PFA Pension Forsikringsaktieselskab Makes New $92.96 Million Investment in Honeywell International Inc. $HON

Key Points

• PFA Pension purchased a new stake of 473,410 Honeywell shares worth approximately $92.96 million, leaving the firm with about 0.07% ownership as institutional investors now hold roughly 75.9% of HON.
• Honeywell beat quarterly EPS estimates with $2.45 per share but missed revenue expectations ($9.14B vs. $9.30B est.); it set FY2026 guidance of 10.35–10.65 EPS
• The company declared a quarterly dividend of $1.19 (annualized $4.76, ~2.2% yield) with an ex-dividend date of May 15, and insiders have recently trimmed positions (insiders now own about 0.15% of the stock).

PFA Pension Forsikringsaktieselskab purchased a new position in Honeywell International Inc. (NASDAQ:HON - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 473,410 shares of the conglomerate's stock, valued at approximately $92,959,000. PFA Pension Forsikringsaktieselskab owned 0.07% of Honeywell International at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in HON. Holos Integrated Wealth LLC purchased a new stake in shares of Honeywell International during the 4th quarter worth approximately $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Honeywell International during the 4th quarter worth approximately $26,000. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Honeywell International by 491.7% during the 3rd 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 purchased a new stake in shares of Honeywell International during the 3rd quarter worth approximately $31,000. Finally, Cedar Mountain Advisors LLC raised its holdings in shares of Honeywell International by 116.7% during the 3rd 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. 75.91% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the stock in a transaction 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 sale, the vice president owned 4,803 shares in the company, valued at $1,147,917. This trade represents a 52.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the 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 completion of the sale, the director owned 31,081 shares in the company, valued at approximately $7,459,440. The trade was a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.15% of the company's stock.

Honeywell International Stock Performance

HON stock opened at $212.50 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.39 and a debt-to-equity ratio of 1.98. The business's fifty day simple moving average is $230.45 and its two-hundred day simple moving average is $215.57. Honeywell International Inc. has a twelve month low of $186.76 and a twelve month high of $248.18. The firm has a market cap of $134.65 billion, a price-to-earnings ratio of 30.10, a PEG ratio of 3.06 and a beta of 0.82.

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 analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $9.30 billion. During the same quarter last year, the firm posted $2.21 earnings per share. The business's revenue was up 2.4% compared to the same quarter last year. 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. Analysts predict that Honeywell International Inc. will post 10.54 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be paid a $1.19 dividend. The ex-dividend date is Friday, May 15th. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. Honeywell International's dividend payout ratio (DPR) is presently 67.42%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on HON shares. Vertical Research cut Honeywell International from a "buy" rating to a "hold" rating and set a $220.00 price objective on the stock. in a report on Monday, January 5th. Barclays decreased their price objective on Honeywell International from $255.00 to $243.00 and set an "overweight" rating on the stock in a report on Friday, April 24th. The Goldman Sachs Group decreased their price objective on Honeywell International from $262.00 to $258.00 and set a "buy" rating on the stock in a report on Friday, April 24th. Robert W. Baird upped their price objective on Honeywell International from $220.00 to $240.00 and gave the stock a "neutral" rating in a report on Friday, January 30th. Finally, Sanford C. Bernstein set a $255.00 price target on Honeywell International in a report on Friday, January 16th. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $250.00.

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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