8,719 Honeywell Aerospace $HONA Shares Sold by Sigma Planning Corp

Key Points

• Sigma Planning Corp cut its Honeywell Aerospace stake by 61.2% in the third quarter, selling 8,719 shares and retaining 5,532 shares valued at approximately $857,000.
• Honeywell Aerospace reported third-quarter EPS of $2.21, beating estimates of $1.90, while revenue reached $4.64 billion. Management raised 2026 adjusted EPS guidance to $7.85–$8.00 and announced a quarterly dividend of $0.40 per share.
• Despite operational growth and a 12% backlog increase, analyst sentiment remains cautious: the stock has an average “Hold” rating, with recent target-price cuts and concerns about supplier constraints, elevated valuation, and modest adjusted EBIT growth.

Sigma Planning Corp decreased its position in shares of Honeywell Aerospace (NASDAQ:HONA - Free Report) by 61.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,532 shares of the company's stock after selling 8,719 shares during the period. Sigma Planning Corp's holdings in Honeywell Aerospace were worth $857,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of Honeywell Aerospace in the second quarter valued at $5,253,341,000. State Street Corp bought a new stake in shares of Honeywell Aerospace during the second quarter valued at 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 acquired a new stake in shares of Honeywell Aerospace in the second quarter valued at approximately $1,034,187,000. Finally, Bank of New York Mellon Corp bought a new position in Honeywell Aerospace in the 2nd quarter worth approximately $644,412,000.

Honeywell Aerospace Stock Performance

Shares of HONA opened at $154.15 on Friday. The company has a market capitalization of $48.87 billion and a price-to-earnings ratio of 82.43. Honeywell Aerospace has a twelve month low of $149.19 and a twelve month high of $297.50. The firm has a 50 day moving average of $159.99.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last issued its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, topping analysts' consensus estimates of $1.90 by $0.31. The company had revenue of $4.64 billion for the quarter. As a group, research analysts forecast that Honeywell Aerospace will post 7.90 EPS for the current year.

Honeywell Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Friday, November 13th will be issued a dividend of $0.40 per share. The ex-dividend date is Friday, November 13th. This represents a $1.60 annualized dividend and a yield of 1.0%.

Key Honeywell Aerospace News

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on HONA. Argus set a $210.00 target price on Honeywell Aerospace in a research report on Friday, October 9th. Wells Fargo & Company set a $195.00 price objective on shares of Honeywell Aerospace in a report on Monday, August 10th. Melius Research set a $190.00 price target on Honeywell Aerospace in a research report on Monday, September 14th. Weiss Ratings initiated coverage on Honeywell Aerospace in a report on Friday, September 11th. They set a "sell (d)" rating on the stock. Finally, Evercore set a $210.00 target price on Honeywell Aerospace in a research report on Thursday, August 6th. Four analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $196.80.

About Honeywell Aerospace

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.

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