Captrust Financial Advisors Reduces Position in Honeywell International Inc. $HON

Captrust Financial Advisors lowered its stake in Honeywell International Inc. (NASDAQ:HON) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 182,348 shares of the conglomerate’s stock after selling 8,279 shares during the period. Captrust Financial Advisors’ holdings in Honeywell International were worth $38,384,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Howard Hughes Medical Institute acquired a new position in shares of Honeywell International in the 2nd quarter valued at $33,000. Barnes Dennig Private Wealth Management LLC grew its stake in Honeywell International by 491.7% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after purchasing an additional 118 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in Honeywell International during the 3rd quarter valued at about $31,000. Cedar Mountain Advisors LLC increased its holdings in shares of Honeywell International by 116.7% in the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 84 shares during the period. Finally, Strive Asset Management LLC acquired a new position in shares of Honeywell International in the third quarter valued at about $33,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Stock Down 0.6%

HON opened at $229.92 on Thursday. The company has a fifty day moving average of $231.59 and a two-hundred day moving average of $212.57. The stock has a market capitalization of $146.16 billion, a price-to-earnings ratio of 28.78, a PEG ratio of 3.35 and a beta of 0.92. 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 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 posted its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business 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 company posted $2.47 EPS. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. On average, research analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm 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 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 currently 59.57%.

Analyst Ratings Changes

A number of equities research analysts recently commented on HON shares. Sanford C. Bernstein set a $255.00 target price on Honeywell International in a report on Friday, January 16th. BNP Paribas Exane increased their price target 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. Barclays raised their price target on shares of Honeywell International from $259.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. upped their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, Daiwa Securities Group increased their price objective on shares of Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Twelve investment 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $251.65.

Insider Activity at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction that occurred on 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 transaction, the vice president owned 4,803 shares in the company, valued at $1,147,917. This trade represents a 52.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 18,190 shares of company stock worth $4,244,287. 0.20% of the stock is owned by corporate insiders.

Honeywell International News Roundup

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

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.