Capital Investment Advisors LLC lifted its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 8.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 179,760 shares of the conglomerate’s stock after acquiring an additional 14,412 shares during the period. Capital Investment Advisors LLC’s holdings in Honeywell International were worth $35,069,000 at the end of the most recent quarter.
A number of other institutional investors have also recently bought and sold shares of HON. Brighton Jones LLC lifted its stake in Honeywell International by 9.1% in the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after purchasing an additional 1,582 shares during the last quarter. Acadian Asset Management LLC increased its position in Honeywell International by 145.7% during the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after buying an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in Honeywell International by 18.3% in the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after buying an additional 1,223 shares during the period. Advisors Asset Management Inc. raised its stake in Honeywell International by 6.3% in the second quarter. Advisors Asset Management Inc. now owns 19,146 shares of the conglomerate’s stock valued at $4,459,000 after buying an additional 1,137 shares during the period. Finally, Vinva Investment Management Ltd acquired a new stake in shares of Honeywell International in the second quarter valued at approximately $426,000. 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: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
- Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
- Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
- Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
- Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
- Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
- Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
- Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review
Insider Transactions at Honeywell International
Analyst Ratings Changes
HON has been the topic of a number of recent analyst reports. Royal Bank Of Canada boosted their target price on Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Sanford C. Bernstein set a $255.00 price objective on shares of Honeywell International in a research report on Friday, January 16th. Morgan Stanley boosted their price objective on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a report on Thursday, March 12th. Jefferies Financial Group upped their target price on Honeywell International from $240.00 to $245.00 and gave the company a “hold” rating in a research report on Wednesday, March 4th. Finally, Wells Fargo & Company lifted their price target on Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. Thirteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Honeywell International currently has an average rating of “Moderate Buy” and a consensus price target of $252.54.
Honeywell International Price Performance
Shares of HON stock opened at $223.12 on Friday. The business has a fifty day simple moving average of $233.39 and a 200 day simple moving average of $213.00. The company has a market cap of $141.83 billion, a P/E ratio of 27.92, a P/E/G ratio of 3.26 and a beta of 0.92. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $248.18.
Honeywell International (NASDAQ:HON – Get Free Report) last issued its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter in the previous year, the firm earned $2.47 earnings per share. The business’s quarterly revenue was up 6.4% on a year-over-year basis. On average, sell-side analysts forecast that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.
Honeywell International Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a $1.19 dividend. 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 dividend payout ratio is presently 59.57%.
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.
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