Tema Etfs LLC Raises Stock Holdings in Honeywell International Inc. $HON

Tema Etfs LLC raised its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 74.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,472 shares of the conglomerate’s stock after purchasing an additional 15,178 shares during the quarter. Tema Etfs LLC’s holdings in Honeywell International were worth $6,920,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Holos Integrated Wealth LLC acquired a new stake in shares of Honeywell International during the fourth quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC increased its stake in shares of Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after buying an additional 118 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in Honeywell International in the third quarter valued at $31,000. Howard Hughes Medical Institute bought a new position in Honeywell International during the 2nd quarter valued at $33,000. Finally, Cedar Mountain Advisors LLC boosted its stake in Honeywell International by 116.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after acquiring an additional 84 shares during the last quarter. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Honeywell International Stock Up 1.0%

Shares of NASDAQ:HON opened at $228.20 on Thursday. The company’s fifty day moving average is $233.87 and its two-hundred day moving average is $213.26. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $248.18. The stock has a market capitalization of $145.06 billion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 3.27 and a beta of 0.93.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business had revenue of $10.07 billion during the quarter, compared to analyst estimates of $9.60 billion. During the same period in the previous year, the business posted $2.47 EPS. The company’s quarterly revenue was up 6.4% on a year-over-year basis. Equities analysts anticipate that Honeywell International Inc. will post 10.34 EPS for the current year.

Honeywell International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, February 27th. Honeywell International’s payout ratio is presently 59.57%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. BNP Paribas Exane boosted their target price on shares of Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Rothschild & Co Redburn increased their price target on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Argus lifted their price target on Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Wells Fargo & Company boosted their price objective on Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Finally, The Goldman Sachs Group upped their price objective on Honeywell International from $236.00 to $262.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Fourteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $251.83.

Insider Buying and Selling

In other news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the sale, the vice president owned 4,803 shares in the company, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.20% of the stock is currently owned by insiders.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Company announced 2026 investor days for its Aerospace and Automation businesses ahead of the planned separation expected in Q3 2026 — this gives investors more clarity on strategy, financials and the timeline for the breakup, which can unlock shareholder value. Honeywell investor days PR
• Positive Sentiment: Media coverage highlighting Honeywell’s role on projects like Artemis II and operations at its Clearwater facility underscores backlog and specialized aerospace capabilities — positive for credibility and long-cycle aerospace revenue visibility. Artemis II / Clearwater facility article
• Neutral Sentiment: Barclays cut its price target from $275 to $255 but kept an Overweight rating — the lower PT tempers upside expectations, yet the maintained positive rating signals continued confidence in Honeywell’s fundamentals and spin strategy. Barclays price-target adjustment
• Neutral Sentiment: A Zacks industry note flags cost and supply-chain headwinds for diversified operations, mentioning HON as a name to watch — reinforces caution on margins but doesn’t negate company-specific catalysts like the separation. Zacks industry outlook
• Neutral Sentiment: Recent market write-ups note HON’s modest gains but continued underperformance versus the broader market — suggests gains today are driven by company-specific news rather than a broad sector move. MarketWatch stock note
• Negative Sentiment: Insiders sold roughly US$2.0M of Honeywell shares recently, which some investors may interpret as a signal of hesitancy or a desire to monetize ahead of the separation — potential short-term pressure on sentiment. Insider selling report

About Honeywell International

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.