Comerica Bank Sells 5,678 Shares of Honeywell International Inc. $HON

Key Points

• Comerica Bank reduced its stake in Honeywell by 2.6%, selling 5,678 shares and holding 210,809 shares valued at $41.127 million per its latest 13F filing.
• Honeywell beat Q1 adjusted EPS ($2.45 vs. $2.32) but missed revenue ($9.14B vs. $9.30B) and issued softer FY/Q2 revenue guidance, while advancing portfolio moves like the sale of its Warehouse & Workflow Solutions unit and an aerospace spin‑off.
• Insiders sold about 18,190 shares (~$4.24M) in the last quarter, and analysts maintain a consensus "Moderate Buy" with an average target price of $250.21 despite several recent target cuts.

Comerica Bank decreased its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 210,809 shares of the conglomerate's stock after selling 5,678 shares during the quarter. Comerica Bank's holdings in Honeywell International were worth $41,127,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HON. Holos Integrated Wealth LLC bought a new stake in Honeywell International during the 4th quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC lifted its holdings in Honeywell International by 491.7% during the 3rd 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 in the last quarter. JPL Wealth Management LLC bought a new stake in Honeywell International during the 3rd quarter valued at about $31,000. Cedar Mountain Advisors LLC lifted its holdings in Honeywell International by 116.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate's stock valued at $33,000 after buying an additional 84 shares in the last quarter. Finally, Strive Asset Management LLC bought a new stake in Honeywell International during the 3rd quarter valued at about $33,000. Institutional investors own 75.91% of the company's stock.

Honeywell International Trading Down 0.0%

NASDAQ HON opened at $213.14 on Monday. 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 company has a market capitalization of $135.06 billion, a price-to-earnings ratio of 30.19, a price-to-earnings-growth ratio of 3.09 and a beta of 0.93. The company's 50-day simple moving average is $232.78 and its two-hundred day simple moving average is $215.48. Honeywell International Inc. has a one year low of $186.59 and a one year high of $248.18.

Honeywell International (NASDAQ:HON - Get Free Report) last posted its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 EPS for the quarter, beating analysts' consensus estimates of $2.32 by $0.13. The business had revenue of $9.14 billion for the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The company's revenue for the quarter was up 2.4% on a year-over-year basis. During the same quarter last 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. Equities analysts forecast that Honeywell International Inc. will post 10.53 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Friday, February 27th. Honeywell International's payout ratio is 67.42%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on HON. TD Cowen decreased their price objective on shares of Honeywell International from $240.00 to $230.00 and set a "buy" rating for the company in a report on Friday. BNP Paribas Exane raised their target price on shares of Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a research report on Monday, February 2nd. Wells Fargo & Company cut their target price on shares of Honeywell International from $235.00 to $230.00 and set an "equal weight" rating on the stock in a research report on Friday. Morgan Stanley raised their target price on shares of Honeywell International from $235.00 to $245.00 and gave the company an "equal weight" rating in a research report on Thursday, March 12th. Finally, Wolfe Research raised their target price on shares of Honeywell International from $293.00 to $296.00 and gave the company an "outperform" rating in a research report on Thursday, March 26th. 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 data from MarketBeat, Honeywell International currently has an average rating of "Moderate Buy" and a consensus target price of $250.21.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Adjusted EPS beat: Honeywell reported $2.45 adj. EPS (vs. ~$2.32 consensus) and noted strong orders (≈7% increase) and a roughly $38B backlog, underscoring margin resilience and operational strength. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK
• Positive Sentiment: Portfolio simplification underway: Honeywell agreed to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and is progressing other asset sales and an aerospace spin-off — moves that could unlock value long term and refocus the company. American Industrial Partners to Acquire Honeywell's Warehouse and Workflow Solutions Business
• Neutral Sentiment: Spin-off timing and Quantinuum IPO: Management reaffirmed the aerospace spin-off (timing updated) and Quantinuum is moving toward an IPO — strategic moves with multi-quarter execution risk but potential long-term upside. Honeywell Q1 2026 Earnings Call Highlights
• Negative Sentiment: Revenue miss and softer outlook: Q1 sales were $9.14B vs. ~$9.30B expected, and FY/Q2 revenue guidance came in below Street estimates — a principal driver of the stock’s weakness as investors focus on top-line momentum. HON Q1 Deep Dive: Portfolio Realignment and Supply Chain Hurdles Shape Outlook
• Negative Sentiment: Geopolitics and cash-flow caution: Management flagged Middle East disruptions and supply-chain headwinds that pressured the Q2 outlook and led to lower operating cash-flow expectations, amplifying near-term investor concern. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Analyst trims: Several firms trimmed price targets (Wells Fargo, Citi, Goldman, TD Cowen, Barclays), recalibrating near-term upside even where buy/overweight ratings remain — adding selling pressure despite the EPS beat. Wells Fargo adjusts price target on Honeywell

Insider Activity at Honeywell International

In related 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 transaction of $568,080.00. Following the completion of the transaction, the director owned 31,081 shares in the company, valued at $7,459,440. The trade was a 7.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Robert D. Mailloux sold 10,549 shares of the business's stock in a transaction that occurred 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 transaction, the vice president owned 4,803 shares of the company's stock, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 18,190 shares of company stock valued at $4,244,287. 0.15% of the stock is currently owned by company insiders.

Honeywell International Company 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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