Honeywell International Inc. $HON Shares Acquired by Tema Etfs LLC

Tema Etfs LLC raised its position in shares of Honeywell International Inc. (NASDAQ:HON) by 74.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,472 shares of the conglomerate’s stock after purchasing an additional 15,178 shares during the period. Tema Etfs LLC’s holdings in Honeywell International were worth $6,920,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Holos Integrated Wealth LLC acquired a new stake in shares of Honeywell International in the fourth quarter valued at approximately $25,000. Howard Hughes Medical Institute acquired a new position in shares of Honeywell International during the second quarter worth approximately $33,000. Barnes Dennig Private Wealth Management LLC boosted its position in shares of Honeywell International by 491.7% during 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 period. JPL Wealth Management LLC bought a new position in Honeywell International in the 3rd quarter worth approximately $31,000. Finally, Cedar Mountain Advisors LLC increased its position in Honeywell International by 116.7% in 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 period. Institutional investors own 75.91% of the company’s stock.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction 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 sale, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $229.00, for a total value of $2,415,721.00. Following the sale, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 over the last 90 days. Insiders own 0.20% of the company’s stock.

Key Headlines Impacting 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

Analyst Ratings Changes

HON has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their target price on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. DZ Bank decreased their price target on Honeywell International from $248.00 to $237.00 in a research note on Tuesday, December 23rd. Rothschild & Co Redburn raised their price target on Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Wolfe Research lifted their price objective on shares of Honeywell International from $293.00 to $296.00 and gave the company an “outperform” rating in a research note on Thursday, March 26th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Fourteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $251.83.

Honeywell International Stock Up 1.0%

NASDAQ HON opened at $228.20 on Thursday. Honeywell International Inc. has a 12 month low of $169.21 and a 12 month high of $248.18. The company has a market capitalization of $145.06 billion, a P/E ratio of 28.56, a PEG ratio of 3.27 and a beta of 0.93. The company’s 50 day simple moving average is $233.87 and its 200 day simple moving average is $213.26. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion during the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period last year, the firm posted $2.47 earnings per share. Equities research analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

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

Honeywell International 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.