Wolff Wiese Magana LLC Lowers Holdings in Honeywell International Inc. $HON

Wolff Wiese Magana LLC lowered its holdings in Honeywell International Inc. (NASDAQ:HON) by 88.9% in the fourth quarter, HoldingsChannel reports. The firm owned 573 shares of the conglomerate’s stock after selling 4,578 shares during the quarter. Wolff Wiese Magana LLC’s holdings in Honeywell International were worth $112,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. First National Trust Co boosted its holdings in Honeywell International by 9.4% in the third quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock valued at $16,648,000 after purchasing an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. purchased a new stake in Honeywell International during the 3rd quarter worth about $4,147,000. Federated Hermes Inc. raised its position in Honeywell International by 72.5% in the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after purchasing an additional 4,061 shares in the last quarter. SVB Wealth LLC purchased a new position in shares of Honeywell International in the 2nd quarter valued at about $8,448,000. Finally, Envestnet Asset Management Inc. grew its position in shares of Honeywell International by 30.7% during the third quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock worth $232,442,000 after buying an additional 259,520 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Honeywell International Stock Performance

NASDAQ HON opened at $223.12 on Friday. The company has a fifty day moving average of $233.39 and a two-hundred day moving average of $213.00. The company has a market capitalization of $141.83 billion, a PE ratio of 27.92, a P/E/G ratio of 3.26 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. 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 earnings results 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. The business had revenue of $10.07 billion during the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The business’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the business earned $2.47 EPS. As a group, analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were issued 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 payout ratio is presently 59.57%.

Analysts Set New Price Targets

HON has been the topic of several analyst reports. JPMorgan Chase & Co. raised their target price on shares of Honeywell International from $255.00 to $260.00 and gave the company an “overweight” rating in a report on Friday, January 30th. BNP Paribas Exane increased their price objective on shares of Honeywell International from $195.00 to $215.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Robert W. Baird raised their price objective on shares of Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a report on Friday, January 30th. Royal Bank Of Canada lifted their price objective on shares of Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Finally, Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a report on Monday, January 5th. Thirteen investment 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.54.

Insider Buying and Selling at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is owned by insiders.

About Honeywell International

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.