Honeywell Aerospace $HONA Shares Newly Bought by Americana Partners LLC

Americana Partners LLC purchased a new position in shares of Honeywell Aerospace (NASDAQ:HONA) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 70,075 shares of the company’s stock, valued at approximately $10,860,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HONA. Ameliora Wealth Management Ltd. bought a new position in Honeywell Aerospace during the second quarter valued at approximately $25,000. Latitude Advisors LLC bought a new stake in shares of Honeywell Aerospace in the 3rd quarter worth approximately $25,000. Leo H. Evart Inc. bought a new stake in shares of Honeywell Aerospace in the 2nd quarter worth approximately $26,000. Outlook Capital Management LLC bought a new stake in shares of Honeywell Aerospace in the 2nd quarter worth approximately $26,000. Finally, Security National Bank of SO Dak purchased a new stake in shares of Honeywell Aerospace in the 2nd quarter valued at $27,000.

Wall Street Analysts Forecast Growth

HONA has been the topic of a number of analyst reports. Susquehanna began coverage on shares of Honeywell Aerospace in a research report on Thursday, September 17th. They issued a “positive” rating and a $190.00 target price on the stock. Zacks Research lowered shares of Honeywell Aerospace from a “hold” rating to a “strong sell” rating in a research report on Monday, September 14th. Jefferies Financial Group set a $175.00 price objective on Honeywell Aerospace and gave the company a “hold” rating in a research note on Sunday, August 9th. TD Cowen reduced their price objective on Honeywell Aerospace from $180.00 to $170.00 and set a “hold” rating on the stock in a research note on Friday, October 9th. Finally, Evercore set a $210.00 price objective on Honeywell Aerospace in a report on Thursday, August 6th. Four equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $196.80.

Honeywell Aerospace Stock Performance

NASDAQ:HONA opened at $154.15 on Friday. The stock has a 50-day moving average of $159.99. Honeywell Aerospace has a 12 month low of $149.19 and a 12 month high of $297.50. The stock has a market cap of $48.87 billion and a PE ratio of 82.43.

Honeywell Aerospace (NASDAQ:HONA) last announced its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.90 by $0.31. The company had revenue of $4.64 billion for the quarter. On average, equities research analysts expect that Honeywell Aerospace will post 7.90 earnings per share for the current fiscal year.

Honeywell Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be issued a dividend of $0.40 per share. The ex-dividend date is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%.

Key Honeywell Aerospace News

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

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.