Sivia Capital Partners LLC Purchases 2,363 Shares of Honeywell International Inc. $HON

Sivia Capital Partners LLC grew its position in Honeywell International Inc. (NASDAQ:HON) by 166.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,779 shares of the conglomerate’s stock after purchasing an additional 2,363 shares during the period. Sivia Capital Partners LLC’s holdings in Honeywell International were worth $737,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors lifted its holdings in shares of Honeywell International by 493.5% in the fourth quarter. Sarver Vrooman Wealth Advisors now owns 1,632 shares of the conglomerate’s stock valued at $318,000 after purchasing an additional 1,357 shares in the last quarter. Private Wealth Asset Management LLC lifted its holdings in shares of Honeywell International by 7.8% in the fourth quarter. Private Wealth Asset Management LLC now owns 8,471 shares of the conglomerate’s stock valued at $1,653,000 after purchasing an additional 615 shares in the last quarter. Johnson Financial Group LLC lifted its holdings in shares of Honeywell International by 8.7% in the fourth quarter. Johnson Financial Group LLC now owns 1,077 shares of the conglomerate’s stock valued at $210,000 after purchasing an additional 86 shares in the last quarter. Shepherd Street Advisors LLC bought a new stake in shares of Honeywell International in the fourth quarter valued at about $363,000. Finally, CIBC Asset Management Inc lifted its holdings in shares of Honeywell International by 32.7% in the fourth quarter. CIBC Asset Management Inc now owns 336,652 shares of the conglomerate’s stock valued at $65,677,000 after purchasing an additional 82,905 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Stock Performance

HON opened at $217.64 on Friday. Honeywell International Inc. has a 52-week low of $186.76 and a 52-week high of $248.18. The firm has a market capitalization of $137.91 billion, a PE ratio of 30.83, a PEG ratio of 3.19 and a beta of 0.85. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39. The business’s 50-day simple moving average is $223.95 and its 200 day simple moving average is $218.75.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (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 business had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. During the same quarter in the prior year, the company posted $2.21 earnings per share. Honeywell International’s revenue was up 2.4% on a year-over-year basis. 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. As a group, sell-side analysts expect that Honeywell International Inc. will post 10.53 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

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

Key Headlines Impacting Honeywell International

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on HON. BMO Capital Markets began coverage on Honeywell International in a report on Friday, March 27th. They issued an “outperform” rating and a $273.00 price target on the stock. Morgan Stanley boosted their price target on Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a report on Thursday, March 12th. Weiss Ratings lowered Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. The Goldman Sachs Group upped their target price on Honeywell International from $258.00 to $276.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Citigroup dropped their target price on Honeywell International from $265.00 to $257.00 and set a “buy” rating on the stock in a report on Friday, April 24th. Thirteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Honeywell International presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.04.

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.