Groupama Asset Managment Buys 19,829 Shares of Honeywell International Inc. $HON

Groupama Asset Managment raised its stake in Honeywell International Inc. (NASDAQ:HON) by 10.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 202,124 shares of the conglomerate’s stock after buying an additional 19,829 shares during the period. Groupama Asset Managment’s holdings in Honeywell International were worth $42,547,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. First National Trust Co grew its holdings in shares of Honeywell International by 9.4% during the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock worth $16,648,000 after purchasing an additional 6,803 shares during the last quarter. Lockheed Martin Investment Management Co. bought a new position in Honeywell International in the 3rd quarter valued at approximately $4,147,000. Managed Asset Portfolios LLC boosted its position in Honeywell International by 2.3% during the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock worth $22,317,000 after buying an additional 2,154 shares during the period. Federated Hermes Inc. grew its holdings in Honeywell International by 72.5% during the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock worth $2,034,000 after acquiring an additional 4,061 shares during the last quarter. Finally, Global Retirement Partners LLC bought a new stake in Honeywell International during the 2nd quarter worth approximately $1,943,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Price Performance

HON stock opened at $229.92 on Thursday. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The company’s 50-day moving average is $231.59 and its 200-day moving average is $212.57. The stock has a market capitalization of $146.16 billion, a PE ratio of 28.78, a price-to-earnings-growth ratio of 3.35 and a beta of 0.92. Honeywell International Inc. has a 1 year low of $169.21 and a 1 year high of $248.18.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The business had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same period in the previous year, the company posted $2.47 EPS. The firm’s revenue was up 6.4% compared to the same quarter last year. Equities research analysts expect that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed 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 payout ratio is currently 59.57%.

Honeywell International News Summary

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

• Positive Sentiment: Rising defense & commercial aerospace demand — Honeywell executives said they can scale capacity to meet stronger munitions and commercial aircraft parts demand, which supports medium‑term revenue upside. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Positive Sentiment: Management maintains full‑year 2026 guidance despite Q1 disruption, indicating they view the impact as temporary and expect recovery later in the year. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Investor outreach continues — recent transcripts from JPMorgan and Bank of America conference presentations give longer-form management commentary for investors but contained no material change to guidance. JPMorgan Industrials Conference transcript Bank of America Global Industrials Conference transcript
• Neutral Sentiment: Broader industry event participation — Semafor’s World Economy attendee list is notable for networking but has limited immediate company-specific impact. Semafor Unveils 450 Top Global CEOs and Government Leaders
• Negative Sentiment: Operational & shipping disruption flagged by CEO — Kapur said Middle East conflict has disrupted operations and supply chains, warning some revenue expected in Q1 could be delayed into May, which raises near‑term earnings uncertainty. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market reaction and volatility — headlines about Iran/Middle East headwinds prompted intraday weakness and reported share drops, reflecting investor concern over timing of revenue recognition and supply disruptions. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning Honeywell Stock Drops as Middle East Conflict Drags Outlook

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on HON. Citigroup raised their price target on shares of Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Royal Bank Of Canada increased their price objective on Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Mizuho lowered their target price on Honeywell International from $250.00 to $240.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Morgan Stanley lifted their target price on Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a report on Thursday, March 12th. Finally, JPMorgan Chase & Co. upped their price target on Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Twelve research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $251.65.

Insider Buying and Selling

In related news, Director D Scott Davis sold 2,367 shares of the stock in a transaction 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 directly owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction on Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the sale, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 18,190 shares of company stock worth $4,244,287 over the last ninety days. 0.20% of the stock is owned by insiders.

Honeywell International 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.