National Pension Service Boosts Stake in Honeywell International Inc. $HON

National Pension Service increased its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 2.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,405,061 shares of the conglomerate’s stock after acquiring an additional 38,668 shares during the period. National Pension Service’s holdings in Honeywell International were worth $278,660,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Summit Wealth Group LLC boosted its stake in shares of Honeywell International by 4.3% during the 2nd quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock worth $260,000 after acquiring an additional 46 shares in the last quarter. Bar Harbor Wealth Management increased its stake in Honeywell International by 0.3% in the 2nd quarter. Bar Harbor Wealth Management now owns 15,192 shares of the conglomerate’s stock valued at $3,538,000 after purchasing an additional 47 shares in the last quarter. Capital Advisors Ltd. LLC raised its holdings in Honeywell International by 1.8% during the second quarter. Capital Advisors Ltd. LLC now owns 2,696 shares of the conglomerate’s stock worth $628,000 after purchasing an additional 47 shares during the last quarter. Nova R Wealth Inc. boosted its position in Honeywell International by 3.0% during the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after purchasing an additional 47 shares in the last quarter. Finally, Fielder Capital Group LLC boosted its position in Honeywell International by 2.1% during the second quarter. Fielder Capital Group LLC now owns 2,373 shares of the conglomerate’s stock worth $553,000 after purchasing an additional 48 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on HON shares. BNP Paribas Exane upgraded Honeywell International to a “hold” rating in a research report on Wednesday, December 3rd. Mizuho lowered their price objective on shares of Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Vertical Research cut shares of Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price for the company. in a research report on Monday, January 5th. Sanford C. Bernstein set a $255.00 price target on shares of Honeywell International in a report on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on shares of Honeywell International from $265.00 to $264.00 and set a “buy” rating for the company in a research note on Monday, December 8th. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Honeywell International Stock Performance

Shares of HON opened at $227.52 on Friday. The company’s 50 day simple moving average is $202.48 and its 200 day simple moving average is $209.04. The company has a debt-to-equity ratio of 1.76, a quick ratio of 1.04 and a current ratio of 1.32. The company has a market capitalization of $144.45 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 2.66 and a beta of 0.95. Honeywell International Inc. has a 1 year low of $169.21 and a 1 year high of $229.59.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. Honeywell International had a return on equity of 40.40% and a net margin of 12.74%.The business’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 EPS. On average, sell-side analysts predict that Honeywell International Inc. will post 10.34 EPS for the current year.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Q4 beat and strategic catalyst — Honeywell reported adjusted Q4 EPS $2.59 (vs. ~$2.54 est.) and roughly $10.1B in sales, with orders up sharply and backlog >$37B; management moved the aerospace spin-off timeline up to Q3 2026 — this drove the initial rally after results. PR Newswire: Q4 results & outlook
• Positive Sentiment: Broad analyst upgrades/price-target increases — Several major firms raised targets and kept constructive ratings (JPMorgan to $260/OW; Citi to $265/Buy; Barclays to $259/OW; RBC to $268/Outperform), signaling renewed analyst conviction after the quarter. Benzinga: analyst moves
• Positive Sentiment: Analyst commentary on margin upside and forecast lifts — Post?earnings writeups and notes (Seeking Alpha, Forbes) emphasize margin expansion, improved profitability and why the results support a buy thesis — reinforcing the bullish narrative. Benzinga: analysts raise forecasts
• Positive Sentiment: Options flow showed bullish positioning — Unusually large call buying (?11.7k calls) the session after results indicates speculative/hedged bullish interest, which can amplify intraday upside.
• Neutral Sentiment: Wells Fargo raised its target to $235 but kept an “equal weight” rating, a milder endorsement versus other banks and a reminder not all analysts are increasing conviction. TickerReport: Wells Fargo note
• Neutral Sentiment: FY 2026 guidance is roughly in line with street expectations (EPS range $10.35–$10.65, revenue $38.8B–$39.8B) — supportive but not a clear beat that would immediately re-rate consensus materially. PR Newswire: outlook
• Negative Sentiment: Q1 guide came in slightly light — Honeywell guided Q1 EPS $2.25–$2.35 (vs. ~2.39 consensus) and revenue $9.1B–$9.4B (vs. ~9.4B est.), which could cap near?term upside if investors focus on the quarter?ahead softness. PR Newswire: guidance details
• Negative Sentiment: One-time charge weighed on GAAP profit — A settlement with Flexjet reduced GAAP profits in the quarter; while adjusted results were strong, the charge is a reminder of event-driven downside risk. WSJ: Flexjet settlement

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.