Wells Fargo analyst Joe O'Dea maintains $Honeywell (HON.US)$ with a hold rating, and adjusts the target price from $215 to $254.
According to TipRanks data, the analyst has a success rate of 63.3% and a total average return of 10.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Honeywell (HON.US)$'s main analysts recently are as follows:
The firm anticipates that, based on free cash flow and a sum-of-the-parts analysis, there is potential for significant value appreciation by 2025. Additionally, it is noted that there could be even greater upside by the end of 2026.
The suggestion for Honeywell to separate into an Aerospace-focused RemainCo and an automation-centric SpinCo is seen as a reasonable strategy to mitigate the company's prolonged underperformance. This perspective acknowledges that the recent lag in Honeywell's share performance is partially due to the market's current preference for cyclically-leveraged stocks over companies with high-quality earnings.
The firm is inspired by the potential for significant portfolio adjustments following a letter to the Board of Honeywell. Nonetheless, the timespan required for the Board to consider and any ensuing actions suggest that it might not be until 2026 before any potential spin-offs occur.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富国集团分析师Joe O'Dea维持$霍尼韦尔 (HON.US)$持有评级，并将目标价从215美元上调至254美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.3%，总平均回报率为10.9%。
此外，综合报道，$霍尼韦尔 (HON.US)$近期主要分析师观点如下：
该公司预计，根据自由现金流和各部分的总和分析，到2025年，价值有可能大幅升值。此外，值得注意的是，到2026年底，可能会有更大的上行空间。
霍尼韦尔建议拆分为专注于航空航天的RemainCo和以自动化为中心的SpinCo，这被视为缓解该公司长期表现不佳的合理策略。这种观点承认，霍尼韦尔最近股票表现滞后的部分原因是市场目前偏爱周期性杠杆股票，而不是收益高质量的公司。
该公司的灵感来自于在给霍尼韦尔董事会的一封信后可能进行重大投资组合调整。尽管如此，董事会需要考虑的时间跨度以及随后采取的任何行动表明，任何潜在的分拆可能要到2026年才会发生。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
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