Orion Porfolio Solutions LLC Sells 4,395 Shares of Honeywell International Inc. $HON

Orion Porfolio Solutions LLC lessened its stake in Honeywell International Inc. (NASDAQ:HON) by 8.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 48,838 shares of the conglomerate’s stock after selling 4,395 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Honeywell International were worth $10,280,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Howard Hughes Medical Institute acquired a new position in shares of Honeywell International during the 2nd quarter worth about $33,000. Barnes Dennig Private Wealth Management LLC grew its holdings in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after purchasing an additional 118 shares during the period. Cedar Mountain Advisors LLC increased its position in 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 buying an additional 84 shares during the last quarter. SJS Investment Consulting Inc. increased its position in Honeywell International by 833.3% during the third quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock worth $35,000 after buying an additional 150 shares during the last quarter. Finally, Cloud Capital Management LLC acquired a new stake in shares of Honeywell International in the third quarter valued at approximately $35,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Price Performance

Honeywell International stock opened at $238.38 on Friday. The firm has a market cap of $151.53 billion, a PE ratio of 29.83, a price-to-earnings-growth ratio of 3.56 and a beta of 0.92. 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 stock’s fifty day moving average price is $224.90 and its two-hundred day moving average price is $211.64. Honeywell International Inc. has a one year low of $169.21 and a one year high of $248.18.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same period in the prior year, the firm posted $2.47 EPS. Honeywell International’s quarterly revenue was up 6.4% on a year-over-year basis. As a group, 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 announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be issued a $1.19 dividend. This represents a $4.76 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is currently 59.57%.

Insider Activity at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of the business’s stock in a transaction that occurred 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 transaction, the vice president directly owned 4,803 shares in the company, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director D Scott Davis sold 2,367 shares of the company’s 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 sale, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 18,190 shares of company stock valued at $4,244,287 over the last 90 days. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on HON shares. Argus boosted their target price on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Rothschild & Co Redburn lifted their price objective on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Bank of America restated an “underperform” rating and set a $205.00 target price (down from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Barclays raised their price objective on shares of Honeywell International from $259.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday. Twelve investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Honeywell International currently has a consensus rating of “Moderate Buy” and an average target price of $251.22.

Honeywell International News Summary

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

• Positive Sentiment: Deutsche Bank raised its price target on HON to $292 and maintained a “buy” rating, signaling strong upside from current levels and providing institutional validation for Honeywell’s outlook. Deutsche Bank Raises PT
• Positive Sentiment: Industry research ranks Honeywell as a quadrant leader in building automation systems (BAS), highlighting its strengths in AI-driven energy management and integrated safety systems — a structural growth tailwind for industrial/controls revenue. BAS Market Report
• Positive Sentiment: Coverage momentum has been favorable recently — Honeywell hit a new 12-month high after analyst upgrades, supporting the view that the stock still has upside per several broker notes. 12-Month High After Upgrade
• Neutral Sentiment: Honeywell filed a Form 10 and provided more details on the planned Honeywell Aerospace spinoff (ticker HONA), expected to list in Q3 2026; management will hold an Investor Day on June 3 to outline the separation plan. This could unlock value long-term but introduces near-term execution and timing risk. Aerospace Spinoff Details
• Neutral Sentiment: Analysts’ views are mixed across the industrials sector; coverage pieces note differing takes on Honeywell’s mix of secular BAS strength and the impact of the aerospace separation, leaving some uncertainty around the stock’s near-term valuation. Analysts Mixed
• Negative Sentiment: Near-term selling pressure likely reflects profit-taking after recent gains, plus investor rotation and uncertainty around the spinoff’s timing and financial impact; that combination can weigh on the parent stock despite positive analyst notes.

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.