Czech National Bank increased its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 167,411 shares of the conglomerate’s stock after purchasing an additional 6,160 shares during the period. Czech National Bank’s holdings in Honeywell International were worth $32,660,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in HON. First National Trust Co increased its holdings in Honeywell International by 9.4% during the 3rd 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 during the period. Lockheed Martin Investment Management Co. purchased a new stake in Honeywell International in the 3rd quarter worth approximately $4,147,000. Federated Hermes Inc. lifted its holdings in Honeywell International by 72.5% in the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock worth $2,034,000 after buying an additional 4,061 shares during the period. Global Retirement Partners LLC bought a new stake in shares of Honeywell International in the 2nd quarter worth approximately $1,943,000. Finally, SVB Wealth LLC bought a new stake in shares of Honeywell International in the 2nd quarter worth approximately $8,448,000. 75.91% of the stock is currently owned by institutional investors.
Insider Transactions at Honeywell International
In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the company’s stock in a transaction dated 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 sale, the vice president owned 4,803 shares in the company, valued at approximately $1,147,917. This represents a 52.34% decrease in their ownership of the stock. The sale 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 Honeywell International stock in a transaction that occurred 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 transaction, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 18,190 shares of company stock worth $4,244,287. Corporate insiders own 0.20% of the company’s stock.
Honeywell International Price Performance
Honeywell International (NASDAQ:HON – Get Free Report) last announced its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.47 EPS. Research analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.
Honeywell International Dividend Announcement
The firm also recently disclosed 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. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s payout ratio is presently 59.57%.
Honeywell International News Roundup
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Signed a supplier framework with the U.S. Department of War that includes a multi‑year commitment and a $500 million investment to upgrade Honeywell Aerospace production capacity — a direct boost to defense revenue visibility and backlog. HONEYWELL AEROSPACE, DEPARTMENT OF WAR SIGN GROUNDBREAKING AGREEMENT TO ACCELERATE PRODUCTION OF DEFENSE TECHNOLOGIES
- Positive Sentiment: Joined Lockheed Martin in framework deals to accelerate missile and defense tech output — signal of deeper government partnerships and higher production cadence for aerospace/defense components. Lockheed, Honeywell Sign Framework Deals to Accelerate Missile, Defense Tech Output
- Positive Sentiment: Expanded and reported early participation in an upsized US$4.67B cash tender to retire selected dollar and euro notes — reduces outstanding debt, reshapes the debt maturity profile and demonstrates active balance‑sheet management. Will Honeywell’s Upsized US$4.67 Billion Debt Tender Change Honeywell International’s (HON) Narrative?
- Positive Sentiment: Analyst/market commentary is increasingly constructive on Honeywell as a value play and on potential strategic moves (spin/separation of aerospace business) that could unlock shareholder value. Honeywell: The Premier Value Play In Industrials At A Discount
- Positive Sentiment: Coverage noting a planned aerospace/industrial split as a long‑term catalyst (could improve focus, cash flow and M&A flexibility). Honeywell Splits to Enhance Focus With 2 Pureplay Businesses
- Neutral Sentiment: CEO Vimal Kapur emphasized continued emphasis on automation and physical AI but said “human intervention” remains necessary — reassures investors about a measured, risk‑aware approach to AI deployment rather than aggressive tech pivot. AI: This CEO believes ‘human intervention’ is still necessary
- Negative Sentiment: Short interest rose earlier in March (about 9.06M shares as of Mar. 13, ~1.4% of float, ~2.2 days to cover) — a sign of some bearish positioning that could add volatility on mixed news or weaker results.
Analyst Ratings Changes
HON has been the subject of a number of recent analyst reports. Wall Street Zen upgraded Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Sanford C. Bernstein set a $255.00 price objective on shares of Honeywell International in a research report on Friday, January 16th. DZ Bank decreased their price objective on shares of Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Wells Fargo & Company lifted their target price on shares of Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Honeywell International from $273.00 to $292.00 and gave the stock a “buy” rating in a research note on Wednesday, March 4th. Twelve investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.65.
Check Out Our Latest Stock Report on Honeywell International
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.
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