Honeywell International Inc. $HON Stock Position Increased by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC raised its position in shares of Honeywell International Inc. (NASDAQ:HON) by 9.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 99,645 shares of the conglomerate’s stock after purchasing an additional 8,775 shares during the period. Chesley Taft & Associates LLC’s holdings in Honeywell International were worth $19,440,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of HON. Holos Integrated Wealth LLC bought a new position in Honeywell International in the 4th quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC raised its stake in Honeywell International by 491.7% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares in the last quarter. JPL Wealth Management LLC bought a new stake in Honeywell International during the 3rd quarter valued at $31,000. Howard Hughes Medical Institute acquired a new position in Honeywell International during the 2nd quarter worth $33,000. Finally, Cedar Mountain Advisors LLC boosted its position in Honeywell International by 116.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after acquiring an additional 84 shares during the period. Institutional investors own 75.91% of the company’s stock.

Analyst Upgrades and Downgrades

HON has been the topic of a number of research analyst reports. BNP Paribas Exane raised their price target on Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. DZ Bank reduced their price objective on shares of Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. 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. Finally, Rothschild & Co Redburn upped their price target on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Fourteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Honeywell International has a consensus rating of “Moderate Buy” and a consensus target price of $252.54.

Key Headlines Impacting Honeywell International

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

Honeywell International Stock Down 0.9%

HON stock opened at $223.12 on Friday. The firm has a market cap of $141.83 billion, a PE ratio of 27.92, a P/E/G ratio of 3.23 and a beta of 0.92. Honeywell International Inc. has a 12 month low of $169.21 and a 12 month high of $248.18. 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 firm has a 50 day simple moving average of $233.39 and a 200 day simple moving average of $212.99.

Honeywell International (NASDAQ:HON) last posted 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. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The firm had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same quarter in the previous year, the business posted $2.47 earnings per share. The firm’s quarterly revenue was up 6.4% compared to the same quarter last year. Equities research analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

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. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.1%. Honeywell International’s payout ratio is 59.57%.

Insider Buying and Selling at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the sale, the vice president owned 4,803 shares in the company, valued at approximately $1,147,917. The trade was a 52.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction dated 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 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. Over the last ninety 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.

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.