Lantz Financial LLC Has $1.86 Million Position in Honeywell International Inc. $HON

Lantz Financial LLC boosted its holdings in Honeywell International Inc. (NASDAQ:HON) by 544.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,531 shares of the conglomerate’s stock after acquiring an additional 8,051 shares during the quarter. Lantz Financial LLC’s holdings in Honeywell International were worth $1,859,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Franklin Resources Inc. boosted its holdings in Honeywell International by 28.8% during the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after purchasing an additional 2,277,234 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Honeywell International by 11.0% in the 3rd quarter. Invesco Ltd. now owns 6,115,954 shares of the conglomerate’s stock worth $1,287,408,000 after buying an additional 605,600 shares in the last quarter. Unisphere Establishment raised its holdings in shares of Honeywell International by 5.4% in the 3rd quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock worth $887,258,000 after buying an additional 215,000 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after buying an additional 4,031,879 shares during the period. Finally, Capital Research Global Investors lifted its position in shares of Honeywell International by 1.4% during the 3rd quarter. Capital Research Global Investors now owns 4,046,957 shares of the conglomerate’s stock worth $851,880,000 after buying an additional 55,681 shares during the period. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International News Roundup

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Insider Transactions at Honeywell International

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, 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 legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This represents a 52.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 18,190 shares of company stock worth $4,244,287. Insiders own 0.41% of the company’s stock.

Honeywell International Stock Performance

Shares of HON opened at $223.12 on Monday. The stock has a fifty day moving average price of $233.39 and a two-hundred day moving average price of $213.00. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18. The company has a market cap of $141.83 billion, a price-to-earnings ratio of 27.92, a PEG ratio of 3.23 and a beta of 0.92.

Honeywell International (NASDAQ:HON) last announced its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, topping 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 company had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. During the same quarter in the prior year, the business earned $2.47 earnings per share. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. Analysts predict that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Morgan Stanley upped their price target on Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research report on Thursday, March 12th. Wall Street Zen raised Honeywell International to a “hold” rating in a report on Saturday, January 3rd. BNP Paribas Exane boosted their target price on shares of Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. BMO Capital Markets began coverage on shares of Honeywell International in a report on Friday. They issued an “outperform” rating and a $273.00 target price on the stock. Finally, Argus increased their target price on shares of Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Fourteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $252.54.

About Honeywell International

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.