Prudent Man Advisors LLC Sells 3,469 Shares of Honeywell International Inc. $HON

Prudent Man Advisors LLC trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 57.3% during the fourth quarter, HoldingsChannel reports. The firm owned 2,586 shares of the conglomerate’s stock after selling 3,469 shares during the quarter. Prudent Man Advisors LLC’s holdings in Honeywell International were worth $505,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in HON. SG Americas Securities LLC raised its stake in shares of Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after purchasing an additional 4,031,879 shares during the period. Franklin Resources Inc. raised its stake in Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after acquiring an additional 2,277,234 shares during the period. Mizuho Markets Americas LLC raised its stake in Honeywell International by 921.0% in the 4th quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate’s stock valued at $398,374,000 after acquiring an additional 1,842,000 shares during the period. Eurizon Capital SGR S.p.A. bought a new stake in Honeywell International in the 4th quarter valued at about $248,040,000. Finally, Marshall Wace LLP raised its stake in Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after acquiring an additional 1,042,972 shares during the period. 75.91% of the stock is currently owned by institutional investors.

More Honeywell International News

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 Ratings Changes

A number of equities research analysts recently issued reports on the company. Jefferies Financial Group lowered their price objective on Honeywell International from $245.00 to $240.00 and set a “hold” rating on the stock in a research note on Monday, April 27th. TD Cowen lowered their price objective on Honeywell International from $240.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Wolfe Research restated an “outperform” rating and issued a $275.00 price objective on shares of Honeywell International in a research note on Friday, May 29th. Morgan Stanley boosted their price objective on Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research note on Thursday, March 12th. Finally, Argus boosted their price objective on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $248.04.

Honeywell International Stock Performance

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

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The firm had revenue of $9.14 billion for the quarter, compared to analysts’ expectations of $9.30 billion. During the same period in the prior year, the business posted $2.21 earnings per share. The company’s revenue was up 2.4% on a year-over-year basis. 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 forecast that Honeywell International Inc. will post 10.54 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were given a dividend of $1.19 per share. The ex-dividend date was Friday, May 15th. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. Honeywell International’s dividend 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.