Capital Investment Advisors LLC Has $35.07 Million Position in Honeywell International Inc. $HON

Capital Investment Advisors LLC grew its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 8.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 179,760 shares of the conglomerate’s stock after acquiring an additional 14,412 shares during the period. Capital Investment Advisors LLC’s holdings in Honeywell International were worth $35,069,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of HON. First National Trust Co lifted its position in shares of Honeywell International by 9.4% in the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after buying an additional 6,803 shares during the last quarter. Lockheed Martin Investment Management Co. acquired a new position in shares of Honeywell International during the 3rd quarter valued at about $4,147,000. Federated Hermes Inc. raised its stake in shares of 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 acquiring an additional 4,061 shares in the last quarter. SVB Wealth LLC bought a new position in shares of Honeywell International in the 2nd quarter valued at approximately $8,448,000. Finally, Envestnet Asset Management Inc. lifted its holdings in Honeywell International by 30.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock worth $232,442,000 after purchasing an additional 259,520 shares during the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Honeywell International Trading Down 0.9%

Shares of Honeywell International stock opened at $223.12 on Friday. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18. 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. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The company’s fifty day moving average price is $233.39 and its two-hundred day moving average price is $213.00.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.54 by $0.05. The business had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the business earned $2.47 EPS. On average, analysts expect that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid a $1.19 dividend. This represents a $4.76 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, February 27th. Honeywell International’s dividend payout ratio is currently 59.57%.

Insider Buying and Selling

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction on 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 completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. Sanford C. Bernstein set a $255.00 target price on Honeywell International in a research report on Friday, January 16th. JPMorgan Chase & Co. boosted their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Jefferies Financial Group upped their price objective on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a report on Wednesday, March 4th. Citigroup raised their target price on shares of Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, The Goldman Sachs Group lifted their target price 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. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $252.54.

Key Stories Impacting Honeywell International

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.