122,820 Honeywell Aerospace $HONA Shares Sold by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd trimmed its holdings in Honeywell Aerospace (NASDAQ:HONA) by 73.6% in the third quarter, HoldingsChannel reports. The fund owned 44,080 shares of the company’s stock after selling 122,820 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Honeywell Aerospace were worth $6,831,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in HONA. Smithbridge Asset Management Inc. DE lifted its stake in Honeywell Aerospace by 2.2% in the third quarter. Smithbridge Asset Management Inc. DE now owns 16,571 shares of the company’s stock worth $2,568,000 after purchasing an additional 358 shares during the last quarter. Columbia Asset Management boosted its position in Honeywell Aerospace by 30.8% during the third quarter. Columbia Asset Management now owns 8,210 shares of the company’s stock valued at $1,272,000 after buying an additional 1,934 shares during the period. Trellis Wealth Advisors LLC bought a new position in shares of Honeywell Aerospace during the third quarter valued at about $36,000. Talbot Financial LLC grew its stake in shares of Honeywell Aerospace by 62.5% during the third quarter. Talbot Financial LLC now owns 78,974 shares of the company’s stock valued at $12,239,000 after buying an additional 30,373 shares during the last quarter. Finally, Jackson Square Capital LLC bought a new position in shares of Honeywell Aerospace during the third quarter valued at about $211,000.

Honeywell Aerospace News Summary

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

• Positive Sentiment: Morgan Stanley issued a Buy rating on Honeywell Aerospace, providing a favorable Wall Street signal that could help support the shares and improve sentiment. Morgan Stanley Gives a Buy Rating to Honeywell Aerospace
• Positive Sentiment: Honeywell Aerospace forecasts 9,950 new business-jet deliveries over the next decade. The outlook points to a sizable long-term market opportunity for aerospace equipment and services, although it is not an immediate earnings catalyst. Honeywell Aerospace Forecasts 9,950 New Business Jet Deliveries Over Next Decade
• Neutral Sentiment: Multiple law firms reiterated that investors who purchased HONA shares during the alleged class period—generally June 29 through September 1, 2026—have until November 23, 2026 to seek lead-plaintiff status. The repeated notices largely provide procedural updates rather than new allegations or financial developments. Rosen Securities Class Action Deadline Notice
• Negative Sentiment: The securities lawsuit alleges Honeywell Aerospace failed to disclose that supplier constraints were limiting hundreds of millions of dollars in revenue and that a Justice Department False Claims Act inquiry was pending. If proven, the claims could increase legal costs, reputational damage, and uncertainty around reported results and guidance. Levi and Korsinsky Honeywell Aerospace Lawsuit Notice
• Negative Sentiment: The legal pressure follows an earlier report that second-quarter net income fell 70% year over year and Honeywell Aerospace reduced its full-year guidance, reinforcing concerns about near-term execution and the company’s disclosure practices. Moore Law Honeywell Aerospace Investor Action Notice

Honeywell Aerospace Price Performance

Honeywell Aerospace stock opened at $162.46 on Thursday. Honeywell Aerospace has a twelve month low of $149.19 and a twelve month high of $297.50. The stock has a market cap of $51.49 billion and a P/E ratio of 86.88. The stock has a 50 day moving average of $160.03.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on HONA. Evercore set a $210.00 target price on Honeywell Aerospace in a research note on Thursday, August 6th. Jefferies Financial Group set a $175.00 target price on Honeywell Aerospace and gave the company a “hold” rating in a report on Sunday, August 9th. Susquehanna initiated coverage on Honeywell Aerospace in a research report on Thursday, September 17th. They set a “positive” rating and a $190.00 price target on the stock. Wolfe Research began coverage on Honeywell Aerospace in a research note on Monday, June 29th. They issued a “hold” rating on the stock. Finally, BNP Paribas Exane decreased their price target on Honeywell Aerospace from $210.00 to $160.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 6th. Five equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Honeywell Aerospace has a consensus rating of “Hold” and an average price target of $201.93.

About Honeywell Aerospace

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.