139,736,000 after purchasing an additional 621,213 shares during the period. Finally, Unisphere Establishment raised its stake in Honeywell International by 8.1% during the 2nd quarter. Unisphere Establishment now owns 4,000,000 shares of the conglomerate’s stock valued at $931,520,000 after purchasing an additional 300,000 shares during the period. Institutional investors own 75.91% of the company’s stock.

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.