BMO Capital Markets Begins Coverage on Honeywell International (NASDAQ:HON)

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

A number of other research firms also recently weighed in on HON. Vertical Research downgraded shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target for the company. in a research report on Monday, January 5th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Daiwa Securities Group boosted their target price on shares of Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Morgan Stanley upped their target price on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research note on Thursday, March 12th. Finally, Citigroup lifted their price target on Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $252.54.

Honeywell International Stock Down 0.3%

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

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter in the prior year, the business posted $2.47 earnings per share. Honeywell International’s revenue for the quarter was up 6.4% on a year-over-year basis. As a group, equities analysts anticipate that Honeywell International will post 10.34 earnings per share for the current fiscal year.

Insider Transactions at Honeywell International

In related news, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the sale, the vice president owned 4,803 shares in the company, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares in the company, valued at $7,459,440. This represents a 7.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 18,190 shares of company stock worth $4,244,287. Insiders own 0.20% of the company’s stock.

Institutional Trading of Honeywell International

Institutional investors and hedge funds have recently made changes to their positions in the stock. Holos Integrated Wealth LLC acquired a new position in Honeywell International during the 4th quarter valued at approximately $25,000. Caitlin John LLC increased its position in Honeywell International by 138.9% in the fourth quarter. Caitlin John LLC now owns 129 shares of the conglomerate’s stock worth $25,000 after buying an additional 75 shares during the period. Ares Financial Consulting LLC bought a new stake in Honeywell International in the fourth quarter valued at $26,000. Hilton Head Capital Partners LLC acquired a new position in shares of Honeywell International during the fourth quarter valued at $28,000. Finally, University of Texas Texas AM Investment Management Co. acquired a new position in shares of Honeywell International during the fourth quarter valued at $28,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International News Summary

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.