Sumitomo Mitsui DS Asset Management Company Ltd Sells 122,820 Shares of Honeywell Aerospace $HONA

Sumitomo Mitsui DS Asset Management Company Ltd reduced its position in Honeywell Aerospace (NASDAQ:HONA) by 73.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 44,080 shares of the company’s stock after selling 122,820 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Honeywell Aerospace were worth $6,831,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Smithbridge Asset Management Inc. DE grew its position in shares of Honeywell Aerospace by 2.2% in the third quarter. Smithbridge Asset Management Inc. DE now owns 16,571 shares of the company’s stock valued at $2,568,000 after purchasing an additional 358 shares in the last quarter. Columbia Asset Management raised its stake in shares of Honeywell Aerospace by 30.8% during the 3rd quarter. Columbia Asset Management now owns 8,210 shares of the company’s stock valued at $1,272,000 after purchasing an additional 1,934 shares during the period. Trellis Wealth Advisors LLC purchased a new stake in Honeywell Aerospace during the 3rd quarter worth about $36,000. Talbot Financial LLC lifted its holdings in Honeywell Aerospace by 62.5% during the 3rd quarter. Talbot Financial LLC now owns 78,974 shares of the company’s stock worth $12,239,000 after purchasing an additional 30,373 shares in the last quarter. Finally, Jackson Square Capital LLC purchased a new stake in Honeywell Aerospace during the 3rd quarter worth about $211,000.

Honeywell Aerospace News Roundup

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

• Positive Sentiment: Morgan Stanley issued a Buy rating on Honeywell Aerospace, providing a favorable Wall Street signal that could help support the shares and improve sentiment. Morgan Stanley Gives a Buy Rating to Honeywell Aerospace
• Positive Sentiment: Honeywell Aerospace forecasts 9,950 new business-jet deliveries over the next decade. The outlook points to a sizable long-term market opportunity for aerospace equipment and services, although it is not an immediate earnings catalyst. Honeywell Aerospace Forecasts 9,950 New Business Jet Deliveries Over Next Decade
• Neutral Sentiment: Multiple law firms reiterated that investors who purchased HONA shares during the alleged class period—generally June 29 through September 1, 2026—have until November 23, 2026 to seek lead-plaintiff status. The repeated notices largely provide procedural updates rather than new allegations or financial developments. Rosen Securities Class Action Deadline Notice
• Negative Sentiment: The securities lawsuit alleges Honeywell Aerospace failed to disclose that supplier constraints were limiting hundreds of millions of dollars in revenue and that a Justice Department False Claims Act inquiry was pending. If proven, the claims could increase legal costs, reputational damage, and uncertainty around reported results and guidance. Levi and Korsinsky Honeywell Aerospace Lawsuit Notice
• Negative Sentiment: The legal pressure follows an earlier report that second-quarter net income fell 70% year over year and Honeywell Aerospace reduced its full-year guidance, reinforcing concerns about near-term execution and the company’s disclosure practices. Moore Law Honeywell Aerospace Investor Action Notice

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Evercore set a $210.00 target price on shares of Honeywell Aerospace in a research note on Thursday, August 6th. Jefferies Financial Group set a $175.00 price target on shares of Honeywell Aerospace and gave the company a “hold” rating in a research report on Sunday, August 9th. UBS Group reduced their price target on shares of Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating for the company in a research report on Thursday, August 6th. Morgan Stanley raised shares of Honeywell Aerospace from an “equal weight” rating to an “overweight” rating and set a $205.00 price target on the stock in a report on Wednesday, August 19th. Finally, Weiss Ratings initiated coverage on Honeywell Aerospace in a research report on Friday, September 11th. They issued a “sell (d)” rating on the stock. Five equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $201.93.

Honeywell Aerospace Trading Up 1.6%

HONA opened at $162.46 on Thursday. The company has a market capitalization of $51.49 billion and a PE ratio of 86.88. Honeywell Aerospace has a 52 week low of $149.19 and a 52 week high of $297.50. The company has a fifty day moving average price of $160.03.

Honeywell Aerospace (NASDAQ:HONA) last released its quarterly earnings results on Monday, June 15th. The company reported $6,340,000.00 earnings per share for the quarter. The firm had revenue of $4.35 billion for the quarter. As a group, equities research analysts predict that Honeywell Aerospace will post 7.77 EPS for the current year.

Honeywell Aerospace Company Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.