Billionaire George Soros Stock Portfolio: 5 Best Stocks to Buy

3. Honeywell International Inc. (NASDAQ:HON)

Soros’ Fund Management Stake Value: $80,930,494

On May 27, Barclays raised its price recommendation on Honeywell International Inc. (NASDAQ:HON) to $251 from $243. It reiterated an Overweight rating on the shares. The firm said Honeywell has “clear catalysts ahead,” pointing to two upcoming capital markets days and two planned spinoffs in the coming weeks. Barclays believes the stock has 10%-15% upside potential ahead of those transactions.

During Honeywell’s first-quarter 2026 earnings call, Chairman and CEO Vimal Kapur said the company got off to a strong start to the year. He noted that Honeywell continued to build on the momentum from 2025 despite operating in a difficult geopolitical environment and dealing with temporary mechanical supply chain constraints in its Aerospace segment.

Kapur said organic orders rose 7% during the quarter. He also noted that Honeywell’s backlog exceeded $38 billion, supported by a book-to-bill ratio above 1.1. In addition, the company expanded its operating margin by 90 basis points to more than 23%.On the portfolio side, Kapur said Honeywell announced plans to divest its Productivity Solutions and Services business as well as its Warehouse and Workflow Solutions business. The transactions are expected to close in the second half of 2026.

He also stated that Honeywell now expects to complete the Honeywell Aerospace spin-off in the third quarter, on June 29. Kapur added that the company successfully secured $20 billion in financing for the Aerospace spin-off while maintaining investment-grade credit ratings.

Honeywell International Inc. (NASDAQ:HON) is an integrated operating company that serves customers across a range of industries and geographic markets. Its portfolio is supported by the Honeywell Accelerator operating system and the Honeywell Forge platform.