Honeywell International Inc. $HON Shares Acquired by National Pension Service

Key Points

• National Pension Service increased its Honeywell stake by 2.4% in the fourth quarter, ending with 1.44 million shares valued at about $280.6 million. Institutional investors remain heavily involved, with hedge funds and institutions owning roughly 75.9% of the company.
• Honeywell has drawn a mix of positive analyst attention, including Barclays raising its price target to $251 and maintaining an overweight rating. The stock currently carries a consensus Moderate Buy rating with a $248.17 average price target.
• The company reported strong quarterly earnings with EPS of $2.45, beating estimates, and also announced a quarterly dividend of $1.19 per share. Honeywell’s quarterly dividend implies a 2.0% yield, while management has guided FY2026 EPS to $10.35-$10.65.

National Pension Service lifted its position in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 2.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,438,368 shares of the conglomerate's stock after buying an additional 33,307 shares during the quarter. National Pension Service owned approximately 0.23% of Honeywell International worth $280,611,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in HON. Cardinal Capital Management Inc. grew its holdings in Honeywell International by 6.1% in the 4th quarter. Cardinal Capital Management Inc. now owns 138,726 shares of the conglomerate's stock valued at $27,064,000 after buying an additional 7,929 shares during the period. Douglas Lane & Associates LLC grew its holdings in Honeywell International by 56.1% in the 4th quarter. Douglas Lane & Associates LLC now owns 72,783 shares of the conglomerate's stock valued at $14,199,000 after buying an additional 26,162 shares during the period. Exencial Wealth Advisors LLC lifted its stake in shares of Honeywell International by 36.6% in the 4th quarter. Exencial Wealth Advisors LLC now owns 81,211 shares of the conglomerate's stock valued at $15,844,000 after purchasing an additional 21,770 shares in the last quarter. First National Trust Co lifted its stake in shares of Honeywell International by 9.4% in the 3rd quarter. First National Trust Co now owns 79,086 shares of the conglomerate's stock valued at $16,648,000 after purchasing an additional 6,803 shares in the last quarter. Finally, Federated Hermes Inc. lifted its stake in shares of Honeywell International by 72.5% in the 3rd quarter. Federated Hermes Inc. now owns 9,663 shares of the conglomerate's stock valued at $2,034,000 after purchasing an additional 4,061 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company's stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Barclays raised its price target on Honeywell to $251 from $243 and maintained an overweight rating, signaling continued upside confidence in the stock.
• Positive Sentiment: News that Honeywell-backed Quantinuum is seeking to raise about $1.05 billion in a U.S. IPO at a reported $12.7 billion valuation highlights potential value creation from Honeywell’s quantum computing investment.
• Positive Sentiment: Jim Cramer’s comments that Honeywell’s quantum business is “not a science project” may have helped reinforce investor interest in the company’s longer-term growth story.
• Neutral Sentiment: Honeywell shareholders approved the board slate and a reverse split at the annual meeting, a routine governance update with limited immediate operating impact.
• Neutral Sentiment: Bloomberg Law reported judges appeared split in a case involving Honeywell 401(k) forfeitures, which could create legal noise but is not yet a clear stock-moving development.
• Neutral Sentiment: A brief short-interest update showed no meaningful new bearish signal, with the data appearing incomplete and unlikely to drive the shares.

Wall Street Analyst Weigh In

HON has been the topic of several research analyst reports. Jefferies Financial Group reduced their price objective on Honeywell International from $245.00 to $240.00 and set a "hold" rating on the stock in a research note on Monday, April 27th. Evercore lifted their price objective on Honeywell International from $255.00 to $265.00 and gave the company an "outperform" rating in a research note on Friday, January 30th. Citigroup reduced their price objective on Honeywell International from $265.00 to $257.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. Morgan Stanley lifted their price objective on Honeywell International from $235.00 to $245.00 and gave the company an "equal weight" rating in a research note on Thursday, March 12th. Finally, Robert W. Baird lifted their price objective on Honeywell International from $220.00 to $240.00 and gave the company a "neutral" rating in a research note on Friday, January 30th. Thirteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $248.17.

Honeywell International Stock Performance

Honeywell International stock opened at $233.00 on Friday. The stock's 50 day moving average price is $223.44 and its 200 day moving average price is $217.66. The firm has a market capitalization of $147.64 billion, a PE ratio of 33.00, a price-to-earnings-growth ratio of 3.31 and a beta of 0.82. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39. Honeywell International Inc. has a one year low of $186.76 and a one year high of $248.18.

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

Honeywell International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 15th will be given 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 yield of 2.0%. Honeywell International's payout ratio is 67.42%.

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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