Kovitz Investment Group Partners LLC Decreases Position in Honeywell International Inc. $HON

Kovitz Investment Group Partners LLC cut its holdings in Honeywell International Inc. (NASDAQ:HON) by 6.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,381 shares of the conglomerate’s stock after selling 5,697 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Honeywell International were worth $18,604,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Summit Wealth Group LLC increased its holdings in shares of Honeywell International by 4.3% in the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after buying an additional 46 shares during the period. Nova R Wealth Inc. boosted its holdings in Honeywell International by 3.0% during the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock valued at $335,000 after acquiring an additional 47 shares during the period. Wealth Management Associates Inc. grew its position in Honeywell International by 4.2% during the 2nd quarter. Wealth Management Associates Inc. now owns 1,268 shares of the conglomerate’s stock worth $295,000 after acquiring an additional 51 shares during the last quarter. Hills Bank & Trust Co increased its stake in Honeywell International by 0.5% in the 2nd quarter. Hills Bank & Trust Co now owns 10,775 shares of the conglomerate’s stock worth $2,509,000 after purchasing an additional 51 shares during the period. Finally, Mather Group LLC. lifted its position in Honeywell International by 0.6% in the third quarter. Mather Group LLC. now owns 8,616 shares of the conglomerate’s stock valued at $1,814,000 after purchasing an additional 51 shares during the last quarter. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

More Honeywell International News

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

• Positive Sentiment: Honeywell was named the refining licensor for the first refinery in Georgia — a commercial win that can drive engineering, licensing and long‑term services revenue in energy/ refining markets. U.S. company Honeywell becomes refining licensor for first refinery in Georgia
• Positive Sentiment: Argus published a note saying Honeywell’s stock is expected to rise, which can lift sentiment among retail and institutional investors. Honeywell International (NASDAQ:HON) Stock Price Expected to Rise, Argus Analyst Says
• Positive Sentiment: Coverage in industry roundups highlights Honeywell as a Dow leader and a solid dividend stalwart, reinforcing its defensive/industrial appeal to income investors. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Neutral Sentiment: Zacks flagged Honeywell alongside peers in its analyst blog — noting earnings beats and segment-level dynamics; useful for context but not an immediate catalyst on its own. The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
• Neutral Sentiment: Two short‑interest notices in the feed are inconsistent/blank (reported as 0 shares/NaN), so they convey no actionable short squeeze or build — effectively neutral until clarified by exchanges.
• Negative Sentiment: Director D. Scott Davis sold 2,367 shares (~7% reduction of his holding) at about $240 each. Insider sales can be viewed negatively by some investors, though the remaining holding and size relative to total shares are modest. SEC Filing

Insiders Place Their Bets

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Robert D. Mailloux sold 10,549 shares of the business’s 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 sale, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.41% of the stock is owned by corporate insiders.

Analyst Ratings Changes

HON has been the topic of several recent analyst reports. JPMorgan Chase & Co. raised their target price on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. HSBC dropped their price target on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating for the company in a research report on Tuesday, November 11th. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. TD Cowen lowered their price objective on shares of Honeywell International from $250.00 to $240.00 and set a “buy” rating for the company in a research note on Monday, November 10th. Finally, Morgan Stanley cut their target price on Honeywell International from $245.00 to $235.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.32.

Honeywell International Price Performance

HON stock opened at $243.97 on Monday. Honeywell International Inc. has a 1 year low of $169.21 and a 1 year high of $245.63. The company has a market cap of $155.09 billion, a P/E ratio of 30.53, a PEG ratio of 3.53 and a beta of 0.94. The firm has a 50-day moving average of $216.67 and a 200 day moving average of $209.92. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating 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 business had revenue of $10.07 billion for the quarter, compared to analysts’ expectations of $9.60 billion. During the same period in the previous year, the firm posted $2.47 EPS. The business’s revenue was up 6.4% on a year-over-year basis. On average, sell-side analysts forecast that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid 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 is presently 59.57%.

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.