KMG Fiduciary Partners LLC Acquires 8,717 Shares of Honeywell International Inc. $HON

KMG Fiduciary Partners LLC increased its holdings in Honeywell International Inc. (NASDAQ:HON) by 343.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,253 shares of the conglomerate’s stock after buying an additional 8,717 shares during the period. KMG Fiduciary Partners LLC’s holdings in Honeywell International were worth $2,195,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Nova R Wealth Inc. increased its stake in Honeywell International by 3.0% during the 3rd quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after acquiring an additional 47 shares during the period. Willow Creek Wealth Management Inc. lifted its position in shares of Honeywell International by 2.2% during the 3rd quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock valued at $490,000 after acquiring an additional 50 shares during the period. VSM Wealth Advisory LLC lifted its position in shares of Honeywell International by 4.5% during the 3rd quarter. VSM Wealth Advisory LLC now owns 1,150 shares of the conglomerate’s stock valued at $242,000 after acquiring an additional 50 shares during the period. Legacy Wealth Asset Management LLC grew its holdings in shares of Honeywell International by 1.5% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 3,351 shares of the conglomerate’s stock worth $654,000 after purchasing an additional 50 shares in the last quarter. Finally, Mather Group LLC. grew its holdings in shares of Honeywell International by 0.6% during the 3rd quarter. Mather Group LLC. now owns 8,616 shares of the conglomerate’s stock worth $1,814,000 after purchasing an additional 51 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms recently commented on HON. BMO Capital Markets began coverage on Honeywell International in a research note on Friday. They issued an “outperform” rating and a $273.00 price target for the company. Jefferies Financial Group increased their price objective on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a research note on Wednesday, March 4th. Citigroup raised their target price on shares of Honeywell International from $262.00 to $265.00 and gave the company a “buy” rating in a report on Friday, January 30th. Weiss Ratings restated a “hold (c+)” rating on shares of Honeywell International in a research report on Monday, December 29th. 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 investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $252.54.

Insider Activity at Honeywell International

In related news, VP Robert D. Mailloux sold 10,549 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $229.00, for a total value of $2,415,721.00. Following the completion of the transaction, the vice president owned 4,803 shares in the company, valued at $1,099,887. This trade represents a 68.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’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 transaction of $568,080.00. Following the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 18,190 shares of company stock valued at $4,244,287 in the last ninety days. 0.20% of the stock is currently owned by insiders.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Honeywell International Stock Down 0.9%

Shares of NASDAQ:HON opened at $223.12 on Friday. The company has a fifty day moving average of $233.39 and a 200-day moving average of $213.00. The company has a market capitalization of $141.83 billion, a PE ratio of 27.92, a price-to-earnings-growth ratio of 3.26 and a beta of 0.92. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18.

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, beating the consensus estimate of $2.54 by $0.05. The company had revenue of $10.07 billion for 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%.Honeywell International’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter last year, the business posted $2.47 EPS. On average, equities analysts predict that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders 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 annualized dividend and a dividend yield of 2.1%. Honeywell International’s dividend payout ratio is currently 59.57%.

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.