Daiwa Securities Group Inc. Acquires 7,881 Shares of Honeywell International Inc. $HON

Daiwa Securities Group Inc. grew its holdings in Honeywell International Inc. (NASDAQ:HON) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 241,637 shares of the conglomerate’s stock after acquiring an additional 7,881 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Honeywell International were worth $47,141,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of HON. SG Americas Securities LLC raised its stake in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after acquiring an additional 4,031,879 shares in the last quarter. Franklin Resources Inc. raised its stake in Honeywell International by 28.8% during the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock worth $2,146,372,000 after acquiring an additional 2,277,234 shares in the last quarter. Mizuho Markets Americas LLC raised its stake in Honeywell International by 921.0% during the fourth quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate’s stock worth $398,374,000 after acquiring an additional 1,842,000 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new position in Honeywell International during the fourth quarter worth about $248,040,000. Finally, Marshall Wace LLP raised its stake in Honeywell International by 130.0% during the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after acquiring an additional 1,042,972 shares in the last quarter. Institutional investors own 75.91% of the company’s stock.

Wall Street Analyst Weigh In

HON has been the subject of several research analyst reports. TD Cowen lowered their target price on Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Barclays boosted their target price on Honeywell International from $243.00 to $251.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 27th. Morgan Stanley boosted their target price on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a research note on Thursday, March 12th. Weiss Ratings downgraded Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $268.00 target price on shares of Honeywell International in a research note on Thursday. Thirteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $248.04.

Honeywell International News Summary

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

• Positive Sentiment: Royal Bank of Canada reaffirmed its outperform rating on Honeywell and set a $268 price target, while Goldman Sachs raised its target to $276 and reiterated a buy rating, signaling Wall Street expects meaningful upside from current levels. Article Title
• Positive Sentiment: Honeywell-controlled Quantinuum launched its IPO at $60 per share and raised $1.68 billion, with strong first-day trading interest underscoring investor appetite for Honeywell’s quantum-computing assets and potential value unlock. Article Title
• Positive Sentiment: Honeywell Aerospace is preparing for its standalone debut and told investors it sees strong long-term growth, including an expectation of $6.5 billion in adjusted earnings by 2030, which could support a higher valuation for Honeywell after the spin-off. Article Title
• Positive Sentiment: Honeywell Aerospace’s investor day highlighted a plan to focus on profitable growth, capital allocation, and operational simplification ahead of its planned June 29 spin-off, which could be viewed as a catalyst for unlocking shareholder value. Article Title
• Neutral Sentiment: Honeywell’s stock is also being discussed in valuation pieces that frame the Aerospace spin-off and Quantinuum IPO as part of a broader portfolio reshaping, but these are more interpretive than immediate stock-moving events. Article Title
• Negative Sentiment: The stock declined despite the news flow, suggesting investors may be focusing on near-term valuation concerns or choosing to wait for clearer execution on the planned restructuring and separation events. Article Title

Honeywell International Stock Performance

Honeywell International stock opened at $217.64 on Friday. The business has a 50 day moving average of $223.95 and a 200-day moving average of $218.75. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. The company has a market capitalization of $137.91 billion, a P/E ratio of 30.83, a P/E/G ratio of 3.19 and a beta of 0.85.

Honeywell International (NASDAQ:HON) last released 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 company had revenue of $9.14 billion during the quarter, compared to the consensus estimate of $9.30 billion. During the same quarter in the prior year, the firm posted $2.21 earnings per share. The firm’s 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. On average, equities research analysts predict that Honeywell International Inc. will post 10.53 earnings per share for the current year.

Honeywell International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be given a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, May 15th. Honeywell International’s dividend payout ratio is currently 67.42%.

Honeywell International 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.