Brandywine Global Investment Management LLC Has $88.29 Million Stock Position in Honeywell International Inc. $HON

Brandywine Global Investment Management LLC boosted its stake in Honeywell International Inc. (NASDAQ:HON) by 23.2% in the fourth quarter, Holdings Channel reports. The firm owned 452,541 shares of the conglomerate’s stock after purchasing an additional 85,361 shares during the quarter. Brandywine Global Investment Management LLC’s holdings in Honeywell International were worth $88,286,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Holos Integrated Wealth LLC bought a new position in Honeywell International in the 4th quarter valued at about $25,000. Ares Financial Consulting LLC bought a new stake in shares of Honeywell International during the 4th quarter worth approximately $26,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Honeywell International during the 4th quarter worth approximately $28,000. JPL Wealth Management LLC bought a new position in Honeywell International in the third quarter valued at approximately $31,000. Finally, Strategic Wealth Advisors LLC acquired a new position in Honeywell International during the fourth quarter valued at approximately $29,000. Institutional investors own 75.91% of the company’s stock.

Honeywell International News Roundup

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

Honeywell International Stock Performance

NASDAQ HON opened at $213.97 on Monday. The company has a market capitalization of $135.58 billion, a price-to-earnings ratio of 30.31, a PEG ratio of 3.06 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 twelve month low of $186.76 and a twelve month high of $248.18. The stock has a fifty day simple moving average of $223.71 and a 200 day simple moving average of $218.87.

Honeywell International (NASDAQ:HON) last announced its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping 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 firm had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. During the same period in the previous year, the business earned $2.21 EPS. The business’s quarterly revenue was up 2.4% compared to the same quarter last year. 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. Sell-side analysts expect that Honeywell International Inc. will post 10.54 EPS for the current year.

Honeywell International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were issued a $1.19 dividend. 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 presently 67.42%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Wolfe Research restated an “outperform” rating and set a $275.00 target price on shares of Honeywell International in a research note on Friday, May 29th. TD Cowen decreased their price target on Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Morgan Stanley upped their price objective on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 12th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Honeywell International in a research note on Friday. Finally, The Goldman Sachs Group lifted their target price on Honeywell International from $258.00 to $276.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Thirteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $248.04.

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.