Honeywell International Inc. $HON Shares Bought by Silvant Capital Management LLC

Silvant Capital Management LLC lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 113,355 shares of the conglomerate’s stock after acquiring an additional 2,866 shares during the quarter. Honeywell International accounts for 0.8% of Silvant Capital Management LLC’s portfolio, making the stock its 20th largest holding. Silvant Capital Management LLC’s holdings in Honeywell International were worth $23,861,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Laurel Wealth Advisors LLC boosted its position in shares of Honeywell International by 23,503.0% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock valued at $865,506,000 after purchasing an additional 3,700,786 shares during the period. Franklin Resources Inc. raised its holdings in Honeywell International by 28.8% during the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock worth $2,146,372,000 after buying an additional 2,277,234 shares during the period. Marshall Wace LLP raised its holdings in Honeywell International by 130.0% during the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock worth $388,379,000 after buying an additional 1,042,972 shares during the period. Two Sigma Investments LP lifted its stake in Honeywell International by 424.3% during the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after buying an additional 933,694 shares in the last quarter. Finally, Boston Partners boosted its holdings in shares of Honeywell International by 21.6% in the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after buying an additional 626,960 shares during the period. 75.91% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the firm’s 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 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Robert D. Mailloux sold 10,549 shares of the company’s 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 completion of the sale, the vice president owned 4,803 shares of the company’s stock, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. 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 90 days. 0.41% of the stock is owned by insiders.

Honeywell International Stock Performance

Shares of HON stock opened at $231.42 on Wednesday. Honeywell International Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $248.18. The stock’s 50-day moving average is $230.98 and its two-hundred day moving average is $212.45. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The firm has a market cap of $147.11 billion, a P/E ratio of 28.96, a PEG ratio of 3.39 and a beta of 0.92.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $9.60 billion. During the same quarter in the previous year, the business posted $2.47 EPS. The firm’s quarterly revenue was up 6.4% compared to the same quarter last year. Analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

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

More Honeywell International News

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

• Positive Sentiment: Morgan Stanley raised its price target on HON to $245, signaling continued analyst confidence in Honeywell’s medium‑term outlook despite near‑term headwinds. Morgan Stanley Lifts Price Target on Honeywell International Inc. (HON) to $245, Reiterates Equal Weight Rating
• Positive Sentiment: Honeywell and peers say they can expand capacity to meet rising defense and commercial aerospace demand (munitions and aircraft parts), which supports revenue growth beyond the near‑term shipping disruption. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Neutral Sentiment: Management presented at recent industrials conferences (Bank of America and JPMorgan); transcripts provide detail on segments, margin levers and execution but contained no material change to guidance. Useful for investors digging into longer‑term drivers. Honeywell International Inc. (HON) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Neutral Sentiment: Company says the Middle East disruption will dent Q1 revenue timing but it is maintaining the full‑year 2026 forecast, which partially offsets investor concern about a one‑quarter hit. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Conference transcript from JPMorgan offers additional color on segment outlook and capital allocation; these disclosures are informative but not immediately market‑moving. Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript
• Negative Sentiment: CEO Vimal Kapur warned the Middle East conflict has disrupted operations and shipping, and said some revenues expected in Q1 may slip into May — a direct near‑term revenue/timing hit that weighed on the stock. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market commentary and headlines flagged the Iran conflict as a headwind and noted the stock slid intraday after the warnings, reflecting investor concern over Q1 revenue timing despite stronger munitions demand. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning
• Negative Sentiment: Analysts and news outlets note the paradox that defense/munitions demand is rising (positive longer term) while near‑term shipping/logistics disruptions are trimming Q1 revenue — creating volatility in the stock until timing normalizes. Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demand

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on HON shares. The Goldman Sachs Group lifted their target price on shares of Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Wells Fargo & Company raised their price objective on shares of Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. JPMorgan Chase & Co. boosted their target price on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Jefferies Financial Group increased their target price on Honeywell International from $240.00 to $245.00 and gave the company a “hold” rating in a report on Wednesday, March 4th. Finally, Citigroup raised their target price on Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Twelve analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $251.65.

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.