Orion Porfolio Solutions LLC Sells 4,395 Shares of Honeywell International Inc. $HON

Orion Porfolio Solutions LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON) by 8.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 48,838 shares of the conglomerate’s stock after selling 4,395 shares during the period. Orion Porfolio Solutions LLC’s holdings in Honeywell International were worth $10,280,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. Barnes Dennig Private Wealth Management LLC boosted its position in Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after buying an additional 118 shares in the last quarter. Howard Hughes Medical Institute bought a new position in shares of Honeywell International in the 2nd quarter valued at $33,000. Cedar Mountain Advisors LLC boosted its holdings in shares of Honeywell International by 116.7% during 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 in the last quarter. SJS Investment Consulting Inc. grew its position in Honeywell International by 833.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock worth $35,000 after acquiring an additional 150 shares during the last quarter. Finally, Cloud Capital Management LLC acquired a new position in Honeywell International in the 3rd quarter worth about $35,000. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

HON has been the topic of a number of recent research reports. Barclays lifted their price target on Honeywell International from $259.00 to $275.00 and gave the company an “overweight” rating in a research note on Tuesday. Royal Bank Of Canada lifted their target price on shares of Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Weiss Ratings reissued a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Wells Fargo & Company raised their price target on shares of Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein set a $255.00 price objective on shares of Honeywell International in a research note on Friday, January 16th. Twelve equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Honeywell International has an average rating of “Moderate Buy” and a consensus price target of $251.22.

Honeywell International Stock Down 3.1%

Shares of NASDAQ HON opened at $238.38 on Friday. The company’s 50 day moving average price is $224.90 and its 200-day moving average price is $211.64. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18. The company has a market capitalization of $151.53 billion, a P/E ratio of 29.83, a price-to-earnings-growth ratio of 3.56 and a beta of 0.92.

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

Honeywell International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a $1.19 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. Honeywell International’s dividend payout ratio (DPR) is 59.57%.

Insider Activity at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the transaction, the director owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the transaction, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 18,190 shares of company stock worth $4,244,287. Insiders own 0.20% of the company’s stock.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Deutsche Bank raised its price target on HON to $292 and maintained a “buy” rating, signaling strong upside from current levels and providing institutional validation for Honeywell’s outlook. Deutsche Bank Raises PT
• Positive Sentiment: Industry research ranks Honeywell as a quadrant leader in building automation systems (BAS), highlighting its strengths in AI-driven energy management and integrated safety systems — a structural growth tailwind for industrial/controls revenue. BAS Market Report
• Positive Sentiment: Coverage momentum has been favorable recently — Honeywell hit a new 12-month high after analyst upgrades, supporting the view that the stock still has upside per several broker notes. 12-Month High After Upgrade
• Neutral Sentiment: Honeywell filed a Form 10 and provided more details on the planned Honeywell Aerospace spinoff (ticker HONA), expected to list in Q3 2026; management will hold an Investor Day on June 3 to outline the separation plan. This could unlock value long-term but introduces near-term execution and timing risk. Aerospace Spinoff Details
• Neutral Sentiment: Analysts’ views are mixed across the industrials sector; coverage pieces note differing takes on Honeywell’s mix of secular BAS strength and the impact of the aerospace separation, leaving some uncertainty around the stock’s near-term valuation. Analysts Mixed
• Negative Sentiment: Near-term selling pressure likely reflects profit-taking after recent gains, plus investor rotation and uncertainty around the spinoff’s timing and financial impact; that combination can weigh on the parent stock despite positive analyst notes.

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.