KTF Investments LLC Purchases Shares of 25,415 Honeywell International Inc. $HON

Key Points

• KTF Investments LLC purchased a new stake of 25,415 shares of Honeywell International (HON) in Q4, valued at about $4.96 million and representing roughly 0.8% of KTF’s portfolio (its 29th largest holding).
• Honeywell reported Q1 EPS of $2.45 (beat estimates) while revenue of $9.14B slightly missed; the company set FY2026 EPS guidance of 10.350–10.650, declared a $1.19 quarterly dividend (annualized $4.76, ~2.2% yield), and is moving ahead with the planned Honeywell Aerospace spin‑off (Investor Day June 3, separation June 29).

KTF Investments LLC purchased a new stake in Honeywell International Inc. (NASDAQ:HON - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 25,415 shares of the conglomerate's stock, valued at approximately $4,958,000. Honeywell International comprises approximately 0.8% of KTF Investments LLC's portfolio, making the stock its 29th biggest holding.

A number of other large investors have also recently added to or reduced their stakes 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 in the last quarter. 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 in the last quarter. First National Trust Co grew its holdings in 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 buying an additional 6,803 shares in the last quarter. Lockheed Martin Investment Management Co. acquired a new position in Honeywell International in the 3rd quarter valued at $4,147,000. Finally, Federated Hermes Inc. grew its holdings in 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 buying an additional 4,061 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company's stock.

Honeywell International Price Performance

Shares of HON stock opened at $212.05 on Tuesday. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. Honeywell International Inc. has a twelve month low of $186.76 and a twelve month high of $248.18. The company has a market cap of $134.37 billion, a P/E ratio of 30.04, a P/E/G ratio of 3.09 and a beta of 0.93. The business has a fifty day simple moving average of $232.19 and a 200 day simple moving average of $215.54.

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, topping the consensus estimate of $2.32 by $0.13. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.The business had revenue of $9.14 billion during the quarter, compared to the consensus estimate of $9.30 billion. During the same period in the prior year, the company earned $2.21 EPS. Honeywell International's revenue for the quarter was up 2.4% on a year-over-year basis. 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, sell-side analysts forecast that Honeywell International Inc. will post 10.53 EPS for the current fiscal year.

Honeywell International Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have commented on HON. Rothschild & Co Redburn upped their price objective on Honeywell International from $222.00 to $235.00 and gave the company a "neutral" rating in a report on Monday, February 2nd. Daiwa Securities Group upped their price objective on Honeywell International from $230.00 to $240.00 in a report on Tuesday, February 3rd. Mizuho cut their target price on Honeywell International from $250.00 to $240.00 and set an "outperform" rating for the company in a research report on Monday, January 5th. Barclays cut their target price on Honeywell International from $255.00 to $243.00 and set an "overweight" rating for the company in a research report on Friday. Finally, Argus upped their target price on Honeywell International from $250.00 to $290.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Thirteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $250.00.

Insider Buying and Selling at Honeywell International

In related news, 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 transaction of $1,260,486.00. Following the completion of the sale, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. This represents a 52.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director D Scott Davis sold 2,367 shares of the company's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the sale, the director owned 31,081 shares of the company's stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 18,190 shares of company stock valued at $4,244,287. 0.15% of the stock is owned by corporate insiders.

More Honeywell International News

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

• Positive Sentiment: Board named for upcoming Honeywell Aerospace spin‑off — positions the unit as a large, pure‑play aerospace & defense company and sets an Investor Day (June 3) to lay out value creation ahead of the planned June 29 separation. This is the most material near‑term corporate‑action catalyst. Honeywell Announces Board of Directors for Honeywell Aerospace
• Positive Sentiment: Quarterly dividend declared — Board approved $1.19/share quarterly payout (record May 15; pay June 5), reinforcing cash returns to shareholders and supporting yield‑sensitive investors. HONEYWELL ANNOUNCES QUARTERLY DIVIDEND
• Positive Sentiment: RBC reiterates Outperform with a $268 price target — a bullish analyst stance that signals higher upside versus current trading levels and may support buying interest. Royal Bank Of Canada Reaffirms Outperform on Honeywell (Benzinga)
• Neutral Sentiment: Management scheduled to present at Wolfe Research conference (May 19) — an opportunity for CFO commentary and Q&A but not an immediate material event. HONEYWELL ANNOUNCES PARTICIPATION AT WOLFE RESEARCH GLOBAL TRANSPORTATION AND INDUSTRIALS CONFERENCE
• Neutral Sentiment: Media/analyst coverage and thematic mentions (Jim Cramer, analyst roundups) are increasing visibility in AI/quantum and industrial lists — supportive for sentiment but not a direct fundamental change. Honeywell (HON) is One of Jim Cramer’s Top Quantum Computing Stocks
• Negative Sentiment: Jefferies trims price target from $245 to $240 and maintains a Hold — a modest negative signal that can weigh on sentiment given other, higher targets in the market. Jefferies Adjusts Price Target on Honeywell International to $240
• Negative Sentiment: Q1 results remain a mixed backdrop — EPS beat but revenue slightly missed estimates; investors may be parsing top‑line pressure versus margin resilience ahead of the Aerospace spin‑off. Coverage noting mixed results could cap near‑term upside. HONEYWELL ANNOUNCES QUARTERLY DIVIDEND (context includes recent earnings)

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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