Oppenheimer Asset Management Inc. Increases Position in Honeywell International Inc. $HON

Key Points

• Oppenheimer Asset Management increased its stake in Honeywell by 44.3% in Q4 to 51,802 shares, valued at about $10.11 million at the end of the period.
• Honeywell beat EPS expectations with $2.45 per share but missed revenue estimates at $9.14 billion; it set FY2026 guidance of 10.35–10.65 EPS and announced a $1.19 quarterly dividend (≈2.2% yield).
• Company insiders made notable sales — Director D. Scott Davis sold 2,367 shares and VP Robert D. Mailloux sold 5,274 shares — while analysts maintain a Moderate Buy consensus with an average target of $250.

Oppenheimer Asset Management Inc. raised its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 44.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 51,802 shares of the conglomerate's stock after purchasing an additional 15,910 shares during the period. Oppenheimer Asset Management Inc.'s holdings in Honeywell International were worth $10,106,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Holos Integrated Wealth LLC acquired a new stake in shares of Honeywell International in the fourth quarter worth $25,000. Ares Financial Consulting LLC acquired a new stake in shares of Honeywell International in the fourth quarter worth $26,000. Barnes Dennig Private Wealth Management LLC increased 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 worth $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 worth $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 worth $33,000 after acquiring an additional 84 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company's stock.

Insider Activity at Honeywell International

In other news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the transaction, the director directly owned 31,081 shares of the company's stock, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction that occurred 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 transaction, the vice president directly owned 4,803 shares in the company, valued at approximately $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.15% of the company's stock.

Analyst Ratings Changes

HON has been the subject of several analyst reports. Wells Fargo & Company decreased their target price on shares of 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. Daiwa Securities Group lifted their price objective on shares of Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. Barclays cut their price objective on shares of Honeywell International from $255.00 to $243.00 and set an "overweight" rating on the stock in a research report on Friday, April 24th. Jefferies Financial Group cut their price objective on shares of Honeywell International from $245.00 to $240.00 and set a "hold" rating on the stock in a research report on Monday, April 27th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $268.00 target price on shares of Honeywell International in a research note on Monday, April 27th. Thirteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $250.00.

Honeywell International Stock Performance

Shares of HON opened at $212.50 on Friday. The firm's 50 day moving average is $230.45 and its 200-day moving average is $215.57. The stock has a market capitalization of $134.65 billion, a P/E ratio of 30.10, a P/E/G ratio of 3.06 and a beta of 0.82. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10. Honeywell International Inc. has a 12-month low of $186.76 and a 12-month high of $248.18.

Honeywell International (NASDAQ:HON - Get Free Report) last released its earnings results 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. The business had revenue of $9.14 billion for 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 firm's quarterly revenue was up 2.4% compared to the same quarter last year. During the same period last year, the firm 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. Equities research analysts anticipate that Honeywell International Inc. will post 10.54 EPS for the current fiscal year.

Honeywell International Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 15th will be given a $1.19 dividend. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, May 15th. Honeywell International's dividend payout ratio (DPR) 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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