Rathbones Group PLC Sells 19,612 Shares of Honeywell International Inc. $HON

Rathbones Group PLC trimmed its stake in shares of Honeywell International Inc. (NASDAQ:HON) by 4.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 430,464 shares of the conglomerate’s stock after selling 19,612 shares during the quarter. Rathbones Group PLC’s holdings in Honeywell International were worth $83,979,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. SG Americas Securities LLC grew its holdings in Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after acquiring an additional 4,031,879 shares during the period. Franklin Resources Inc. raised its position in shares of Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock worth $2,146,372,000 after acquiring an additional 2,277,234 shares in the last quarter. Marshall Wace LLP lifted its stake in shares of Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after purchasing an additional 1,042,972 shares during the period. Two Sigma Investments LP boosted its position in shares of Honeywell International by 424.3% during the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after purchasing an additional 933,694 shares in the last quarter. Finally, Boston Partners grew its stake in Honeywell International by 21.6% during the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate’s stock worth $744,054,000 after purchasing an additional 626,960 shares during the period. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International Price Performance

HON stock opened at $229.45 on Monday. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. The business has a 50-day simple moving average of $234.17 and a two-hundred day simple moving average of $213.53. The company has a market capitalization 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. Honeywell International Inc. has a 52-week low of $169.21 and a 52-week high of $248.18.

Honeywell International (NASDAQ:HON) last posted its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.54 by $0.05. The company 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 quarter last year, the company earned $2.47 earnings per share. Research analysts expect that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a dividend of $1.19 per share. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International’s dividend payout ratio (DPR) is 59.57%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Citigroup increased their price target on Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. BMO Capital Markets assumed coverage on shares of Honeywell International in a research report on Friday, March 27th. They set an “outperform” rating and a $273.00 target price on the stock. Rothschild & Co Redburn increased their target price on shares of Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Vertical Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price target for the company. in a report on Monday, January 5th. Finally, Wells Fargo & Company upped their price objective on shares of Honeywell International from $215.00 to $235.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Fourteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $251.83.

More Honeywell International News

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

Insiders Place Their Bets

In other news, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction dated 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 sale, the vice president owned 4,803 shares in the company, valued at $1,099,887. This represents a 68.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 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 have sold a total of 18,190 shares of company stock worth $4,244,287 over the last ninety days. Insiders own 0.20% of the company’s stock.

Honeywell International Company 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.