Honeywell
HON
About: Honeywell traces its roots to 1885 with Albert Butz's firm, Butz Thermo-Electric Regulator, which produced a predecessor to the modern thermostat. Other inventions by Honeywell include biodegradable detergent and autopilot. Today, Honeywell is a global multi-industry behemoth with one of the largest installed bases of equipment. It operates through four business segments: aerospace technologies (37% of 2023 company revenue), industrial automation (29%), energy and sustainability solutions (17%), and building automation (17%). Recently, Honeywell has made several portfolio changes to focus on fewer end markets and align with a set of secular growth trends. The firm is working diligently to expand its installed base, deriving around 30% of its revenue from recurring aftermarket services.
Employees: 102,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
108% more call options, than puts
Call options by funds: $2.28B | Put options by funds: $1.09B
80% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 109
6% more capital invested
Capital invested by funds: $108B [Q1] → $114B (+$6.42B) [Q2]
2% more funds holding
Funds holding: 2,617 [Q1] → 2,657 (+40) [Q2]
1.58% less ownership
Funds ownership: 78.37% [Q1] → 76.79% (-1.58%) [Q2]
4% less funds holding in top 10
Funds holding in top 10: 45 [Q1] → 43 (-2) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 950 | Existing positions reduced: 1,096
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Morgan Stanley
Chris Snyder
|
$245
|
Equal-Weight
Maintained
|
28 Jul 2025 |
|
RBC Capital
Deane Dray
|
$253
|
Sector Perform
Maintained
|
25 Jul 2025 |
|
Wells Fargo
Joseph O'Dea
|
$230
|
Equal-Weight
Maintained
|
25 Jul 2025 |
|
Barclays
Julian Mitchell
|
$265
|
Overweight
Maintained
|
9 Jul 2025 |
Financial journalist opinion
Based on 33 articles about HON published over the past 30 days
