Advisors Management Group Inc. ADV Cuts Stock Holdings in Honeywell International Inc. $HON

Advisors Management Group Inc. ADV lowered its stake in Honeywell International Inc. (NASDAQ:HON) by 31.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,722 shares of the conglomerate’s stock after selling 7,967 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in Honeywell International were worth $3,457,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. SG Americas Securities LLC boosted its position in shares of Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after acquiring an additional 4,031,879 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after acquiring an additional 2,277,234 shares during the last quarter. Marshall Wace LLP lifted its holdings in shares of Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after acquiring an additional 1,042,972 shares during the last quarter. Two Sigma Investments LP grew its position in Honeywell International by 424.3% in the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock worth $242,865,000 after acquiring an additional 933,694 shares in the last quarter. Finally, Boston Partners increased its stake in Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after acquiring an additional 626,960 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.

Insider Transactions at Honeywell International

In other 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 transaction of $568,080.00. Following the sale, the director owned 31,081 shares in the company, valued at approximately $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the sale, the vice president owned 4,803 shares of the company’s stock, valued at $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,190 shares of company stock worth $4,244,287 in the last 90 days. Insiders own 0.20% of the company’s stock.

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 Stock Down 0.9%

NASDAQ:HON opened at $223.12 on Friday. The company’s 50-day simple moving average is $233.39 and its 200-day simple moving average is $212.99. 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 Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $248.18. The stock has a market capitalization of $141.83 billion, a P/E ratio of 27.92, a P/E/G ratio of 3.23 and a beta of 0.92.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 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 firm had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same quarter in the previous year, the business posted $2.47 EPS. Honeywell International’s revenue was up 6.4% on a year-over-year basis. On average, equities analysts anticipate that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a $1.19 dividend. This represents a $4.76 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is currently 59.57%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on HON. BNP Paribas Exane boosted their price objective on shares of Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Argus lifted their target price on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research note on Saturday, January 3rd. Wells Fargo & Company upped their price target on shares of Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. Finally, Citigroup raised their price target on shares of Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Fourteen equities 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $252.54.

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.