Mattern Capital Management LLC Sells 38,924 Shares of Honeywell International Inc. $HON

Mattern Capital Management LLC lowered its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 93.1% during the fourth quarter, HoldingsChannel reports. The fund owned 2,895 shares of the conglomerate’s stock after selling 38,924 shares during the quarter. Mattern Capital Management LLC’s holdings in Honeywell International were worth $565,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. FSM Wealth Advisors LLC increased its holdings in Honeywell International by 1.1% in the 4th quarter. FSM Wealth Advisors LLC now owns 4,231 shares of the conglomerate’s stock valued at $825,000 after buying an additional 46 shares during the period. Nova R Wealth Inc. increased its stake in Honeywell International by 3.0% in the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock valued at $335,000 after acquiring an additional 47 shares during the period. EPG Wealth Management LLC increased its stake in Honeywell International by 0.5% in the fourth quarter. EPG Wealth Management LLC now owns 10,049 shares of the conglomerate’s stock valued at $1,960,000 after acquiring an additional 49 shares during the period. Willow Creek Wealth Management Inc. boosted its holdings in Honeywell International by 2.2% during the third quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock valued at $490,000 after purchasing an additional 50 shares in the last quarter. Finally, VSM Wealth Advisory LLC grew its stake in shares of Honeywell International by 4.5% in the 3rd quarter. VSM Wealth Advisory LLC now owns 1,150 shares of the conglomerate’s stock valued at $242,000 after purchasing an additional 50 shares during the period. Institutional investors own 75.91% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. TD Cowen dropped their target price on Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a report on Friday. BNP Paribas Exane increased their target price on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Vertical Research downgraded shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research note on Monday, January 5th. Jefferies Financial Group boosted their target price on shares of Honeywell International from $240.00 to $245.00 and gave the company a “hold” rating in a research note on Wednesday, March 4th. Finally, Morgan Stanley boosted their target price on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research note on Thursday, March 12th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $250.21.

Insider Activity at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares of the company’s stock, valued at $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 is available through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. This represents a 52.34% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 18,190 shares of company stock worth $4,244,287 over the last three months. 0.15% of the stock is owned by insiders.

Honeywell International Stock Down 0.6%

Shares of NASDAQ:HON opened at $213.14 on Friday. Honeywell International Inc. has a 52 week low of $186.59 and a 52 week high of $248.18. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.03 and a current ratio of 1.39. The company’s fifty day moving average is $232.78 and its 200-day moving average is $215.40. The company has a market capitalization of $135.06 billion, a PE ratio of 30.19, a P/E/G ratio of 3.10 and a beta of 0.93.

Honeywell International (NASDAQ:HON) last issued its 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 company had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The firm’s revenue for the quarter was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Equities research analysts predict that Honeywell International Inc. will post 10.53 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 27th. Honeywell International’s dividend payout ratio is 67.42%.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Adjusted EPS beat: Honeywell reported $2.45 adj. EPS (vs. ~$2.32 consensus) and noted strong orders (≈7% increase) and a roughly $38B backlog, underscoring margin resilience and operational strength. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK
• Positive Sentiment: Portfolio simplification underway: Honeywell agreed to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and is progressing other asset sales and an aerospace spin-off — moves that could unlock value long term and refocus the company. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Neutral Sentiment: Spin-off timing and Quantinuum IPO: Management reaffirmed the aerospace spin-off (timing updated) and Quantinuum is moving toward an IPO — strategic moves with multi-quarter execution risk but potential long-term upside. Honeywell Q1 2026 Earnings Call Highlights
• Negative Sentiment: Revenue miss and softer outlook: Q1 sales were $9.14B vs. ~$9.30B expected, and FY/Q2 revenue guidance came in below Street estimates — a principal driver of the stock’s weakness as investors focus on top-line momentum. HON Q1 Deep Dive: Portfolio Realignment and Supply Chain Hurdles Shape Outlook
• Negative Sentiment: Geopolitics and cash-flow caution: Management flagged Middle East disruptions and supply-chain headwinds that pressured the Q2 outlook and led to lower operating cash-flow expectations, amplifying near-term investor concern. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Analyst trims: Several firms trimmed price targets (Wells Fargo, Citi, Goldman, TD Cowen, Barclays), recalibrating near-term upside even where buy/overweight ratings remain — adding selling pressure despite the EPS beat. Wells Fargo adjusts price target on Honeywell

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.