Franklin Resources Inc. Raises Holdings in Honeywell International Inc. $HON

Franklin Resources Inc. boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 0.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,227,201 shares of the conglomerate’s stock after purchasing an additional 30,658 shares during the quarter. Franklin Resources Inc.’s holdings in Honeywell International were worth $1,995,224,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of HON. Holos Integrated Wealth LLC purchased a new stake in Honeywell International during the 4th quarter worth about $25,000. Ares Financial Consulting LLC acquired a new position in shares of Honeywell International during the 4th quarter worth about $26,000. Hilton Head Capital Partners LLC acquired a new position in shares of Honeywell International during the 4th quarter worth about $28,000. Strategic Wealth Advisors LLC acquired a new position in shares of Honeywell International during the 4th quarter worth about $29,000. Finally, JPL Wealth Management LLC acquired a new position in shares of Honeywell International during the 3rd quarter worth about $31,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Honeywell set a June 15 record date for the planned spin-off of Honeywell Aerospace, with the distribution expected on June 29; shareholders are expected to receive one share of the new Aerospace company for every two HON shares, and the new stock is expected to trade as HONA. This creates a clearer breakup story that many investors may view as a value-unlocking catalyst. Article title
• Positive Sentiment: Analyst commentary remained constructive, with Goldman Sachs and RBC both reiterating bullish views and raising price targets on Honeywell. Higher targets can support sentiment by signaling Wall Street sees upside from current levels. Article title
• Positive Sentiment: Honeywell’s Building Automation unit showed double-digit revenue growth in Q1, helped by strong demand, rising orders, and data center-related investment. Strong performance in this segment suggests the core business remains healthy ahead of the separation. Article title
• Positive Sentiment: Honeywell Aerospace is being positioned as a stand-alone growth story, with management forecasting strong growth and targets such as $6.5 billion in earnings by 2030. That outlook may be encouraging investors to re-rate the stock over time. Article title
• Neutral Sentiment: Honeywell’s quantum unit Quantinuum completed its IPO and debut, drawing strong attention to the company’s broader portfolio. While the listing highlights value in Honeywell’s assets, the direct impact on HON stock is less immediate because the move is mainly tied to the future spin-off structure. Article title
• Negative Sentiment: Despite the favorable news flow, HON has recently traded lower, suggesting investors may be taking profits or waiting for more clarity on the post-spin structure, reverse stock split, and the near-term earnings impact of the separation process. Article title

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on HON shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $268.00 price objective on shares of Honeywell International in a research report on Thursday. Wells Fargo & Company lowered their price objective on Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research report on Friday, April 24th. Citigroup decreased their target price on Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Wolfe Research reissued an “outperform” rating and issued a $275.00 target price on shares of Honeywell International in a research report on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft cut their target price on shares of Honeywell International from $255.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $248.04.

Honeywell International Price Performance

HON opened at $213.97 on Monday. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. The business has a 50 day simple moving average of $223.71 and a 200-day simple moving average of $218.87. The stock has a market capitalization of $135.58 billion, a P/E ratio of 30.31, a P/E/G ratio of 3.06 and a beta of 0.85. Honeywell International Inc. has a 12 month low of $186.76 and a 12 month high of $248.18.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, beating the consensus estimate of $2.32 by $0.13. The business had revenue of $9.14 billion during the quarter, compared to analysts’ expectations of $9.30 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The company’s quarterly revenue was up 2.4% compared to the same quarter last year. During the same period last year, the firm 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. On average, equities analysts anticipate that Honeywell International Inc. will post 10.54 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Friday, May 15th were issued a dividend of $1.19 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s payout ratio is currently 67.42%.

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.