Honeywell International Inc. $HON Stake Lifted by Formidable Asset Management LLC

Formidable Asset Management LLC boosted its stake in Honeywell International Inc. (NASDAQ:HON) by 153.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 5,300 shares of the conglomerate’s stock after purchasing an additional 3,208 shares during the period. Formidable Asset Management LLC’s holdings in Honeywell International were worth $1,116,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently added to or reduced their stakes in HON. Nova R Wealth Inc. grew its position in shares of Honeywell International by 3.0% during the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after acquiring an additional 47 shares during the last quarter. Willow Creek Wealth Management Inc. increased its holdings in shares of Honeywell International by 2.2% in the 3rd quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock worth $490,000 after acquiring an additional 50 shares during the period. VSM Wealth Advisory LLC lifted its position in Honeywell International by 4.5% in the 3rd quarter. VSM Wealth Advisory LLC now owns 1,150 shares of the conglomerate’s stock valued at $242,000 after purchasing an additional 50 shares during the last quarter. Legacy Wealth Asset Management LLC boosted its stake in Honeywell International by 1.5% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 3,351 shares of the conglomerate’s stock valued at $654,000 after purchasing an additional 50 shares during the period. Finally, Mather Group LLC. boosted its stake in Honeywell International by 0.6% during the 3rd quarter. Mather Group LLC. now owns 8,616 shares of the conglomerate’s stock valued at $1,814,000 after purchasing an additional 51 shares during the period. 75.91% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Honeywell International

In other news, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction on Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This represents a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 18,190 shares of company stock worth $4,244,287. 0.20% of the stock is owned by insiders.

Honeywell International Stock Up 0.5%

Honeywell International stock opened at $229.45 on Friday. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $248.18. The stock has a market cap of $145.86 billion, a price-to-earnings ratio of 28.72, a PEG ratio of 3.30 and a beta of 0.93. The company’s 50-day moving average price is $234.01 and its two-hundred day moving average price is $213.38. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81.

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

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is presently 59.57%.

Key Honeywell International News

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

• Positive Sentiment: Honeywell’s Aerospace unit reported strong growth driven by aviation and defense demand, with analysts and coverage noting momentum that could carry into 2026 — a direct positive for revenue and margin expectations. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
• Positive Sentiment: Barclays reiterated a “buy/overweight” stance on HON, signaling continued analyst conviction in the company’s outlook despite macro uncertainty. Barclays Remains a Buy on Honeywell International (HON)
• Positive Sentiment: Honeywell scheduled 2026 investor days for its Aerospace and Automation businesses ahead of the planned Aerospace separation (expected Q3 2026), which can increase transparency and potentially unlock valuation. HONEYWELL TO HOST 2026 INVESTOR DAYS FOR AEROSPACE AND AUTOMATION BUSINESSES
• Positive Sentiment: Honeywell won a technology selection for a green jet fuel facility in South Africa, supporting its sustainability/advanced materials positioning and potential long-term revenue in sustainable aviation fuels. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
• Positive Sentiment: Honeywell expanded its security portfolio via a partnership with Rhombus to add AI-powered video capabilities — a growth lever in cloud-connected security and recurring software/services revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
• Neutral Sentiment: Honeywell sold or licensed legacy avionics/power-generator program assets to Innovative Aerosystems — this reduces Honeywell’s aftermarket obligations for those legacy lines and frees up resources, but has limited near-term revenue impact. Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
• Neutral Sentiment: Market commentary notes Honeywell is in focus as the Nasdaq shows mixed sentiment — broad-market drivers may be influencing HON’s intraday movement more than company-specific news. Honeywell Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
• Neutral Sentiment: Industry write-ups (Zacks) continue to profile Honeywell among diversified-operations peers; useful visibility but not an immediate catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
• Negative Sentiment: Barclays trimmed its price target on HON from $275 to $255 while keeping an overweight rating — a signal that upside expectations were moderated, which can cap near-term analyst-driven momentum. Barclays adjusts price target on Honeywell to $255 from $275; maintains overweight
• Negative Sentiment: Insider selling (~US$2.0M reported) was disclosed recently, which some investors interpret as a sign of caution from insiders. Honeywell International Insiders Sold US$2.0m Of Shares Suggesting Hesitancy
• Negative Sentiment: Zacks commentary warns industry headwinds (rising operating costs, supply-chain issues) could pressure diversified-operations names including HON, a cautionary factor for margins near-term. 4 Diversified Operations Stocks to Watch Despite Industry Headwinds

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Barclays dropped their price target on shares of Honeywell International from $275.00 to $255.00 and set an “overweight” rating on the stock in a research note on Wednesday. The Goldman Sachs Group boosted their price objective on Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Weiss Ratings raised Honeywell International from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 27th. Citigroup raised their target price on Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Finally, Evercore lifted their target price on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Fourteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $251.83.

Honeywell International Company 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.