Janus Henderson to be Acquired by General Catalyst and Trian for $7.4 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Source: CNBC
- Acquisition Deal: Asset manager Janus Henderson has reached an agreement to be acquired by General Catalyst and Trian for $7.4 billion, indicating a shift towards privatization to alleviate quarterly performance pressures, which may set a trend for future acquisitions.
- Funding Commitment: Softbank is racing to finalize its $22.5 billion funding commitment to OpenAI by year-end, a move seen as bullish for data center-related stocks, reflecting strong market confidence in the AI sector.
- Chip Export: Nvidia shares rose over 1% as the company plans to start exporting its H200 chips to China by mid-February, a significant development under U.S. trade restrictions that could enhance the company's future earnings outlook.
- One-Time Charge: Honeywell disclosed a one-time charge of approximately $470 million, expected to reduce GAAP sales by $310 million and operating income by $370 million, and while the news is disappointing, management believes that divesting Solstice will improve future financial performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HON?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HON
Wall Street analysts forecast HON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HON is 235.07 USD with a low forecast of 195.00 USD and a high forecast of 262.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
8 Buy
6 Hold
1 Sell
Moderate Buy
Current: 216.640
Low
195.00
Averages
235.07
High
262.00
Current: 216.640
Low
195.00
Averages
235.07
High
262.00
About HON
Honeywell International Inc. is an integrated operating company serving a range of industries and geographies around the world, with a portfolio that is underpinned by its Honeywell Accelerator operating system and Honeywell Forge platform. The Company provides actionable solutions for aerospace, building automation, industrial automation, process automation, and process technology. The Company supplies products, software, and services for aircrafts that it sells to original equipment manufacturers (OEM) and other customers in a variety of end markets. The Company’s portfolio of solutions and services is used in buildings worldwide for fire prevention, controls, access and security. Its offerings serve as the fundamental building blocks of industrial automation. Its sensor technologies and value-added smart edge devices offer connectivity across a variety of sensing and measurement applications. The Company offers a comprehensive portfolio of end-to-end process automation solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Honeywell Reports Strong Q4 2025 Earnings with Positive Outlook
- Strong Performance: Honeywell's Q4 2025 adjusted EPS reached $2.59, a 17% increase, while the full-year adjusted EPS was $9.78, up 12%, indicating sustained profitability improvements.
- Significant Order Growth: The company reported a 23% year-over-year increase in orders, pushing its backlog over $37 billion, reflecting robust market demand and future growth potential, particularly in aerospace and building automation.
- Robust Cash Flow: Free cash flow for the quarter was $2.5 billion, up 48%, with expectations for 2026 free cash flow to reach $5.3 billion to $5.6 billion, enhancing financial flexibility and investment capacity.
- Strategic Restructuring: Honeywell completed the spin-off of Solstice Advanced Materials and plans to finalize the aerospace spin in Q3 2026, aiming to enhance operational efficiency and market competitiveness through a simplified business structure.
Continue Reading
US Stocks Close Mostly Lower, Microsoft Plummets 10%
- Microsoft's Disappointing Earnings: Microsoft shares plummeted over 10% due to underwhelming growth in its cloud business and higher-than-expected expenses, putting pressure on the overall market, particularly tech stocks.
- Meta's Strong Rebound: Meta Platforms' stock surged more than 10% after reporting Q4 revenue of $59.89 billion, exceeding expectations, with Q1 revenue forecasted between $53.5 billion and $56.5 billion, significantly above the $51.27 billion consensus.
- Energy Stocks Benefit: WTI crude oil prices jumped over 3% to a 4.25-month high as President Trump called for negotiations with Iran on a nuclear deal, boosting energy producers' stock prices.
- Economic Data Impact: US weekly initial unemployment claims fell to 209,000, indicating a slightly weaker labor market, while continuing claims dropped to 1.827 million, showing a stronger labor market, influencing market sentiment.
Continue Reading