AIA Group Ltd Has $8.79 Million Holdings in Honeywell International Inc. $HON

AIA Group Ltd boosted its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 22.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,756 shares of the conglomerate’s stock after buying an additional 7,694 shares during the quarter. AIA Group Ltd’s holdings in Honeywell International were worth $8,790,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Laurel Wealth Advisors LLC boosted its stake in shares of Honeywell International by 23,503.0% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock worth $865,506,000 after acquiring an additional 3,700,786 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after acquiring an additional 2,277,234 shares in the last quarter. Marshall Wace LLP lifted its holdings in Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after purchasing an additional 1,042,972 shares during the last quarter. Two Sigma Investments LP lifted its holdings in Honeywell International by 424.3% in the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock worth $242,865,000 after purchasing an additional 933,694 shares during the last quarter. Finally, Boston Partners boosted its position in Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after purchasing an additional 626,960 shares during the period. 75.91% of the stock is currently owned by institutional investors.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Rising defense & commercial aerospace demand — Honeywell executives said they can scale capacity to meet stronger munitions and commercial aircraft parts demand, which supports medium‑term revenue upside. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Positive Sentiment: Management maintains full‑year 2026 guidance despite Q1 disruption, indicating they view the impact as temporary and expect recovery later in the year. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Investor outreach continues — recent transcripts from JPMorgan and Bank of America conference presentations give longer-form management commentary for investors but contained no material change to guidance. JPMorgan Industrials Conference transcript Bank of America Global Industrials Conference transcript
• Neutral Sentiment: Broader industry event participation — Semafor’s World Economy attendee list is notable for networking but has limited immediate company-specific impact. Semafor Unveils 450 Top Global CEOs and Government Leaders
• Negative Sentiment: Operational & shipping disruption flagged by CEO — Kapur said Middle East conflict has disrupted operations and supply chains, warning some revenue expected in Q1 could be delayed into May, which raises near‑term earnings uncertainty. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market reaction and volatility — headlines about Iran/Middle East headwinds prompted intraday weakness and reported share drops, reflecting investor concern over timing of revenue recognition and supply disruptions. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning Honeywell Stock Drops as Middle East Conflict Drags Outlook

Honeywell International Price Performance

NASDAQ:HON opened at $229.92 on Thursday. The company has a 50-day moving average of $231.59 and a 200-day moving average of $212.57. The company has a market capitalization of $146.16 billion, a price-to-earnings ratio of 28.78, a PEG ratio of 3.35 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 has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.54 by $0.05. The firm had revenue of $10.07 billion during the quarter, compared to analyst estimates 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 prior year, the business posted $2.47 earnings per share. As a group, equities research analysts anticipate that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.1%. Honeywell International’s dividend payout ratio is presently 59.57%.

Insider Activity at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction 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 directly owned 4,803 shares in the company, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The sale was disclosed in a legal 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 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 transaction, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 18,190 shares of company stock valued at $4,244,287 in the last 90 days. 0.20% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on HON shares. Argus increased 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. JPMorgan Chase & Co. upped 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. Vertical Research lowered shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research note on Monday, January 5th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Finally, Evercore boosted their target price on shares of Honeywell International from $255.00 to $265.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Twelve analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $251.65.

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.