Honeywell International (NASDAQ:HON) Releases Q4 2026 Earnings Guidance

Honeywell International (NASDAQ:HON) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.280-2.430 for the period, compared to the consensus estimate of 5.790. The company issued revenue guidance of $5.0 billion-$5.1 billion. Honeywell International also updated its Q3 2026 guidance to 2.050-2.200 EPS.

Analysts Set New Price Targets

Several research firms have issued reports on HON. Barclays lowered their price target on shares of Honeywell International from $251.00 to $239.00 and set an “overweight” rating for the company in a report on Wednesday, June 10th. Wolfe Research raised Honeywell International to a “hold” rating in a research report on Monday, June 29th. JPMorgan Chase & Co. decreased their target price on Honeywell International from $260.00 to $250.00 and set an “overweight” rating for the company in a research note on Tuesday, July 7th. TD Cowen dropped their price target on Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Finally, Rothschild & Co Redburn reduced their price objective on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a research report on Thursday, May 21st. Thirteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $257.79.

Honeywell International Stock Performance

Shares of Honeywell International stock opened at $232.99 on Thursday. The business has a 50-day simple moving average of $224.98 and a 200 day simple moving average of $226.15. Honeywell International has a one year low of $196.59 and a one year high of $261.24. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. The firm has a market capitalization of $73.82 billion, a price-to-earnings ratio of 16.50, a PEG ratio of 5.18 and a beta of 0.90.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $2.72. The business had revenue of $9.72 billion for the quarter, compared to analyst estimates of $5.02 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. On average, research analysts anticipate that Honeywell International will post 8.2 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were given a $1.19 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.0%. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Honeywell reported second-quarter earnings and revenue well above Wall Street expectations, with EPS of $4.52 versus $1.80 expected and sales of $9.72 billion versus $5.02 billion estimated. The beat suggests solid underlying demand and strong execution in the quarter. Honeywell Q2 2026 Press Release
• Positive Sentiment: The company said orders rose 4% and backlog reached about $38 billion, signaling healthy demand visibility after the aerospace spin-off and supporting the view that the remaining business can generate steady results. Honeywell Technologies Reports Second Quarter Results
• Neutral Sentiment: Honeywell also described its first post-breakup earnings report as benefiting from resilient demand in industrial and building automation, which reinforces the quality of the core businesses but is mostly an update on the company’s new structure. Reuters article
• Negative Sentiment: Despite the strong quarter, Honeywell’s Q3 and Q4 2026 guidance came in below analyst expectations, including EPS guidance of $2.05-$2.20 for Q3 and $2.28-$2.43 for Q4, with Q3 revenue guidance also below consensus. That weaker outlook may be weighing on the stock. Reuters article

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Cibc World Markets Corp bought a new position in shares of Honeywell International in the fourth quarter valued at approximately $219,787,000. Marshall Wace LLP lifted 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 acquiring an additional 1,042,972 shares during the period. Two Sigma Investments LP boosted its position in Honeywell International by 424.3% in the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock worth $242,865,000 after purchasing an additional 933,694 shares during the last quarter. Pinebridge Investments LLC purchased a new position in Honeywell International in the fourth quarter worth $173,123,000. Finally, Morgan Stanley grew its stake in Honeywell International by 4.7% in the 4th quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock valued at $3,789,706,000 after purchasing an additional 879,309 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.

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.