Intellectus Partners LLC Raises Stock Position in Honeywell International Inc. $HON

Intellectus Partners LLC grew its holdings in Honeywell International Inc. (NASDAQ:HON) by 37.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,878 shares of the conglomerate’s stock after acquiring an additional 3,220 shares during the period. Intellectus Partners LLC’s holdings in Honeywell International were worth $2,317,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Holos Integrated Wealth LLC purchased a new position in shares of Honeywell International in the 4th quarter worth $25,000. Ares Financial Consulting LLC purchased a new position in shares of Honeywell International in the 4th quarter worth $26,000. JPL Wealth Management LLC purchased a new position in shares of Honeywell International in the 3rd quarter worth $31,000. Strategic Wealth Advisors LLC purchased a new position in shares of Honeywell International in the 4th quarter worth $29,000. Finally, Strive Asset Management LLC purchased a new position in shares of Honeywell International in the 3rd quarter worth $33,000. 75.91% of the stock is owned by hedge funds and other institutional investors.

Key Honeywell International News

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

• Positive Sentiment: Goldman Sachs raised its price target on Honeywell International to $276 from $258 and kept a buy rating, signaling confidence in the stock’s valuation and outlook. Goldman Sachs price target update
• Positive Sentiment: Honeywell’s Quantinuum quantum computing unit raised $1.68 billion in its U.S. IPO, which could crystallize value for HON shareholders and highlight strength in a high-growth asset. Quantinuum IPO Reuters article
• Positive Sentiment: Honeywell Aerospace held an investor day ahead of its planned spin-off and outlined long-term growth targets, including expectations for strong earnings growth and improved capital allocation after separation. Honeywell Aerospace growth outlook
• Positive Sentiment: Analyst commentary and recent coverage suggest the restructuring could unlock value by making Honeywell more focused and easier for investors to value. HON valuation and spinoff analysis
• Neutral Sentiment: Honeywell also announced an independent director appointment to support its portfolio transformation, reinforcing that the company is still executing on its broader restructuring plan. Independent director announcement
• Negative Sentiment: Some market commentary remains skeptical that Honeywell Aerospace will fully deliver the growth investors want after the spinoff, which may be weighing on sentiment in the near term. Barron’s commentary on Honeywell Aerospace

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Argus lifted their price objective on shares of Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Royal Bank Of Canada restated an “outperform” rating and issued a $268.00 target price on shares of Honeywell International in a report on Monday, April 27th. BMO Capital Markets assumed coverage on shares of Honeywell International in a report on Friday, March 27th. They issued an “outperform” rating and a $273.00 target price for the company. Morgan Stanley raised their target price on shares of Honeywell International from $235.00 to $245.00 and gave the stock an “equal weight” rating in a report on Thursday, March 12th. Finally, Weiss Ratings lowered shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Thirteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $248.04.

Honeywell International Price Performance

Honeywell International stock opened at $223.26 on Thursday. The firm has a 50-day moving average price of $224.03 and a 200-day moving average price of $218.61. The firm has a market capitalization of $141.47 billion, a PE ratio of 31.62, a price-to-earnings-growth ratio of 3.36 and a beta of 0.85. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98. Honeywell International Inc. has a 12-month low of $186.76 and a 12-month high of $248.18.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings data 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. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The company had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same quarter last year, the business posted $2.21 EPS. The firm’s revenue for the quarter was up 2.4% on a year-over-year basis. 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. As a group, equities research analysts forecast that Honeywell International Inc. will post 10.53 EPS for the current year.

Honeywell International Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be issued a dividend of $1.19 per share. The ex-dividend date is Friday, May 15th. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

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.