Machina Capital S.A.S. Increases Position in Honeywell International Inc. $HON

Machina Capital S.A.S. raised its position in shares of Honeywell International Inc. (NASDAQ:HON) by 84.0% in the third quarter, HoldingsChannel reports. The firm owned 29,666 shares of the conglomerate’s stock after acquiring an additional 13,544 shares during the period. Honeywell International comprises about 1.1% of Machina Capital S.A.S.’s investment portfolio, making the stock its 8th largest holding. Machina Capital S.A.S.’s holdings in Honeywell International were worth $6,245,000 at the end of the most recent reporting period.

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

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Multiple brokerages raised price targets to $240 (Jefferies and Daiwa), signaling stronger analyst conviction that supports near-term buying interest. Jefferies PT to $240 Daiwa PT to $240
• Positive Sentiment: Several outlets published higher targets (range into the mid‑$200s, with some posts up to ~$273), adding buying pressure from investors chasing analyst-led momentum. Example: AmericanBankingNews coverage of raised targets. Example PT raise
• Positive Sentiment: Product/market development — Honeywell is promoting its SkyShot uncrewed fighter engine in Asia, highlighting defense / aerospace growth opportunities that can support longer‑term revenue expansion. SkyShot article
• Neutral Sentiment: Rothschild & Co Redburn raised its target to $235 but kept a “neutral” rating — a modest positive signal but not an explicit buy recommendation, so limited directional impact. Rothschild PT to $235
• Neutral Sentiment: Operational/region-specific noise — Honeywell Automation India reported a quarterly profit slip on higher costs and a one‑time charge; likely limited to the India-listed unit rather than a major driver for Honeywell’s consolidated results. Automation India profit slip
• Negative Sentiment: Insider selling — VP Robert D. Mailloux sold 10,549 shares (large reduction in his position), which can be perceived as a negative signal by some investors even if sales are for personal reasons. SEC filing: SEC Form 4
• Negative Sentiment: Analytical criticism — a recent piece flagged unattractive return trends at Honeywell, which can weigh on sentiment for value‑focused investors. Return trends article
• Negative Sentiment: BNP Paribas Exane raised its target to $215 but that level implies downside versus current trading, which may temper enthusiasm from investors who follow that house view. BNP Paribas PT to $215

Insider Transactions at Honeywell International

In other news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,099,887. This represents a 68.71% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.41% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research note on Monday, January 5th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. JPMorgan Chase & Co. increased their target price on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. The Goldman Sachs Group reduced their price target on Honeywell International from $245.00 to $236.00 and set a “buy” rating on the stock in a research report on Tuesday, December 16th. Finally, Evercore ISI increased their price objective on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Eleven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Honeywell International currently has a consensus rating of “Moderate Buy” and an average price target of $244.50.

Honeywell International Trading Up 1.5%

Shares of NASDAQ:HON opened at $230.91 on Wednesday. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $231.76. The stock has a market cap of $146.60 billion, a price-to-earnings ratio of 28.90, a PEG ratio of 2.65 and a beta of 0.94. The company has a quick ratio of 1.05, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. The business has a 50-day moving average price of $204.05 and a 200-day moving average price of $208.55.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 40.40% and a net margin of 12.74%.The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period last year, the firm earned $2.47 EPS. Equities analysts predict that Honeywell International Inc. will post 10.34 EPS for the current year.

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.