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

Honeywell International (NASDAQ:HON) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 10.350-10.650 for the period, compared to the consensus EPS estimate of 10.530. The company issued revenue guidance of $38.8 billion-$39.8 billion, compared to the consensus revenue estimate of $39.4 billion.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. BMO Capital Markets reiterated an “outperform” rating on shares of Honeywell International in a research note on Friday, June 5th. Sanford C. Bernstein assumed coverage on shares of Honeywell International in a research note on Wednesday. They set a “market perform” rating and a $233.00 target price for the company. TD Cowen decreased their target price on shares of Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, April 24th. The Goldman Sachs Group boosted their target price on shares of Honeywell International from $258.00 to $276.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company decreased their target price on shares of Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. Thirteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Honeywell International has a consensus rating of “Moderate Buy” and a consensus price target of $246.63.

Honeywell International Trading Up 6.4%

NASDAQ:HON opened at $219.12 on Friday. 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 $138.85 billion, a price-to-earnings ratio of 31.04, a price-to-earnings-growth ratio of 2.94 and a beta of 0.85. Honeywell International has a one year low of $186.76 and a one year high of $248.18. The business has a fifty day moving average price of $222.80 and a 200-day moving average price of $219.52.

Honeywell International’s stock is scheduled to reverse split on Monday, June 29th. The 1-2 reverse split was announced on Friday, June 5th. The number of shares owned by shareholders will be adjusted after the closing bell on Friday, June 26th.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.Honeywell International’s revenue was up 2.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.21 EPS. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Sell-side analysts forecast that Honeywell International will post 10.54 EPS for the current year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Friday, May 15th were issued a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s payout ratio is currently 67.42%.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Honeywell’s investor-day presentations for the soon-to-be-separated aerospace and automation businesses reinforced the breakup story, with management outlining a new three-year financial framework and highlighting the potential for two standalone multibillion-dollar companies. HONEYWELL TECHNOLOGIES HOSTS 2026 INVESTOR DAY; PROVIDES NEW THREE-YEAR FINANCIAL FRAMEWORK
• Positive Sentiment: Honeywell also said it is targeting $2 billion to $4 billion in acquisitions, signaling continued growth plans for its industrial automation segment and supporting the case for strategic expansion after the separation. Honeywell targets $2 bln-$4 bln deals, eyes industrial automation M&A
• Neutral Sentiment: Honeywell updated FY 2026 guidance, calling for adjusted EPS of $10.35-$10.65 and revenue of $38.8 billion-$39.8 billion, both roughly in line with Wall Street expectations. The update does not appear to be a major surprise, but it gives investors a clearer view of near-term performance. Honeywell Technologies Hosts 2026 Investor Day; Provides New Three-Year Financial Framework
• Neutral Sentiment: Analyst commentary was mixed but supportive overall: Sanford C. Bernstein upgraded Honeywell to “hold,” while Barclays cut its price target but kept an “overweight” rating. These moves suggest valuation questions, but not a broad deterioration in sentiment. Bernstein SocGen on Honeywell International (HON): ‘Key questions before investor day’
• Negative Sentiment: Recent trading has also been pressured by broader market weakness and risk-off moves in industrial stocks, with reports noting a sharp pullback earlier in the week before the rebound tied to breakup optimism. Honeywell International Inc. (HON) Registers a Bigger Fall Than the Market: Important Facts to Note

Institutional Investors Weigh In On Honeywell International

A number of institutional investors have recently bought and sold shares of the business. Morgan Stanley increased 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 worth $3,789,706,000 after buying an additional 879,309 shares in the last quarter. Unisphere Establishment increased its stake in Honeywell International by 5.4% in the 3rd quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock worth $887,258,000 after buying an additional 215,000 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in Honeywell International by 1.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 3,952,311 shares of the conglomerate’s stock worth $771,056,000 after buying an additional 52,573 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Honeywell International by 14.5% in the 4th 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 buying an additional 468,904 shares in the last quarter. Finally, Boston Partners increased its stake in Honeywell International by 21.6% in the 3rd quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after buying an additional 626,960 shares in the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

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.