SFE Investment Counsel Boosts Stock Position in Honeywell International Inc. $HON

SFE Investment Counsel grew its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 18.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,298 shares of the conglomerate’s stock after buying an additional 3,810 shares during the period. SFE Investment Counsel’s holdings in Honeywell International were worth $4,740,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. FSM Wealth Advisors LLC lifted its position in shares of Honeywell International by 1.1% in the fourth quarter. FSM Wealth Advisors LLC now owns 4,231 shares of the conglomerate’s stock valued at $825,000 after acquiring an additional 46 shares in the last quarter. Facet Wealth Inc. lifted its position in shares of Honeywell International by 3.6% in the fourth quarter. Facet Wealth Inc. now owns 1,343 shares of the conglomerate’s stock valued at $291,000 after acquiring an additional 47 shares in the last quarter. EPG Wealth Management LLC lifted its position in shares of 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 in the last quarter. Willow Creek Wealth Management Inc. lifted its position in shares of Honeywell International by 2.2% in the third quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock valued at $490,000 after acquiring an additional 50 shares in the last quarter. Finally, VSM Wealth Advisory LLC lifted its position in shares of Honeywell International by 4.5% in the third quarter. VSM Wealth Advisory LLC now owns 1,150 shares of the conglomerate’s stock valued at $242,000 after acquiring an additional 50 shares in the last quarter. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Honeywell International

In other Honeywell International 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 sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.15% of the stock is currently owned by company insiders.

Honeywell International Trading Down 0.3%

Shares of HON stock opened at $217.96 on Thursday. Honeywell International Inc. has a 12-month low of $186.76 and a 12-month high of $248.18. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98. The stock’s 50-day moving average price is $226.56 and its 200-day moving average price is $216.13. The stock has a market capitalization of $138.11 billion, a price-to-earnings ratio of 30.87, a price-to-earnings-growth ratio of 3.12 and a beta of 0.82.

Honeywell International (NASDAQ:HON) last issued its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, topping 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 previous year, the firm posted $2.21 earnings per share. The business’s revenue was up 2.4% compared to the same quarter last year. 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 10.54 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Friday, May 15th. Honeywell International’s payout ratio is presently 67.42%.

Key Honeywell International News

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

• Positive Sentiment: Honeywell CEO Vimal Kapur said the Iran conflict and rising AI demand are boosting demand for automation products, which could improve near-term sales across the company’s industrial and aerospace businesses. Honeywell CEO says Iran conflict and AI are boosting demand
• Positive Sentiment: Management also said geopolitics and AI are creating tailwinds as Honeywell moves closer to a breakup, suggesting the portfolio transformation could unlock value for investors over time. Honeywell sees tailwinds from geopolitics and AI as breakup nears
• Positive Sentiment: Analysts remain moderately optimistic on Honeywell, and one recent note highlighted it as a top drone-related stock with about 20% implied upside, reinforcing a constructive longer-term view. Honeywell International Inc. (HON): One of the Best Drone Stocks to Buy According to Wall Street Analysts
• Neutral Sentiment: Honeywell’s Quantinuum quantum-computing unit filed for an IPO, which could surface value but also introduces execution and valuation uncertainty for the parent company. Quantum Computing Stocks: Quantinuum IPO Filing Bucks SPAC Trend
• Negative Sentiment: A broader market roundup noted Honeywell has underperformed the market over the past year, which may keep some investors cautious despite the improving narrative. Honeywell International Stock: Analyst Estimates & Ratings

Wall Street Analyst Weigh In

Several equities analysts have recently commented on HON shares. 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 report on Thursday, March 12th. Royal Bank Of Canada restated an “outperform” rating and issued a $268.00 price objective on shares of Honeywell International in a research report on Monday, April 27th. Robert W. Baird boosted their price objective on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Wolfe Research lifted their target price on Honeywell International from $293.00 to $296.00 and gave the stock an “outperform” rating in a report on Thursday, March 26th. Finally, BMO Capital Markets initiated coverage on Honeywell International in a report on Friday, March 27th. They issued an “outperform” rating and a $273.00 target price on the stock. Thirteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $250.00.

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.