Allianz SE Has $448,000 Stock Holdings in Honeywell International Inc. $HON

Allianz SE decreased its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 57.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,130 shares of the conglomerate’s stock after selling 2,830 shares during the quarter. Allianz SE’s holdings in Honeywell International were worth $448,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Barnes Dennig Private Wealth Management LLC grew its stake in shares of Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 118 shares during the last quarter. Howard Hughes Medical Institute bought a new stake in Honeywell International in the 2nd quarter valued at $33,000. Cedar Mountain Advisors LLC grew its position in Honeywell International by 116.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after purchasing an additional 84 shares during the last quarter. SJS Investment Consulting Inc. grew its position in Honeywell International by 833.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock worth $35,000 after purchasing an additional 150 shares during the last quarter. Finally, Cloud Capital Management LLC bought a new position in shares of Honeywell International during the 3rd quarter worth about $35,000. 75.91% of the stock is owned by institutional investors.

Honeywell International Price Performance

Shares of Honeywell International stock opened at $243.59 on Friday. The stock has a market capitalization of $154.85 billion, a price-to-earnings ratio of 30.49, a P/E/G ratio of 3.53 and a beta of 0.94. The firm’s 50-day moving average price is $221.08 and its two-hundred day moving average price is $210.88. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $246.00.

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

Honeywell International Dividend Announcement

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

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Wolfe Research upgraded Honeywell to Buy (outperform) and set a $293 price target, citing momentum ahead of an aerospace spinoff that could unlock value. Honeywell upgraded at Wolfe
• Positive Sentiment: Recent quarterly results beat expectations (EPS and revenue growth) and management guidance implies continued margin/earnings leverage — supports multiple expansion and the premium valuation investors are assigning.
• Positive Sentiment: Honeywell said it is resetting Catalyst deal terms and timeline while targeting EPS growth, which investors may view as clarifying the path to accretive outcomes from the transaction. Honeywell Resets Catalyst Deal Terms And Timeline
• Neutral Sentiment: Reported short-interest data in recent filings is noisy/insignificant (the published figures are effectively zero/invalid), so there’s no clear short-pressure signal to explain price moves at this time.
• Neutral Sentiment: Honeywell has outperformed the S&P 500 recently and analysts remain moderately optimistic — supportive context but not a fresh catalyst. Is Honeywell Outperforming the S&P 500?
• Negative Sentiment: Suppliers to U.S. aerospace and semiconductor firms are facing rare-earth shortages ahead of geopolitical talks, a supply constraint that could pressure Honeywell’s aerospace operations and margins. Market Chatter: US Aerospace, Chip Firms Grappling With Rare Earth Shortages
• Negative Sentiment: Wider market weakness (recent pullbacks in major indices) is a potential headwind for near-term performance despite company-specific positives. Top Midday Stories

Insiders Place Their Bets

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently weighed in on HON. Deutsche Bank Aktiengesellschaft lifted their target price on Honeywell International from $259.00 to $273.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. HSBC decreased their price objective on Honeywell International from $290.00 to $266.00 and set a “buy” rating on the stock in a report on Tuesday, November 11th. Bank of America restated an “underperform” rating and issued a $205.00 target price (down from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Wall Street Zen raised Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Finally, The Goldman Sachs Group boosted their price target on shares of Honeywell International from $236.00 to $262.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Twelve equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $249.48.

About Honeywell International

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.