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

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Saturday. The company provided earnings per share guidance of 8.050-8.350 for the period, compared to the consensus earnings per share estimate of 10.780. The company issued revenue guidance of $19.8 billion-$20.0 billion, compared to the consensus revenue estimate of $24.1 billion.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on HON shares. Wolfe Research upgraded shares of Honeywell International to a “hold” rating in a report on Monday, June 29th. Zacks Research lowered Honeywell International from a “hold” rating to a “strong sell” rating in a report on Thursday, July 9th. Sanford C. Bernstein began coverage on Honeywell International in a research note on Wednesday, June 10th. They issued a “market perform” rating and a $233.00 price target for the company. Mizuho upped their price target on Honeywell International from $240.00 to $265.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Finally, Citigroup increased their price objective on Honeywell International from $260.00 to $279.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Thirteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $254.25.

Honeywell International Stock Performance

Shares of Honeywell International stock traded up $1.14 during trading hours on Friday, reaching $243.05. 3,887,190 shares of the stock traded hands, compared to its average volume of 3,415,649. Honeywell International has a one year low of $196.59 and a one year high of $261.24. The firm has a market capitalization of $77.03 billion, a price-to-earnings ratio of 9.40, a P/E/G ratio of 5.42 and a beta of 0.90. The company has a quick ratio of 0.93, a current ratio of 1.21 and a debt-to-equity ratio of 1.39. The company has a 50 day moving average price of $228.46 and a 200 day moving average price of $228.02.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.15. The firm had revenue of $9.72 billion for the quarter, compared to analysts’ expectations of $5.03 billion. Honeywell International had a net margin of 23.90% and a return on equity of 34.00%. The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.77 EPS. 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, equities research analysts expect that Honeywell International will post 8.25 earnings per share for the current fiscal year.

Honeywell International Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. Honeywell International’s dividend payout ratio (DPR) is currently 36.80%.

Insider Activity

In other news, CEO Kenneth J. West sold 17,032 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the completion of the sale, the chief executive officer owned 2,132 shares of the company’s stock, valued at $519,717.64. The trade was a 88.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.15% of the stock is currently owned by insiders.

Key Honeywell International News

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

• Positive Sentiment: Honeywell reported second-quarter revenue of approximately $9.72 billion and earnings of $1.95 per share, exceeding the $1.80 analyst consensus. Broad-based order growth and improved visibility into second-half demand support confidence in the company’s post-separation automation strategy. Honeywell Q2 2026 earnings and dividend
• Positive Sentiment: J.P. Morgan issued a Buy rating for HON, while Bank of America upgraded the stock to Neutral and raised its price target to $265, citing stronger execution, order growth and better 2026 guidance. The analyst actions reinforce the improved outlook, although the consensus rating remains Hold. J.P. Morgan Buy rating
• Positive Sentiment: Honeywell declared a quarterly dividend of $0.70 per share, payable September 4, providing continued shareholder income and signaling confidence in cash generation. Honeywell dividend announcement
• Neutral Sentiment: Honeywell Technologies plans to present at Deutsche Bank’s Industrials Conference on August 11. The event could provide additional details on demand, guidance and the standalone automation business, but no new financial information was announced. Honeywell investor conference announcement
• Negative Sentiment: CEO Kenneth West sold 17,032 shares worth about $4.15 million, reducing his direct holdings by nearly 89%. The sale may weigh on sentiment, although it could reflect personal financial planning rather than a view on HON’s operating prospects. Honeywell CEO insider sale filing

Institutional Trading of Honeywell International

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Morgan Stanley lifted its position in shares of Honeywell International by 4.7% during the 4th quarter. Morgan Stanley now owns 19,425,421 shares of the conglomerate’s stock valued at $3,789,706,000 after buying an additional 879,309 shares in the last quarter. Unisphere Establishment lifted its holdings in Honeywell International by 5.4% during the third quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock valued at $887,258,000 after purchasing an additional 215,000 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Honeywell International by 1.3% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 3,952,311 shares of the conglomerate’s stock valued at $771,056,000 after purchasing an additional 52,573 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Honeywell International by 14.5% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,704,533 shares of the conglomerate’s stock worth $722,717,000 after purchasing an additional 468,904 shares during the period. Finally, Boston Partners increased its stake in shares of Honeywell International by 21.6% in 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. Hedge funds and other institutional investors own 75.91% of the company’s stock.

About Honeywell International

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.