Dover Advisors LLC raised its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 17.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,785 shares of the conglomerate’s stock after acquiring an additional 2,330 shares during the quarter. Honeywell International makes up about 1.3% of Dover Advisors LLC’s investment portfolio, making the stock its 14th largest holding. Dover Advisors LLC’s holdings in Honeywell International were worth $3,323,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC lifted its stake in Honeywell International by 23,503.0% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock valued at $865,506,000 after purchasing an additional 3,700,786 shares during the last quarter. Bank of Nova Scotia raised its stake in Honeywell International by 171.8% in the second quarter. Bank of Nova Scotia now owns 806,053 shares of the conglomerate’s stock valued at $187,713,000 after buying an additional 509,456 shares during the period. Holocene Advisors LP acquired a new stake in shares of Honeywell International in the second quarter valued at approximately $93,152,000. SG Americas Securities LLC lifted its position in shares of Honeywell International by 357.2% in the second quarter. SG Americas Securities LLC now owns 275,160 shares of the conglomerate’s stock valued at $64,079,000 after buying an additional 382,152 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Honeywell International by 88.1% during the 2nd quarter. Marshall Wace LLP now owns 802,060 shares of the conglomerate’s stock worth $186,784,000 after acquiring an additional 375,757 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Honeywell International
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Honeywell was named the refining licensor for the first refinery in Georgia — a commercial win that can drive engineering, licensing and long‑term services revenue in energy/ refining markets. U.S. company Honeywell becomes refining licensor for first refinery in Georgia
- Positive Sentiment: Argus published a note saying Honeywell’s stock is expected to rise, which can lift sentiment among retail and institutional investors. Honeywell International (NASDAQ:HON) Stock Price Expected to Rise, Argus Analyst Says
- Positive Sentiment: Coverage in industry roundups highlights Honeywell as a Dow leader and a solid dividend stalwart, reinforcing its defensive/industrial appeal to income investors. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
- Neutral Sentiment: Zacks flagged Honeywell alongside peers in its analyst blog — noting earnings beats and segment-level dynamics; useful for context but not an immediate catalyst on its own. The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
- Neutral Sentiment: Two short‑interest notices in the feed are inconsistent/blank (reported as 0 shares/NaN), so they convey no actionable short squeeze or build — effectively neutral until clarified by exchanges.
- Negative Sentiment: Director D. Scott Davis sold 2,367 shares (~7% reduction of his holding) at about $240 each. Insider sales can be viewed negatively by some investors, though the remaining holding and size relative to total shares are modest. SEC Filing
Honeywell International Stock Performance
Honeywell International (NASDAQ:HON – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates 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%. The firm’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the business earned $2.47 earnings per share. Analysts anticipate that Honeywell International Inc. will post 10.34 earnings per share for the current year.
Honeywell International Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be issued a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, February 27th. Honeywell International’s dividend payout ratio is 59.57%.
Insiders Place Their Bets
In related news, Director D Scott Davis sold 2,367 shares of the business’s 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 owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the sale, the vice president owned 4,803 shares in the company, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 18,190 shares of company stock worth $4,244,287 in the last 90 days. 0.20% of the stock is owned by company insiders.
Analyst Ratings Changes
A number of equities research analysts recently weighed in on the company. Bank of America restated an “underperform” rating and issued a $205.00 price target (down previously from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Argus increased their price objective on shares of Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday. BNP Paribas Exane lifted their target price on shares of Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Sanford C. Bernstein set a $255.00 price target on shares of Honeywell International in a report on Friday, January 16th. Finally, The Goldman Sachs Group cut their price objective on shares of Honeywell International from $245.00 to $236.00 and set a “buy” rating for the company in a research report on Tuesday, December 16th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and an average price target of $246.32.
Read Our Latest Stock Report on Honeywell International
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.
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