Quent Long Short Global Small Cap Fund LP Acquires Shares of 3,167 Honeywell International Inc. $HON

Quent Long Short Global Small Cap Fund LP acquired a new stake in shares of Honeywell International Inc. (NASDAQ:HON) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 3,167 shares of the conglomerate’s stock, valued at approximately $618,000.

A number of other hedge funds have also bought and sold shares of HON. Brighton Jones LLC increased its position in Honeywell International by 9.1% during the fourth quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after acquiring an additional 1,582 shares during the last quarter. Acadian Asset Management LLC increased its position in Honeywell International by 145.7% during the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock valued at $937,000 after acquiring an additional 2,629 shares during the last quarter. Schnieders Capital Management LLC. increased its position in Honeywell International by 18.3% during the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after acquiring an additional 1,223 shares during the last quarter. Nebula Research & Development LLC increased its position in Honeywell International by 3.1% during the second quarter. Nebula Research & Development LLC now owns 5,901 shares of the conglomerate’s stock valued at $1,374,000 after acquiring an additional 176 shares during the last quarter. Finally, Main Street Financial Solutions LLC increased its position in Honeywell International by 4.4% during the second quarter. Main Street Financial Solutions LLC now owns 4,488 shares of the conglomerate’s stock valued at $1,045,000 after acquiring an additional 188 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.

Insider Transactions at Honeywell International

In related news, VP Robert D. Mailloux sold 5,274 shares of the company’s 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 sale, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,147,917. This represents a 52.34% 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, Director D Scott Davis sold 2,367 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.15% of the stock is owned by insiders.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Adjusted EPS beat: Honeywell reported $2.45 adj. EPS (vs. ~$2.32 consensus) and noted strong orders (≈7% increase) and a roughly $38B backlog, underscoring margin resilience and operational strength. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK
• Positive Sentiment: Portfolio simplification underway: Honeywell agreed to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and is progressing other asset sales and an aerospace spin-off — moves that could unlock value long term and refocus the company. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Neutral Sentiment: Spin-off timing and Quantinuum IPO: Management reaffirmed the aerospace spin-off (timing updated) and Quantinuum is moving toward an IPO — strategic moves with multi-quarter execution risk but potential long-term upside. Honeywell Q1 2026 Earnings Call Highlights
• Negative Sentiment: Revenue miss and softer outlook: Q1 sales were $9.14B vs. ~$9.30B expected, and FY/Q2 revenue guidance came in below Street estimates — a principal driver of the stock’s weakness as investors focus on top-line momentum. HON Q1 Deep Dive: Portfolio Realignment and Supply Chain Hurdles Shape Outlook
• Negative Sentiment: Geopolitics and cash-flow caution: Management flagged Middle East disruptions and supply-chain headwinds that pressured the Q2 outlook and led to lower operating cash-flow expectations, amplifying near-term investor concern. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Analyst trims: Several firms trimmed price targets (Wells Fargo, Citi, Goldman, TD Cowen, Barclays), recalibrating near-term upside even where buy/overweight ratings remain — adding selling pressure despite the EPS beat. Wells Fargo adjusts price target on Honeywell

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on HON shares. Barclays cut their price target on shares of Honeywell International from $255.00 to $243.00 and set an “overweight” rating on the stock in a report on Friday. Citigroup cut their price target on shares of Honeywell International from $265.00 to $257.00 and set a “buy” rating on the stock in a report on Friday. Jefferies Financial Group upped their price target on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a report on Wednesday, March 4th. Wall Street Zen upgraded shares of Honeywell International to a “hold” rating in a report on Saturday, January 3rd. Finally, Argus upped their price target on shares of Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Honeywell International presently has a consensus rating of “Moderate Buy” and a consensus target price of $250.21.

Honeywell International Trading Down 0.6%

NASDAQ HON opened at $213.14 on Friday. The company’s 50-day moving average price is $232.78 and its 200-day moving average price is $215.40. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 1.98. The stock has a market cap of $135.06 billion, a PE ratio of 30.19, a PEG ratio of 3.10 and a beta of 0.93. Honeywell International Inc. has a 12 month low of $186.59 and a 12 month high of $248.18.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, topping analysts’ consensus estimates of $2.32 by $0.13. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The company had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same period in the prior year, the firm earned $2.21 earnings per share. The firm’s revenue for the quarter was up 2.4% compared to the same quarter last year. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Equities research analysts forecast that Honeywell International Inc. will post 10.53 earnings per share for the current year.

Honeywell International Announces Dividend

The firm also recently disclosed 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 of this dividend was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. Honeywell International’s dividend payout ratio is 67.42%.

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.