ANTIPODES PARTNERS Ltd Acquires New Holdings in Honeywell International Inc. $HON

ANTIPODES PARTNERS Ltd bought a new stake in shares of Honeywell International Inc. (NASDAQ:HON) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 15,154 shares of the conglomerate’s stock, valued at approximately $3,190,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Lockheed Martin Investment Management Co. acquired a new stake in Honeywell International in the 3rd quarter valued at approximately $4,147,000. First National Trust Co grew its stake in shares of Honeywell International by 9.4% in the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after purchasing an additional 6,803 shares in the last quarter. Managed Asset Portfolios LLC increased its holdings in shares of Honeywell International by 2.3% during the second quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after purchasing an additional 2,154 shares during the period. Federated Hermes Inc. raised its stake in shares of Honeywell International by 72.5% during the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after purchasing an additional 4,061 shares in the last quarter. Finally, Global Retirement Partners LLC acquired a new stake in Honeywell International in the second quarter worth about $1,943,000. Institutional investors own 75.91% of the company’s stock.

Honeywell International Trading Up 1.3%

Honeywell International stock opened at $243.97 on Friday. The firm has a market capitalization of $155.09 billion, a price-to-earnings ratio of 30.53, a P/E/G ratio of 3.49 and a beta of 0.94. The company has a 50 day moving average price of $216.67 and a 200 day moving average price of $210.06. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.05 and a current ratio of 1.30. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $245.63.

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, beating the consensus estimate of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period in the previous year, the firm earned $2.47 earnings per share. Honeywell International’s quarterly revenue was up 6.4% on a year-over-year basis. Research analysts forecast that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be issued a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Friday, February 27th. Honeywell International’s payout ratio is currently 59.57%.

Key Honeywell International News

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

• Positive Sentiment: Honeywell was named the refining licensor for the first refinery in Georgia — a commercial win that can drive engineering, licensing and long‑term services revenue in energy/ refining markets. U.S. company Honeywell becomes refining licensor for first refinery in Georgia
• Positive Sentiment: Argus published a note saying Honeywell’s stock is expected to rise, which can lift sentiment among retail and institutional investors. Honeywell International (NASDAQ:HON) Stock Price Expected to Rise, Argus Analyst Says
• Positive Sentiment: Coverage in industry roundups highlights Honeywell as a Dow leader and a solid dividend stalwart, reinforcing its defensive/industrial appeal to income investors. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Neutral Sentiment: Zacks flagged Honeywell alongside peers in its analyst blog — noting earnings beats and segment-level dynamics; useful for context but not an immediate catalyst on its own. The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
• Neutral Sentiment: Two short‑interest notices in the feed are inconsistent/blank (reported as 0 shares/NaN), so they convey no actionable short squeeze or build — effectively neutral until clarified by exchanges.
• Negative Sentiment: Director D. Scott Davis sold 2,367 shares (~7% reduction of his holding) at about $240 each. Insider sales can be viewed negatively by some investors, though the remaining holding and size relative to total shares are modest. SEC Filing

Analyst Upgrades and Downgrades

HON has been the topic of a number of recent analyst reports. Citigroup boosted their price target on shares of Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Morgan Stanley dropped their target price 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. Deutsche Bank Aktiengesellschaft upped their target price on Honeywell International from $259.00 to $273.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Daiwa Securities Group lifted their price target on Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Finally, BNP Paribas Exane upped their price objective on Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Eleven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Honeywell International currently has a consensus rating of “Moderate Buy” and a consensus target price of $246.32.

Insider Transactions 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 shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the transaction, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 18,190 shares of company stock worth $4,244,287 in the last 90 days. Corporate insiders own 0.20% of the company’s stock.

About Honeywell International

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.