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.
富國集團分析師Joe O'Dea維持$霍尼韋爾 (HON.US)$持有評級，並將目標價從215美元上調至254美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.3%，總平均回報率為10.9%。
此外，綜合報道，$霍尼韋爾 (HON.US)$近期主要分析師觀點如下：
該公司預計，根據自由現金流和各部分的總和分析，到2025年，價值有可能大幅升值。此外，值得注意的是，到2026年底，可能會有更大的上行空間。
霍尼韋爾建議拆分爲專注於航空航天的RemainCo和以自動化爲中心的SpinCo，這被視爲緩解該公司長期表現不佳的合理策略。這種觀點承認，霍尼韋爾最近股票表現滯後的部分原因是市場目前偏愛週期性槓桿股票，而不是收益高質量的公司。
該公司的靈感來自於在給霍尼韋爾董事會的一封信後可能進行重大投資組合調整。儘管如此，董事會需要考慮的時間跨度以及隨後採取的任何行動表明，任何潛在的分拆可能要到2026年才會發生。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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