111 Capital Increases Stock Holdings in Honeywell International Inc. $HON

111 Capital grew its stake in Honeywell International Inc. (NASDAQ:HON) by 19.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,589 shares of the conglomerate’s stock after buying an additional 3,074 shares during the quarter. Honeywell International makes up 0.7% of 111 Capital’s portfolio, making the stock its 19th biggest holding. 111 Capital’s holdings in Honeywell International were worth $3,913,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of HON. Barnes Dennig Private Wealth Management LLC grew its holdings 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 valued at $30,000 after purchasing an additional 118 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in Honeywell International in the second quarter worth about $33,000. Cedar Mountain Advisors LLC lifted its stake in shares of Honeywell International by 116.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after acquiring an additional 84 shares during the last quarter. SJS Investment Consulting Inc. boosted its stake in shares of Honeywell International by 833.3% during the third quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock valued at $35,000 after purchasing an additional 150 shares during the period. Finally, Cloud Capital Management LLC purchased a new stake in Honeywell International in the 3rd quarter valued at about $35,000. 75.91% of the stock is currently owned by institutional investors.

Insider Transactions at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the transaction, the vice president owned 4,803 shares of the company’s stock, valued at $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was 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 three months, insiders sold 18,190 shares of company stock valued at $4,244,287. Insiders own 0.41% of the company’s stock.

Key Headlines 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

Honeywell International Trading Up 1.1%

NASDAQ HON opened at $243.59 on Monday. Honeywell International Inc. has a 12 month low of $169.21 and a 12 month high of $246.00. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The firm’s 50-day moving average is $221.08 and its two-hundred day moving average is $210.81. The stock has a market capitalization of $154.85 billion, a P/E ratio of 30.49, a PEG ratio of 3.53 and a beta of 0.92.

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

Honeywell International Announces Dividend

The company 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 $1.19 dividend. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, February 27th. Honeywell International’s payout ratio is presently 59.57%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on HON shares. Bank of America reiterated an “underperform” rating and set a $205.00 price objective (down from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. HSBC decreased their price objective on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating for the company in a research report on Tuesday, November 11th. Deutsche Bank Aktiengesellschaft boosted their price target on Honeywell International from $259.00 to $273.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Sanford C. Bernstein set a $255.00 target price on shares of Honeywell International in a report on Friday, January 16th. Finally, Argus boosted their price target on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Twelve research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average 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.