D.A. Davidson & CO. Acquires 6,818 Shares of Honeywell International Inc. $HON

Key Points

• D.A. Davidson & Co. raised its Honeywell stake by 11.9%, acquiring 6,818 shares to hold 63,913 shares valued at approximately $12,469,000 at quarter-end.
• Honeywell declared a quarterly dividend of $1.19 per share payable June 5, 2026 (record date May 15), implying a 2.2% yield and $4.76 annualized payout.
• Q1 results and guidance: Honeywell reported $2.45 EPS (beat by $0.13) and set FY2026 guidance of $10.35–$10.65 in EPS.

D.A. Davidson & CO. increased its holdings in Honeywell International Inc. (NASDAQ:HON - Free Report) by 11.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,913 shares of the conglomerate's stock after acquiring an additional 6,818 shares during the period. D.A. Davidson & CO.'s holdings in Honeywell International were worth $12,469,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of HON. SG Americas Securities LLC grew its position in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate's stock valued at $791,667,000 after buying an additional 4,031,879 shares during the period. Franklin Resources Inc. grew its position in Honeywell International by 28.8% during the third quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate's stock valued at $2,146,372,000 after buying an additional 2,277,234 shares during the period. Marshall Wace LLP grew its position in Honeywell International by 130.0% during the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate's stock valued at $388,379,000 after buying an additional 1,042,972 shares during the period. Vanguard Group Inc. grew its position in Honeywell International by 1.7% during the fourth quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate's stock valued at $12,322,222,000 after buying an additional 1,027,413 shares during the period. Finally, Two Sigma Investments LP grew its position in Honeywell International by 424.3% during the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate's stock valued at $242,865,000 after buying an additional 933,694 shares during the period. 75.91% of the stock is owned by institutional investors.

Key Honeywell International News

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 Price Performance

Shares of NASDAQ:HON opened at $212.05 on Tuesday. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. The firm has a market capitalization of $134.37 billion, a PE ratio of 30.04, a P/E/G ratio of 3.09 and a beta of 0.93. Honeywell International Inc. has a twelve month low of $186.76 and a twelve month high of $248.18. The company has a 50-day moving average price of $232.19 and a two-hundred day moving average price of $215.54.

Honeywell International (NASDAQ:HON - Get Free Report) last issued its 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. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The firm had revenue of $9.14 billion during the quarter, compared to analyst estimates of $9.30 billion. During the same quarter last year, the business earned $2.21 earnings per share. The company's quarterly revenue was up 2.4% on a year-over-year basis. 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 year.

Honeywell International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be issued a $1.19 dividend. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, May 15th. Honeywell International's dividend payout ratio (DPR) is presently 67.42%.

Insiders Place Their Bets

In other news, Director D Scott Davis sold 2,367 shares of the firm's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the transaction, the director directly owned 31,081 shares of the company's stock, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The shares were 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 owned 4,803 shares of the company's stock, valued at $1,099,887. This trade represents a 68.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 18,190 shares of company stock valued at $4,244,287 over the last ninety days. Corporate insiders own 0.15% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Morgan Stanley increased their price target 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. Jefferies Financial Group reduced their price objective on Honeywell International from $245.00 to $240.00 and set a "hold" rating for the company in a report on Monday. Robert W. Baird increased their price objective on Honeywell International from $220.00 to $240.00 and gave the company a "neutral" rating in a report on Friday, January 30th. Wells Fargo & Company reduced their price objective on Honeywell International from $235.00 to $230.00 and set an "equal weight" rating for the company in a report on Friday. Finally, BNP Paribas Exane increased their price objective on Honeywell International from $195.00 to $215.00 and gave the company a "neutral" rating in a report on Monday, February 2nd. 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. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $250.00.

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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