Honeywell International Inc. $HON Stock Position Lifted by Stokes Capital Advisors LLC

Stokes Capital Advisors LLC raised its stake in Honeywell International Inc. (NASDAQ:HON) by 9.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 43,228 shares of the conglomerate’s stock after buying an additional 3,636 shares during the quarter. Honeywell International accounts for about 1.9% of Stokes Capital Advisors LLC’s holdings, making the stock its 21st biggest position. Stokes Capital Advisors LLC’s holdings in Honeywell International were worth $8,433,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Franklin Resources Inc. grew its holdings in shares of Honeywell International by 28.8% during the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after acquiring an additional 2,277,234 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Honeywell International by 11.0% during the third quarter. Invesco Ltd. now owns 6,115,954 shares of the conglomerate’s stock worth $1,287,408,000 after acquiring an additional 605,600 shares in the last quarter. Unisphere Establishment raised its holdings in shares of Honeywell International by 5.4% during the third quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock worth $887,258,000 after acquiring an additional 215,000 shares in the last quarter. SG Americas Securities LLC boosted its position in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after purchasing an additional 4,031,879 shares during the last quarter. Finally, Capital Research Global Investors grew its stake in Honeywell International by 1.4% in the third quarter. Capital Research Global Investors now owns 4,046,957 shares of the conglomerate’s stock valued at $851,880,000 after purchasing an additional 55,681 shares in the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Insiders Place Their Bets

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction dated 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $1,099,887. This trade represents a 68.71% 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 worth $4,244,287 over the last quarter. 0.20% of the stock is currently owned by company insiders.

Honeywell International Stock Up 1.9%

HON opened at $225.79 on Thursday. The business has a 50 day moving average price of $233.11 and a 200 day moving average price of $212.85. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $248.18. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. The firm has a market cap of $143.53 billion, a P/E ratio of 28.26, a price-to-earnings-growth ratio of 3.21 and a beta of 0.92.

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. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm had revenue of $10.07 billion during the quarter, compared to analysts’ expectations of $9.60 billion. During the same quarter in the prior year, the business earned $2.47 earnings per share. The company’s revenue was up 6.4% on a year-over-year basis. Research analysts forecast that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were issued a dividend of $1.19 per share. This represents a $4.76 annualized dividend 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 currently 59.57%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on HON shares. Wall Street Zen raised Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Royal Bank Of Canada boosted their price target on Honeywell International from $249.00 to $268.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Argus increased their price objective on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Wolfe Research raised shares of Honeywell International from a “peer perform” rating to an “outperform” rating and set a $293.00 price objective on the stock in a research report on Friday, February 27th. Finally, Evercore lifted their target price on shares of Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Twelve 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 stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $251.65.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Signed a supplier framework with the U.S. Department of War that includes a multi‑year commitment and a $500 million investment to upgrade Honeywell Aerospace production capacity — a direct boost to defense revenue visibility and backlog. HONEYWELL AEROSPACE, DEPARTMENT OF WAR SIGN GROUNDBREAKING AGREEMENT TO ACCELERATE PRODUCTION OF DEFENSE TECHNOLOGIES
• Positive Sentiment: Joined Lockheed Martin in framework deals to accelerate missile and defense tech output — signal of deeper government partnerships and higher production cadence for aerospace/defense components. Lockheed, Honeywell Sign Framework Deals to Accelerate Missile, Defense Tech Output
• Positive Sentiment: Expanded and reported early participation in an upsized US$4.67B cash tender to retire selected dollar and euro notes — reduces outstanding debt, reshapes the debt maturity profile and demonstrates active balance‑sheet management. Will Honeywell’s Upsized US$4.67 Billion Debt Tender Change Honeywell International’s (HON) Narrative?
• Positive Sentiment: Analyst/market commentary is increasingly constructive on Honeywell as a value play and on potential strategic moves (spin/separation of aerospace business) that could unlock shareholder value. Honeywell: The Premier Value Play In Industrials At A Discount
• Positive Sentiment: Coverage noting a planned aerospace/industrial split as a long‑term catalyst (could improve focus, cash flow and M&A flexibility). Honeywell Splits to Enhance Focus With 2 Pureplay Businesses
• Neutral Sentiment: CEO Vimal Kapur emphasized continued emphasis on automation and physical AI but said “human intervention” remains necessary — reassures investors about a measured, risk‑aware approach to AI deployment rather than aggressive tech pivot. AI: This CEO believes ‘human intervention’ is still necessary
• Negative Sentiment: Short interest rose earlier in March (about 9.06M shares as of Mar. 13, ~1.4% of float, ~2.2 days to cover) — a sign of some bearish positioning that could add volatility on mixed news or weaker results.

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.