Mufg Securities Americas Inc. Increases Stock Position in Honeywell International Inc. $HON

Mufg Securities Americas Inc. lifted its stake in Honeywell International Inc. (NASDAQ:HON) by 20.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 17,121 shares of the conglomerate’s stock after acquiring an additional 2,878 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Honeywell International were worth $3,604,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Summit Wealth Group LLC boosted its position in shares of Honeywell International by 4.3% during the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after buying an additional 46 shares during the period. Nova R Wealth Inc. increased its stake in Honeywell International by 3.0% during the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after buying an additional 47 shares during the period. Wealth Management Associates Inc. lifted its holdings in Honeywell International by 4.2% during the 2nd quarter. Wealth Management Associates Inc. now owns 1,268 shares of the conglomerate’s stock worth $295,000 after buying an additional 51 shares in the last quarter. Hills Bank & Trust Co grew its stake in shares of Honeywell International by 0.5% in the second quarter. Hills Bank & Trust Co now owns 10,775 shares of the conglomerate’s stock worth $2,509,000 after acquiring an additional 51 shares in the last quarter. Finally, Mather Group LLC. grew its stake in shares of Honeywell International by 0.6% in the third quarter. Mather Group LLC. now owns 8,616 shares of the conglomerate’s stock worth $1,814,000 after acquiring an additional 51 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Insider Transactions at Honeywell International

In other news, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following 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 document filed with the SEC, which is accessible through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The shares were 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 in the company, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 18,190 shares of company stock valued at $4,244,287 over the last ninety days. Corporate insiders own 0.41% of the company’s stock.

Honeywell International Trading Down 0.4%

NASDAQ:HON opened at $243.06 on Tuesday. The company has a market capitalization of $154.51 billion, a PE ratio of 30.42, a P/E/G ratio of 3.53 and a beta of 0.94. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $246.00. The stock’s 50 day moving average price is $217.58 and its 200 day moving average price is $210.10. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81.

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

Honeywell International Dividend Announcement

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

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell agreed an amended purchase price for Johnson Matthey’s Catalyst Technologies business at about £1.325–1.33bn (down from £1.8bn), reducing the cash outlay and improving the acquisition economics for Honeywell. PR Newswire: Amended Agreement
• Positive Sentiment: Goldman Sachs raised its price target on HON to $262 and kept a Buy rating, signaling analyst confidence in further upside from current levels. MarketScreener: Goldman Sachs PT Raise
• Positive Sentiment: Price momentum has been strong — HON recently hit an all‑time intraday high (~$245.70), reflecting investor enthusiasm around the company and the deal news. Investing.com: All‑time High
• Neutral Sentiment: Honeywell’s amended agreement also extends the long‑stop/closing deadline to July 21, 2026 — reduces near‑term closing risk but prolongs the timeline and uncertainty. WSJ: Price Cut & Extension
• Neutral Sentiment: Broader coverage and peer comparisons (e.g., SSUMY vs. HON) are keeping investors focused on relative value — useful context but not immediate drivers of HON’s intraday move. Zacks: SSUMY vs HON
• Negative Sentiment: An insider/director sale of roughly $568k in HON shares was disclosed, which can trigger short‑term profit‑taking pressure. American Banking News: Director Sale
• Negative Sentiment: Johnson Matthey shares plunged on the reduced proceeds and weaker catalyst market commentary — a reminder of sector weakness that could cap multiple expansion for HON despite the cheaper purchase. Yahoo Finance: JM Price Cut

Analyst Upgrades and Downgrades

HON has been the subject of a number of recent research reports. Argus lifted their target price on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. DZ Bank lowered their price objective on Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. Daiwa Securities Group increased their price objective on shares of Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. HSBC lowered their target price on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating for the company in a research note on Tuesday, November 11th. Finally, JPMorgan Chase & Co. lifted their price target on Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Eleven analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $247.50.

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.