Caisse Des Depots ET Consignations Increases Stock Holdings in Honeywell International Inc. $HON

Key Points

• Caisse Des Depots ET Consignations increased its stake in Honeywell by 33.1% in Q4, buying 9,009 shares to hold 36,238 shares worth about $7.07 million.
• Honeywell beat quarterly EPS estimates ($2.45 vs. $2.32) but missed revenue expectations ($9.14B vs. $9.30B) and issued FY2026 guidance of 10.35–10.65 EPS, roughly in line with analyst consensus (~10.54).
• Several analysts have trimmed price targets recently, but the consensus rating remains a “Moderate Buy” with an average price target of $250.00.

Caisse Des Depots ET Consignations increased its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 33.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,238 shares of the conglomerate's stock after buying an additional 9,009 shares during the quarter. Caisse Des Depots ET Consignations' holdings in Honeywell International were worth $7,070,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Holos Integrated Wealth LLC acquired a new position in Honeywell International in the 4th quarter worth about $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Honeywell International in the fourth quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC grew its position in Honeywell International by 491.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate's stock worth $30,000 after acquiring an additional 118 shares during the period. JPL Wealth Management LLC acquired a new stake in Honeywell International during the third quarter worth $31,000. Finally, Cedar Mountain Advisors LLC boosted its position in shares of Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate's stock worth $33,000 after buying an additional 84 shares during the period. 75.91% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. TD Cowen reduced their price objective on Honeywell International from $240.00 to $230.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. Vertical Research cut Honeywell International from a "buy" rating to a "hold" rating and set a $220.00 price objective on the stock. in a research note on Monday, January 5th. The Goldman Sachs Group reduced their price objective on Honeywell International from $262.00 to $258.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. Wells Fargo & Company reduced their price objective on Honeywell International from $235.00 to $230.00 and set an "equal weight" rating on the stock in a research note on Friday, April 24th. Finally, Weiss Ratings downgraded Honeywell International from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, April 13th. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $250.00.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the firm's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the firm's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the sale, the vice president owned 4,803 shares of the company's stock, valued at $1,147,917. This represents a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.15% of the company's stock.

Honeywell International Stock Performance

NASDAQ HON opened at $212.50 on Friday. The business's 50-day moving average price is $230.45 and its 200 day moving average price is $215.57. Honeywell International Inc. has a 52-week low of $186.76 and a 52-week high of $248.18. The firm has a market cap of $134.65 billion, a P/E ratio of 30.10, a P/E/G ratio of 3.06 and a beta of 0.82. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98.

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

Honeywell International Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be issued 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 is presently 67.42%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.