ANTIPODES PARTNERS Ltd Takes Position in Honeywell International Inc. $HON

ANTIPODES PARTNERS Ltd acquired a new stake in shares of Honeywell International Inc. (NASDAQ:HON) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 15,154 shares of the conglomerate’s stock, valued at approximately $3,190,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Lockheed Martin Investment Management Co. acquired a new stake in Honeywell International in the 3rd quarter valued at $4,147,000. First National Trust Co lifted its stake in shares of Honeywell International by 9.4% during the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after purchasing an additional 6,803 shares in the last quarter. Managed Asset Portfolios LLC boosted its position in shares of Honeywell International by 2.3% in the second quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock worth $22,317,000 after buying an additional 2,154 shares during the period. Federated Hermes Inc. grew its stake in shares of Honeywell International by 72.5% in the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after buying an additional 4,061 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new stake in shares of Honeywell International during the 2nd quarter valued at about $1,943,000. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Honeywell International Stock Up 1.3%

Shares of Honeywell International stock opened at $243.97 on Friday. The business has a 50-day moving average price of $216.67 and a 200 day moving average price of $210.06. Honeywell International Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $245.63. The firm has a market cap of $155.09 billion, a P/E ratio of 30.53, a P/E/G ratio of 3.49 and a beta of 0.94. The company has a quick ratio of 1.05, a current ratio of 1.30 and a debt-to-equity ratio of 1.81.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter last year, the business posted $2.47 EPS. Honeywell International’s quarterly revenue was up 6.4% compared to the same quarter last year. On average, sell-side analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is presently 59.57%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on HON. Citigroup upped their price target on Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Mizuho decreased their target price on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Sanford C. Bernstein set a $255.00 price target on shares of Honeywell International in a report on Friday, January 16th. JPMorgan Chase & Co. boosted their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of Honeywell International from $259.00 to $273.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Honeywell International currently has an average rating of “Moderate Buy” and an average price target of $246.32.

Insider Activity

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares in the company, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the sale, the vice president owned 4,803 shares in the company, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,190 shares of company stock valued at $4,244,287 over the last ninety days. Company insiders own 0.20% of the company’s stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell was named the refining licensor for the first refinery in Georgia — a commercial win that can drive engineering, licensing and long‑term services revenue in energy/ refining markets. U.S. company Honeywell becomes refining licensor for first refinery in Georgia
• Positive Sentiment: Argus published a note saying Honeywell’s stock is expected to rise, which can lift sentiment among retail and institutional investors. Honeywell International (NASDAQ:HON) Stock Price Expected to Rise, Argus Analyst Says
• Positive Sentiment: Coverage in industry roundups highlights Honeywell as a Dow leader and a solid dividend stalwart, reinforcing its defensive/industrial appeal to income investors. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Neutral Sentiment: Zacks flagged Honeywell alongside peers in its analyst blog — noting earnings beats and segment-level dynamics; useful for context but not an immediate catalyst on its own. The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
• Neutral Sentiment: Two short‑interest notices in the feed are inconsistent/blank (reported as 0 shares/NaN), so they convey no actionable short squeeze or build — effectively neutral until clarified by exchanges.
• Negative Sentiment: Director D. Scott Davis sold 2,367 shares (~7% reduction of his holding) at about $240 each. Insider sales can be viewed negatively by some investors, though the remaining holding and size relative to total shares are modest. SEC Filing

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.