Honeywell International Inc. $HON Shares Acquired by Formidable Asset Management LLC

Formidable Asset Management LLC increased its position in shares of Honeywell International Inc. (NASDAQ:HON) by 153.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,300 shares of the conglomerate’s stock after buying an additional 3,208 shares during the period. Formidable Asset Management LLC’s holdings in Honeywell International were worth $1,116,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in HON. Franklin Resources Inc. lifted its stake in shares of Honeywell International by 28.8% in the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock worth $2,146,372,000 after acquiring an additional 2,277,234 shares in the last quarter. Invesco Ltd. boosted its holdings in Honeywell International by 11.0% in the third quarter. Invesco Ltd. now owns 6,115,954 shares of the conglomerate’s stock valued at $1,287,408,000 after purchasing an additional 605,600 shares during the last quarter. Unisphere Establishment grew its stake in Honeywell International by 5.4% during the 3rd quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate’s stock valued at $887,258,000 after purchasing an additional 215,000 shares in the last quarter. SG Americas Securities LLC grew its stake in Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after purchasing an additional 4,031,879 shares in the last quarter. Finally, Capital Research Global Investors increased its holdings in Honeywell International by 1.4% during the 3rd quarter. Capital Research Global Investors now owns 4,046,957 shares of the conglomerate’s stock worth $851,880,000 after purchasing an additional 55,681 shares during the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on HON shares. Wall Street Zen upgraded Honeywell International to a “hold” rating in a research note on Saturday, January 3rd. Royal Bank Of Canada raised their price target 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 upgraded shares of Honeywell International from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 27th. Jefferies Financial Group increased their price objective on shares of Honeywell International from $240.00 to $245.00 and gave the company a “hold” rating in a research note on Wednesday, March 4th. Finally, Evercore raised their price objective on shares of Honeywell International from $255.00 to $265.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Fourteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Honeywell International currently has an average rating of “Moderate Buy” and a consensus target price of $251.83.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell’s Aerospace unit reported strong growth driven by aviation and defense demand, with analysts and coverage noting momentum that could carry into 2026 — a direct positive for revenue and margin expectations. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
• Positive Sentiment: Barclays reiterated a “buy/overweight” stance on HON, signaling continued analyst conviction in the company’s outlook despite macro uncertainty. Barclays Remains a Buy on Honeywell International (HON)
• Positive Sentiment: Honeywell scheduled 2026 investor days for its Aerospace and Automation businesses ahead of the planned Aerospace separation (expected Q3 2026), which can increase transparency and potentially unlock valuation. HONEYWELL TO HOST 2026 INVESTOR DAYS FOR AEROSPACE AND AUTOMATION BUSINESSES
• Positive Sentiment: Honeywell won a technology selection for a green jet fuel facility in South Africa, supporting its sustainability/advanced materials positioning and potential long-term revenue in sustainable aviation fuels. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
• Positive Sentiment: Honeywell expanded its security portfolio via a partnership with Rhombus to add AI-powered video capabilities — a growth lever in cloud-connected security and recurring software/services revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
• Neutral Sentiment: Honeywell sold or licensed legacy avionics/power-generator program assets to Innovative Aerosystems — this reduces Honeywell’s aftermarket obligations for those legacy lines and frees up resources, but has limited near-term revenue impact. Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
• Neutral Sentiment: Market commentary notes Honeywell is in focus as the Nasdaq shows mixed sentiment — broad-market drivers may be influencing HON’s intraday movement more than company-specific news. Honeywell Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
• Neutral Sentiment: Industry write-ups (Zacks) continue to profile Honeywell among diversified-operations peers; useful visibility but not an immediate catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
• Negative Sentiment: Barclays trimmed its price target on HON from $275 to $255 while keeping an overweight rating — a signal that upside expectations were moderated, which can cap near-term analyst-driven momentum. Barclays adjusts price target on Honeywell to $255 from $275; maintains overweight
• Negative Sentiment: Insider selling (~US$2.0M reported) was disclosed recently, which some investors interpret as a sign of caution from insiders. Honeywell International Insiders Sold US$2.0m Of Shares Suggesting Hesitancy
• Negative Sentiment: Zacks commentary warns industry headwinds (rising operating costs, supply-chain issues) could pressure diversified-operations names including HON, a cautionary factor for margins near-term. 4 Diversified Operations Stocks to Watch Despite Industry Headwinds

Insiders Place Their Bets

In other news, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. The trade was a 52.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’s 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 sale, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 18,190 shares of company stock worth $4,244,287 over the last three months. 0.20% of the stock is owned by corporate insiders.

Honeywell International Trading Up 0.5%

NASDAQ:HON opened at $229.45 on Friday. The company has a market cap of $145.86 billion, a PE ratio of 28.72, a P/E/G ratio of 3.30 and a beta of 0.93. The business’s 50 day moving average is $234.01 and its two-hundred day moving average is $213.38. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $248.18.

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

Honeywell International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a dividend of $1.19 per share. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s payout ratio is presently 59.57%.

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.