AIA Group Ltd Has $8.79 Million Holdings in Honeywell International Inc. $HON

AIA Group Ltd grew its position in shares of Honeywell International Inc. (NASDAQ:HON) by 22.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 41,756 shares of the conglomerate’s stock after buying an additional 7,694 shares during the quarter. AIA Group Ltd’s holdings in Honeywell International were worth $8,790,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of HON. First National Trust Co increased its stake in shares of Honeywell International by 9.4% in the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock valued at $16,648,000 after buying an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. acquired a new position in shares of Honeywell International during the third quarter valued at $4,147,000. Managed Asset Portfolios LLC boosted its holdings in Honeywell International by 2.3% in the second quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after acquiring an additional 2,154 shares during the last quarter. Federated Hermes Inc. boosted its holdings in Honeywell International by 72.5% in the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after acquiring an additional 4,061 shares during 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 and hedge funds own 75.91% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on HON. BNP Paribas Exane upped their target price on shares of Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. DZ Bank lowered their price target on shares of Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. JPMorgan Chase & Co. increased their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Argus raised their price objective on shares of Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Finally, Robert W. Baird lifted their target price on shares of Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Twelve research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Honeywell International has an average rating of “Moderate Buy” and a consensus target price of $251.65.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Rising defense & commercial aerospace demand — Honeywell executives said they can scale capacity to meet stronger munitions and commercial aircraft parts demand, which supports medium‑term revenue upside. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Positive Sentiment: Management maintains full‑year 2026 guidance despite Q1 disruption, indicating they view the impact as temporary and expect recovery later in the year. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Investor outreach continues — recent transcripts from JPMorgan and Bank of America conference presentations give longer-form management commentary for investors but contained no material change to guidance. JPMorgan Industrials Conference transcript Bank of America Global Industrials Conference transcript
• Neutral Sentiment: Broader industry event participation — Semafor’s World Economy attendee list is notable for networking but has limited immediate company-specific impact. Semafor Unveils 450 Top Global CEOs and Government Leaders
• Negative Sentiment: Operational & shipping disruption flagged by CEO — Kapur said Middle East conflict has disrupted operations and supply chains, warning some revenue expected in Q1 could be delayed into May, which raises near‑term earnings uncertainty. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market reaction and volatility — headlines about Iran/Middle East headwinds prompted intraday weakness and reported share drops, reflecting investor concern over timing of revenue recognition and supply disruptions. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning Honeywell Stock Drops as Middle East Conflict Drags Outlook

Insider Activity at Honeywell International

In related news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. This represents a 52.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,190 shares of company stock worth $4,244,287 over the last 90 days. Corporate insiders own 0.20% of the company’s stock.

Honeywell International Stock Performance

HON stock opened at $229.92 on Thursday. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $248.18. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81. The firm has a market cap of $146.16 billion, a PE ratio of 28.78, a P/E/G ratio of 3.35 and a beta of 0.92. The business’s 50-day moving average price is $231.59 and its two-hundred day moving average price is $212.57.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (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 the consensus estimate of $9.60 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the prior year, the company earned $2.47 earnings per share. As a group, research analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio is presently 59.57%.

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.