AMG National Trust Bank Grows Stake in Honeywell International Inc. $HON

Key Points

• AMG National Trust Bank raised its Honeywell stake by 29.4% in Q4 to 22,172 shares (worth about $4.33M), as institutional investors now own roughly 75.9% of the stock.
• Honeywell beat EPS estimates for the quarter ($2.45 vs. $2.32) but slightly missed revenue, set FY2026 guidance of $10.35–$10.65 EPS, and carries a consensus price target of $250 (average rating: Moderate Buy).
• The company declared a quarterly dividend of $1.19 per share (annualized $4.76, ~2.2% yield; ex-dividend May 15, payable June 5), while insiders have sold about 18,190 shares in the past three months.

AMG National Trust Bank lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 29.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,172 shares of the conglomerate's stock after purchasing an additional 5,038 shares during the period. AMG National Trust Bank's holdings in Honeywell International were worth $4,326,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of HON. Holos Integrated Wealth LLC purchased a new stake in Honeywell International in the 4th quarter worth about $25,000. Ares Financial Consulting LLC purchased a new stake in Honeywell International during the fourth quarter valued at about $26,000. Barnes Dennig Private Wealth Management LLC boosted its position in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate's stock worth $30,000 after purchasing an additional 118 shares during the period. JPL Wealth Management LLC purchased a new position in shares of Honeywell International in the third quarter worth about $31,000. Finally, Cedar Mountain Advisors LLC increased its stake in shares of Honeywell International by 116.7% in the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate's stock worth $33,000 after purchasing an additional 84 shares in the last quarter. Hedge funds and other institutional investors own 75.91% of the company's stock.

Analyst Ratings Changes

Several research analysts recently commented on HON shares. Weiss Ratings downgraded shares of Honeywell International from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, April 13th. Daiwa Securities Group increased their target price on Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Mizuho cut their price target on Honeywell International from $250.00 to $240.00 and set an "outperform" rating for the company in a report on Monday, January 5th. BNP Paribas Exane lifted their price target on Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a research report on Monday, February 2nd. Finally, Wall Street Zen upgraded Honeywell International to a "hold" rating in a research note on Saturday, January 3rd. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Honeywell International has an average rating of "Moderate Buy" and a consensus price target of $250.00.

Honeywell International Stock Down 0.5%

HON opened at $212.05 on Tuesday. The firm has a market capitalization of $134.37 billion, a P/E ratio of 30.04, a price-to-earnings-growth ratio of 3.09 and a beta of 0.93. Honeywell International Inc. has a one year low of $186.76 and a one year high of $248.18. The company has a fifty day moving average price of $232.19 and a 200-day moving average price of $215.54. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10.

Honeywell International (NASDAQ:HON - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The company had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. During the same quarter last year, the business posted $2.21 earnings per share. The firm's revenue was up 2.4% compared to the same quarter last year. 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. Equities research analysts expect that Honeywell International Inc. will post 10.53 earnings per share 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. Stockholders of record on Friday, May 15th will be given a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, May 15th. Honeywell International's dividend payout ratio (DPR) is 67.42%.

Insider Activity

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the business's 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 completion of the transaction, the director owned 31,081 shares of the company's stock, valued at $7,459,440. The trade was a 7.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Robert D. Mailloux sold 10,549 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at $1,099,887. The trade was a 68.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 18,190 shares of company stock valued at $4,244,287 in the last three months. 0.15% of the stock is owned by insiders.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Board declared a quarterly dividend of $1.19 per share payable June 5, 2026 (record date May 15, 2026) — a clear shareholder-return signal that typically supports the stock. HONEYWELL ANNOUNCES QUARTERLY DIVIDEND
• Positive Sentiment: Royal Bank of Canada reaffirmed an "outperform" rating and set a $268 price target — a bullish analyst signal implying meaningful upside versus recent levels. Read More
• Positive Sentiment: Media attention — including inclusion on Jim Cramer’s list of quantum/AI-related names and being highlighted as a stock to buy pre-SpaceX IPO — can lift sentiment among retail and thematic investors. Honeywell (HON) is One of Jim Cramer’s Top Quantum Computing Stocks
• Neutral Sentiment: Management will present at the Wolfe Research Global Transportation & Industrials Conference on May 19 (CFO Mike Stepniak presenting) — a routine investor event that could provide fresh color on margins, orders and guidance but is not an immediate catalyst. HONEYWELL ANNOUNCES PARTICIPATION AT WOLFE RESEARCH GLOBAL TRANSPORTATION AND INDUSTRIALS CONFERENCE
• Negative Sentiment: Jefferies trimmed its price target slightly (from $245 to $240) and kept a "hold" rating — a modest negative signal that could cap near-term upside given mixed revenue/earnings trends. Jefferies Adjusts Price Target on Honeywell International

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.

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