Honeywell International Inc. $HON Shares Sold by Independent Advisor Alliance

Independent Advisor Alliance reduced its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 7.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 34,476 shares of the conglomerate’s stock after selling 2,774 shares during the period. Independent Advisor Alliance’s holdings in Honeywell International were worth $7,257,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Laurel Wealth Advisors LLC raised its holdings in shares of Honeywell International by 23,503.0% in the second quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock worth $865,506,000 after acquiring an additional 3,700,786 shares during the last quarter. Bank of Nova Scotia increased its position in Honeywell International by 171.8% during the 2nd quarter. Bank of Nova Scotia now owns 806,053 shares of the conglomerate’s stock worth $187,713,000 after purchasing an additional 509,456 shares in the last quarter. Holocene Advisors LP acquired a new position in Honeywell International in the 2nd quarter valued at about $93,152,000. SG Americas Securities LLC lifted its holdings in Honeywell International by 357.2% in the 2nd quarter. SG Americas Securities LLC now owns 275,160 shares of the conglomerate’s stock valued at $64,079,000 after purchasing an additional 382,152 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Honeywell International by 88.1% during the 2nd quarter. Marshall Wace LLP now owns 802,060 shares of the conglomerate’s stock worth $186,784,000 after purchasing an additional 375,757 shares during the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Key Headlines Impacting Honeywell International

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

Honeywell International Trading Up 0.1%

Shares of HON opened at $227.52 on Friday. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $229.59. The firm has a market capitalization of $144.45 billion, a P/E ratio of 28.48, a price-to-earnings-growth ratio of 2.66 and a beta of 0.95. The company has a current ratio of 1.32, a quick ratio of 1.04 and a debt-to-equity ratio of 1.76. The stock’s fifty day simple moving average is $202.48 and its 200 day simple moving average is $208.86.

Honeywell International (NASDAQ:HON) last announced its quarterly 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. The company had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.47 earnings per share. On average, equities research analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on HON shares. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Citigroup boosted their price target on Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a report on Friday. Mizuho decreased their price objective on Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Evercore ISI upped their target price on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Argus increased their target price on Honeywell International from $225.00 to $250.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Eleven equities research 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $242.19.

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.