TD Waterhouse Canada Inc. Buys 6,452 Shares of Honeywell International Inc. $HON

TD Waterhouse Canada Inc. boosted its stake in Honeywell International Inc. (NASDAQ:HON) by 6.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,351 shares of the conglomerate’s stock after acquiring an additional 6,452 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Honeywell International were worth $21,940,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Armstrong Fleming & Moore Inc acquired a new stake in shares of Honeywell International in the second quarter valued at about $998,000. Lockheed Martin Investment Management Co. acquired a new position in shares of Honeywell International during the 3rd quarter worth approximately $4,147,000. Triton Financial Group Inc bought a new stake in shares of Honeywell International during the 2nd quarter worth approximately $1,001,000. Managed Asset Portfolios LLC boosted its holdings in shares of Honeywell International by 2.3% in the 2nd quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after buying an additional 2,154 shares during the last quarter. Finally, Baxter Bros Inc. grew its stake in shares of Honeywell International by 14.6% in the second quarter. Baxter Bros Inc. now owns 35,733 shares of the conglomerate’s stock valued at $8,321,000 after buying an additional 4,543 shares in the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Key Honeywell International News

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

• Positive Sentiment: Q4 results beat consensus: adjusted EPS $2.59 (vs. ~$2.54 est.) and adjusted sales roughly $10.1B; orders jumped and backlog topped $37B — the core operational beat is the main driver of the rally. HONEYWELL REPORTS FOURTH QUARTER 2025 RESULTS
• Positive Sentiment: Company accelerated the Aerospace spin?off to Q3 2026 and announced the separation leadership team — a faster timeline increases near?term strategic optionality and market re?rating potential. Honeywell Posts Higher Sales, Will Spin Off Aerospace Unit Sooner Than Expected
• Positive Sentiment: Management issued 2026 adjusted EPS guidance of $10.35–$10.65 (6–9% growth target) and emphasized portfolio transformation — improved forward outlook supports valuation expansion. Honeywell outlines 6–9% EPS growth target for 2026
• Positive Sentiment: Street tone turned constructive: JPMorgan raised its view and commentators (e.g., Jim Cramer) highlighted Honeywell’s business quality and secular exposures — analyst/influencer support can amplify buying. JPMorgan Turns More Constructive on Honeywell Honeywell’s business and stock are looking good — Cramer
• Positive Sentiment: Unusual options activity: elevated call buying signals short?term bullish positioning that can accelerate price moves. (Market flow note — not company guidance.)
• Neutral Sentiment: CEO commentary and earnings call materials stress AI, aftermarket strength and execution; useful for modelling growth drivers but not an immediate surprise. HON Q4 2025 Earnings Call Transcript Honeywell CEO Vimal Kapur on Q4 earnings
• Neutral Sentiment: Analyst models were tweaked ahead of results and several outlets published refreshed forecasts — keeps the stock in play but already reflected in today’s move. Top Wall Street Forecasters Revamp Honeywell Expectations
• Negative Sentiment: GAAP profit was hit by charges tied to a Flexjet settlement, which reduced reported earnings — investors should separate one?time items from adjusted results when valuing the business. Honeywell’s fourth-quarter revenue rises on sustained aerospace service demand

Analysts Set New Price Targets

A number of equities analysts recently weighed in on HON shares. Sanford C. Bernstein set a $255.00 target price on shares of Honeywell International in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Honeywell International from $265.00 to $264.00 and set a “buy” rating on the stock in a research note on Monday, December 8th. Citigroup cut their target price on shares of Honeywell International from $267.00 to $262.00 and set a “buy” rating for the company in a research note on Monday, January 12th. Rothschild & Co Redburn lowered their price target on Honeywell International from $240.00 to $222.00 and set a “neutral” rating on the stock in a research report on Monday, October 27th. Finally, JPMorgan Chase & Co. upgraded Honeywell International from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $218.00 to $255.00 in a research note on Friday, January 16th. Eleven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $237.67.

Honeywell International Trading Up 4.9%

Shares of HON stock opened at $227.24 on Friday. Honeywell International Inc. has a 12-month low of $169.21 and a 12-month high of $228.04. The company has a market capitalization of $144.27 billion, a PE ratio of 23.95, a price-to-earnings-growth ratio of 2.57 and a beta of 0.95. The firm has a 50 day moving average price of $201.73 and a two-hundred day moving average price of $209.12. The company has a quick ratio of 1.04, a current ratio of 1.36 and a debt-to-equity ratio of 1.70.

Honeywell International (NASDAQ:HON) last posted its earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The firm’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.47 earnings per share. As a group, analysts predict that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Company 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.