Honeywell International Inc. $HON Shares Acquired by AXQ Capital LP

AXQ Capital LP increased its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 54.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 12,862 shares of the conglomerate’s stock after acquiring an additional 4,536 shares during the period. Honeywell International comprises about 0.6% of AXQ Capital LP’s portfolio, making the stock its 10th biggest position. AXQ Capital LP’s holdings in Honeywell International were worth $2,509,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in HON. SG Americas Securities LLC boosted its holdings in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after buying an additional 4,031,879 shares in the last quarter. Franklin Resources Inc. raised its position in shares of Honeywell International by 28.8% in the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after buying an additional 2,277,234 shares during the last quarter. Mizuho Markets Americas LLC raised its position in shares of Honeywell International by 921.0% in the fourth quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate’s stock valued at $398,374,000 after buying an additional 1,842,000 shares during the last quarter. Eurizon Capital SGR S.p.A. acquired a new position in shares of Honeywell International in the fourth quarter valued at approximately $248,040,000. Finally, Marshall Wace LLP raised its position in shares of Honeywell International by 130.0% in the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after buying an additional 1,042,972 shares during the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Honeywell International Stock Down 0.6%

HON stock opened at $236.54 on Tuesday. The firm’s 50-day simple moving average is $223.75 and its 200 day simple moving average is $218.21. The stock has a market cap of $149.88 billion, a PE ratio of 33.50, a price-to-earnings-growth ratio of 3.40 and a beta of 0.85. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. Honeywell International Inc. has a fifty-two week low of $186.76 and a fifty-two week high of $248.18.

Honeywell International (NASDAQ:HON) last announced its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. Honeywell International’s revenue was up 2.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.21 EPS. 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. As a group, sell-side analysts predict that Honeywell International Inc. will post 10.53 EPS for the current year.

Honeywell International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be given a dividend of $1.19 per share. The ex-dividend date is Friday, May 15th. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. Honeywell International’s dividend payout ratio (DPR) is 67.42%.

More Honeywell International News

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

• Positive Sentiment: Honeywell’s Quantinuum unit is drawing attention after upsizing its U.S. IPO to as much as $1.46 billion and targeting a valuation of up to $14.3 billion, which could increase interest in Honeywell’s hidden value and validate its quantum computing investment. Reuters article on Quantinuum valuation
• Positive Sentiment: Honeywell unveiled new brand identities for its post-spin businesses, Honeywell Technologies and Honeywell Aerospace, reinforcing progress on the planned separation and giving investors more clarity on the restructuring. PR Newswire brand announcement
• Positive Sentiment: Honeywell announced it will host a June 8 update call and provide outlook guidance for Honeywell Technologies, which may help investors better value the remaining company after the aerospace spin-off. PR Newswire update call announcement
• Positive Sentiment: Honeywell appointed Jill Evanko, CEO of Duravant, to its board of directors, adding operational and governance expertise as the company moves through a major portfolio transition. PR Newswire board appointment
• Neutral Sentiment: Coverage around Honeywell’s new corporate identities, the aerospace spin-off timeline, and the NHL partnership adds visibility to its strategic shift, but these items are more about long-term repositioning than immediate financial impact.
• Neutral Sentiment: Analyst and market commentary remains generally constructive, with Honeywell already having outperformed the Nasdaq over the past year, suggesting the recent move is being supported by broader momentum as well as company-specific news.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on HON shares. Morgan Stanley boosted their target price on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a report on Thursday, March 12th. Barclays upped their target price on shares of Honeywell International from $243.00 to $251.00 and gave the company an “overweight” rating in a research note on Wednesday, May 27th. Weiss Ratings cut shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Daiwa Securities Group upped their price target on shares of Honeywell International from $230.00 to $240.00 in a report on Tuesday, February 3rd. Finally, Jefferies Financial Group cut their price target on shares of Honeywell International from $245.00 to $240.00 and set a “hold” rating on the stock in a report on Monday, April 27th. Thirteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $247.29.

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.