Honeywell Aerospace $HONA Holdings Raised by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. increased its position in shares of Honeywell Aerospace (NASDAQ:HONA) by 10.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 84,492 shares of the company’s stock after purchasing an additional 8,100 shares during the period. Rakuten Investment Management Inc.’s holdings in Honeywell Aerospace were worth $13,133,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Ironvine Capital Partners LLC bought a new stake in shares of Honeywell Aerospace in the 2nd quarter valued at about $10,452,000. CHICAGO TRUST Co NA purchased a new position in shares of Honeywell Aerospace in the 3rd quarter worth approximately $1,119,000. Sequoia Financial Advisors LLC purchased a new position in shares of Honeywell Aerospace in the 2nd quarter worth approximately $24,175,000. Whitener Capital Management Inc. bought a new position in shares of Honeywell Aerospace during the 3rd quarter worth approximately $3,457,000. Finally, Farther Finance Advisors LLC bought a new position in shares of Honeywell Aerospace during the 3rd quarter worth approximately $3,635,000.

Wall Street Analysts Forecast Growth

HONA has been the subject of several analyst reports. BMO Capital Markets lowered Honeywell Aerospace from an “outperform” rating to a “market perform” rating and decreased their price objective for the company from $213.00 to $181.00 in a report on Friday, October 30th. Argus set a $210.00 target price on Honeywell Aerospace in a research note on Friday, October 9th. Evercore set a $210.00 target price on Honeywell Aerospace in a research report on Thursday, August 6th. Zacks Research raised Honeywell Aerospace from a “strong sell” rating to a “hold” rating in a research report on Monday. Finally, Melius Research set a $190.00 price target on Honeywell Aerospace in a research note on Monday, September 14th. Four investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $196.47.

Key Stories Impacting Honeywell Aerospace

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

• Positive Sentiment: Zacks Research upgraded HONA from “strong sell” to “hold.” The change is a modest improvement in analyst sentiment, though the rating remains cautious. Read More.
• Positive Sentiment: A report says Honeywell Aerospace is building a $500 million manufacturing expansion in Tempe. The project could add capacity and support longer-term growth, though the provided report details are limited. Read More.
• Negative Sentiment: Several law firms publicized a pending securities class action and the November 23 lead-plaintiff deadline for investors who bought HONA shares between June 29 and September 1, 2026. The notices repeat allegations that the company misrepresented supplier concentration—claiming roughly 2% of suppliers had a disproportionate impact on sales before guidance was cut—and, in another account, failed to disclose scrutiny over cybersecurity compliance on a Defense Department contract. These are allegations, not established findings; the repeated alerts nevertheless add legal and reputational risk to the outlook. Read More. Read More.

Honeywell Aerospace Price Performance

Honeywell Aerospace stock opened at $156.39 on Thursday. The stock has a market capitalization of $49.58 billion and a PE ratio of 83.63. The firm has a 50 day simple moving average of $159.70. Honeywell Aerospace has a 12 month low of $149.19 and a 12 month high of $297.50.

Honeywell Aerospace (NASDAQ:HONA) last released its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating analysts’ consensus estimates of $1.90 by $0.31. The business had revenue of $4.64 billion during the quarter. Equities analysts forecast that Honeywell Aerospace will post 7.93 EPS for the current fiscal year.

Honeywell Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be paid a dividend of $0.40 per share. The ex-dividend date is Friday, November 13th. This represents a $1.60 annualized dividend and a yield of 1.0%.

Honeywell Aerospace Company 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.