Strs Ohio Raises Stock Holdings in Honeywell International Inc. $HON

Strs Ohio boosted its holdings in Honeywell International Inc. (NASDAQ:HON) by 20.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 424,414 shares of the conglomerate’s stock after purchasing an additional 73,321 shares during the quarter. Strs Ohio’s holdings in Honeywell International were worth $89,339,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Laurel Wealth Advisors LLC grew its holdings in shares of Honeywell International by 23,503.0% during the second quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock worth $865,506,000 after buying an additional 3,700,786 shares during the last quarter. Bank of Nova Scotia grew its stake in shares of Honeywell International by 171.8% in the 2nd quarter. Bank of Nova Scotia now owns 806,053 shares of the conglomerate’s stock valued at $187,713,000 after purchasing an additional 509,456 shares during the last quarter. Holocene Advisors LP purchased a new stake in shares of Honeywell International during the second quarter worth approximately $93,152,000. SG Americas Securities LLC lifted its holdings in shares of Honeywell International by 357.2% during the second quarter. SG Americas Securities LLC now owns 275,160 shares of the conglomerate’s stock worth $64,079,000 after purchasing an additional 382,152 shares during the period. Finally, Marshall Wace LLP increased its stake in Honeywell International by 88.1% in the 2nd quarter. Marshall Wace LLP now owns 802,060 shares of the conglomerate’s stock valued at $186,784,000 after buying an additional 375,757 shares during the period. 75.91% of the stock is currently owned by institutional investors and hedge funds.

More Honeywell International News

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

• Positive Sentiment: Honeywell named the core leadership team for the planned Honeywell Aerospace spin‑off (Josh Jepsen as CFO; Bob Buddecke, Dave Marinick and Rich DeGraff to lead business units) and said the Aerospace separation remains on track for the second half of 2026 — reduces execution risk around the major corporate restructuring. HONEYWELL ANNOUNCES CFO, BUSINESS UNIT LEADERS FOR HONEYWELL AEROSPACE
• Positive Sentiment: Honeywell and Flexjet finalized a settlement and renewed a long‑term engine maintenance contract through 2035 — removes litigation overhang and secures recurring aftermarket service revenue for the Aerospace franchise. HONEYWELL AND FLEXJET FINALIZE SETTLEMENT, RENEW LONG-TERM CONTRACT THROUGH 2035
• Positive Sentiment: Analyst action: Argus raised its price target on HON to $250 and maintained a Buy rating — signals upgraded analyst confidence and creates upside relative to the current market level. Argus adjusts price target on Honeywell International to $250
• Positive Sentiment: CEO commentary: Vimal Kapur reiterated that splitting into three public companies positions the firm for long‑term value creation — supports investor confidence in the strategic plan. Honeywell CEO: Splitting into 3 separate companies positions us well for the next couple of decades
• Neutral Sentiment: Scheduled earnings: Street previews indicate Honeywell is set to report quarterly results next week; routine guidance and results will likely drive short‑term moves. Honeywell International (HON) Projected to Post Quarterly Earnings on Thursday
• Neutral Sentiment: Partnerships: Honeywell discussed energy‑transition collaboration with SOCAR — strategically relevant but not an immediate earnings catalyst. SOCAR, Honeywell discuss accelerating energy transition
• Negative Sentiment: Earnings beat odds: Zacks argues Honeywell lacks the combination of factors that typically produce an earnings beat in the upcoming report — introduces caution that results could disappoint and cap near‑term gains. Honeywell International Inc. (HON) Earnings Expected to Grow

Honeywell International Price Performance

HON stock opened at $222.54 on Friday. The firm has a market cap of $141.29 billion, a P/E ratio of 23.45, a PEG ratio of 2.41 and a beta of 0.95. The company has a debt-to-equity ratio of 1.70, a quick ratio of 1.04 and a current ratio of 1.36. The stock’s 50 day moving average price is $198.88 and its 200 day moving average price is $209.69. Honeywell International Inc. has a 1 year low of $169.21 and a 1 year high of $228.04.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, October 23rd. The conglomerate reported $2.82 EPS for the quarter, topping the consensus estimate of $2.57 by $0.25. Honeywell International had a net margin of 15.07% and a return on equity of 38.11%. The firm had revenue of $10.41 billion during the quarter, compared to analysts’ expectations of $10.14 billion. During the same period in the previous year, the company earned $2.58 EPS. Honeywell International’s revenue for the quarter was up 7.0% on a year-over-year basis. On average, sell-side analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. The Goldman Sachs Group dropped their price target on shares of Honeywell International from $245.00 to $236.00 and set a “buy” rating on the stock in a research note on Tuesday, December 16th. Rothschild & Co Redburn reduced their price target on Honeywell International from $240.00 to $222.00 and set a “neutral” rating for the company in a report on Monday, October 27th. DZ Bank dropped their price objective on Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Evercore ISI began coverage on shares of Honeywell International in a research report on Monday, December 15th. They set an “outperform” rating and a $255.00 target price on the stock. Finally, Argus increased their price target on shares of Honeywell International from $225.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $237.67.

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.