Thrivent Financial for Lutherans Raises Stock Holdings in Honeywell International Inc. $HON

Thrivent Financial for Lutherans lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 8.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 591,573 shares of the conglomerate’s stock after acquiring an additional 45,318 shares during the period. Thrivent Financial for Lutherans owned 0.09% of Honeywell International worth $124,527,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in HON. Armstrong Fleming & Moore Inc purchased a new position in shares of Honeywell International during the 2nd quarter worth $998,000. Lockheed Martin Investment Management Co. purchased a new position in Honeywell International during the third quarter worth about $4,147,000. Triton Financial Group Inc acquired a new stake in Honeywell International in the 2nd quarter worth about $1,001,000. Managed Asset Portfolios LLC grew its holdings in Honeywell International by 2.3% in the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after buying an additional 2,154 shares during the period. Finally, Baxter Bros Inc. increased its stake in shares of Honeywell International by 14.6% during the 2nd quarter. Baxter Bros Inc. now owns 35,733 shares of the conglomerate’s stock valued at $8,321,000 after acquiring an additional 4,543 shares during the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International Stock Performance

NASDAQ:HON opened at $227.52 on Friday. The firm’s fifty day simple moving average is $202.48 and its 200 day simple moving average is $208.86. The company has a current ratio of 1.32, a quick ratio of 1.04 and a debt-to-equity ratio of 1.76. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $229.59. The firm has a market capitalization of $144.45 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.95.

Honeywell International (NASDAQ:HON) last posted its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The business had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter last year, the firm earned $2.47 earnings per share. As a group, equities research analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

HON has been the topic of several research analyst reports. Robert W. Baird raised their target price on shares of Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a research report on Friday. TD Cowen cut their price target on shares of Honeywell International from $250.00 to $240.00 and set a “buy” rating on the stock in a research note on Monday, November 10th. JPMorgan Chase & Co. boosted their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday. Sanford C. Bernstein set a $255.00 price objective on Honeywell International in a report on Friday, January 16th. Finally, Wall Street Zen upgraded Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Eleven 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’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $242.19.

Key Honeywell International News

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post‑earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (≈11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near‑term upside if investors focus on the quarter‑ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

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.