Dakota Wealth Management Grows Position in Honeywell International Inc. $HON

Dakota Wealth Management raised its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 13.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,213 shares of the conglomerate’s stock after purchasing an additional 3,793 shares during the period. Dakota Wealth Management’s holdings in Honeywell International were worth $6,089,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of HON. SG Americas Securities LLC boosted its holdings in Honeywell International by 15,459.1% in the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after acquiring an additional 4,031,879 shares during the last quarter. Franklin Resources Inc. raised its holdings 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 worth $2,146,372,000 after purchasing an additional 2,277,234 shares during the period. Marshall Wace LLP lifted its stake in shares of Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after purchasing an additional 1,042,972 shares in the last quarter. Two Sigma Investments LP lifted its stake in shares of Honeywell International by 424.3% in the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after purchasing an additional 933,694 shares in the last quarter. Finally, Boston Partners grew its holdings in shares of Honeywell International by 21.6% during the 3rd 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. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Insider Buying and Selling at Honeywell International

In other news, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were 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 owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The stock was 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 approximately $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 have sold a total of 18,190 shares of company stock worth $4,244,287 in the last ninety days. 0.20% of the stock is currently owned by insiders.

Honeywell International Stock Performance

Honeywell International stock opened at $223.12 on Friday. The firm has a market capitalization of $141.83 billion, a PE ratio of 27.92, a price-to-earnings-growth ratio of 3.26 and a beta of 0.92. Honeywell International Inc. has a one year low of $169.21 and a one year high of $248.18. The stock’s 50 day moving average price is $233.39 and its 200 day moving average price is $213.00. 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 issued 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 company had revenue of $10.07 billion during 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%. Honeywell International’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the company earned $2.47 earnings per share. As a group, sell-side analysts expect that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on HON shares. BMO Capital Markets initiated coverage on shares of Honeywell International in a research report on Friday. They set an “outperform” rating and a $273.00 target price for the company. Citigroup lifted their price target on shares of Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Evercore raised their target price on shares of Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Finally, Mizuho reduced their target price on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $252.54.

Honeywell International News Summary

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

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.