Honeywell Aerospace $HONA Shares Newly Purchased by Bokf Na

Key Points

• BOKF NA acquired 12,120 Honeywell Aerospace shares worth approximately $1.88 million in the third quarter, following significant new positions by several major institutional investors.
• Honeywell Aerospace reported stronger-than-expected quarterly results, with $2.21 in adjusted EPS on $4.64 billion in revenue. Backlog rose 12% to $19.3 billion, and management raised fiscal 2026 adjusted EPS guidance to $7.85–$8.00.
• The company declared its first quarterly dividend of $0.40 per share, while analysts maintained a generally cautious stance amid supplier constraints, modest EBIT growth, valuation concerns and multiple price-target reductions; the consensus rating remains Hold.

Bokf Na acquired a new stake in Honeywell Aerospace (NASDAQ:HONA - Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 12,120 shares of the company's stock, valued at approximately $1,878,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. BlackRock Inc. purchased a new position in Honeywell Aerospace in the second quarter worth approximately $5,253,341,000. State Street Corp acquired a new position in Honeywell Aerospace during the 2nd quarter worth approximately $2,945,044,000. Wellington Management Group LLP purchased a new stake in shares of Honeywell Aerospace in the 2nd quarter valued at approximately $1,705,882,000. Bank of America Corp DE purchased a new stake in shares of Honeywell Aerospace in the 2nd quarter valued at approximately $1,034,187,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Honeywell Aerospace in the 2nd quarter valued at approximately $644,412,000.

Honeywell Aerospace Price Performance

NASDAQ:HONA opened at $154.15 on Friday. Honeywell Aerospace has a 1 year low of $149.19 and a 1 year high of $297.50. The business has a fifty day simple moving average of $159.99. The stock has a market capitalization of $48.87 billion and a PE ratio of 82.43.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last issued its earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, topping the consensus estimate of $1.90 by $0.31. The company had revenue of $4.64 billion for the quarter. Sell-side analysts anticipate that Honeywell Aerospace will post 7.90 EPS for the current fiscal year.

Honeywell Aerospace Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Shareholders of record on Friday, November 13th will be given a dividend of $0.40 per share. The ex-dividend date is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%.

Honeywell Aerospace News Roundup

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

Analysts Set New Price Targets

A number of brokerages have recently weighed in on HONA. TD Cowen reduced their price objective on shares of Honeywell Aerospace from $180.00 to $170.00 and set a "hold" rating on the stock in a report on Friday, October 9th. Wall Street Zen upgraded shares of Honeywell Aerospace to a "hold" rating in a research note on Sunday, July 12th. The Goldman Sachs Group assumed coverage on Honeywell Aerospace in a report on Wednesday, October 7th. They issued a "neutral" rating and a $190.00 target price on the stock. Weiss Ratings raised Honeywell Aerospace from a "sell (d)" rating to a "sell (d+)" rating in a report on Friday. Finally, Morgan Stanley upgraded Honeywell Aerospace from an "equal weight" rating to an "overweight" rating and set a $205.00 price target on the stock in a research note on Wednesday, August 19th. Four research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Honeywell Aerospace presently has a consensus rating of "Hold" and a consensus target price of $196.80.

Honeywell Aerospace Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.

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