Telos Capital Management Inc. Buys 23,413 Shares of Honeywell Aerospace $HONA

Key Points

• Telos Capital Management increased its Honeywell Aerospace stake by 90.6%, buying 23,413 shares in the third quarter to hold 49,269 shares valued at about $7.64 million.
• Honeywell Aerospace reported quarterly EPS of $2.21, beating the $1.90 consensus estimate, and announced a quarterly dividend of $0.40 per share.
• Investor sentiment faces legal and analyst uncertainty: a securities class action has been filed based on allegations that the company failed to disclose supplier constraints and a Justice Department inquiry; analysts’ consensus rating is Hold.

Telos Capital Management Inc. increased its position in shares of Honeywell Aerospace (NASDAQ:HONA - Free Report) by 90.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 49,269 shares of the company's stock after acquiring an additional 23,413 shares during the quarter. Telos Capital Management Inc.'s holdings in Honeywell Aerospace were worth $7,635,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of HONA. Ironvine Capital Partners LLC purchased a new stake in shares of Honeywell Aerospace during the 2nd quarter valued at approximately $10,452,000. CHICAGO TRUST Co NA purchased a new position in Honeywell Aerospace in the third quarter worth approximately $1,119,000. Sequoia Financial Advisors LLC purchased a new position in Honeywell Aerospace in the second quarter worth approximately $24,175,000. Whitener Capital Management Inc. acquired a new stake in Honeywell Aerospace during the third quarter worth $3,457,000. Finally, Farther Finance Advisors LLC acquired a new stake in Honeywell Aerospace during the third quarter worth $3,635,000.

Honeywell Aerospace News Summary

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

• Positive Sentiment: Zacks Research upgraded HONA from “strong sell” to “hold,” a modest improvement in its view of the stock. TickerReport article
• Negative Sentiment: Several law firms reiterated that a securities class action has been filed on behalf of investors who bought shares between June 29 and September 1, 2026. The complaint alleges Honeywell Aerospace failed to disclose that a small group of suppliers constrained revenue and that a Justice Department False Claims Act inquiry was pending before the company cut guidance. These are allegations, not proven findings; the lead-plaintiff deadline is November 23, 2026. Continued litigation and disclosure uncertainty could pressure investor sentiment. SueWallSt lawsuit notice

Honeywell Aerospace Price Performance

Honeywell Aerospace stock opened at $149.59 on Friday. Honeywell Aerospace has a fifty-two week low of $148.50 and a fifty-two week high of $297.50. The firm has a 50 day moving average of $159.41. The firm has a market cap of $47.42 billion and a P/E ratio of 79.99.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, topping analysts' consensus estimates of $1.90 by $0.31. The firm had revenue of $4.64 billion for the quarter. As a group, research analysts predict that Honeywell Aerospace will post 7.93 earnings per share for the current year.

Honeywell Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be given a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%.

Analyst Ratings Changes

A number of equities research analysts have commented on HONA shares. Royal Bank Of Canada reduced their target price on Honeywell Aerospace from $250.00 to $210.00 and set an "outperform" rating on the stock in a research report on Thursday, October 15th. JPMorgan Chase & Co. lowered their price target on Honeywell Aerospace from $235.00 to $210.00 and set a "neutral" rating for the company in a report on Thursday, October 29th. Weiss Ratings raised Honeywell Aerospace from a "sell (d)" rating to a "sell (d+)" rating in a research report on Friday, October 30th. TD Cowen reduced their price objective on shares of Honeywell Aerospace from $180.00 to $170.00 and set a "hold" rating on the stock in a report on Friday, October 9th. Finally, BNP Paribas Exane decreased their target price on shares of Honeywell Aerospace from $210.00 to $160.00 and set a "neutral" rating on the stock in a research report on Tuesday, October 6th. Four research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Honeywell Aerospace has an average rating of "Hold" and an average target price of $196.47.

Honeywell Aerospace Company 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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