468,664 Honeywell Aerospace $HONA Shares Bought by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. raised its position in shares of Honeywell Aerospace (NASDAQ:HONA) by 158.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 765,183 shares of the company’s stock after buying an additional 468,664 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Honeywell Aerospace were worth $118,580,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in shares of Honeywell Aerospace in the second quarter valued at about $5,253,341,000. State Street Corp bought a new position in shares of Honeywell Aerospace during the second quarter valued at about $2,945,044,000. Wellington Management Group LLP purchased a new stake in shares of Honeywell Aerospace during the second quarter worth about $1,705,882,000. Bank of America Corp DE purchased a new stake in shares of Honeywell Aerospace during the second quarter worth about $1,034,187,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Honeywell Aerospace during the second quarter worth about $644,412,000.

Analyst Ratings Changes

HONA has been the topic of a number of research analyst reports. Royal Bank Of Canada reduced their price target on Honeywell Aerospace from $250.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. Morgan Stanley upgraded Honeywell Aerospace from an “equal weight” rating to an “overweight” rating and set a $205.00 price objective for the company in a report on Wednesday, August 19th. Susquehanna began coverage on Honeywell Aerospace in a report on Thursday, September 17th. They issued a “positive” rating and a $190.00 price objective for the company. Evercore set a $210.00 price objective on Honeywell Aerospace in a research report on Thursday, August 6th. Finally, TD Cowen reduced their target price on Honeywell Aerospace from $180.00 to $170.00 and set a “hold” rating on the stock in a research note on Friday, October 9th. Four analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $196.47.

Trending Headlines about Honeywell Aerospace

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

• Positive Sentiment: Management is scheduled to participate in the Baird Global Industrial Conference on November 10, giving CEO Jim Currier an opportunity to address demand, supply constraints, earnings and the company’s outlook directly with investors. Honeywell Aerospace announces participation at upcoming investor conferences
• Neutral Sentiment: An earnings-call recap characterized demand as strong while noting tight supply, factors that could support future revenue but may also constrain near-term production and deliveries. Honeywell Aerospace Earnings Call: Demand Strong, Supply Tight
• Negative Sentiment: BMO Capital Markets downgraded Honeywell Aerospace to “Market Perform,” signaling reduced conviction in the stock’s near-term upside potential. Honeywell Aerospace Cut to Market Perform at BMO Capital Markets
• Negative Sentiment: Multiple law firms are soliciting investors for a securities class action covering purchases made from June 29 through September 1, 2026. The firms allege that Honeywell Aerospace’s disclosures failed to reflect business conditions accurately; these are allegations, not proven findings. Investors have until November 23 to seek lead-plaintiff status. HONA Securities Fraud Lawsuit Deadline
• Negative Sentiment: The central concern cited in the legal notices is that quarterly net income fell 70% and Honeywell Aerospace reduced its outlook only weeks after guiding to 7%–9% organic growth. That apparent gap between prior guidance and subsequent performance is likely weighing on investor confidence. Honeywell Aerospace Class Action Reminder

Honeywell Aerospace Trading Up 2.5%

HONA stock opened at $157.95 on Tuesday. Honeywell Aerospace has a 1 year low of $149.19 and a 1 year high of $297.50. The business has a 50-day moving average of $159.86. The company has a market capitalization of $50.06 billion and a P/E ratio of 84.47.

Honeywell Aerospace (NASDAQ:HONA) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $1.90 by $0.31. The firm had revenue of $4.64 billion for the quarter. As a group, equities research analysts anticipate that Honeywell Aerospace will post 7.90 earnings per share for the current year.

Honeywell Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, November 13th.

About Honeywell Aerospace

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.