Sawyer & Company Inc Makes New $1.36 Million Investment in Honeywell Aerospace $HONA

Key Points

• Sawyer & Company invested approximately $1.36 million in Honeywell Aerospace during the third quarter by acquiring 8,808 shares. Other institutional investors also initiated or increased positions, including Robeco, which expanded its holdings by more than 1,000%.
• Analysts remain cautious, with Honeywell Aerospace receiving a consensus “Hold” rating and an average price target of $201.93 after several firms reduced their targets. The stock recently traded at $162.69, up 1.7%.
• Honeywell faces near-term challenges, including a reported 70% year-over-year decline in second-quarter net income, reduced guidance and investor lawsuits alleging undisclosed supplier constraints and a Justice Department inquiry, although business-aviation growth forecasts provide a longer-term positive outlook.

Sawyer & Company Inc acquired a new stake in Honeywell Aerospace (NASDAQ:HONA - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 8,808 shares of the company's stock, valued at approximately $1,365,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sowell Financial Services LLC purchased a new position in shares of Honeywell Aerospace in the third quarter worth about $475,000. Berkeley Inc purchased a new stake in Honeywell Aerospace during the 3rd quarter valued at about $1,685,000. Bell Bank purchased a new stake in Honeywell Aerospace during the 3rd quarter valued at about $203,000. Pinnacle Associates Ltd. raised its holdings in Honeywell Aerospace by 21.0% in the 3rd quarter. Pinnacle Associates Ltd. now owns 71,268 shares of the company's stock valued at $11,044,000 after acquiring an additional 12,357 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its holdings in Honeywell Aerospace by 1,039.1% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 96,342 shares of the company's stock valued at $14,930,000 after acquiring an additional 87,884 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. TD Cowen decreased their target price on shares of Honeywell Aerospace from $180.00 to $170.00 and set a "hold" rating on the stock in a research note on Friday, October 9th. UBS Group dropped their price target on Honeywell Aerospace from $231.00 to $213.00 and set a "neutral" rating for the company in a research report on Thursday, August 6th. Melius Research set a $190.00 price target on Honeywell Aerospace in a report on Monday, September 14th. Wolfe Research started coverage on Honeywell Aerospace in a report on Monday, June 29th. They issued a "hold" rating for the company. Finally, Wall Street Zen upgraded Honeywell Aerospace to a "hold" rating in a research report on Sunday, July 12th. Five research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $201.93.

Honeywell Aerospace Stock Up 1.7%

HONA stock traded up $2.79 during trading on Wednesday, reaching $162.69. 521,792 shares of the stock were exchanged, compared to its average volume of 3,515,324. The stock has a market cap of $51.57 billion and a price-to-earnings ratio of 86.87. The stock has a 50 day simple moving average of $160.14. Honeywell Aerospace has a 1 year low of $149.19 and a 1 year high of $297.50.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last posted its quarterly earnings results on Monday, June 15th. The company reported $6,340,000.00 earnings per share for the quarter. The firm had revenue of $4.35 billion during the quarter. Sell-side analysts expect that Honeywell Aerospace will post 7.77 EPS for the current fiscal year.

Key Stories Impacting Honeywell Aerospace

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

• Positive Sentiment: Morgan Stanley initiated or reiterated a Buy rating on Honeywell Aerospace, providing a positive signal for the stock and potentially offsetting concerns related to the company’s recent performance. Morgan Stanley Gives a Buy Rating to Honeywell Aerospace
• Positive Sentiment: Honeywell Aerospace forecast 9,950 new business-jet deliveries over the next decade, up 4.4% from last year, while the global business-aviation fleet could expand about 29%. Rising aircraft utilization, charter activity and managed fleets support longer-term demand for aerospace equipment and services. Honeywell Aerospace Business Aviation Outlook
• Neutral Sentiment: Several law firms publicized a November 23, 2026 deadline for investors to seek lead-plaintiff status in a consolidated securities class action. The announcements largely repeat the same information and do not represent new court findings or a determination of liability. Kaplan Fox Securities Class Action Notice
• Negative Sentiment: The lawsuits allege that investors were not told during the June 29-to-September 1, 2026 period about supplier constraints that allegedly gated hundreds of millions of dollars in revenue output, or about a pending Justice Department False Claims Act inquiry. If proven, the claims could create legal costs, reputational risk and uncertainty around reported results. Levi and Korsinsky HONA Deadline Notice
• Negative Sentiment: A separate investor-action notice cited a 70% year-over-year decline in second-quarter net income and reduced full-year guidance, highlighting near-term earnings pressure that may weigh on valuation. Honeywell Aerospace Investor Action Notice

Honeywell Aerospace Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.

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