Bokf Na Sells 11,266 Shares of Honeywell International Inc. $HON

Key Points

• Bokf Na reduced its holdings by 17.9%, selling 11,266 Honeywell shares in Q4 and now holds 51,586 shares valued at about $10.06 million.
• Company insiders recently sold stock—VP Robert D. Mailloux sold 5,274 shares (~$1.26M) and Director D. Scott Davis sold 2,367 shares (~$568K)—with insider ownership at roughly 0.15%.
• Honeywell beat quarterly EPS estimates ($2.45 vs. $2.32), issued FY 2026 guidance of 10.35–10.65 EPS, and announced a quarterly dividend of $1.19 (2.2% yield, ex-dividend May 15).

Bokf Na reduced its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 17.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,586 shares of the conglomerate's stock after selling 11,266 shares during the quarter. Bokf Na's holdings in Honeywell International were worth $10,064,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of HON. Holos Integrated Wealth LLC bought a new stake in shares of Honeywell International in the fourth quarter valued at $25,000. Ares Financial Consulting LLC bought a new stake in shares of Honeywell International in the fourth quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC raised its stake in shares of Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate's stock valued at $30,000 after buying an additional 118 shares during the period. JPL Wealth Management LLC bought a new stake in shares of Honeywell International in the third quarter valued at $31,000. Finally, Cedar Mountain Advisors LLC raised 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 valued at $33,000 after buying an additional 84 shares during the period. 75.91% of the stock is currently owned by institutional investors.

Insider Activity

In related news, VP Robert D. Mailloux sold 5,274 shares of the business's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the transaction, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was 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 of the company's stock, valued at approximately $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.15% of the stock is owned by insiders.

Honeywell International Price Performance

Shares of NASDAQ HON opened at $216.91 on Thursday. The stock has a market cap of $137.44 billion, a PE ratio of 30.72, a price-to-earnings-growth ratio of 2.98 and a beta of 0.82. Honeywell International Inc. has a fifty-two week low of $186.76 and a fifty-two week high of $248.18. 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 stock has a fifty day moving average of $229.23 and a 200-day moving average of $215.86.

Honeywell International (NASDAQ:HON - Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts' expectations of $9.30 billion. During the same period in the previous year, the business earned $2.21 earnings per share. The firm's quarterly 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 anticipate that Honeywell International Inc. will post 10.54 earnings per share for the current year.

Honeywell International Dividend Announcement

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

Analyst Ratings Changes

HON has been the topic of several research reports. BMO Capital Markets initiated coverage on Honeywell International in a research note on Friday, March 27th. They issued an "outperform" rating and a $273.00 target price on the stock. TD Cowen reduced their price target on Honeywell International from $240.00 to $230.00 and set a "buy" rating for the company in a research report on Friday, April 24th. Daiwa Securities Group lifted their price target on Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Weiss Ratings cut Honeywell International from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, April 13th. Finally, Morgan Stanley lifted their price target on Honeywell International from $235.00 to $245.00 and gave the company an "equal weight" rating in a research report on Thursday, March 12th. Thirteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $250.00.

About Honeywell International

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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