Beacon Investment Advisory Services Inc. Has $15.81 Million Stock Position in Honeywell International Inc. $HON

Beacon Investment Advisory Services Inc. cut its holdings in Honeywell International Inc. (NASDAQ:HON) by 4.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 81,027 shares of the conglomerate’s stock after selling 3,342 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in Honeywell International were worth $15,808,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

A number of brokerages have weighed in on HON. Weiss Ratings upgraded shares of Honeywell International from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. The Goldman Sachs Group increased their price target on Honeywell International from $236.00 to $262.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Daiwa Securities Group raised their price objective on Honeywell International from $230.00 to $240.00 in a report on Tuesday, February 3rd. BMO Capital Markets initiated coverage on Honeywell International in a research report on Friday. They set an “outperform” rating and a $273.00 price objective on the stock. Finally, Rothschild & Co Redburn upped their target price on Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Fourteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $252.54.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction dated 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 directly owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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. The trade was a 52.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 18,190 shares of company stock worth $4,244,287 in the last ninety days. Insiders own 0.41% of the company’s stock.

Honeywell International News Summary

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 Performance

Shares of HON stock opened at $223.12 on Monday. The stock has a market capitalization of $141.83 billion, a PE ratio of 27.92, a PEG ratio of 3.23 and a beta of 0.92. The business’s 50 day simple moving average is $233.39 and its 200 day simple moving average is $213.00. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. Honeywell International Inc. has a one year low of $169.21 and a one year high of $248.18.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $9.60 billion. During the same quarter in the previous year, the company earned $2.47 EPS. The company’s revenue for the quarter was up 6.4% on a year-over-year basis. 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 company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date 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%.

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.