Allen Investment Management LLC Purchases 2,431 Shares of Honeywell International Inc. $HON

Allen Investment Management LLC lifted its holdings in Honeywell International Inc. (NASDAQ:HON) by 131.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,279 shares of the conglomerate’s stock after buying an additional 2,431 shares during the quarter. Allen Investment Management LLC’s holdings in Honeywell International were worth $835,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. AXQ Capital LP increased its stake in Honeywell International by 54.5% during the 4th quarter. AXQ Capital LP now owns 12,862 shares of the conglomerate’s stock valued at $2,509,000 after purchasing an additional 4,536 shares in the last quarter. Fielder Capital Group LLC grew its holdings in shares of Honeywell International by 8.1% during the fourth quarter. Fielder Capital Group LLC now owns 2,555 shares of the conglomerate’s stock valued at $498,000 after buying an additional 192 shares during the last quarter. Vantus Wealth LLC bought a new stake in shares of Honeywell International during the fourth quarter valued at approximately $253,000. Spinnaker Trust raised its holdings in Honeywell International by 1.4% in the 4th quarter. Spinnaker Trust now owns 12,139 shares of the conglomerate’s stock worth $2,368,000 after acquiring an additional 164 shares during the last quarter. Finally, Three Bridge Wealth Advisors LLC raised its holdings in Honeywell International by 35.8% in the 4th quarter. Three Bridge Wealth Advisors LLC now owns 1,315 shares of the conglomerate’s stock worth $257,000 after acquiring an additional 347 shares during the last quarter. 75.91% of the stock is owned by hedge funds and other institutional investors.

Honeywell International Price Performance

Shares of HON opened at $235.23 on Wednesday. The firm has a fifty day simple moving average of $223.75 and a two-hundred day simple moving average of $218.21. The firm has a market cap of $149.05 billion, a PE ratio of 33.32, a P/E/G ratio of 3.38 and a beta of 0.85. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98. Honeywell International Inc. has a 1-year low of $186.76 and a 1-year high of $248.18.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. The company had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.Honeywell International’s revenue was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.21 earnings per share. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. On average, equities analysts anticipate that Honeywell International Inc. will post 10.53 EPS for the current year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, May 15th. Honeywell International’s payout ratio is currently 67.42%.

Wall Street Analyst Weigh In

Several brokerages have commented on HON. Barclays increased their target price on Honeywell International from $243.00 to $251.00 and gave the company an “overweight” rating in a research note on Wednesday, May 27th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $268.00 price target on shares of Honeywell International in a report on Monday, April 27th. Daiwa Securities Group increased their price objective on Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Wolfe Research reiterated an “outperform” rating and issued a $275.00 price objective on shares of Honeywell International in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft decreased their target price on Honeywell International from $255.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, May 14th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Honeywell International currently has a consensus rating of “Moderate Buy” and an average target price of $247.29.

Key Headlines Impacting Honeywell International

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Honeywell announced a new independent board member, Jill Evanko, which may support oversight as the company pushes ahead with its portfolio transformation and separation plans. HONEYWELL APPOINTS JILL EVANKO TO BOARD OF DIRECTORS
• Positive Sentiment: Honeywell’s industrial safety software expansion, adding predictive analytics and compliance tools, highlights continued investment in higher-value software offerings that could support growth. Honeywell expands industrial safety software with predictive analytics, compliance tools
• Positive Sentiment: Honeywell-backed Quantinuum raised its IPO target and valuation, which could reinforce investor interest in Honeywell’s quantum computing assets and improve the perceived value of its portfolio. Honeywell’s Quantinuum eyes $14.3 billion valuation in upsized US IPO
• Neutral Sentiment: Honeywell said it will host an update call on June 8 and provide preliminary 2026 outlook details for the remaining company after the aerospace spin-off, keeping the market focused on execution and future guidance. HONEYWELL TO HOST 2026 UPDATE CALL AND INTRODUCE OUTLOOK FOR HONEYWELL TECHNOLOGIES (REMAINCO)
• Neutral Sentiment: Coverage ahead of the aerospace spin-off and analyst commentary suggest the market is still evaluating whether Honeywell Aerospace can accelerate growth after separation. Honeywell Aerospace Stock Needs to Do Better. There’s Only One Way That Happens.
• Negative Sentiment: Reports of layoffs ahead of the aerospace spinoff may signal restructuring pressure and near-term disruption, which can weigh on sentiment. Honeywell to lay off 60 Valley workers ahead of aerospace company spinoff
• Negative Sentiment: Several articles questioned Honeywell Aerospace’s growth outlook, and that skepticism may be contributing to weakness in the stock as investors wait for clearer proof of improvement. Daily Memo: What Honeywell Aerospace Has To Prove

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.