Honeywell International Inc.

🇺🇸NASDAQ Global Select
Back to all articles
Honeywell International Inc. stock analysis HON overview
Neutral 0

Barclays Sticks to Its Buy Rating for Honeywell International (HON)

📊 Barclays analyst Julian Mitchell maintained a Buy rating for Honeywell International (HON).

💰 Analyst set a price target of $243.00 for the stock.

🎯 Mitchell manages the Industrials sector and has a 64.54% success rate on recommendations.

🤝 TD Cowen also issued a Buy rating, while Jefferies held a Hold rating on HON.

💵 Honeywell reported quarterly revenue of $9.14 billion for the quarter ending March 31.

⚠️ Net profit came in at $821 million, down from $1.45 billion last year.

📉 Corporate insider sentiment is negative due to increased share sales over the past quarter.

💼 Director Grace Lieblein sold 5,847 shares for approximately $1.4 million in February 2026.

✈️ Honeywell expects near-term aerospace headwinds but maintains a positive long-term outlook.

🔄 The company is realigning segments and updating its automation reporting structure.

⚠️ This article contains syndicated content from third parties not reviewed by The Globe and Mail.

Bullish Signals
  • Barclays analyst Julian Mitchell maintained a Buy rating for Honeywell International (HON) with a price target of $243.00.
  • TD Cowen's Gautam Khanna also gave Honeywell a Buy rating in his report issued recently.
  • Honeywell reported quarterly revenue of $9.14 billion and net profit of $821 million for the quarter ending March 31.
  • Barclays highlights near-term aerospace headwinds being balanced with strategic portfolio moves supporting its Buy Rating.
  • Management updated automation reporting structure and realigned segments to improve operational focus.
Risk Factors
  • Honeywell's quarterly revenue dropped significantly from $9.82 billion last year to $9.14 billion this quarter, indicating declining sales performance.
  • Net profit has contracted sharply, falling from $1.45 billion a year ago to just $821 million in the latest quarter.
  • Corporate insider sentiment is negative with increased selling activity, as evidenced by Director Grace Lieblein's recent sale of 5,847 shares for over $1.4 million in February 2026.
  • Jefferies has reiterated a Hold rating on Honeywell International, suggesting analysts remain cautious despite bullish ratings from others.
  • The company cites near-term aerospace headwinds as a key concern that could impact future earnings and growth prospects.
Full Analysis
Barclays analyst Julian Mitchell has maintained a Buy rating for Honeywell International (HON), setting a price target of $243.00 in his report issued today, April 25. Mitchell covers the Industrials sector and focuses on major competitors such as Carrier Global and Eaton, with historical data from TipRanks indicating an average return of 17.1% and a 64.54% success rate on his recommended stocks. While Barclays reaffirms its bullish stance, the analyst landscape remains mixed; TD Cowen's Gautam Khanna issued a Buy rating for HON in a report released yesterday, whereas Jefferies reiterated a Hold rating for the company on the same day. Underlying these analyst actions is Honeywell International's latest financial performance for the quarter ending March 31. The company reported quarterly revenue of $9.14 billion and net profit of $821 million. This represents a decline from the previous year, when the company earned revenue of $9.82 billion and net profit of $1.45 billion. Despite the earnings downturn, Barclays emphasizes that Honeywell's balance sheet strength, combined with strategic portfolio moves and a positive outlook for 2026, supports their continued Buy recommendation. Corporate insider activity further influences market sentiment surrounding HON, currently classified as negative based on data from TipRanks regarding 61 insiders. Over the past quarter, there has been an increase in insider selling compared to earlier this year. Notably, Grace Lieblein, a Director at Honeywell, sold 5,847 shares for a total of $1,425,089.31 in February 2026. This recent corporate activity suggests caution among insiders, though it does not necessarily align with external buy-side ratings from major investment banks.