CIBC Bancorp USA Inc. Invests $25.22 Million in Honeywell International Inc. $HON

CIBC Bancorp USA Inc. purchased a new stake in Honeywell International Inc. (NASDAQ:HON) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 119,811 shares of the conglomerate’s stock, valued at approximately $25,220,000.

Several other hedge funds also recently modified their holdings of the company. Barnes Dennig Private Wealth Management LLC increased its holdings in Honeywell International by 491.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after purchasing an additional 118 shares in the last quarter. JPL Wealth Management LLC bought a new position in Honeywell International in the third quarter valued at about $31,000. Howard Hughes Medical Institute acquired a new stake in shares of Honeywell International during the second quarter valued at about $33,000. Cedar Mountain Advisors LLC grew its holdings in shares of Honeywell International by 116.7% during the third 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. Finally, Strive Asset Management LLC bought a new stake in shares of Honeywell International during the third quarter worth about $33,000. Institutional investors and hedge funds own 75.91% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a report on Wednesday, March 4th. Sanford C. Bernstein set a $255.00 price target on shares of Honeywell International in a research report on Friday, January 16th. Wells Fargo & Company raised their price target on shares of Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Citigroup lifted their price target on shares of Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Finally, Wolfe Research raised shares of Honeywell International from a “peer perform” rating to an “outperform” rating and set a $293.00 price objective on the stock in a research note on Friday, February 27th. Twelve 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $251.65.

Insiders Place Their Bets

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction dated 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 completion of the sale, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction dated Thursday, February 19th. The stock was 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 disclosure for this sale is available in the SEC filing. Insiders have sold 18,190 shares of company stock worth $4,244,287 in the last ninety days. Insiders own 0.20% of the company’s stock.

Honeywell International Stock Performance

NASDAQ:HON opened at $229.92 on Thursday. 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 Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $248.18. The company has a 50 day simple moving average of $231.59 and a two-hundred day simple moving average of $212.57. The company has a market capitalization of $146.16 billion, a PE ratio of 28.78, a P/E/G ratio of 3.35 and a beta of 0.92.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter in the previous year, the company earned $2.47 EPS. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. Research 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 was paid on Friday, March 13th. Investors of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s payout ratio is presently 59.57%.

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 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.