SFE Investment Counsel Raises Position in Honeywell International Inc. $HON

SFE Investment Counsel raised its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 18.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,298 shares of the conglomerate’s stock after purchasing an additional 3,810 shares during the period. SFE Investment Counsel’s holdings in Honeywell International were worth $4,740,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Castle Rock Wealth Management LLC raised its position in Honeywell International by 4.7% during the fourth quarter. Castle Rock Wealth Management LLC now owns 8,261 shares of the conglomerate’s stock valued at $1,612,000 after purchasing an additional 369 shares during the period. Navalign LLC grew its stake in shares of Honeywell International by 3.7% during the fourth quarter. Navalign LLC now owns 6,426 shares of the conglomerate’s stock valued at $1,254,000 after buying an additional 228 shares during the last quarter. Strategic Family Wealth Counselors L.L.C. bought a new position in shares of Honeywell International during the fourth quarter valued at approximately $228,000. Biltmore Family Office LLC grew its stake in shares of Honeywell International by 106.7% during the fourth quarter. Biltmore Family Office LLC now owns 6,356 shares of the conglomerate’s stock valued at $1,240,000 after buying an additional 3,281 shares during the last quarter. Finally, Ameritas Advisory Services LLC grew its stake in shares of Honeywell International by 18.1% during the fourth quarter. Ameritas Advisory Services LLC now owns 2,997 shares of the conglomerate’s stock valued at $585,000 after buying an additional 460 shares during the last quarter. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell CEO Vimal Kapur said the Iran conflict and rising AI demand are boosting demand for automation products, which could improve near-term sales across the company’s industrial and aerospace businesses. Honeywell CEO says Iran conflict and AI are boosting demand
• Positive Sentiment: Management also said geopolitics and AI are creating tailwinds as Honeywell moves closer to a breakup, suggesting the portfolio transformation could unlock value for investors over time. Honeywell sees tailwinds from geopolitics and AI as breakup nears
• Positive Sentiment: Analysts remain moderately optimistic on Honeywell, and one recent note highlighted it as a top drone-related stock with about 20% implied upside, reinforcing a constructive longer-term view. Honeywell International Inc. (HON): One of the Best Drone Stocks to Buy According to Wall Street Analysts
• Neutral Sentiment: Honeywell’s Quantinuum quantum-computing unit filed for an IPO, which could surface value but also introduces execution and valuation uncertainty for the parent company. Quantum Computing Stocks: Quantinuum IPO Filing Bucks SPAC Trend
• Negative Sentiment: A broader market roundup noted Honeywell has underperformed the market over the past year, which may keep some investors cautious despite the improving narrative. Honeywell International Stock: Analyst Estimates & Ratings

Honeywell International Stock Down 0.3%

Shares of NASDAQ:HON opened at $217.96 on Thursday. Honeywell International Inc. has a 52-week low of $186.76 and a 52-week high of $248.18. The stock has a market cap of $138.11 billion, a P/E ratio of 30.87, a price-to-earnings-growth ratio of 3.12 and a beta of 0.82. The business’s 50 day moving average is $226.56 and its 200 day moving average is $216.13. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings data 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 company had revenue of $9.14 billion for the quarter, compared to analysts’ expectations of $9.30 billion. During the same quarter in the prior year, the firm earned $2.21 earnings per share. Honeywell International’s revenue was up 2.4% compared to the same quarter last year. 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. Sell-side analysts predict that Honeywell International Inc. will post 10.54 EPS for the current year.

Honeywell International Announces Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on HON shares. Daiwa Securities Group upped their target price on Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Robert W. Baird upped their target price on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Sanford C. Bernstein set a $255.00 target price on Honeywell International in a research note on Friday, January 16th. Jefferies Financial Group cut their target price on Honeywell International from $245.00 to $240.00 and set a “hold” rating on the stock in a research note on Monday, April 27th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. Thirteen equities research 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’s stock. According to MarketBeat, Honeywell International presently has an average rating of “Moderate Buy” and an average target price of $250.00.

Insider Transactions at Honeywell International

In related news, Director D Scott Davis sold 2,367 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.15% of the stock is currently owned by company insiders.

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.