Toth Financial Advisory Corp Trims Stock Holdings in Honeywell Aerospace $HONA

Key Points

• Toth Financial Advisory Corp reduced its Honeywell Aerospace holdings by 67% in the third quarter, selling 9,469 shares and retaining 4,655 shares valued at approximately $721,000.
• Honeywell Aerospace has a consensus “Hold” rating from analysts, with a $217.33 average price target; recent coverage includes Goldman Sachs at “Neutral” with a $190 target and Morgan Stanley at “Overweight” with a $205 target.
• The company faces heightened investor concern from securities class-action lawsuits alleging undisclosed supplier constraints and potential Justice Department investigations, while shares recently traded near $154—close to their one-year low of $149.19.

Toth Financial Advisory Corp cut its holdings in Honeywell Aerospace (NASDAQ:HONA - Free Report) by 67.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,655 shares of the company's stock after selling 9,469 shares during the period. Toth Financial Advisory Corp's holdings in Honeywell Aerospace were worth $721,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BlackRock Inc. bought a new position in shares of Honeywell Aerospace during the second quarter valued at approximately $5,253,341,000. State Street Corp bought a new stake in shares of Honeywell Aerospace in the 2nd quarter worth approximately $2,945,044,000. Wellington Management Group LLP acquired a new position in Honeywell Aerospace during the 2nd quarter valued at approximately $1,705,882,000. Bank of America Corp DE acquired a new position in Honeywell Aerospace during the 2nd quarter valued at approximately $1,034,187,000. Finally, Bank of New York Mellon Corp bought a new position in Honeywell Aerospace during the 2nd quarter worth $644,412,000.

More Honeywell Aerospace News

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

• Neutral Sentiment: Goldman Sachs initiated coverage with a “neutral” or “hold” rating and a $190 price target. The target implies substantial potential upside from recent levels, but analyst Noah Poponak cited strong long-term potential alongside limited near-term upside. The balanced rating is unlikely to provide a strong immediate catalyst. Goldman Sachs rating report
• Negative Sentiment: Multiple law firms publicized a securities class action against Honeywell Aerospace. The lawsuits cover investors who purchased HONA shares between June 29 and September 1, 2026, with a November 23, 2026 deadline to seek lead-plaintiff status. The repeated announcements increase visibility around the legal risk and could weigh on sentiment, although the allegations have not been proven. Bronstein Gewirtz and Grossman class action announcement
• Negative Sentiment: The allegations involve potentially undisclosed operational and regulatory issues. Plaintiffs claim Honeywell Aerospace failed to adequately disclose supplier constraints that limited hundreds of millions of dollars in output and a pending Justice Department cybersecurity or False Claims Act investigation. Investor notices allege two corrective events caused a cumulative decline of $49.40 per share during the class period. SueWallSt investor alert

Analysts Set New Price Targets

Several equities research analysts have weighed in on HONA shares. TD Cowen started coverage on Honeywell Aerospace in a research report on Monday, June 29th. They issued a "hold" rating and a $250.00 target price on the stock. Morgan Stanley raised shares of Honeywell Aerospace from an "equal weight" rating to an "overweight" rating and set a $205.00 price target for the company in a report on Wednesday, August 19th. The Goldman Sachs Group began coverage on shares of Honeywell Aerospace in a research report on Wednesday. They set a "neutral" rating and a $190.00 price target for the company. Wells Fargo & Company set a $195.00 price objective on shares of Honeywell Aerospace in a report on Monday, August 10th. Finally, Evercore set a $210.00 price objective on shares of Honeywell Aerospace in a research report on Thursday, August 6th. Six analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Honeywell Aerospace presently has a consensus rating of "Hold" and a consensus target price of $217.33.

Honeywell Aerospace Stock Performance

Honeywell Aerospace stock opened at $154.01 on Friday. The firm has a market capitalization of $48.81 billion and a price-to-earnings ratio of 82.36. Honeywell Aerospace has a 1 year low of $149.19 and a 1 year high of $297.50. The business has a 50 day simple moving average of $164.25.

Honeywell Aerospace (NASDAQ:HONA - Get Free Report) last announced its quarterly earnings data on Monday, June 15th. The company reported $6,340,000.00 EPS for the quarter. The company had revenue of $4.35 billion for the quarter. Analysts predict that Honeywell Aerospace will post 7.75 EPS for the current fiscal year.

About Honeywell Aerospace

Honeywell Aerospace is an aerospace and defense technology company that develops systems and equipment for commercial aircraft, business and general aviation, military platforms, and spacecraft. Its portfolio includes aircraft engines and propulsion systems, auxiliary power units, avionics, flight controls, environmental control systems, electrical power systems, landing systems, communications technology, and aircraft safety products.

The company also provides software, connected-aircraft technologies, maintenance, repair and overhaul services, spare parts, upgrades, and other aftermarket support.

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