Honeywell International Inc. $HON Shares Sold by 111 Capital

111 Capital lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 53.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,743 shares of the conglomerate’s stock after selling 9,846 shares during the period. 111 Capital’s holdings in Honeywell International were worth $1,706,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HON. Brighton Jones LLC grew its holdings in Honeywell International by 9.1% during the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock worth $4,302,000 after acquiring an additional 1,582 shares during the period. Acadian Asset Management LLC grew its holdings 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 acquiring an additional 2,629 shares during the period. Schnieders Capital Management LLC. grew its holdings in Honeywell International by 18.3% during the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock worth $1,844,000 after acquiring an additional 1,223 shares during the period. Nebula Research & Development LLC grew its holdings in Honeywell International by 3.1% during the second quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock worth $1,374,000 after acquiring an additional 176 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in Honeywell International by 4.4% during the second quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock worth $1,045,000 after acquiring an additional 188 shares during the period. Institutional investors and hedge funds own 75.91% of the company’s stock.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell set a June 15 record date for the planned spin-off of Honeywell Aerospace, with the distribution expected on June 29; shareholders are expected to receive one share of the new Aerospace company for every two HON shares, and the new stock is expected to trade as HONA. This creates a clearer breakup story that many investors may view as a value-unlocking catalyst. Article title
• Positive Sentiment: Analyst commentary remained constructive, with Goldman Sachs and RBC both reiterating bullish views and raising price targets on Honeywell. Higher targets can support sentiment by signaling Wall Street sees upside from current levels. Article title
• Positive Sentiment: Honeywell’s Building Automation unit showed double-digit revenue growth in Q1, helped by strong demand, rising orders, and data center-related investment. Strong performance in this segment suggests the core business remains healthy ahead of the separation. Article title
• Positive Sentiment: Honeywell Aerospace is being positioned as a stand-alone growth story, with management forecasting strong growth and targets such as $6.5 billion in earnings by 2030. That outlook may be encouraging investors to re-rate the stock over time. Article title
• Neutral Sentiment: Honeywell’s quantum unit Quantinuum completed its IPO and debut, drawing strong attention to the company’s broader portfolio. While the listing highlights value in Honeywell’s assets, the direct impact on HON stock is less immediate because the move is mainly tied to the future spin-off structure. Article title
• Negative Sentiment: Despite the favorable news flow, HON has recently traded lower, suggesting investors may be taking profits or waiting for more clarity on the post-spin structure, reverse stock split, and the near-term earnings impact of the separation process. Article title

Analyst Ratings Changes

Several research firms have weighed in on HON. The Goldman Sachs Group upped their target price on Honeywell International from $258.00 to $276.00 and gave the company a “buy” rating in a report on Wednesday. Wells Fargo & Company lowered their target price on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating on the stock in a report on Friday, April 24th. Barclays upped their target price on Honeywell International from $243.00 to $251.00 and gave the company an “overweight” rating in a report on Wednesday, May 27th. BMO Capital Markets reissued an “outperform” rating on shares of Honeywell International in a report on Friday. Finally, Argus upped their target price on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Honeywell International currently has a consensus rating of “Moderate Buy” and a consensus price target of $248.04.

Honeywell International Stock Down 1.7%

Shares of NASDAQ:HON opened at $213.97 on Friday. 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 52-week low of $186.76 and a 52-week high of $248.18. The stock’s fifty day simple moving average is $223.71 and its 200-day simple moving average is $218.71. The company has a market capitalization of $135.58 billion, a P/E ratio of 30.31, a P/E/G ratio of 3.11 and a beta of 0.85.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The business had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. During the same period in the prior year, the business earned $2.21 earnings per share. The business’s revenue was up 2.4% on a year-over-year basis. 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, equities research analysts forecast that Honeywell International Inc. will post 10.53 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were given a dividend of $1.19 per share. The ex-dividend date was Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s dividend payout ratio is 67.42%.

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.