Great Lakes Advisors LLC Sells 284,003 Shares of Honeywell International Inc. $HON

Great Lakes Advisors LLC lessened its position in shares of Honeywell International Inc. (NASDAQ:HON) by 96.9% in the third quarter, according to its most recent filing with the SEC. The firm owned 9,037 shares of the conglomerate’s stock after selling 284,003 shares during the quarter. Great Lakes Advisors LLC’s holdings in Honeywell International were worth $1,902,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HON. Chung Wu Investment Group LLC acquired a new position in Honeywell International in the second quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC grew its holdings 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 worth $30,000 after acquiring an additional 118 shares during the period. RMG Wealth Management LLC bought a new position in shares of Honeywell International in the 2nd quarter worth about $33,000. Activest Wealth Management lifted its stake in shares of Honeywell International by 425.9% in the 2nd quarter. Activest Wealth Management now owns 142 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 115 shares during the period. Finally, Howard Hughes Medical Institute bought a new stake in shares of Honeywell International during the 2nd quarter valued at about $33,000. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International Stock Performance

HON opened at $227.52 on Friday. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $229.59. The company has a market cap of $144.45 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.95. The company’s fifty day moving average price is $202.48 and its two-hundred day moving average price is $208.86. The company has a current ratio of 1.32, a quick ratio of 1.04 and a debt-to-equity ratio of 1.76.

Honeywell International (NASDAQ:HON) last posted its earnings results 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 40.40%. The company had revenue of $10.07 billion during the quarter, compared to the consensus estimate of $9.60 billion. During the same period in the previous year, the firm posted $2.47 earnings per share. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. On average, analysts expect that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

More Honeywell International News

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

A number of equities research analysts have weighed in on the company. Wells Fargo & Company lifted their target price on Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a report on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Barclays lifted their price objective on shares of Honeywell International from $250.00 to $259.00 and gave the company an “overweight” rating in a research note on Friday. Rothschild & Co Redburn dropped their target price on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating on the stock in a research report on Monday, October 27th. Finally, JPMorgan Chase & Co. increased their target price on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday. Eleven 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $242.19.

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.