CIBC Bancorp USA Inc. Makes New Investment in Honeywell International Inc. $HON

CIBC Bancorp USA Inc. purchased a new stake in Honeywell International Inc. (NASDAQ:HON) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 119,811 shares of the conglomerate’s stock, valued at approximately $25,220,000.

Several other institutional investors have also recently made changes to their positions in HON. First National Trust Co lifted its holdings 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 valued at $16,648,000 after purchasing an additional 6,803 shares in the last quarter. Lockheed Martin Investment Management Co. bought a new stake in Honeywell International during the third quarter worth $4,147,000. Managed Asset Portfolios LLC raised its position in Honeywell International by 2.3% in the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after buying an additional 2,154 shares during the last quarter. Federated Hermes Inc. lifted its stake in Honeywell International by 72.5% during the 3rd 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 in the last quarter. Finally, Global Retirement Partners LLC bought a new position in Honeywell International during the 2nd quarter valued at $1,943,000. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International News Roundup

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 company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director owned 31,081 shares in the company, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

HON has been the subject of several recent analyst reports. The Goldman Sachs Group upped their target price on shares of Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Daiwa Securities Group raised their price target on shares of Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Honeywell International from $273.00 to $292.00 and gave the stock a “buy” rating in a report on Wednesday, March 4th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Honeywell International in a research note on Monday, December 29th. Finally, Citigroup lifted their target price 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. Twelve investment 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, Honeywell International has an average rating of “Moderate Buy” and a consensus price target of $251.65.

Honeywell International Trading Down 0.6%

NASDAQ HON opened at $229.92 on Thursday. The business’s fifty day moving average is $231.59 and its 200-day moving average is $212.57. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The stock has a market capitalization of $146.16 billion, a price-to-earnings ratio of 28.78, a PEG ratio of 3.35 and a beta of 0.92. Honeywell International Inc. has a one year low of $169.21 and a one year high of $248.18.

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 net margin of 12.74% and a return on equity of 40.64%. The company had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same quarter in the prior year, the business earned $2.47 earnings per share. The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. Equities research analysts predict that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Dividend Announcement

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

Honeywell International Company 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.