Market Cap
$66.6B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Aug 31, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 18, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 28, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| Jul 27, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 14, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 11 | 0 | 0 | 65% | |
| Aug 1, 2026 | 5 | 15 | 11 | 0 | 0 | 65% | |
| Jul 1, 2026 | 5 | 15 | 11 | 1 | 0 | 63% | |
| Jun 1, 2026 | 5 | 15 | 12 | 1 | 0 | 61% | |
| May 1, 2026 | 5 | 17 | 12 | 1 | 0 | 63% | |
| Apr 1, 2026 | 5 | 17 | 12 | 1 | 0 | 63% | |
| Mar 1, 2026 | 5 | 16 | 12 | 1 | 0 | 62% | |
| Feb 1, 2026 | 4 | 16 | 13 | 1 | 0 | 59% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.16 | $2.10–$2.23 | -61.6% | +0.6% | 3↑ 0↓ | $5.0B | 17 |
| Next Q | $2.41 | $2.35–$2.50 | -53.4% | -0.6% | 6↑ 2↓ | $5.2B | 16 |
| Current FY | $8.30 | $8.12–$8.48 | -57.6% | -0.1% | 5↑ 1↓ | $20.1B | 24 |
| Next FY | $9.86 | $9.07–$10.27 | 18.8% | -1.2% | 4↑ 3↓ | $20.6B | 24 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.164 | — |
| 7d ago | $2.167 | -0.003 |
| 30d ago | $2.151 | +0.013 |
| 60d ago | $2.146 | +0.018 |
| 90d ago | $2.190 | -0.025 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,778,297 | $5.1B | 10.9% | TRIM -53.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,693,284 | $4.6B | 9.9% | TRIM -49.9% |
| STATE STREET CORP | 18,738,370 | $4.2B | 9.0% | TRIM -40.9% |
| Newport Trust Company, LLC | 12,865,197 | $2.9B | 6.2% | — |
| Invesco Ltd. | 11,249,305 | $2.5B | 5.4% | — |
| MORGAN STANLEY | 9,632,173 | $2.2B | 4.6% | TRIM -47.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,207,101 | $1.8B | 3.9% | TRIM -49.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,862,818 | $1.8B | 3.8% | TRIM -49.8% |
| GOLDMAN SACHS GROUP INC | 7,290,377 | $1.6B | 3.5% | — |
| FRANKLIN RESOURCES INC | 6,509,094 | $1.5B | 3.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 48,831,876 | 22,778,297 | -53.4% | $5.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 41,280,753 | 20,693,284 | -49.9% | $4.6B |
| STATE STREET CORP | TRIM | 31,726,805 | 18,738,370 | -40.9% | $4.2B |
| MORGAN STANLEY | TRIM | 18,428,804 | 9,632,173 | -47.7% | $2.2B |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 16,250,601 | 8,207,101 | -49.5% | $1.8B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 15,650,414 | 7,862,818 | -49.8% | $1.8B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 8,707,049 | 5,068,155 | -41.8% | $1.4B |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 16,635,316 | 5,845,806 | -64.9% | $1.3B |
| BANK OF AMERICA CORP /DE/ | TRIM | 9,124,527 | 4,640,857 | -49.1% | $1.0B |
| ROYAL BANK OF CANADA | TRIM | 6,742,627 | 3,479,049 | -48.4% | $779.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | West Kenneth J | Pres/CEO Process Technologies | SELL | 316 | $245.47 | $77.6K |
| Aug 3, 2026 | Mailloux Robert D. | Vice President & Controller | AWARD | 5,368 | — | — |
| Aug 3, 2026 | LAU PETER JAMES | Pres/CEO Industrial Automation | AWARD | 14,233 | — | — |
| Aug 3, 2026 | Hammoud Billal | Pres/CEO Building Automation | AWARD | 14,233 | — | — |
| Aug 3, 2026 | Masso James | Pres/CEO, Process Automation | AWARD | 4,067 | — | — |
| Aug 3, 2026 | Reilly Jennifer J | SVP and CHRO | AWARD | 3,355 | — | — |
| Aug 1, 2026 | Lu Su Ping | SrVP, General Counsel, CorpSec | TAX W/H | 167 | $242.01 | $40.4K |
| Aug 1, 2026 | Lu Su Ping | SrVP, General Counsel, CorpSec | EXERCISE | 382 | — | — |
| Aug 1, 2026 | Stepniak Michal | SrVP & Chief Financial Officer | EXERCISE | 401 | — | — |
| Aug 1, 2026 | Stepniak Michal | SrVP & Chief Financial Officer | TAX W/H | 175 | $242.01 | $42.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | Honeywell International Inc | Jul 20, 2026(11d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Honeywell International Inc | May 13, 2026(31d) |
| Mar 24, 2026 | Maria Elvira Salazar | R | HOUSE | BUY | $15,001 - $50,000 | Honeywell International Inc | Apr 22, 2026(30d) |
| Mar 20, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Honeywell International Inc | May 1, 2026(43d) |
| Dec 29, 2025 | Angus King | O | SENATE | BUY | $1,001 - $15,000 | Honeywell International Inc | Jan 26, 2026(29d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | Honeywell International Inc | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | Honeywell International Inc | Aug 6, 2026(318d) |