Honeywell International Inc. $HON Shares Acquired by Horizon Investments LLC

Key Points

• Horizon Investments LLC increased its stake in Honeywell by 65.5%, purchasing 15,611 shares to hold 39,430 shares valued at about $7.69 million per its latest 13F filing.
• Honeywell beat quarterly EPS estimates ($2.45 vs. $2.32) while reporting $9.14 billion in revenue, and set FY2026 EPS guidance at 10.350–10.650 with Q2 guidance of 2.350–2.450.
• Analysts hold a consensus rating of "Moderate Buy" with a $250 price target, and the company announced a quarterly dividend of $1.19 per share (≈2.2% yield).

Horizon Investments LLC increased its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 65.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,430 shares of the conglomerate's stock after purchasing an additional 15,611 shares during the quarter. Horizon Investments LLC's holdings in Honeywell International were worth $7,692,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in HON. Holos Integrated Wealth LLC acquired a new stake in shares of Honeywell International during the 4th quarter worth about $25,000. Ares Financial Consulting LLC acquired a new position in shares of Honeywell International in the fourth quarter valued at approximately $26,000. Barnes Dennig Private Wealth Management LLC raised its position in shares of Honeywell International by 491.7% in the third 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 during the last quarter. JPL Wealth Management LLC purchased a new position in shares of Honeywell International during the third quarter valued at approximately $31,000. Finally, Cedar Mountain Advisors LLC lifted its stake 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 valued at $33,000 after buying an additional 84 shares during the period. Institutional investors and hedge funds own 75.91% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on HON shares. Daiwa Securities Group lifted their target price on shares of Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Wells Fargo & Company dropped their price target on Honeywell International from $235.00 to $230.00 and set an "equal weight" rating for the company in a research note on Friday, April 24th. JPMorgan Chase & Co. raised their target price on shares of Honeywell International from $255.00 to $260.00 and gave the company an "overweight" rating in a research note on Friday, January 30th. TD Cowen dropped their target price on Honeywell International from $240.00 to $230.00 and set a "buy" rating on the stock in a report on Friday, April 24th. Finally, Mizuho cut their price objective on shares of Honeywell International from $250.00 to $240.00 and set an "outperform" rating on the stock in a report on Monday, January 5th. Thirteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Honeywell International currently has a consensus rating of "Moderate Buy" and a consensus price target of $250.00.

Honeywell International Trading Down 0.9%

Honeywell International stock opened at $212.50 on Friday. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18. The firm's 50-day moving average is $230.45 and its 200-day moving average is $215.66. 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 cap of $134.65 billion, a P/E ratio of 30.10, a PEG ratio of 3.03 and a beta of 0.82.

Honeywell International (NASDAQ:HON - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating analysts' consensus estimates of $2.32 by $0.13. The business had revenue of $9.14 billion during 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% compared to the same quarter last year. During the same quarter 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. On average, equities analysts expect that Honeywell International Inc. will post 10.54 earnings per share for the current year.

Honeywell International Announces Dividend

The business also recently announced 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. The ex-dividend date of this dividend is Friday, May 15th. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. Honeywell International's dividend payout ratio is 67.42%.

Insider Buying and Selling

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 stock was 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 document filed with the SEC, which is available through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the company's stock in a transaction on Friday, February 6th. The stock was sold at an average price of $239.00, for a total value of $1,260,486.00. Following the transaction, the vice president owned 4,803 shares of the company's stock, valued at approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.15% of the stock is currently owned by corporate insiders.

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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