ARK Investment Management LLC Purchases 5,962 Shares of Honeywell International Inc. $HON

ARK Investment Management LLC boosted its holdings in Honeywell International Inc. (NASDAQ:HON) by 37.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,714 shares of the conglomerate’s stock after acquiring an additional 5,962 shares during the quarter. ARK Investment Management LLC’s holdings in Honeywell International were worth $4,571,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Summit Wealth Group LLC raised its position in Honeywell International by 4.3% in the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after acquiring an additional 46 shares during the period. Nova R Wealth Inc. boosted its holdings in Honeywell International by 3.0% in the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock valued at $335,000 after purchasing an additional 47 shares during the period. Willow Creek Wealth Management Inc. raised its stake in Honeywell International by 2.2% in the third quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock valued at $490,000 after purchasing an additional 50 shares in the last quarter. Mather Group LLC. raised its position in Honeywell International by 0.6% during the third quarter. Mather Group LLC. now owns 8,616 shares of the conglomerate’s stock valued at $1,814,000 after purchasing an additional 51 shares in the last quarter. Finally, Arrow Financial Corp boosted its stake in shares of Honeywell International by 0.5% in the 3rd quarter. Arrow Financial Corp now owns 10,457 shares of the conglomerate’s stock valued at $2,201,000 after purchasing an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Analyst Upgrades and Downgrades

HON has been the topic of several recent analyst reports. Wolfe Research raised Honeywell International from a “peer perform” rating to an “outperform” rating and set a $293.00 target price on the stock in a research note on Friday, February 27th. Barclays increased their price target on Honeywell International from $259.00 to $275.00 and gave the company an “overweight” rating in a report on Tuesday. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. HSBC cut their target price 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. Finally, Jefferies Financial Group increased their price target on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a research report on Wednesday. Twelve 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. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $251.22.

Honeywell International News Summary

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.

Insider Buying and Selling

In related news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 sale, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,190 shares of company stock valued at $4,244,287 over the last quarter. Corporate insiders own 0.20% of the company’s stock.

Honeywell International Trading Down 3.1%

HON stock opened at $238.38 on Friday. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $248.18. The business has a 50 day simple moving average of $224.90 and a two-hundred day simple moving average of $211.64. The company has a market capitalization of $151.53 billion, a price-to-earnings ratio of 29.83, a PEG ratio of 3.56 and a beta of 0.92.

Honeywell International (NASDAQ:HON) last released 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 firm had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.47 earnings per share. Research analysts anticipate that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed 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 of this dividend is Friday, February 27th. Honeywell International’s dividend payout ratio is 59.57%.

Honeywell International Company 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.