JB Capital LLC Buys 14,156 Shares of Honeywell International Inc. $HON

JB Capital LLC boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 490.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 17,044 shares of the conglomerate’s stock after buying an additional 14,156 shares during the quarter. JB Capital LLC’s holdings in Honeywell International were worth $3,325,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. First National Trust Co raised its holdings in shares of Honeywell International by 9.4% in the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate’s stock valued at $16,648,000 after purchasing an additional 6,803 shares during the period. Lockheed Martin Investment Management Co. bought a new position in Honeywell International during the third quarter worth about $4,147,000. Federated Hermes Inc. increased its position in Honeywell International by 72.5% during the third quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock worth $2,034,000 after buying an additional 4,061 shares during the last quarter. SVB Wealth LLC acquired a new position in Honeywell International during the second quarter worth approximately $8,448,000. Finally, Envestnet Asset Management Inc. raised its stake in Honeywell International by 30.7% in the third quarter. Envestnet Asset Management Inc. now owns 1,104,239 shares of the conglomerate’s stock valued at $232,442,000 after buying an additional 259,520 shares during the period. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Price Performance

Shares of NASDAQ HON opened at $229.45 on Friday. The firm has a market cap of $145.86 billion, a P/E ratio of 28.72, a price-to-earnings-growth ratio of 3.32 and a beta of 0.93. The business’s 50 day moving average is $234.17 and its 200-day moving average is $213.52. 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 Inc. has a 1-year low of $169.21 and a 1-year high of $248.18.

Honeywell International (NASDAQ:HON) last issued 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. The firm had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.47 EPS. Equities research analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on HON shares. JPMorgan Chase & Co. lifted their target price on Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Citigroup increased their price target on Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Wells Fargo & Company lifted their price objective 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. Evercore upped their price objective on shares of Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Finally, Sanford C. Bernstein set a $255.00 price objective on shares of Honeywell International in a research report on Friday, January 16th. Fourteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $251.83.

Honeywell International News Roundup

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

• Positive Sentiment: Honeywell’s Aerospace segment is reporting strong growth driven by commercial aviation and defense demand, supporting revenue and EPS momentum into 2026 — a direct upside to Honeywell’s top line and margins. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain?
• Positive Sentiment: Barclays reaffirmed a Buy on HON, providing analyst support that can help sustain investor confidence and limit downside risk. Barclays Remains a Buy on Honeywell International (HON)
• Positive Sentiment: Honeywell and Odys Aviation launched an airborne, layered counter‑UAS defense offering — a defense‑market product win that could open recurring service/upgrade revenue streams. Honeywell and Odys Aviation Introduce Airborne Layer for Counter-UAS Defense
• Positive Sentiment: Honeywell technology was selected for a Phelan Green green jet‑fuel facility in South Africa, supporting exposure to sustainable aviation fuel (SAF) trends and long‑term energy transition projects. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa
• Positive Sentiment: Honeywell partnered with Rhombus to add AI‑powered video capabilities to its security portfolio — a move that can expand recurring cloud and software revenue. Honeywell Partners with Rhombus to Launch AI-Powered Security Platform
• Neutral Sentiment: Honeywell sold/permanently licensed certain legacy avionics and power‑generator assets to Innovative Aerosystems — a tidy divestiture that trims legacy aftermarket exposure while monetizing older program assets (impact on growth depends on scale). Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
• Neutral Sentiment: Zacks and other industry outlook pieces have highlighted Honeywell among industrial/tech peers — helpful for visibility but not a direct catalyst. Zacks Industry Outlook Highlights Honeywell, 3M, ITT and Carlisle
• Neutral Sentiment: Wider industry reports (e.g., specialty chemicals/hydrofluoric acid market study) were published but are only tangential to Honeywell’s core industrial and aerospace drivers. [Latest] Global Electronic Grade Hydrofluoric Acid Market Size/Share…
• Negative Sentiment: Macro and market‑sentiment weakness in the Nasdaq composite is creating broader volatility; that mixed market backdrop can cap upside for industrial cyclicals like HON despite company‑level positives. Honeywell (NASDAQ:HON) Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment

Insider Activity

In related news, Director D Scott Davis sold 2,367 shares of the firm’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 transaction, the director directly owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the sale, the vice president owned 4,803 shares of the company’s stock, valued at $1,099,887. This trade represents a 68.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 18,190 shares of company stock worth $4,244,287 over the last 90 days. 0.20% of the stock is currently owned by corporate insiders.

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.