U S Wealth Group LLC. Increases Stock Holdings in Honeywell International Inc. $HON

U S Wealth Group LLC. boosted its holdings in Honeywell International Inc. (NASDAQ:HON) by 49.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,123 shares of the conglomerate’s stock after purchasing an additional 5,307 shares during the quarter. Honeywell International makes up 2.2% of U S Wealth Group LLC.’s portfolio, making the stock its 16th biggest holding. U S Wealth Group LLC.’s holdings in Honeywell International were worth $3,394,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in HON. Laurel Wealth Advisors LLC lifted its holdings in shares of Honeywell International by 23,503.0% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,716,532 shares of the conglomerate’s stock worth $865,506,000 after acquiring an additional 3,700,786 shares during the period. Franklin Resources Inc. grew its holdings in Honeywell International by 28.8% in the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after purchasing an additional 2,277,234 shares during the period. Marshall Wace LLP grew its holdings in Honeywell International by 130.0% in the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after purchasing an additional 1,042,972 shares during the period. Two Sigma Investments LP increased its position in Honeywell International by 424.3% during the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock worth $242,865,000 after purchasing an additional 933,694 shares during the last quarter. Finally, Boston Partners raised its stake in Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after purchasing an additional 626,960 shares during the period. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Management says Honeywell can expand capacity to meet rising commercial aerospace and munitions demand, which supports longer‑term revenue growth and margins. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Positive Sentiment: Morgan Stanley raised its price target to $245 (reiterated Equal Weight), reflecting upward earnings/forecast revisions and signaling analyst confidence in Honeywell’s multi‑segment strength. Morgan Stanley Lifts Price Target on Honeywell International Inc. (HON) to $245, Reiterates Equal Weight Rating
• Neutral Sentiment: Management’s recent presentations at JPMorgan and Bank of America conferences provided operational color on demand, margin levers and the company’s backlog — useful for modeling but not a direct catalyst. Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript Honeywell International Inc. (HON) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Negative Sentiment: CEO Vimal Kapur warned the Middle East conflict has disrupted operations and shipping; Honeywell now expects some Q1 revenue to be delayed into May, creating short‑term earnings/timing uncertainty that pressured the stock. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning

Analyst Ratings Changes

A number of brokerages have weighed in on HON. Morgan Stanley lifted their price target on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a report on Thursday, March 12th. Argus increased their target price on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Robert W. Baird lifted their target price on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a report on Friday, January 30th. The Goldman Sachs Group boosted their price target on Honeywell International from $236.00 to $262.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. Finally, Wolfe Research upgraded Honeywell International from a “peer perform” rating to an “outperform” rating and set a $293.00 price target for the company in a research note on Friday, February 27th. Twelve investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $251.65.

Insider Activity at Honeywell International

In related news, 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 value of $2,415,721.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. Company insiders own 0.41% of the company’s stock.

Honeywell International Stock Performance

NASDAQ:HON opened at $231.42 on Wednesday. The firm has a 50-day moving average of $230.98 and a two-hundred day moving average of $212.45. 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 has a market cap of $147.11 billion, a P/E ratio of 28.96, a PEG ratio of 3.39 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 announced its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The business had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the previous year, the company earned $2.47 earnings per share. On average, research analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were given a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio is presently 59.57%.

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.