KMG Fiduciary Partners LLC Acquires 8,717 Shares of Honeywell International Inc. $HON

Key Points

• KMG Fiduciary Partners LLC increased its Honeywell stake by 343.7% in Q4, buying 8,717 shares to own 11,253 shares worth about $2.195 million.
• Company insiders have been net sellers — VP Robert D. Mailloux sold 10,549 shares (~$2.42M) and Director D. Scott Davis sold 2,367 shares (~$568K), with insiders offloading 18,190 shares (~$4.24M) in the past 90 days.
• Honeywell beat Q4 estimates with EPS $2.59 vs. $2.54 and revenue $10.07B vs. $9.60B, pays a $1.19 quarterly dividend (2.1% yield), and has a consensus "Moderate Buy" price target of $252.54.

KMG Fiduciary Partners LLC increased its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 343.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,253 shares of the conglomerate's stock after purchasing an additional 8,717 shares during the quarter. KMG Fiduciary Partners LLC's holdings in Honeywell International were worth $2,195,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. Holos Integrated Wealth LLC bought a new stake in Honeywell International during the 4th quarter worth about $25,000. Howard Hughes Medical Institute acquired a new position in shares of Honeywell International during the 2nd quarter worth about $33,000. Barnes Dennig Private Wealth Management LLC grew its holdings in shares of Honeywell International by 491.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate's stock valued at $30,000 after acquiring an additional 118 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Honeywell International in the third quarter valued at about $31,000. Finally, Cedar Mountain Advisors LLC increased its position in shares of Honeywell International by 116.7% in the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate's stock valued at $33,000 after acquiring an additional 84 shares during the last quarter. Institutional investors own 75.91% of the company's stock.

Insiders Place Their Bets

In other news, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction on Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the sale, the vice president owned 4,803 shares of the company's stock, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares of the company's stock, valued at approximately $7,459,440. The trade was a 7.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 18,190 shares of company stock worth $4,244,287. Insiders own 0.20% of the company's stock.

Honeywell International Stock Down 0.9%

Shares of HON opened at $223.12 on Friday. The firm has a market cap of $141.83 billion, a P/E ratio of 27.92, a price-to-earnings-growth ratio of 3.26 and a beta of 0.92. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $248.18. The firm's 50-day simple moving average is $233.39 and its 200 day simple moving average is $213.00.

Honeywell International (NASDAQ:HON - Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.54 by $0.05. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company had revenue of $10.07 billion during the quarter, compared to analysts' expectations of $9.60 billion. During the same quarter in the previous year, the company posted $2.47 earnings per share. The business's revenue was up 6.4% on a year-over-year basis. On average, analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were paid a $1.19 dividend. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.1%. Honeywell International's payout ratio is 59.57%.

Honeywell International News Summary

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an "outperform" rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Wall Street Analyst Weigh In

Several research analysts recently commented on HON shares. 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 research report on Friday, January 30th. Sanford C. Bernstein set a $255.00 price target on Honeywell International in a research report on Friday, January 16th. Citigroup upped their price objective on Honeywell International from $262.00 to $265.00 and gave the stock a "buy" rating in a research note on Friday, January 30th. JPMorgan Chase & Co. increased their price objective on Honeywell International from $255.00 to $260.00 and gave the company an "overweight" rating in a report on Friday, January 30th. Finally, Jefferies Financial Group raised their target price on shares of Honeywell International from $240.00 to $245.00 and gave the company a "hold" rating in a research note on Wednesday, March 4th. Thirteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Honeywell International presently has a consensus rating of "Moderate Buy" and a consensus price target of $252.54.

About Honeywell International

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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