Rathbones Group PLC reduced its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 430,464 shares of the conglomerate’s stock after selling 19,612 shares during the period. Rathbones Group PLC owned 0.07% of Honeywell International worth $83,979,000 at the end of the most recent quarter.
A number of other hedge funds also recently modified their holdings of HON. Holos Integrated Wealth LLC bought a new stake in shares of Honeywell International during the 4th quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC raised its holdings in Honeywell International by 491.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares during the period. JPL Wealth Management LLC acquired a new stake in Honeywell International during the third quarter worth approximately $31,000. Howard Hughes Medical Institute acquired a new stake in Honeywell International during the second quarter worth approximately $33,000. Finally, Cedar Mountain Advisors LLC boosted its holdings in shares of Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after acquiring an additional 84 shares during the period. Institutional investors and hedge funds own 75.91% of the company’s stock.
Insiders Place Their Bets
In other news, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,099,887. This represents a 68.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 value of $568,080.00. Following the sale, the director directly owned 31,081 shares in the company, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 18,190 shares of company stock valued at $4,244,287 over the last quarter. 0.20% of the stock is owned by corporate insiders.
Honeywell International Price Performance
Honeywell International (NASDAQ:HON – Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.47 EPS. As a group, analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.
Honeywell International Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were issued 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%.
Analyst Ratings Changes
A number of equities analysts have recently weighed in on the company. Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research note on Monday, January 5th. Barclays dropped their target price on Honeywell International from $275.00 to $255.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. Weiss Ratings upgraded shares of Honeywell International from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 27th. Robert W. Baird lifted their price objective on shares of Honeywell International from $220.00 to $240.00 and gave the stock a “neutral” rating in a research note on Friday, January 30th. Finally, Daiwa Securities Group boosted their price objective on shares of Honeywell International from $230.00 to $240.00 in a report on Tuesday, February 3rd. Fourteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $251.83.
Get Our Latest Stock Report on Honeywell International
Trending Headlines about Honeywell International
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Honeywell’s Aerospace segment is reporting strong growth driven by commercial aviation and defense demand, supporting revenue and EPS momentum into 2026 — a direct upside to Honeywell’s top line and margins. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
- Positive Sentiment: Barclays reaffirmed a Buy on HON, providing analyst support that can help sustain investor confidence and limit downside risk. Barclays Remains a Buy on Honeywell International (HON)
- Positive Sentiment: Honeywell and Odys Aviation launched an airborne, layered counter‑UAS defense offering — a defense‑market product win that could open recurring service/upgrade revenue streams. Honeywell and Odys Aviation Introduce Airborne Layer for Counter-UAS Defense
- Positive Sentiment: Honeywell technology was selected for a Phelan Green green jet‑fuel facility in South Africa, supporting exposure to sustainable aviation fuel (SAF) trends and long‑term energy transition projects. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
- Positive Sentiment: Honeywell partnered with Rhombus to add AI‑powered video capabilities to its security portfolio — a move that can expand recurring cloud and software revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
- Neutral Sentiment: Honeywell sold/permanently licensed certain legacy avionics and power‑generator assets to Innovative Aerosystems — a tidy divestiture that trims legacy aftermarket exposure while monetizing older program assets (impact on growth depends on scale). Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
- Neutral Sentiment: Zacks and other industry outlook pieces have highlighted Honeywell among industrial/tech peers — helpful for visibility but not a direct catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
- Neutral Sentiment: Wider industry reports (e.g., specialty chemicals/hydrofluoric acid market study) were published but are only tangential to Honeywell’s core industrial and aerospace drivers. [Latest] Global Electronic Grade Hydrofluoric Acid Market Size/Share…
- Negative Sentiment: Macro and market‑sentiment weakness in the Nasdaq composite is creating broader volatility; that mixed market backdrop can cap upside for industrial cyclicals like HON despite company‑level positives. Honeywell (NASDAQ:HON) Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
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.
Recommended Stories
Receive News & Ratings for Honeywell International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Honeywell International and related companies with MarketBeat.com's FREE daily email newsletter.
