Honeywell International Inc. $HON Position Increased by Silvant Capital Management LLC

Silvant Capital Management LLC lifted its holdings in Honeywell International Inc. (NASDAQ:HON) by 2.6% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 113,355 shares of the conglomerate’s stock after buying an additional 2,866 shares during the quarter. Honeywell International makes up 0.8% of Silvant Capital Management LLC’s portfolio, making the stock its 20th biggest position. Silvant Capital Management LLC’s holdings in Honeywell International were worth $23,861,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Barnes Dennig Private Wealth Management LLC raised its stake in 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 acquiring an additional 118 shares during the period. JPL Wealth Management LLC acquired a new position in Honeywell International in the third quarter valued at approximately $31,000. Howard Hughes Medical Institute bought a new position in shares of Honeywell International during the second quarter valued at approximately $33,000. Cedar Mountain Advisors LLC grew its holdings in shares of Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 84 shares during the last quarter. Finally, Strive Asset Management LLC acquired a new stake in shares of Honeywell International during the 3rd quarter worth approximately $33,000. 75.91% of the stock is owned by institutional investors and hedge funds.

Honeywell International Trading Down 1.3%

Shares of NASDAQ:HON opened at $231.42 on Wednesday. The company has a 50 day moving average of $230.98 and a 200-day moving average of $212.45. The firm has a market cap of $147.11 billion, a P/E ratio of 28.96, a P/E/G ratio of 3.39 and a beta of 0.92. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $248.18. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The business had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same quarter last year, the business earned $2.47 earnings per share. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. As a group, analysts anticipate that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid 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 of this dividend was Friday, February 27th. Honeywell International’s payout ratio is currently 59.57%.

Analyst Ratings Changes

HON has been the topic of several recent research reports. Wall Street Zen raised Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Sanford C. Bernstein set a $255.00 target price on Honeywell International in a research note on Friday, January 16th. Wells Fargo & Company upped their price target on shares of Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Vertical Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price objective on the stock. in a report on Monday, January 5th. Finally, Bank of America reiterated an “underperform” rating and issued a $205.00 price objective (down from $265.00) on shares of Honeywell International in a research report on Tuesday, November 18th. Twelve equities 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, the company presently has an average rating of “Moderate Buy” and an average target price of $251.65.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director 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 filing with the SEC, which is available through this link. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following the transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. The trade was a 52.34% 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 in the last three months. Company insiders own 0.41% of the company’s stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Morgan Stanley raised its price target on HON to $245, signaling continued analyst confidence in Honeywell’s medium‑term outlook despite near‑term headwinds. Morgan Stanley Lifts Price Target on Honeywell International Inc. (HON) to $245, Reiterates Equal Weight Rating
• Positive Sentiment: Honeywell and peers say they can expand capacity to meet rising defense and commercial aerospace demand (munitions and aircraft parts), which supports revenue growth beyond the near‑term shipping disruption. Honeywell, Howmet juggle rising defense demand and commercial aerospace boom
• Neutral Sentiment: Management presented at recent industrials conferences (Bank of America and JPMorgan); transcripts provide detail on segments, margin levers and execution but contained no material change to guidance. Useful for investors digging into longer‑term drivers. Honeywell International Inc. (HON) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Neutral Sentiment: Company says the Middle East disruption will dent Q1 revenue timing but it is maintaining the full‑year 2026 forecast, which partially offsets investor concern about a one‑quarter hit. Honeywell expects hit to Q1 from Middle East conflict; maintains 2026 forecast
• Neutral Sentiment: Conference transcript from JPMorgan offers additional color on segment outlook and capital allocation; these disclosures are informative but not immediately market‑moving. Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript
• Negative Sentiment: CEO Vimal Kapur warned the Middle East conflict has disrupted operations and shipping, and said some revenues expected in Q1 may slip into May — a direct near‑term revenue/timing hit that weighed on the stock. Honeywell CEO Says Conflict in Middle East Has Disrupted Operations
• Negative Sentiment: Market commentary and headlines flagged the Iran conflict as a headwind and noted the stock slid intraday after the warnings, reflecting investor concern over Q1 revenue timing despite stronger munitions demand. Honeywell (HON) Stock Slides 3.7% on Middle East Conflict Warning
• Negative Sentiment: Analysts and news outlets note the paradox that defense/munitions demand is rising (positive longer term) while near‑term shipping/logistics disruptions are trimming Q1 revenue — creating volatility in the stock until timing normalizes. Why Honeywell’s stock has dropped even as the Iran conflict has boosted munitions demand

About Honeywell International

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.