Penserra Capital Management LLC Grows Position in Honeywell International Inc. $HON

Penserra Capital Management LLC increased its position in Honeywell International Inc. (NASDAQ:HON) by 45.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 135,419 shares of the conglomerate’s stock after buying an additional 42,521 shares during the quarter. Penserra Capital Management LLC’s holdings in Honeywell International were worth $28,504,000 as of its most recent filing with the Securities & Exchange Commission.

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

Trending Headlines about 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

Wall Street Analyst Weigh In

Several brokerages have commented on HON. Rothschild & Co Redburn upped their price objective on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday. Barclays boosted their price target on shares of Honeywell International from $250.00 to $259.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Evercore ISI raised their price objective on shares of Honeywell International from $255.00 to $265.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Sanford C. Bernstein set a $255.00 target price on Honeywell International in a report on Friday, January 16th. Finally, Robert W. Baird increased their target price on Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday, January 30th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $244.50.

Insider Activity at Honeywell International

In other news, VP Robert D. Mailloux sold 10,549 shares of the firm’s stock in a transaction 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 in the company, valued at $1,099,887. This trade represents a 68.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.41% of the company’s stock.

Honeywell International Price Performance

Shares of NASDAQ HON opened at $230.91 on Wednesday. The company has a 50 day simple moving average of $204.05 and a two-hundred day simple moving average of $208.55. Honeywell International Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $231.76. The company has a market capitalization of $146.60 billion, a price-to-earnings ratio of 28.90, a P/E/G ratio of 2.65 and a beta of 0.94. The company has a debt-to-equity ratio of 1.76, a quick ratio of 1.05 and a current ratio of 1.32.

Honeywell International (NASDAQ:HON) last posted 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. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter in the prior year, the business posted $2.47 EPS. The firm’s quarterly revenue was up 6.4% compared to the same quarter last year. Analysts expect that Honeywell International Inc. will post 10.34 EPS for the current fiscal 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.