Manning & Napier Advisors LLC Decreases Stake in Honeywell International Inc. $HON

Manning & Napier Advisors LLC reduced its position in Honeywell International Inc. (NASDAQ:HON) by 93.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 376 shares of the conglomerate’s stock after selling 5,312 shares during the period. Manning & Napier Advisors LLC’s holdings in Honeywell International were worth $73,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HON. SG Americas Securities LLC boosted its position in Honeywell International by 15,459.1% in the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock valued at $791,667,000 after buying an additional 4,031,879 shares during the last quarter. Franklin Resources Inc. boosted its position in Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after buying an additional 2,277,234 shares during the last quarter. Marshall Wace LLP boosted its position in 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 buying an additional 1,042,972 shares during the last quarter. Vanguard Group Inc. boosted its position in Honeywell International by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate’s stock valued at $12,322,222,000 after buying an additional 1,027,413 shares during the last quarter. Finally, Two Sigma Investments LP boosted its position in Honeywell International by 424.3% in the 3rd quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate’s stock valued at $242,865,000 after buying an additional 933,694 shares during the last quarter. 75.91% of the stock is owned by hedge funds and other institutional investors.

Honeywell International Stock Performance

Honeywell International stock opened at $213.12 on Monday. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39. The firm has a market cap of $135.04 billion, a price-to-earnings ratio of 30.19, a price-to-earnings-growth ratio of 3.04 and a beta of 0.82. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18. The firm’s 50 day moving average price is $228.68 and its two-hundred day moving average price is $215.95.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.32 by $0.13. The firm had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The firm’s quarterly revenue was up 2.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.21 earnings per share. 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, research analysts predict that Honeywell International Inc. will post 10.54 EPS for the current fiscal year.

Honeywell International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be given a $1.19 dividend. The ex-dividend date is Friday, May 15th. This represents a $4.76 annualized dividend and a yield of 2.2%. Honeywell International’s payout ratio is 67.42%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on HON shares. Argus upped their price objective on shares of Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Wells Fargo & Company reduced their price target on shares of Honeywell International from $235.00 to $230.00 and set an “equal weight” rating on the stock in a research report on Friday, April 24th. Citigroup dropped their price objective on shares of Honeywell International from $265.00 to $257.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Daiwa Securities Group increased their price objective on shares of Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Finally, Weiss Ratings lowered shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. Thirteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $250.00.

Insider Transactions at Honeywell International

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director owned 31,081 shares in the company, valued at approximately $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.15% of the company’s stock.

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.