Honeywell International Inc. $HON Shares Sold by Independent Advisor Alliance

Independent Advisor Alliance lessened its holdings in Honeywell International Inc. (NASDAQ:HON) by 7.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 34,476 shares of the conglomerate’s stock after selling 2,774 shares during the period. Independent Advisor Alliance’s holdings in Honeywell International were worth $7,257,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of HON. Armstrong Fleming & Moore Inc acquired a new stake in Honeywell International during the 2nd quarter worth $998,000. Lockheed Martin Investment Management Co. acquired a new stake in shares of Honeywell International during the third quarter worth about $4,147,000. Triton Financial Group Inc purchased a new position in shares of Honeywell International during the second quarter worth about $1,001,000. Managed Asset Portfolios LLC increased its position in Honeywell International by 2.3% in the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after acquiring an additional 2,154 shares during the period. Finally, Baxter Bros Inc. raised its stake in Honeywell International by 14.6% during the 2nd quarter. Baxter Bros Inc. now owns 35,733 shares of the conglomerate’s stock valued at $8,321,000 after acquiring an additional 4,543 shares during the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on HON. Barclays lifted their target price on Honeywell International from $250.00 to $259.00 and gave the company an “overweight” rating in a research note on Friday. Bank of America reissued an “underperform” rating and issued a $205.00 price objective (down from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Rothschild & Co Redburn reduced their target price on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating for the company in a research note on Monday, October 27th. Morgan Stanley lowered their target price on shares of Honeywell International from $245.00 to $235.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 28th. Finally, Jefferies Financial Group cut their price target on shares of Honeywell International from $230.00 to $220.00 in a report on Monday, November 3rd. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $242.19.

Key Headlines Impacting Honeywell International

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Honeywell International Stock Performance

Shares of HON opened at $227.52 on Friday. The company has a quick ratio of 1.04, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $229.59. The company has a 50-day simple moving average of $202.48 and a 200-day simple moving average of $208.86. The company has a market capitalization of $144.45 billion, a PE ratio of 28.48, a P/E/G ratio of 2.66 and a beta of 0.95.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.40%. The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period in the prior year, the business posted $2.47 earnings per share. The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. Equities research analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Profile

Honeywell International Inc is a diversified, publicly traded multinational conglomerate (NASDAQ: HON) that designs and manufactures a wide range of commercial and consumer products, engineering services and aerospace systems. The company operates through major business platforms that historically include Aerospace; Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. Its portfolio spans avionics and propulsion systems, building controls and HVAC equipment, process technologies and advanced materials, industrial automation software, and personal protective equipment and scanning solutions.

Honeywell’s aerospace business supplies aircraft manufacturers and operators with engines and auxiliary power units, avionics, flight safety systems and aftermarket services.