Will Haniole’s disintegration open a disintegration value? – Magic Post

Haniole International today

Hoose

Haniole International

205.27 dollars +0.26 (+0.13 %)

As of 02/13/2025 04:00 pm

52 weeks

189.75 dollars

▼

242.77 dollars

Profit

2.20 %

P/E ratio.

23.57

The target price

248.71 dollars

On February 6, 2025, Haniole announced plans to completely separate the sections of automation and space techniques. This is followed by his previous decision to rotate the advanced material unit. However, the motivation behind the complete separation was largely driven by the active investor investment management. The company acquired a share of $ 5 billion in November 2024, and pressed the company to cancel the shareholders ’value.

Once the division, which is expected in 2026, the investors will retain shares in three distinct business units Satellite stocks, material shares, and technology shares include. Haniole aims to create a stronger and more focused business that can grow independently. This reflects the GE approach when it announced its disintegration in 2021. The restructuring resulted in three separate companies: Geospace, GE healthCARE technologies inc. NYSE: HacAnd Ji Fernova New York: JeffWhich oversees renewable energy operations.

Hun’s share decreased by almost 6 % on the news, which expanded its losses in 2025 and pushed the shares to less than the simple moving average for 250 days. Technically, the stock appears to be exaggerated at these levels.

However, the decrease in the first place was linked to the profit report in the fourth quarter of the company. While Haniole presented strong main numbers, a deeper look at the results indicates another division reason. The company has reported $ 2.47, which was higher than the $ 2.37 analysts. Revenue amounted to $ 10.09 billion, overcoming 9.83 billion dollars. Despite these strong numbers, most of the company’s growth in 2024 came from the Air Space Department, while other sectors struggled. The separation of the aviation unit can allow growth without being installed through the slower sections.

This raises questions about the short -term expectations of Hun’s share. The full separation will not be completed until 2026. The basic materials are expected to be displayed in 2025, but investors who are buying now will need a long -term perspective to benefit from restructuring.

This means looking at Haniole’s guidelines forward, which was cautious and has been hurting to the logical basis behind the division. Administrative investors and activists may see that the group is very complicated so that it cannot be managed effectively as one entity.

For investors who focus on income, Haniole’s profit returns may provide 2.18 % and pay annual payments of $ 4.52 per share as a reason for keeping stocks. Analysts are currently evaluating the share with a moderate purchase with the purchase price goal of $ 248.71, which is 19 % bullish. However, many analysts have reduced their price goals since the profit report, with some consensus decreased.

What is old new again

It remains to see whether Haniole’s disintegration will achieve his intended goals. However, the decision to rotate its aviation department follows a pattern with companies such as GE and Lockheed Martin, which has been restructured in recent years.

This represents a transformation from the trend that has lasted for decades in the aviation industry. Many companies see the same that has now sought diversification now a greater value in a more focused approach.

For Gee, the strategy has resulted. Its stock has increased by 47 % in the past 12 months and 23 % in 2025 as of February 11.

Haniole hopes to achieve similar success. However, investors will closely monitor to see if this step really opens more value or simply reinforce the current challenges of the company.