Honeywell International Inc. $HON Shares Bought by Teacher Retirement System of Texas

Teacher Retirement System of Texas raised its position in Honeywell International Inc. (NASDAQ:HON) by 117.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 350,983 shares of the conglomerate’s stock after acquiring an additional 189,572 shares during the quarter. Teacher Retirement System of Texas’ holdings in Honeywell International were worth $68,473,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Holos Integrated Wealth LLC acquired a new position in Honeywell International in the 4th quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC grew its position in Honeywell International by 491.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 118 shares in the last quarter. JPL Wealth Management LLC acquired a new position in Honeywell International in the 3rd quarter valued at about $31,000. Cedar Mountain Advisors LLC grew its position in Honeywell International by 116.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after acquiring an additional 84 shares in the last quarter. Finally, Strive Asset Management LLC acquired a new position in Honeywell International in the 3rd quarter valued at about $33,000. 75.91% of the stock is owned by institutional investors and hedge funds.

Honeywell International Stock Performance

Shares of HON opened at $219.97 on Thursday. The stock has a 50 day moving average price of $233.86 and a 200 day moving average price of $215.37. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. The company has a market capitalization of $139.38 billion, a price-to-earnings ratio of 27.53, a price-to-earnings-growth ratio of 3.23 and a beta of 0.93. Honeywell International Inc. has a 52-week low of $185.13 and a 52-week high of $248.18.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.33 by $0.12. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The firm had revenue of $9.14 billion during the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Research analysts predict that Honeywell International Inc. will post 10.5 EPS for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a $1.19 dividend. The ex-dividend date was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. Honeywell International’s payout ratio is currently 59.57%.

Insider Buying and Selling

In other Honeywell International news, VP Robert D. Mailloux sold 5,274 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was 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 approximately $1,147,917. The trade was a 52.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total value of $568,080.00. Following the completion of the sale, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This represents a 7.08% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 18,190 shares of company stock valued at $4,244,287. 0.15% of the stock is owned by company insiders.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Announced sale of its Warehouse & Workflow Solutions unit to American Industrial Partners — reduces portfolio complexity, provides cash proceeds that can pay down debt or be returned to shareholders and follows the earlier Productivity Solutions & Services sale. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Positive Sentiment: Q1 adjusted EPS beat: reported $2.45 vs. $2.33 consensus, showing margin resilience despite top-line weakness. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Positive Sentiment: Quantinuum (majority?owned quantum unit) has confidentially filed for a U.S. IPO — potential value?creation event and a way to monetize a non-core growth asset. Honeywell’s Quantinuum confidentially files for US IPO
• Neutral Sentiment: Company reaffirmed FY 2026 outlook (EPS range narrowed to 10.35–10.65) and set Aerospace spin?off date for June 29, 2026 — strategic timeline clarity but not an immediate financial catalyst. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Neutral Sentiment: Orders up ~7% and backlog near $38B, which supports medium?term revenue visibility though near?term execution and cash metrics remain focal points. HONEYWELL REPORTS FIRST QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Negative Sentiment: Q1 revenue missed expectations ($9.14B vs. ~$9.30B consensus) and management trimmed Q2 revenue and EPS guidance below street estimates — investors punished the top?line miss despite the EPS beat. Honeywell (NASDAQ:HON) Misses Q1 CY2026 Sales Expectations, Stock Drops
• Negative Sentiment: Company signaled weaker near?term operating cash flow and ongoing restructuring costs tied to the Aerospace spin?off and divestitures, raising short?term execution and cash?flow concerns. Honeywell’s Quantinuum files for IPO with SEC

Analyst Ratings Changes

HON has been the subject of a number of analyst reports. Royal Bank Of Canada boosted their price objective on Honeywell International from $249.00 to $268.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. JPMorgan Chase & Co. boosted their price objective on Honeywell International from $255.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Wolfe Research boosted their price objective on Honeywell International from $293.00 to $296.00 and gave the stock an “outperform” rating in a research report on Thursday, March 26th. The Goldman Sachs Group boosted their price objective on Honeywell International from $236.00 to $262.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. Finally, 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 report on Wednesday, March 4th. Thirteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and a consensus price target of $251.83.

About Honeywell International

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.