Honeywell Aerospace $HONA Shares Newly Acquired by Randolph Co Inc

Randolph Co Inc acquired a new position in shares of Honeywell Aerospace (NASDAQ:HONA) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 79,343 shares of the company’s stock, valued at approximately $12,296,000. Honeywell Aerospace comprises about 1.0% of Randolph Co Inc’s investment portfolio, making the stock its 26th largest holding.

Several other hedge funds have also recently added to or reduced their stakes in the business. Ameliora Wealth Management Ltd. acquired a new stake in Honeywell Aerospace in the 2nd quarter valued at approximately $25,000. Leo H. Evart Inc. bought a new position in Honeywell Aerospace in the 2nd quarter worth approximately $26,000. Outlook Capital Management LLC bought a new position in Honeywell Aerospace in the 2nd quarter worth approximately $26,000. Security National Bank of SO Dak bought a new position in Honeywell Aerospace in the 2nd quarter worth approximately $27,000. Finally, Cherry Tree Wealth Management LLC acquired a new position in shares of Honeywell Aerospace during the second quarter worth approximately $28,000.

Key Honeywell Aerospace News

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

• Positive Sentiment: Some analysts and investment commentary view Honeywell Aerospace as undervalued based on cash-flow generation and believe its high-margin aerospace platform could support a post-spin-off re-rating relative to peers such as GE Aerospace and RTX. Honeywell Aerospace Stock Looks Below Fair Value on Cash Flow Honeywell Aerospace versus GE and RTX
• Positive Sentiment: A Broyhill Asset Management investor letter highlighted Honeywell Aerospace as a durable competitive investment, supporting the longer-term thesis around the company’s aerospace capabilities, although the firm’s broader portfolio underperformed its benchmark during the quarter. What Makes Honeywell Aerospace a Durable Competitive Bet
• Neutral Sentiment: Honeywell Aerospace is expected to report third-quarter results next week. Analysts reportedly anticipate a double-digit earnings decline, making the outlook and management commentary on demand, margins, and guidance important near-term catalysts. Honeywell Aerospace Earnings Preview
• Negative Sentiment: Several law firms publicized a pending securities-fraud class action involving investors who purchased HONA shares during portions of June 9 or June 29 through September 1, 2026. The notices cite a November 23 lead-plaintiff deadline and could weigh on sentiment by increasing perceived legal, financial, and reputational risks, although the allegations have not been proven. HONA Securities Fraud Lawsuit Notice HONA Investor Deadline

Honeywell Aerospace Stock Performance

NASDAQ HONA opened at $163.31 on Monday. The company has a 50-day moving average of $159.84. Honeywell Aerospace has a twelve month low of $149.19 and a twelve month high of $297.50. The company has a market capitalization of $51.76 billion and a PE ratio of 87.33.

Honeywell Aerospace (NASDAQ:HONA) last released its earnings results on Monday, June 15th. The company reported $6,340,000.00 earnings per share for the quarter. The firm had revenue of $4.35 billion for the quarter. On average, sell-side analysts predict that Honeywell Aerospace will post 7.77 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Wolfe Research initiated coverage on Honeywell Aerospace in a research report on Monday, June 29th. They issued a “hold” rating for the company. Jefferies Financial Group set a $175.00 price objective on shares of Honeywell Aerospace and gave the stock a “hold” rating in a research note on Sunday, August 9th. BMO Capital Markets raised their price objective on shares of Honeywell Aerospace from $209.00 to $213.00 and gave the stock an “outperform” rating in a research note on Friday, October 2nd. Susquehanna assumed coverage on shares of Honeywell Aerospace in a research report on Thursday, September 17th. They set a “positive” rating and a $190.00 target price on the stock. Finally, Vertical Research began coverage on shares of Honeywell Aerospace in a research note on Wednesday, July 1st. They set a “hold” rating and a $243.00 target price for the company. Five investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $201.93.

About Honeywell Aerospace

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.