Amova Asset Management Americas Inc. Boosts Stock Position in Honeywell International Inc. $HON

Amova Asset Management Americas Inc. raised its holdings in Honeywell International Inc. (NASDAQ:HON) by 22.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,593 shares of the conglomerate’s stock after buying an additional 3,787 shares during the period. Amova Asset Management Americas Inc.’s holdings in Honeywell International were worth $4,334,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Advisory Alpha LLC raised its position in shares of Honeywell International by 20.1% during the 3rd quarter. Advisory Alpha LLC now owns 2,425 shares of the conglomerate’s stock worth $512,000 after acquiring an additional 406 shares in the last quarter. Tower Bridge Advisors increased its stake in Honeywell International by 0.3% in the third quarter. Tower Bridge Advisors now owns 30,378 shares of the conglomerate’s stock valued at $6,395,000 after purchasing an additional 81 shares during the last quarter. IFG Advisory LLC raised its holdings in Honeywell International by 3.2% during the third quarter. IFG Advisory LLC now owns 2,772 shares of the conglomerate’s stock worth $584,000 after purchasing an additional 86 shares in the last quarter. Cambria Investment Management L.P. purchased a new stake in shares of Honeywell International during the 3rd quarter worth approximately $327,000. Finally, ARK Investment Management LLC boosted its holdings in shares of Honeywell International by 37.8% in the 3rd quarter. ARK Investment Management LLC now owns 21,714 shares of the conglomerate’s stock valued at $4,571,000 after buying an additional 5,962 shares in the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Honeywell International News Roundup

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

• Positive Sentiment: Deutsche Bank raised its price target on HON to $292 and maintained a “buy” rating, signaling strong upside from current levels and providing institutional validation for Honeywell’s outlook. Deutsche Bank Raises PT
• Positive Sentiment: Industry research ranks Honeywell as a quadrant leader in building automation systems (BAS), highlighting its strengths in AI-driven energy management and integrated safety systems — a structural growth tailwind for industrial/controls revenue. BAS Market Report
• Positive Sentiment: Coverage momentum has been favorable recently — Honeywell hit a new 12-month high after analyst upgrades, supporting the view that the stock still has upside per several broker notes. 12-Month High After Upgrade
• Neutral Sentiment: Honeywell filed a Form 10 and provided more details on the planned Honeywell Aerospace spinoff (ticker HONA), expected to list in Q3 2026; management will hold an Investor Day on June 3 to outline the separation plan. This could unlock value long-term but introduces near-term execution and timing risk. Aerospace Spinoff Details
• Neutral Sentiment: Analysts’ views are mixed across the industrials sector; coverage pieces note differing takes on Honeywell’s mix of secular BAS strength and the impact of the aerospace separation, leaving some uncertainty around the stock’s near-term valuation. Analysts Mixed
• Negative Sentiment: Near-term selling pressure likely reflects profit-taking after recent gains, plus investor rotation and uncertainty around the spinoff’s timing and financial impact; that combination can weigh on the parent stock despite positive analyst notes.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. DZ Bank cut their price target on shares of Honeywell International from $248.00 to $237.00 in a research note on Tuesday, December 23rd. Wolfe Research raised Honeywell International from a “peer perform” rating to an “outperform” rating and set a $293.00 price objective on the stock in a report on Friday, February 27th. Wall Street Zen raised Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Wells Fargo & Company upped their target price on Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a research report on Friday, January 30th. Finally, BNP Paribas Exane raised their price target on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Twelve research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.22.

Honeywell International Trading Down 3.1%

Shares of Honeywell International stock opened at $238.38 on Friday. The firm has a market cap of $151.53 billion, a price-to-earnings ratio of 29.83, a price-to-earnings-growth ratio of 3.56 and a beta of 0.92. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18. The company’s 50-day simple moving average is $224.90 and its 200-day simple moving average is $211.64. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81.

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

Honeywell International Dividend Announcement

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

Insider Buying and Selling at Honeywell International

In other news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,099,887. This represents a 68.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This trade represents a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 18,190 shares of company stock valued at $4,244,287 in the last quarter. 0.20% of the stock is currently owned by company insiders.

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.