Crestwood Advisors Group LLC Decreases Position in Honeywell International Inc. $HON

Key Points

• Crestwood Advisors trimmed its Honeywell position by 7.7% in Q4, selling 19,510 shares and finishing the quarter with 232,583 shares worth about $45.38 million.
• Meanwhile, other institutions largely added to positions—Vanguard now holds 63.16 million shares, Franklin Resources and Invesco increased stakes, and SG Americas jumped to ~4.06 million shares—leaving institutional ownership at 75.91%.
• Analysts remain generally positive (consensus "Moderate Buy", $250 target); Honeywell beat EPS ($2.45 vs. $2.32), set FY2026 guidance of 10.35–10.65 EPS, and declared a $1.19 quarterly dividend (2.2% yield).

Crestwood Advisors Group LLC lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 7.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 232,583 shares of the conglomerate's stock after selling 19,510 shares during the period. Crestwood Advisors Group LLC's holdings in Honeywell International were worth $45,375,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Honeywell International by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate's stock valued at $12,322,222,000 after purchasing an additional 1,027,413 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of Honeywell International by 28.8% during the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate's stock valued at $2,146,372,000 after purchasing an additional 2,277,234 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Honeywell International by 11.0% during the 3rd quarter. Invesco Ltd. now owns 6,115,954 shares of the conglomerate's stock valued at $1,287,408,000 after purchasing an additional 605,600 shares during the last quarter. Unisphere Establishment lifted its holdings in shares of Honeywell International by 5.4% during the 3rd quarter. Unisphere Establishment now owns 4,215,000 shares of the conglomerate's stock valued at $887,258,000 after purchasing an additional 215,000 shares during the last quarter. Finally, SG Americas Securities LLC lifted its holdings in shares of Honeywell International by 15,459.1% during the 4th quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate's stock valued at $791,667,000 after purchasing an additional 4,031,879 shares during the last quarter. Hedge funds and other institutional investors own 75.91% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Evercore increased their price objective on Honeywell International from $255.00 to $265.00 and gave the company an "outperform" rating in a report on Friday, January 30th. Morgan Stanley upped their target price 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. Robert W. Baird upped their target price on Honeywell International from $220.00 to $240.00 and gave the company a "neutral" rating in a research report on Friday, January 30th. JPMorgan Chase & Co. upped their target price on Honeywell International from $255.00 to $260.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Finally, BNP Paribas Exane upped their target price on Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a research report on Monday, February 2nd. Thirteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $250.00.

Honeywell International Price Performance

NASDAQ HON opened at $216.07 on Friday. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. The stock's fifty day moving average price is $228.68 and its 200 day moving average price is $215.95. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18. The company has a market cap of $136.91 billion, a price-to-earnings ratio of 30.60, a PEG ratio of 3.10 and a beta of 0.82.

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

Honeywell International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders 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 of this dividend is Friday, May 15th. Honeywell International's dividend payout ratio (DPR) is currently 67.42%.

Insiders Place Their Bets

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the 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 sale, the director directly owned 31,081 shares of the company's stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.15% of the company's stock.

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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