KTF Investments LLC Buys Shares of 25,415 Honeywell International Inc. $HON

KTF Investments LLC bought a new stake in Honeywell International Inc. (NASDAQ:HON) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 25,415 shares of the conglomerate’s stock, valued at approximately $4,958,000. Honeywell International comprises approximately 0.8% of KTF Investments LLC’s investment portfolio, making the stock its 29th biggest position.

Several other large investors have also recently bought and sold shares of HON. Holos Integrated Wealth LLC bought a new position in Honeywell International in the fourth quarter valued at about $25,000. Ares Financial Consulting LLC bought a new position in Honeywell International in the fourth quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC raised 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 purchasing an additional 118 shares during the last quarter. JPL Wealth Management LLC bought a new position in Honeywell International in the third quarter valued at about $31,000. Finally, Cedar Mountain Advisors LLC raised its position in Honeywell International by 116.7% in 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. 75.91% of the stock is currently owned by institutional investors.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Board named for upcoming Honeywell Aerospace spin‑off — positions the unit as a large, pure‑play aerospace & defense company and sets an Investor Day (June 3) to lay out value creation ahead of the planned June 29 separation. This is the most material near‑term corporate‑action catalyst. Honeywell Announces Board of Directors for Honeywell Aerospace
• Positive Sentiment: Quarterly dividend declared — Board approved $1.19/share quarterly payout (record May 15; pay June 5), reinforcing cash returns to shareholders and supporting yield‑sensitive investors. HONEYWELL ANNOUNCES QUARTERLY DIVIDEND
• Positive Sentiment: RBC reiterates Outperform with a $268 price target — a bullish analyst stance that signals higher upside versus current trading levels and may support buying interest. Royal Bank Of Canada Reaffirms Outperform on Honeywell (Benzinga)
• Neutral Sentiment: Management scheduled to present at Wolfe Research conference (May 19) — an opportunity for CFO commentary and Q&A but not an immediate material event. HONEYWELL ANNOUNCES PARTICIPATION AT WOLFE RESEARCH GLOBAL TRANSPORTATION AND INDUSTRIALS CONFERENCE
• Neutral Sentiment: Media/analyst coverage and thematic mentions (Jim Cramer, analyst roundups) are increasing visibility in AI/quantum and industrial lists — supportive for sentiment but not a direct fundamental change. Honeywell (HON) is One of Jim Cramer’s Top Quantum Computing Stocks
• Negative Sentiment: Jefferies trims price target from $245 to $240 and maintains a Hold — a modest negative signal that can weigh on sentiment given other, higher targets in the market. Jefferies Adjusts Price Target on Honeywell International to $240
• Negative Sentiment: Q1 results remain a mixed backdrop — EPS beat but revenue slightly missed estimates; investors may be parsing top‑line pressure versus margin resilience ahead of the Aerospace spin‑off. Coverage noting mixed results could cap near‑term upside. HONEYWELL ANNOUNCES QUARTERLY DIVIDEND (context includes recent earnings)

Insider Activity at Honeywell International

In related news, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares of the company’s stock, valued at $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction that occurred 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 sale, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. This represents a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,190 shares of company stock valued at $4,244,287 in the last ninety days. 0.15% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on HON. Argus increased their price target on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Citigroup decreased their price target on Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a research note on Friday. Deutsche Bank Aktiengesellschaft increased their price target on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research note on Wednesday, March 4th. Barclays decreased their price target on Honeywell International from $255.00 to $243.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Sanford C. Bernstein set a $255.00 price target on Honeywell International in a research note on Friday, January 16th. Thirteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $250.00.

Honeywell International Trading Down 0.5%

Shares of HON stock opened at $212.05 on Tuesday. The stock has a 50-day moving average of $232.19 and a 200-day moving average of $215.54. Honeywell International Inc. has a 1-year low of $186.76 and a 1-year high of $248.18. The stock has a market cap of $134.37 billion, a price-to-earnings ratio of 30.04, a PEG ratio of 3.09 and a beta of 0.93. The company has a current ratio of 1.39, a quick ratio of 1.10 and a debt-to-equity ratio of 1.98.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The business had revenue of $9.14 billion during the quarter, compared to analysts’ expectations of $9.30 billion. During the same quarter last year, the firm posted $2.21 earnings per share. The firm’s revenue was up 2.4% on a year-over-year basis. 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. On average, 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 announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be paid a dividend of $1.19 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s dividend payout ratio (DPR) is currently 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.