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
Should l Buy HON?
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.
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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: 233.850
Low
195.00
Averages
235.07
High
262.00
Current: 233.850
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.
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