Aberdeen Group plc boosted its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 800,839 shares of the conglomerate’s stock after acquiring an additional 56,809 shares during the quarter. Aberdeen Group plc owned about 0.13% of Honeywell International worth $156,236,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Holos Integrated Wealth LLC bought a new position in shares of Honeywell International in the fourth quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC boosted its stake in shares of Honeywell International by 491.7% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 118 shares in the last quarter. JPL Wealth Management LLC acquired a new position in shares of Honeywell International in the 3rd quarter worth $31,000. Howard Hughes Medical Institute acquired a new stake in shares of Honeywell International during the second quarter worth $33,000. Finally, Cedar Mountain Advisors LLC raised its position 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 period. 75.91% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of equities analysts recently weighed in on the company. BNP Paribas Exane increased their price target on Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Wall Street Zen upgraded Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Evercore upped their price objective 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. Deutsche Bank Aktiengesellschaft raised their target price on shares of Honeywell International from $273.00 to $292.00 and gave the stock a “buy” rating in a report on Wednesday, March 4th. Finally, Mizuho cut their price target 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. Fourteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Honeywell International presently has an average rating of “Moderate Buy” and an average price target of $251.83.
Key Stories Impacting Honeywell International
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Honeywell’s Aerospace unit reported strong growth driven by aviation and defense demand, with analysts and coverage noting momentum that could carry into 2026 — a direct positive for revenue and margin expectations. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
- Positive Sentiment: Barclays reiterated a “buy/overweight” stance on HON, signaling continued analyst conviction in the company’s outlook despite macro uncertainty. Barclays Remains a Buy on Honeywell International (HON)
- Positive Sentiment: Honeywell scheduled 2026 investor days for its Aerospace and Automation businesses ahead of the planned Aerospace separation (expected Q3 2026), which can increase transparency and potentially unlock valuation. HONEYWELL TO HOST 2026 INVESTOR DAYS FOR AEROSPACE AND AUTOMATION BUSINESSES
- Positive Sentiment: Honeywell won a technology selection for a green jet fuel facility in South Africa, supporting its sustainability/advanced materials positioning and potential long-term revenue in sustainable aviation fuels. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
- Positive Sentiment: Honeywell expanded its security portfolio via a partnership with Rhombus to add AI-powered video capabilities — a growth lever in cloud-connected security and recurring software/services revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
- Neutral Sentiment: Honeywell sold or licensed legacy avionics/power-generator program assets to Innovative Aerosystems — this reduces Honeywell’s aftermarket obligations for those legacy lines and frees up resources, but has limited near-term revenue impact. Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
- Neutral Sentiment: Market commentary notes Honeywell is in focus as the Nasdaq shows mixed sentiment — broad-market drivers may be influencing HON’s intraday movement more than company-specific news. Honeywell Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
- Neutral Sentiment: Industry write-ups (Zacks) continue to profile Honeywell among diversified-operations peers; useful visibility but not an immediate catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
- Negative Sentiment: Barclays trimmed its price target on HON from $275 to $255 while keeping an overweight rating — a signal that upside expectations were moderated, which can cap near-term analyst-driven momentum. Barclays adjusts price target on Honeywell to $255 from $275; maintains overweight
- Negative Sentiment: Insider selling (~US$2.0M reported) was disclosed recently, which some investors interpret as a sign of caution from insiders. Honeywell International Insiders Sold US$2.0m Of Shares Suggesting Hesitancy
- Negative Sentiment: Zacks commentary warns industry headwinds (rising operating costs, supply-chain issues) could pressure diversified-operations names including HON, a cautionary factor for margins near-term. 4 Diversified Operations Stocks to Watch Despite Industry Headwinds
Honeywell International Stock Up 0.5%
NASDAQ:HON opened at $229.45 on Friday. The business’s fifty day moving average price is $234.01 and its 200 day moving average price is $213.38. The firm has a market capitalization of $145.86 billion, a price-to-earnings ratio of 28.72, a PEG ratio of 3.30 and a beta of 0.93. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $248.18.
Honeywell International (NASDAQ:HON – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same period last year, the company posted $2.47 EPS. The business’s quarterly revenue was up 6.4% compared to the same quarter last year. On average, sell-side analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.
Honeywell International Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid 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 59.57%.
Insider Buying and Selling at Honeywell International
In other news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction dated 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 directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the sale, the vice president owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This represents a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is owned by corporate 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.
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