Rafferty Asset Management LLC Increases Stock Position in Honeywell International Inc. $HON

Rafferty Asset Management LLC increased its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 4.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 115,601 shares of the conglomerate’s stock after purchasing an additional 4,470 shares during the period. Rafferty Asset Management LLC’s holdings in Honeywell International were worth $24,334,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Howard Hughes Medical Institute purchased a new position in shares of Honeywell International in the 2nd quarter valued at $33,000. Barnes Dennig Private Wealth Management LLC boosted its position in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after purchasing an additional 118 shares in the last quarter. Cedar Mountain Advisors LLC grew its stake in Honeywell International by 116.7% in the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 84 shares during the last quarter. SJS Investment Consulting Inc. lifted its position in shares of Honeywell International by 833.3% during the third quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock valued at $35,000 after buying an additional 150 shares during the last quarter. Finally, Cloud Capital Management LLC bought a new stake in shares of Honeywell International in the 3rd quarter valued at about $35,000. Institutional investors own 75.91% of the company’s stock.

Analyst Upgrades and Downgrades

HON has been the subject of several recent analyst reports. Mizuho reduced their price objective on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Rothschild & Co Redburn increased their price target on Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Sanford C. Bernstein set a $255.00 price target on Honeywell International in a research note on Friday, January 16th. BNP Paribas Exane boosted their target price on shares of Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Finally, Robert W. Baird raised their price target on shares of Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a report on Friday, January 30th. Twelve 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $249.48.

Insider Buying and Selling

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the transaction, the vice president owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 18,190 shares of company stock worth $4,244,287 in the last ninety days. Corporate insiders own 0.20% of the company’s stock.

Honeywell International Trading Up 1.1%

NASDAQ HON opened at $243.59 on Friday. The company has a fifty day moving average of $221.08 and a 200 day moving average of $210.88. The company has a market capitalization of $154.85 billion, a PE ratio of 30.49, a P/E/G ratio of 3.53 and a beta of 0.94. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. Honeywell International Inc. has a 1 year low of $169.21 and a 1 year high of $246.00.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The business had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same quarter last year, the business posted $2.47 EPS. The company’s revenue was up 6.4% on a year-over-year basis. Research analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be given a $1.19 dividend. This represents a $4.76 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, February 27th. Honeywell International’s dividend payout ratio is currently 59.57%.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Wolfe Research upgraded Honeywell to Buy (outperform) and set a $293 price target, citing momentum ahead of an aerospace spinoff that could unlock value. Honeywell upgraded at Wolfe
• Positive Sentiment: Recent quarterly results beat expectations (EPS and revenue growth) and management guidance implies continued margin/earnings leverage — supports multiple expansion and the premium valuation investors are assigning.
• Positive Sentiment: Honeywell said it is resetting Catalyst deal terms and timeline while targeting EPS growth, which investors may view as clarifying the path to accretive outcomes from the transaction. Honeywell Resets Catalyst Deal Terms And Timeline
• Neutral Sentiment: Reported short-interest data in recent filings is noisy/insignificant (the published figures are effectively zero/invalid), so there’s no clear short-pressure signal to explain price moves at this time.
• Neutral Sentiment: Honeywell has outperformed the S&P 500 recently and analysts remain moderately optimistic — supportive context but not a fresh catalyst. Is Honeywell Outperforming the S&P 500?
• Negative Sentiment: Suppliers to U.S. aerospace and semiconductor firms are facing rare-earth shortages ahead of geopolitical talks, a supply constraint that could pressure Honeywell’s aerospace operations and margins. Market Chatter: US Aerospace, Chip Firms Grappling With Rare Earth Shortages
• Negative Sentiment: Wider market weakness (recent pullbacks in major indices) is a potential headwind for near-term performance despite company-specific positives. Top Midday Stories

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.