Honeywell International Inc. $HON Shares Bought by B. Metzler seel. Sohn & Co. AG

Key Points

• Mixed Q1 results: Honeywell beat adjusted EPS expectations ($2.45 vs. $2.32) and reported a roughly $38B backlog with orders up ~7%, but revenue missed ($9.14B vs. ~$9.30B) and management gave cautiously lower near-term revenue/cash-flow guidance (FY 2026 EPS 10.35–10.65; Q2 2.35–2.45).
• Institutional activity: B. Metzler raised its stake by 1,158.3% to 13,715 shares ($2.68M), while other large firms (notably SG Americas and Franklin Resources) made massive additions, contributing to a 75.91% institutional ownership level.
• Strategic moves and analyst view: Honeywell is pursuing portfolio simplification (sale of Warehouse & Workflow Solutions, aerospace spin‑off, potential Quantinuum IPO) that could unlock value, and the stock carries an average analyst rating of "Moderate Buy" with a mean target of $250.21 amid some recent target trims.

B. Metzler seel. Sohn & Co. AG raised its holdings in Honeywell International Inc. (NASDAQ:HON - Free Report) by 1,158.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,715 shares of the conglomerate's stock after purchasing an additional 12,625 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Honeywell International were worth $2,676,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. SG Americas Securities LLC increased its holdings in shares of Honeywell International by 15,459.1% in the fourth 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. Franklin Resources Inc. increased its holdings in shares of Honeywell International by 28.8% in the third 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. Marshall Wace LLP increased its holdings in shares of Honeywell International by 130.0% in the third quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate's stock valued at $388,379,000 after purchasing an additional 1,042,972 shares during the last quarter. Two Sigma Investments LP increased its holdings in shares of Honeywell International by 424.3% in the third quarter. Two Sigma Investments LP now owns 1,153,754 shares of the conglomerate's stock valued at $242,865,000 after purchasing an additional 933,694 shares during the last quarter. Finally, Boston Partners increased its holdings in shares of Honeywell International by 21.6% in the third quarter. Boston Partners now owns 3,535,270 shares of the conglomerate's stock valued at $744,054,000 after purchasing an additional 626,960 shares during the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently commented on HON. Robert W. Baird increased their price target on Honeywell International from $220.00 to $240.00 and gave the company a "neutral" rating in a report on Friday, January 30th. Evercore raised their target price on Honeywell International from $255.00 to $265.00 and gave the stock an "outperform" rating in a research note on Friday, January 30th. Jefferies Financial Group raised their target price on Honeywell International from $240.00 to $245.00 and gave the stock a "hold" rating in a research note on Wednesday, March 4th. Argus raised their target price on Honeywell International from $250.00 to $290.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Finally, BNP Paribas Exane raised their target price on Honeywell International from $195.00 to $215.00 and gave the stock a "neutral" rating in a research note on Monday, February 2nd. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Honeywell International currently has an average rating of "Moderate Buy" and an average target price of $250.21.

Insider Transactions at Honeywell International

In related news, Director D Scott Davis sold 2,367 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following 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 sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction that occurred 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 directly owned 4,803 shares of the company's stock, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 18,190 shares of company stock valued at $4,244,287 over the last ninety days. 0.15% of the stock is owned by company insiders.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Adjusted EPS beat: Honeywell reported $2.45 adj. EPS (vs. ~$2.32 consensus) and noted strong orders (≈7% increase) and a roughly $38B backlog, underscoring margin resilience and operational strength. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK
• Positive Sentiment: Portfolio simplification underway: Honeywell agreed to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and is progressing other asset sales and an aerospace spin-off — moves that could unlock value long term and refocus the company. American Industrial Partners to Acquire Honeywell's Warehouse and Workflow Solutions Business
• Neutral Sentiment: Spin-off timing and Quantinuum IPO: Management reaffirmed the aerospace spin-off (timing updated) and Quantinuum is moving toward an IPO — strategic moves with multi-quarter execution risk but potential long-term upside. Honeywell Q1 2026 Earnings Call Highlights
• Negative Sentiment: Revenue miss and softer outlook: Q1 sales were $9.14B vs. ~$9.30B expected, and FY/Q2 revenue guidance came in below Street estimates — a principal driver of the stock’s weakness as investors focus on top-line momentum. HON Q1 Deep Dive: Portfolio Realignment and Supply Chain Hurdles Shape Outlook
• Negative Sentiment: Geopolitics and cash-flow caution: Management flagged Middle East disruptions and supply-chain headwinds that pressured the Q2 outlook and led to lower operating cash-flow expectations, amplifying near-term investor concern. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Analyst trims: Several firms trimmed price targets (Wells Fargo, Citi, Goldman, TD Cowen, Barclays), recalibrating near-term upside even where buy/overweight ratings remain — adding selling pressure despite the EPS beat. Wells Fargo adjusts price target on Honeywell

Honeywell International Trading Down 0.6%

NASDAQ:HON opened at $213.14 on Friday. The firm has a market cap of $135.06 billion, a PE ratio of 30.19, a price-to-earnings-growth ratio of 3.10 and a beta of 0.93. The stock has a fifty day moving average price of $232.78 and a 200 day moving average price of $215.40. Honeywell International Inc. has a 12-month low of $186.59 and a 12-month high of $248.18. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 1.98.

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 analysts' consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion during 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 was up 2.4% compared to the same quarter last year. During the same period last year, the business posted $2.21 earnings per share. 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. Sell-side analysts anticipate that Honeywell International Inc. will post 10.53 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Friday, February 27th. 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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