Citizens & Northern Corp Reduces Holdings in Honeywell International Inc. $HON

Citizens & Northern Corp trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 79.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,856 shares of the conglomerate’s stock after selling 7,353 shares during the period. Citizens & Northern Corp’s holdings in Honeywell International were worth $362,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Holos Integrated Wealth LLC purchased a new position in shares of Honeywell International during the 4th quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC boosted its position in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 118 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in Honeywell International during the third quarter worth approximately $31,000. Cedar Mountain Advisors LLC boosted its position in Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after acquiring an additional 84 shares during the last quarter. Finally, Strive Asset Management LLC acquired a new stake in Honeywell International during the third quarter worth approximately $33,000. 75.91% of the stock is owned by hedge funds and other institutional investors.

Honeywell International News Roundup

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

• Positive Sentiment: Q1 adjusted EPS beat and underlying strength: Honeywell reported adjusted EPS of $2.45 (above consensus) with solid margins and ROE, showing profit resilience despite a tough top line. HONEYWELL REPORTS FIRST-QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Positive Sentiment: Order growth and backlog support near-term revenue visibility: Orders rose ~7% and backlog stands near $38B, which helps revenue visibility as restructuring proceeds. HONEYWELL REPORTS FIRST-QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Positive Sentiment: Asset-sale and spinoff progress could unlock value: Honeywell signed a definitive agreement to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and confirmed an Aerospace spinoff date, reducing conglomerate complexity. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Positive Sentiment: Quantinuum IPO underway: The company’s majority-owned quantum unit has confidentially filed for a U.S. IPO, a potential future catalyst for value realization. Honeywell’s Quantinuum confidentially files for US IPO
• Neutral Sentiment: Segment realignment and reporting changes: Honeywell recast historical segment data and updated automation reporting — improves transparency but is not an immediate earnings driver. Honeywell Realigns Segments, Updates Automation Reporting Structure
• Negative Sentiment: Revenue miss and softer guidance weighed on sentiment: Q1 revenue missed estimates ($9.14B vs. ~$9.3B expected), and Q2 revenue/EPS guidance came in below Street forecasts, prompting investor concern. Honeywell declines after revenue miss, cash flow cut clouds profit beat
• Negative Sentiment: Geopolitical supply/shipping disruptions hit near-term outlook: Management flagged Middle East shipping disruptions that hurt visibility for Q2, a key driver of the trimmed near-term outlook. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Lowered operating cash-flow expectations and investor reaction: Management trimmed near-term cash-flow expectations and the market reacted negatively with elevated volume, amplifying the stock decline. Honeywell falls on revenue miss despite earnings beat

Insiders Place Their Bets

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, 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 transaction of $2,415,721.00. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 18,190 shares of company stock worth $4,244,287. 0.15% of the stock is owned by company insiders.

Honeywell International Stock Down 2.6%

Shares of HON opened at $214.34 on Friday. The firm has a market cap of $135.82 billion, a PE ratio of 26.83, a price-to-earnings-growth ratio of 3.19 and a beta of 0.93. The company’s fifty day moving average is $233.35 and its two-hundred day moving average is $215.37. Honeywell International Inc. has a fifty-two week low of $185.13 and a fifty-two week high of $248.18. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. The company had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. Honeywell International’s revenue for the quarter was up 2.4% on a year-over-year basis. During the same quarter last year, the business earned $2.21 EPS. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Analysts forecast that Honeywell International Inc. will post 10.5 earnings per share for the current year.

Honeywell International Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders 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 2.2%. The ex-dividend date was Friday, February 27th. Honeywell International’s dividend payout ratio (DPR) is 59.57%.

Analysts Set New Price Targets

A number of analysts recently issued reports on HON shares. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Wolfe Research raised their target price on shares of Honeywell International from $293.00 to $296.00 and gave the stock an “outperform” rating in a research report on Thursday, March 26th. Evercore raised their target price on shares of Honeywell International from $255.00 to $265.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Weiss Ratings lowered shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, April 13th. Finally, Sanford C. Bernstein set a $255.00 target price on shares of Honeywell International in a research report on Friday, January 16th. Thirteen 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’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $251.83.

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.