7,781 Honeywell Aerospace $HONA Shares Acquired by Cox Capital Mgt LLC

Key Points

• Cox Capital Management increased its Honeywell Aerospace stake by 161.8% in the third quarter, acquiring 7,781 shares for a total holding of 12,590 shares valued at approximately $1.95 million.
• Honeywell Aerospace shares fell 2.7% to $153.07, near their 52-week low, while analysts maintained a consensus “Hold” rating with an average price target of $217.33.
• The company faces heightened legal and investor scrutiny over allegations involving supplier constraints, revenue disclosures and a pending False Claims Act investigation; investors have until November 23, 2026 to seek lead-plaintiff status.

Cox Capital Mgt LLC lifted its stake in Honeywell Aerospace (NASDAQ:HONA - Free Report) by 161.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,590 shares of the company's stock after purchasing an additional 7,781 shares during the period. Cox Capital Mgt LLC's holdings in Honeywell Aerospace were worth $1,951,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new stake in Honeywell Aerospace in the 2nd quarter valued at about $5,253,341,000. State Street Corp purchased a new position in shares of Honeywell Aerospace during the second quarter worth approximately $2,945,044,000. Wellington Management Group LLP bought a new stake in shares of Honeywell Aerospace during the second quarter valued at approximately $1,705,882,000. Bank of America Corp DE bought a new stake in shares of Honeywell Aerospace during the second quarter valued at approximately $1,034,187,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Honeywell Aerospace in the second quarter valued at approximately $644,412,000.

Key Stories Impacting Honeywell Aerospace

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

• Neutral Sentiment: Investors who purchased HONA shares between June 29 and September 1, 2026, have until November 23, 2026 to seek appointment as lead plaintiff. The notices are solicitations from law firms and do not establish that Honeywell Aerospace violated securities laws. Levi & Korsinsky shareholder alert
• Negative Sentiment: The complaint alleges Honeywell Aerospace failed to disclose that roughly 2% of its suppliers were constrained, allegedly gating hundreds of millions of dollars in output or revenue, and that a False Claims Act investigation was pending. These allegations raise concerns about supply-chain visibility, revenue recognition, regulatory exposure and potential litigation costs. SueWallSt shareholder alert
• Negative Sentiment: Multiple firms, including Faruqi & Faruqi, Rosen, Kaplan Fox, Pomerantz and Robbins Geller, publicized the same lawsuit and deadline. The high volume of notices increases the issue’s visibility and may weigh on sentiment by emphasizing potential shareholder losses and legal uncertainty. Faruqi & Faruqi shareholder action reminder

Honeywell Aerospace Stock Down 2.7%

Shares of NASDAQ:HONA traded down $4.32 on Wednesday, reaching $153.07. The company had a trading volume of 1,985,199 shares, compared to its average volume of 3,645,092. The firm has a market capitalization of $48.52 billion and a price-to-earnings ratio of 81.86. Honeywell Aerospace has a 52-week low of $149.19 and a 52-week high of $297.50. The business has a 50 day moving average of $165.25.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last issued its quarterly earnings data on Monday, June 15th. The company reported $6,340,000.00 earnings per share for the quarter. The company had revenue of $4.35 billion for the quarter. As a group, equities analysts expect that Honeywell Aerospace will post 7.75 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have commented on HONA. Weiss Ratings began coverage on Honeywell Aerospace in a report on Friday, September 11th. They set a "sell (d)" rating on the stock. Argus began coverage on Honeywell Aerospace in a report on Thursday, July 9th. They issued a "buy" rating and a $275.00 target price for the company. BNP Paribas Exane dropped their price target on Honeywell Aerospace from $245.00 to $210.00 and set a "neutral" rating on the stock in a research report on Thursday, August 6th. Susquehanna assumed coverage on Honeywell Aerospace in a research note on Thursday, September 17th. They set a "positive" rating and a $190.00 price target on the stock. Finally, UBS Group decreased their price objective on Honeywell Aerospace from $231.00 to $213.00 and set a "neutral" rating for the company in a report on Thursday, August 6th. Six research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $217.33.

Honeywell Aerospace Company Profile

Honeywell Aerospace is an aerospace and defense technology company that develops systems and equipment for commercial aircraft, business and general aviation, military platforms, and spacecraft. Its portfolio includes aircraft engines and propulsion systems, auxiliary power units, avionics, flight controls, environmental control systems, electrical power systems, landing systems, communications technology, and aircraft safety products.

The company also provides software, connected-aircraft technologies, maintenance, repair and overhaul services, spare parts, upgrades, and other aftermarket support.

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