79,343 Shares of Honeywell Aerospace $HONA Purchased by Randolph Co Inc

Randolph Co Inc purchased a new stake in shares of Honeywell Aerospace (NASDAQ:HONA) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 79,343 shares of the company’s stock, valued at approximately $12,296,000. Honeywell Aerospace comprises approximately 1.0% of Randolph Co Inc’s holdings, making the stock its 26th biggest position.

Several other large investors have also made changes to their positions in HONA. Ironvine Capital Partners LLC bought a new stake in Honeywell Aerospace in the second quarter worth $10,452,000. Sequoia Financial Advisors LLC acquired a new position in Honeywell Aerospace during the second quarter worth $24,175,000. Werlinich Asset Management LLC acquired a new position in Honeywell Aerospace during the second quarter worth $1,478,000. Tidal Investments LLC bought a new position in Honeywell Aerospace during the second quarter valued at about $6,331,000. Finally, Envestnet Portfolio Solutions Inc. bought a new position in Honeywell Aerospace during the second quarter valued at about $3,693,000.

Honeywell Aerospace Price Performance

Shares of Honeywell Aerospace stock opened at $163.31 on Monday. The business has a fifty day moving average price of $159.84. Honeywell Aerospace has a 1-year low of $149.19 and a 1-year high of $297.50. The firm has a market capitalization of $51.76 billion and a PE ratio of 87.33.

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

Key Stories Impacting Honeywell Aerospace

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

• Positive Sentiment: Some analysts and investment commentary view Honeywell Aerospace as undervalued based on cash-flow generation and believe its high-margin aerospace platform could support a post-spin-off re-rating relative to peers such as GE Aerospace and RTX. Honeywell Aerospace Stock Looks Below Fair Value on Cash Flow Honeywell Aerospace versus GE and RTX
• Positive Sentiment: A Broyhill Asset Management investor letter highlighted Honeywell Aerospace as a durable competitive investment, supporting the longer-term thesis around the company’s aerospace capabilities, although the firm’s broader portfolio underperformed its benchmark during the quarter. What Makes Honeywell Aerospace a Durable Competitive Bet
• Neutral Sentiment: Honeywell Aerospace is expected to report third-quarter results next week. Analysts reportedly anticipate a double-digit earnings decline, making the outlook and management commentary on demand, margins, and guidance important near-term catalysts. Honeywell Aerospace Earnings Preview
• Negative Sentiment: Several law firms publicized a pending securities-fraud class action involving investors who purchased HONA shares during portions of June 9 or June 29 through September 1, 2026. The notices cite a November 23 lead-plaintiff deadline and could weigh on sentiment by increasing perceived legal, financial, and reputational risks, although the allegations have not been proven. HONA Securities Fraud Lawsuit Notice HONA Investor Deadline

Wall Street Analysts Forecast Growth

HONA has been the subject of a number of analyst reports. Wolfe Research assumed coverage on Honeywell Aerospace in a research report on Monday, June 29th. They issued a “hold” rating for the company. UBS Group decreased their price target on Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. Wells Fargo & Company set a $195.00 price objective on Honeywell Aerospace in a report on Monday, August 10th. Weiss Ratings initiated coverage on Honeywell Aerospace in a research note on Friday, September 11th. They issued a “sell (d)” rating on the stock. Finally, Morgan Stanley raised Honeywell Aerospace from an “equal weight” rating to an “overweight” rating and set a $205.00 price objective on the stock in a research note on Wednesday, August 19th. Five research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $201.93.

Honeywell Aerospace 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.