Insider Selling: Honeywell International (NASDAQ:HON) VP Sells $650,932.74 in Stock

Honeywell International Inc. (NASDAQ:HON) VP Su Lu sold 2,943 shares of the business’s stock in a transaction that occurred on Monday, October 26th. The shares were sold at an average price of $221.18, for a total value of $650,932.74. Following the transaction, the vice president directly owned 6,631 shares in the company, valued at approximately $1,466,644.58. This represents a 30.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

Honeywell International Stock Performance

NASDAQ:HON opened at $222.14 on Friday. The firm has a market capitalization of $70.50 billion, a PE ratio of 15.33, a PEG ratio of 1.64 and a beta of 0.86. The stock’s fifty day moving average is $211.64 and its 200 day moving average is $224.49. Honeywell International Inc. has a fifty-two week low of $196.59 and a fifty-two week high of $261.24. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.82 and a current ratio of 0.96.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, October 22nd. The conglomerate reported $2.27 EPS for the quarter, topping the consensus estimate of $2.17 by $0.10. Honeywell International had a net margin of 24.36% and a return on equity of 25.62%. The company had revenue of $4.99 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same period in the previous year, the firm earned $2.82 earnings per share. Honeywell International’s quarterly revenue was up 1.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Honeywell International Inc. will post 8.44 earnings per share for the current year.

Honeywell International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be issued a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, November 13th. Honeywell International’s dividend payout ratio (DPR) is 32.12%.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell raised its 2026 outlook, improving expectations for earnings and operating performance. Its latest quarterly results also exceeded consensus on earnings per share, although revenue was slightly below estimates. Honeywell stock may sit above fair value on raised outlook
• Positive Sentiment: Honeywell Technologies announced deployment of its Connected Cabin automation system for Royal Caribbean Group, providing evidence of commercial traction for its building and connected-technology businesses. Honeywell connected cabin automation deployment
• Positive Sentiment: Honeywell Aerospace declared its first standalone quarterly dividend after the corporate separation and outlined plans for an advanced manufacturing facility in Arizona. The payout and planned capacity expansion could support shareholder returns and long-term commercial aviation and defense growth. Honeywell Aerospace standalone dividend
• Neutral Sentiment: Analyst comparisons with competitors, including Zebra Technologies, focus on contrasting automation growth, cash flow and valuation prospects but do not establish a clear new catalyst for HON. Zebra versus Honeywell comparison
• Neutral Sentiment: Valuation analysis suggests HON may already trade above discounted-cash-flow fair value, potentially limiting upside even after the outlook improvement. Other research highlights energy-cycle opportunities but rates the stock cautiously because expectations appear reflected in its valuation. Should investors pick Honeywell over competitors
• Negative Sentiment: Parts shortages are limiting Honeywell Aerospace’s growth in its first quarter following the separation, indicating that supply-chain constraints may delay the conversion of strong aerospace demand into revenue and profit. Honeywell Aerospace parts shortages
• Negative Sentiment: Insider selling remains a modest sentiment headwind: CEO Vimal Kapur and VP Su Lu sold shares worth approximately $1.43 million and $651,000, respectively. The transactions do not necessarily signal deteriorating fundamentals but reduce insider ownership. Honeywell insider selling

Analyst Ratings Changes

Several brokerages recently commented on HON. Jefferies Financial Group assumed coverage on shares of Honeywell International in a report on Monday, August 17th. They set a “hold” rating and a $255.00 price target on the stock. Royal Bank Of Canada decreased their price objective on shares of Honeywell International from $270.00 to $269.00 and set an “outperform” rating for the company in a research note on Friday, October 23rd. JPMorgan Chase & Co. boosted their target price on Honeywell International from $240.00 to $241.00 and gave the company an “overweight” rating in a research report on Friday, October 23rd. Morgan Stanley upped their target price on Honeywell International from $245.00 to $250.00 and gave the company an “equal weight” rating in a research note on Monday, August 31st. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $256.00 price target on shares of Honeywell International in a report on Friday, October 23rd. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $249.96.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. CYBER HORNET ETFs LLC purchased a new position in shares of Honeywell International during the second quarter worth approximately $220,000. Atlantic Private Wealth LLC bought a new stake in shares of Honeywell International during the second quarter valued at approximately $59,000. DMC Group LLC bought a new stake in shares of Honeywell International during the second quarter valued at approximately $375,000. Studio Investment Management LLC purchased a new stake in shares of Honeywell International in the second quarter valued at approximately $2,578,000. Finally, Washington Trust Advisors Inc. purchased a new stake in shares of Honeywell International in the second quarter valued at approximately $118,000. 75.91% of the stock is currently owned by institutional investors.

Honeywell International Company Profile

Honeywell International Inc is a diversified industrial technology company that develops products and systems for the aerospace, building automation, energy and industrial sectors. Its offerings include aircraft engines and avionics, industrial automation and control systems, building management technologies, fire and security products, personal protective equipment, and specialty materials and chemicals.

The company serves commercial aerospace, defense, airlines, building owners, manufacturers, energy producers and other industrial customers.