Keybank National Association OH Sells 6,955 Shares of Honeywell International Inc. $HON

Keybank National Association OH lowered its holdings in Honeywell International Inc. (NASDAQ:HON) by 1.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 526,136 shares of the conglomerate’s stock after selling 6,955 shares during the quarter. Keybank National Association OH owned about 0.08% of Honeywell International worth $110,753,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Summit Wealth Group LLC lifted its position in shares of Honeywell International by 4.3% during the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after purchasing an additional 46 shares in the last quarter. Bar Harbor Wealth Management raised its position in Honeywell International by 0.3% in the 2nd quarter. Bar Harbor Wealth Management now owns 15,192 shares of the conglomerate’s stock worth $3,538,000 after purchasing an additional 47 shares during the last quarter. Capital Advisors Ltd. LLC lifted its holdings in Honeywell International by 1.8% during the 2nd quarter. Capital Advisors Ltd. LLC now owns 2,696 shares of the conglomerate’s stock worth $628,000 after buying an additional 47 shares in the last quarter. Nova R Wealth Inc. boosted its position in Honeywell International by 3.0% in the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock valued at $335,000 after buying an additional 47 shares during the last quarter. Finally, Fielder Capital Group LLC increased its stake in shares of Honeywell International by 2.1% in the 2nd quarter. Fielder Capital Group LLC now owns 2,373 shares of the conglomerate’s stock valued at $553,000 after buying an additional 48 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Stock Up 0.1%

Shares of HON stock opened at $227.52 on Friday. The firm has a fifty day moving average of $202.48 and a 200-day moving average of $209.04. The company has a market capitalization of $144.45 billion, a price-to-earnings ratio of 28.48, a P/E/G ratio of 2.66 and a beta of 0.95. The company has a quick ratio of 1.04, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. Honeywell International Inc. has a 12-month low of $169.21 and a 12-month high of $229.59.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion for 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 40.40%. The firm’s revenue was up 6.4% compared to the same quarter last year. During the same period last year, the company earned $2.47 earnings per share. As a group, equities research analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International News Roundup

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Morgan Stanley decreased their price target on Honeywell International from $245.00 to $235.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 28th. Mizuho reduced their target price on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Honeywell International from $265.00 to $264.00 and set a “buy” rating for the company in a research note on Monday, December 8th. Royal Bank Of Canada raised their price objective on shares of Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research note on Friday. Finally, The Goldman Sachs Group dropped their target price 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 analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $240.33.

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.