Honeywell International Inc.

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Honeywell International Inc. stock analysis HON overview
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Jefferies Sticks to Their Hold Rating for Honeywell International (HON)

📉 Jefferies analyst Sheila Kahyaoglu maintained a Hold rating on Honeywell International (HON) with a price target of $240.00.

💼 Kahyaoglu is rated a 5-star analyst by TipRanks with an average return of 12.9% and a 58.87% success rate.

🤝 Wells Fargo recently issued a Hold rating on HON, while Barclays maintained a Buy rating earlier in the week.

📊 Honeywell reported quarterly revenue of $9.14 billion and net profit of $821 million for the quarter ending March 31.

📉 Year-over-year comparisons show revenue declined from $9.82 billion and net profit dropped from $1.45 billion.

⚠️ Corporate insider sentiment is negative due to increased share selling by 60 insiders over the past quarter.

💸 In February 2026, Director Grace Lieblein sold 5,847 shares for a total of $1.4 million.

📉 Citi lowered Honeywell's price target from $265 to $257 despite positive earnings call commentary.

📉 TD Cowen reduced their HON price target from $240 to $230.

📉 Barclays adjusted their price target down from $255 to $243 for Honeywell shares.

🛩️ Management notes near-term headwinds in the aerospace sector while maintaining a 2026 outlook that supports a Buy rating.

📰 This report includes syndicated content which has not been reviewed or approved by the publishing platform.

Bullish Signals
  • Jefferies analyst Sheila Kahyaoglu is a 5-star analyst with an average return of 12.9% and a 58.87% success rate.
  • Barclays maintained a Buy rating on Honeywell International (NASDAQ: HON), reflecting continued confidence in the company's strategy.
  • Honeywell reported quarterly revenue of $9.14 billion for the quarter ending March 31, demonstrating consistent business performance.
  • The net profit for the quarter was $821 million, indicating profitable operations despite year-over-year revenue compression.
  • Management highlighted strategic portfolio moves and a positive 2026 outlook to support their Buy Rating on the stock.
  • Analysts note that near-term aerospace headwinds are balanced by strategic strengths, suggesting underlying resilience in the business.
Risk Factors
  • Jefferies maintained a Hold rating on Honeywell International with a price target of $240.00, indicating analyst skepticism about upside potential.
  • Wells Fargo also issued a Hold rating on the stock, showing mixed sentiment from major financial institutions.
  • The company reported quarterly revenue of $9.14 billion, which represents a significant decline from $9.82 billion in the same period last year.
  • Net profit fell to $821 million compared to $1.45 billion during the corresponding quarter last year, signaling deteriorating profitability.
  • Corporate insider sentiment is negative on HON stock as evidenced by increased insider selling activity over the past quarter.
  • Director Grace Lieblein sold 5,847 shares worth over $1.42 million in February 2026, contributing to the negative insider trend.
  • Multiple analysts lowered their price targets for Honeywell, including Citi cutting from $265 to $257, TD Cowen reducing from $240 to $230, and Barclays decreasing from $255 to $243.
  • Citi's specific comment of 'Honeywell Earnings Call Balances Strength With Caution' suggests underlying concerns about the company's performance despite some positive aspects.
Full Analysis
In a report released today, Jefferies analyst Sheila Kahyaoglu maintained a Hold rating on Honeywell International (NASDAQ: HON) with a price target of $240.00. Tipranks notes that Kahyaoglu is a 5-star analyst with an average return of 12.9% and a success rate of 58.87%, covering the Industrials sector including peers such as Boeing, Transdigm Group, and United Airlines Holdings. This rating aligns with Wells Fargo's Joe O'Dea, who issued a Hold recommendation on April 24, although Barclays maintained its Buy rating on the same date. Conversely, recent actions from other financial institutions have involved lowering price targets, including Citi reducing its target to $257 from $265, TD Cowen lowering it to $230 from $240, and Barclays decreasing its target to $243 from $255. Following Honeywell's latest earnings for the quarter ending March 31, the company reported quarterly revenue of $9.14 billion and net profit of $821 million. These figures represent a decline from the previous year's performance, where the company recorded revenue of $9.82 billion and net profit of $1.45 billion. In terms of market activity, corporate insider sentiment is currently classified as negative based on data from 60 insiders over the past quarter, which indicates an increase in share selling compared to earlier in the year. Notable recent transactions include a sale by Grace Lieblein, a Director at HON, in February 2026, where she sold 5,847 shares for a total value of $1,425,089.31. The divergence in analyst sentiment reflects mixed views on the company's outlook despite its earnings release. While some institutions remain bullish or maintain Buy ratings citing strategic portfolio moves and a 2026 outlook to offset near-term aerospace headwinds, others like Jefferies and Wells Fargo prefer a cautious Hold stance. The decrease in insider selling activity combined with lowering price targets from major firms like Citi and TD Cowen suggests that some market participants are recalibrating expectations for the stock's valuation relative to recent performance metrics. Overall, Honeywell International continues to navigate challenging near-term aerospace conditions while attempting to leverage its strategic portfolio adjustments for future growth.