Wolff Wiese Magana LLC Reduces Holdings in Honeywell International Inc. $HON

Key Points

• Wolff Wiese Magana LLC reduced its Honeywell stake by 88.9% in Q4, selling 4,578 shares and leaving 573 shares worth about $112,000 at quarter-end.
• Honeywell beat Q4 expectations with $2.59 EPS (vs. $2.54 est.) and $10.07 billion in revenue (vs. $9.60B est.), with revenue up 6.4%, a 12.7% net margin and a 40.6% ROE.
• The company recently paid a $1.19 quarterly dividend (2.1% yield), received multiple analyst price‑target upgrades and positive catalyst news (a ≈$500M U.S. defense supplier framework and AI security partnerships), leaving a consensus rating of Moderate Buy with an average target of $252.54.

Wolff Wiese Magana LLC lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 88.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 573 shares of the conglomerate's stock after selling 4,578 shares during the quarter. Wolff Wiese Magana LLC's holdings in Honeywell International were worth $112,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Holos Integrated Wealth LLC acquired a new position in Honeywell International during the fourth quarter worth about $25,000. Howard Hughes Medical Institute purchased a new position in Honeywell International in the 2nd quarter worth approximately $33,000. Barnes Dennig Private Wealth Management LLC boosted 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 purchasing an additional 118 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Honeywell International in the third quarter valued at approximately $31,000. Finally, Cedar Mountain Advisors LLC increased its holdings 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 valued at $33,000 after purchasing an additional 84 shares during the last quarter. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International Stock Performance

Shares of Honeywell International stock opened at $223.12 on Friday. The firm has a market cap of $141.83 billion, a PE ratio of 27.92, a price-to-earnings-growth ratio of 3.26 and a beta of 0.92. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $248.18. The business's fifty day simple moving average is $233.39 and its 200-day simple moving average is $213.00.

Honeywell International (NASDAQ:HON - Get Free Report) last posted its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating analysts' consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to analysts' expectations of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. Honeywell International's revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.47 earnings per share. Equities analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were issued a $1.19 dividend. This represents a $4.76 annualized dividend and a yield of 2.1%. The ex-dividend date was Friday, February 27th. Honeywell International's dividend payout ratio (DPR) is 59.57%.

Analyst Ratings Changes

HON has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft boosted their price objective on Honeywell International from $273.00 to $292.00 and gave the stock a "buy" rating in a research note on Wednesday, March 4th. Morgan Stanley lifted their price target on Honeywell International from $235.00 to $245.00 and gave the stock an "equal weight" rating in a report on Thursday, March 12th. The Goldman Sachs Group boosted their price target on shares of Honeywell International from $236.00 to $262.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. Wall Street Zen raised shares of Honeywell International to a "hold" rating in a report on Saturday, January 3rd. Finally, Wells Fargo & Company lifted their target price on shares of Honeywell International from $215.00 to $235.00 and gave the stock an "equal weight" rating in a research note on Friday, January 30th. 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 stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $252.54.

Honeywell International News Summary

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an "outperform" rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Insider Buying and Selling

In other news, Director D Scott Davis sold 2,367 shares of Honeywell International 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 directly owned 31,081 shares of the company's stock, valued at approximately $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, VP Robert D. Mailloux sold 5,274 shares of the business's stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the sale, the vice president owned 4,803 shares in the company, valued at $1,147,917. This represents a 52.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 18,190 shares of company stock worth $4,244,287. 0.20% of the stock is owned by corporate insiders.

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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