Selected Stock Price Target News — July 28, 2026

By Mathew Auto

Three companies drew fresh analyst action today, and two of the three beat earnings estimates anyway. Honeywell ($HON) topped its second quarter targets and raised guidance. That drew an upgrade from BofA Securities. Selective Insurance ($SIGI) also beat on revenue and earnings, yet BMO Capital cut its rating anyway on balance sheet concerns. Clorox ($CLX) drew a fresh downgrade from Jefferies, tied to softening demand and an incoming new CEO. The three trade in unrelated corners of the market. They span industrials, insurance, and consumer staples.

BofA Turns More Constructive On Honeywell After A Guidance Raise

Honeywell makes aerospace components, building automation systems, and industrial safety equipment. Its customers include manufacturers, airlines, and building operators worldwide. The company is also mid-spinoff, separating its Advanced Materials unit into a standalone business called Solstice and its Aerospace unit into a second standalone company. At a June investor day, CEO Vimal Kapur laid out three-year targets for the remaining automation business: 4 to 6 percent organic growth, more than 60 basis points of annual margin expansion, and earnings growth above 10 percent a year. Second quarter adjusted earnings per share reached $1.95. That’s up 10 percent from a year earlier on a standalone basis. Revenue came in at $5.2 billion, with organic sales growth of 4 percent.

Honeywell raised its full-year guidance across every metric it reports. The company lifted its organic growth outlook to 3 to 4 percent from 2 to 3 percent. It raised its segment margin range to 20.1 to 20.5 percent from 19.8 to 20.3 percent. Adjusted EPS guidance moved to $8.05 to $8.35, up from $7.90 to $8.30. Today, Andrew Obin of BofA Securities upgraded Honeywell from Underperform to Neutral. He raised his price target from $205 to $265. Obin’s note pointed to a return to positive earnings revisions after several soft quarters.

Honeywell’s Stock Price Target News This Week

Deane Dray of RBC carries the Street-high target on Honeywell at $298. It’s a Buy he’s held since January 2026. His targets have hit 33 of 43 times, 76.74 percent. Nicole Deblase of Deutsche Bank also holds Buy, at $263, since June 2026. Her targets have hit 27 of 30 times, 90 percent. Chris Snyder of Morgan Stanley holds Hold at $245. His targets have hit 6 of 7 times, 85.71 percent. Obin’s new $265 target lands just above Deblase’s $263 Buy and Snyder’s $245 Hold. It’s still well below Dray’s $298 Street-high.

Jefferies Turns Cautious On Clorox As Trends Soften And Its CEO Prepares To Exit

Clorox makes household cleaning and personal care brands. Its portfolio includes its namesake bleach, Pine-Sol, Burt’s Bees, and Glad trash bags. The company’s current CEO is preparing to step down, with a successor search underway. Third quarter revenue came in at $1.67 billion, essentially flat year over year. Adjusted earnings per share reached $1.64. That’s up 13 percent from $1.45 a year earlier, beating a $1.54 estimate.

Clorox already cut its full-year guidance once this quarter. The company lowered its adjusted EPS outlook to $5.45 to $5.65 from $5.95 to $6.30. It now expects organic sales to drop roughly 9 percent. Management cited ERP inventory swings, GOJO integration costs, and a fresh oil-price headwind of $20 million to $25 million. Today, Kaumil Gajrawala of Jefferies downgraded Clorox from Buy to Hold. He lowered his price target from $125 to $98, citing soft share trends and the CEO transition. Gajrawala also expects fiscal 2027 guidance to land roughly 6 percentage points below Street consensus.

Clorox’s Stock Price Target News This Week

Javier Escalante of Evercore ISI carries a Sell on Clorox at $98. That figure now matches Jefferies’ new target exactly. He’s held that call since October 2022, and his targets have hit 7 of 10 times, 70 percent. Lauren Lieberman of Barclays carries the Street-low target at $86. It’s a Sell she’s held since November 2021. Her targets have hit 31 of 34 times, 91.18 percent, the best track record of the three. Peter Grom of UBS holds Hold at $100, the highest target among this group. His targets have hit 19 of 30 times, 63.33 percent. Gajrawala’s new $98 target lands just above Lieberman’s $86 Street-low. It’s now level with Escalante’s matching Sell and below Grom’s $100 Hold.

BMO Turns Cautious On Selective Insurance Despite A Revenue And Earnings Beat

Selective Insurance sells commercial, personal, and excess property and casualty coverage. It operates primarily across the eastern and central United States, writing policies through a network of independent agents rather than direct sales. Second quarter revenue reached $1.39 billion, topping a $1.36 billion estimate. Adjusted earnings per share came in at $1.95, well above a $1.67 estimate.

The headline beat masked two soft spots. Book value per share landed at $58.13, short of a $61.29 estimate. The combined ratio ticked up to 98 percent, versus a 97.8 percent estimate. A higher combined ratio signals underwriting profitability is narrowing. Shares fell roughly 7.5 percent on the print. Today, Michael Zaremski of BMO Capital downgraded Selective Insurance from Outperform to Market Perform. He held his price target at $97, unchanged from his prior call.

Selective Insurance’s Stock Price Target News This Week

Rowland Mayor of RBC carries the Street-high target on Selective Insurance at $110. It’s a Buy he’s held since November 2025. His targets have hit 2 of 3 times, 66.67 percent. Paul Newsome of Piper Sandler holds Hold at $103, the longest-tenured call on the board. His targets have hit 9 of 14 times, 64.29 percent. Bob Huang of Morgan Stanley carries the Street-low target at $80. It’s a Sell he’s held since October 2025. His targets have hit 5 of 10 times, 50 percent. Zaremski’s $97 target sits between Newsome’s $103 Hold and Huang’s $80 Sell. It’s still well below Mayor’s $110 Street-high.

That closes out today’s stock price target news across three of the Street’s most active names. Track records for every analyst above are on anachart.com. Deeper analysis, including retired analysts going back to 2004 and on demand research, is at anachart.store.