Stratos Wealth Partners LTD. lowered its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 13.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,668 shares of the conglomerate’s stock after selling 4,617 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Honeywell International were worth $5,983,000 as of its most recent SEC filing.
A number of other hedge funds also recently made changes to their positions in the stock. First National Trust Co grew its holdings in shares of Honeywell International by 9.4% during the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after purchasing an additional 6,803 shares during the last quarter. Lockheed Martin Investment Management Co. bought a new position in Honeywell International in the 3rd quarter valued at approximately $4,147,000. Federated Hermes Inc. raised its holdings in Honeywell International by 72.5% in the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after buying an additional 4,061 shares during the last quarter. SVB Wealth LLC acquired a new stake in Honeywell International during the 2nd quarter worth approximately $8,448,000. Finally, Envestnet Asset Management Inc. boosted its position in Honeywell International by 30.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock worth $232,442,000 after buying an additional 259,520 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several brokerages have issued reports on HON. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. The Goldman Sachs Group lifted their price target on shares of Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Rothschild & Co Redburn boosted their price objective on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Jefferies Financial Group increased their price objective on Honeywell International from $240.00 to $245.00 and gave the company a “hold” rating in a report on Wednesday, March 4th. Finally, BMO Capital Markets assumed coverage on Honeywell International in a research report on Friday, March 27th. They set an “outperform” rating and a $273.00 target price for the company. Fourteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $251.83.
Insider Transactions at Honeywell International
In other news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their position. The transaction 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 the business’s stock in a transaction dated 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 in the company, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. Company insiders own 0.20% of the company’s stock.
Honeywell International Price Performance
Honeywell International stock opened at $229.45 on Monday. The firm has a market cap of $145.86 billion, a price-to-earnings ratio of 28.72, a PEG ratio of 3.32 and a beta of 0.93. 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. The firm has a 50 day moving average price of $234.17 and a two-hundred day moving average price of $213.53.
Honeywell International (NASDAQ:HON – Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating 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 company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period in the prior year, the firm posted $2.47 EPS. The company’s quarterly revenue was up 6.4% on a year-over-year basis. Equities analysts predict that Honeywell International Inc. will post 10.34 EPS for the current year.
Honeywell International Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were given a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. Honeywell International’s dividend payout ratio is 59.57%.
Honeywell International News Roundup
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Honeywell’s Aerospace segment is reporting strong growth driven by commercial aviation and defense demand, supporting revenue and EPS momentum into 2026 — a direct upside to Honeywell’s top line and margins. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
- Positive Sentiment: Barclays reaffirmed a Buy on HON, providing analyst support that can help sustain investor confidence and limit downside risk. Barclays Remains a Buy on Honeywell International (HON)
- Positive Sentiment: Honeywell and Odys Aviation launched an airborne, layered counter‑UAS defense offering — a defense‑market product win that could open recurring service/upgrade revenue streams. Honeywell and Odys Aviation Introduce Airborne Layer for Counter-UAS Defense
- Positive Sentiment: Honeywell technology was selected for a Phelan Green green jet‑fuel facility in South Africa, supporting exposure to sustainable aviation fuel (SAF) trends and long‑term energy transition projects. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
- Positive Sentiment: Honeywell partnered with Rhombus to add AI‑powered video capabilities to its security portfolio — a move that can expand recurring cloud and software revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
- Neutral Sentiment: Honeywell sold/permanently licensed certain legacy avionics and power‑generator assets to Innovative Aerosystems — a tidy divestiture that trims legacy aftermarket exposure while monetizing older program assets (impact on growth depends on scale). Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
- Neutral Sentiment: Zacks and other industry outlook pieces have highlighted Honeywell among industrial/tech peers — helpful for visibility but not a direct catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
- Neutral Sentiment: Wider industry reports (e.g., specialty chemicals/hydrofluoric acid market study) were published but are only tangential to Honeywell’s core industrial and aerospace drivers. [Latest] Global Electronic Grade Hydrofluoric Acid Market Size/Share…
- Negative Sentiment: Macro and market‑sentiment weakness in the Nasdaq composite is creating broader volatility; that mixed market backdrop can cap upside for industrial cyclicals like HON despite company‑level positives. Honeywell (NASDAQ:HON) Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
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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