Compagnie Lombard Odier SCmA Sells 29,041 Shares of Honeywell International Inc. $HON

Compagnie Lombard Odier SCmA lessened its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 9.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,790 shares of the conglomerate’s stock after selling 29,041 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Honeywell International were worth $55,560,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in HON. Holos Integrated Wealth LLC bought a new position in Honeywell International in the fourth quarter worth approximately $25,000. Howard Hughes Medical Institute bought a new stake in shares of Honeywell International during the second quarter valued at approximately $33,000. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares in the last quarter. JPL Wealth Management LLC acquired a new position in shares of Honeywell International during the third quarter worth approximately $31,000. Finally, Cedar Mountain Advisors LLC raised its holdings in Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after buying an additional 84 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Honeywell International

In related news, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. The trade was a 7.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is owned by insiders.

Honeywell International News Roundup

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Company announced 2026 investor days for its Aerospace and Automation businesses ahead of the planned separation expected in Q3 2026 — this gives investors more clarity on strategy, financials and the timeline for the breakup, which can unlock shareholder value. Honeywell investor days PR
• Positive Sentiment: Media coverage highlighting Honeywell’s role on projects like Artemis II and operations at its Clearwater facility underscores backlog and specialized aerospace capabilities — positive for credibility and long-cycle aerospace revenue visibility. Artemis II / Clearwater facility article
• Neutral Sentiment: Barclays cut its price target from $275 to $255 but kept an Overweight rating — the lower PT tempers upside expectations, yet the maintained positive rating signals continued confidence in Honeywell’s fundamentals and spin strategy. Barclays price-target adjustment
• Neutral Sentiment: A Zacks industry note flags cost and supply-chain headwinds for diversified operations, mentioning HON as a name to watch — reinforces caution on margins but doesn’t negate company-specific catalysts like the separation. Zacks industry outlook
• Neutral Sentiment: Recent market write-ups note HON’s modest gains but continued underperformance versus the broader market — suggests gains today are driven by company-specific news rather than a broad sector move. MarketWatch stock note
• Negative Sentiment: Insiders sold roughly US$2.0M of Honeywell shares recently, which some investors may interpret as a signal of hesitancy or a desire to monetize ahead of the separation — potential short-term pressure on sentiment. Insider selling report

Honeywell International Price Performance

Shares of NASDAQ:HON opened at $228.20 on Thursday. Honeywell International Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $248.18. The company’s 50-day moving average is $233.87 and its 200 day moving average is $213.26. The company has a market capitalization of $145.06 billion, a P/E ratio of 28.56, a price-to-earnings-growth ratio of 3.27 and a beta of 0.93. 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 issued its quarterly 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 company had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same quarter last year, the business posted $2.47 EPS. Honeywell International’s quarterly revenue was up 6.4% compared to the same quarter last year. On average, equities research analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm also recently announced 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. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is currently 59.57%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Wolfe Research boosted their target price on shares of Honeywell International from $293.00 to $296.00 and gave the stock an “outperform” rating in a research report on Thursday, March 26th. Morgan Stanley raised their price target on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research report on Thursday, March 12th. JPMorgan Chase & Co. upped their price target on Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Robert W. Baird increased their price target on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Finally, Weiss Ratings upgraded Honeywell International from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 27th. 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 company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $251.83.

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.