Stevens Capital Management LP Buys New Position in Honeywell International Inc. $HON

Stevens Capital Management LP purchased a new stake in Honeywell International Inc. (NASDAQ:HON) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 10,875 shares of the conglomerate’s stock, valued at approximately $2,289,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Lockheed Martin Investment Management Co. purchased a new stake in Honeywell International during the third quarter valued at $4,147,000. First National Trust Co grew its stake in shares of Honeywell International by 9.4% during 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. Managed Asset Portfolios LLC grew its stake in shares of Honeywell International by 2.3% during the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after purchasing an additional 2,154 shares during the period. Federated Hermes Inc. increased its position in shares of Honeywell International by 72.5% during the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate’s stock valued at $2,034,000 after purchasing an additional 4,061 shares during the last quarter. Finally, Global Retirement Partners LLC bought a new position in shares of Honeywell International in the 2nd quarter worth approximately $1,943,000. 75.91% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Honeywell International

In other news, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction on 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 transaction, the vice president owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction of $568,080.00. Following the transaction, the director 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. In the last quarter, insiders have sold 18,190 shares of company stock worth $4,244,287. Company insiders own 0.20% of the company’s stock.

Honeywell International Trading Up 1.3%

Shares of HON stock opened at $243.97 on Friday. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.05 and a current ratio of 1.30. The stock has a fifty day simple moving average of $216.67 and a two-hundred day simple moving average of $210.06. The firm has a market capitalization of $155.09 billion, a PE ratio of 30.53, a PEG ratio of 3.49 and a beta of 0.94. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $245.63.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion during 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 business’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.47 earnings per share. On average, analysts predict that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a dividend of $1.19 per share. The ex-dividend date is Friday, February 27th. This represents a $4.76 annualized dividend and a dividend yield of 2.0%. Honeywell International’s dividend payout ratio (DPR) is presently 59.57%.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell was named the refining licensor for the first refinery in Georgia — a commercial win that can drive engineering, licensing and long‑term services revenue in energy/ refining markets. U.S. company Honeywell becomes refining licensor for first refinery in Georgia
• Positive Sentiment: Argus published a note saying Honeywell’s stock is expected to rise, which can lift sentiment among retail and institutional investors. Honeywell International (NASDAQ:HON) Stock Price Expected to Rise, Argus Analyst Says
• Positive Sentiment: Coverage in industry roundups highlights Honeywell as a Dow leader and a solid dividend stalwart, reinforcing its defensive/industrial appeal to income investors. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Neutral Sentiment: Zacks flagged Honeywell alongside peers in its analyst blog — noting earnings beats and segment-level dynamics; useful for context but not an immediate catalyst on its own. The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
• Neutral Sentiment: Two short‑interest notices in the feed are inconsistent/blank (reported as 0 shares/NaN), so they convey no actionable short squeeze or build — effectively neutral until clarified by exchanges.
• Negative Sentiment: Director D. Scott Davis sold 2,367 shares (~7% reduction of his holding) at about $240 each. Insider sales can be viewed negatively by some investors, though the remaining holding and size relative to total shares are modest. SEC Filing

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. HSBC dropped their price objective on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating on the stock in a report on Tuesday, November 11th. JPMorgan Chase & Co. lifted their price target on shares of Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. DZ Bank cut their price objective on shares of Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Finally, Rothschild & Co Redburn boosted their price target on Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Eleven equities 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $246.32.

Honeywell International 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.