Townsquare Capital LLC Sells 2,932 Shares of Honeywell International Inc. $HON

Townsquare Capital LLC trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 33.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,915 shares of the conglomerate’s stock after selling 2,932 shares during the quarter. Townsquare Capital LLC’s holdings in Honeywell International were worth $1,245,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in HON. Summit Wealth Group LLC grew its holdings in Honeywell International by 4.3% during the second quarter. Summit Wealth Group LLC now owns 1,115 shares of the conglomerate’s stock valued at $260,000 after purchasing an additional 46 shares during the last quarter. Bar Harbor Wealth Management increased its stake in Honeywell International by 0.3% during the 2nd quarter. Bar Harbor Wealth Management now owns 15,192 shares of the conglomerate’s stock worth $3,538,000 after purchasing an additional 47 shares in the last quarter. Capital Advisors Ltd. LLC boosted its stake in shares of Honeywell International by 1.8% during the 2nd quarter. Capital Advisors Ltd. LLC now owns 2,696 shares of the conglomerate’s stock worth $628,000 after buying an additional 47 shares during the last quarter. Nova R Wealth Inc. increased its holdings in shares of Honeywell International by 3.0% in the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock valued at $335,000 after purchasing an additional 47 shares during the last quarter. Finally, Fielder Capital Group LLC grew 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 buying an additional 48 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors.

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 and adjusted sales ~$10.1B, with orders up ~23% organically and backlog topping $37B; these beats support the stock given durable aerospace aftermarket demand and margin strength. PR Newswire: Q4 Results & 2026 Outlook
• Positive Sentiment: Management moved up the aerospace spin‑off to Q3 2026 and announced leadership for the separated businesses — the quicker timeline can unlock value and is a structural positive for the stock. WSJ: Spin-Off Sooner Than Expected
• Positive Sentiment: Street tone improved after the results — CNBC/Cramer highlighted Honeywell’s momentum and JPMorgan turned more constructive on 2026 outlook, supporting continued investor interest. CNBC: Cramer on Honeywell MSN: JPMorgan Turns More Constructive
• Positive Sentiment: Unusually large call buying was observed (11,704 calls), a short‑term bullish indicator signaling trader confidence after the print.
• Neutral Sentiment: Management issued FY 2026 EPS guidance of $10.35–$10.65 (street ~10.38 consensus) and revenue guidance of $38.8B–$39.8B (consensus ~$39.6B); the EPS range is essentially in line, but the revenue midpoint (~$39.3B) is slightly below consensus — a mixed read for full‑year expectations.
• Negative Sentiment: Q1 2026 guidance came in light: EPS $2.25–$2.35 vs. consensus $2.39 and revenue $9.1B–$9.4B vs. $9.4B consensus — this near‑term miss is the primary driver of downward pressure on the stock today as it raises short‑term growth concerns.
• Negative Sentiment: GAAP profit was hurt by charges related to a settlement with Flexjet, which reduced reported profit despite strong adjusted results; such one‑offs can temper sentiment until clarity on recurring earnings. Reuters: Revenue Rises; Settlement Impact
• Neutral Sentiment: Investors can review the Q4 earnings call transcript and presentation for more on margin drivers, orders, spin‑off cadence and capital allocation — useful for assessing whether the guidance gap is temporary. Seeking Alpha: Q4 Earnings Call Transcript

Honeywell International Trading Up 4.9%

NASDAQ HON opened at $227.24 on Friday. The company has a debt-to-equity ratio of 1.70, a current ratio of 1.36 and a quick ratio of 1.04. The firm’s fifty day moving average price is $201.73 and its 200 day moving average price is $209.12. 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 price-to-earnings ratio of 23.95, a price-to-earnings-growth ratio of 2.57 and a beta of 0.95.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on HON shares. Wells Fargo & Company decreased their price target on shares of Honeywell International from $218.00 to $215.00 and set an “equal weight” rating for the company in a research note on Wednesday, January 7th. Rothschild & Co Redburn reduced their target price on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating on the stock in a research report on Monday, October 27th. Jefferies Financial Group reduced their price target on shares of Honeywell International from $230.00 to $220.00 in a research report on Monday, November 3rd. Evercore ISI began coverage on Honeywell International in a report on Monday, December 15th. They set an “outperform” rating and a $255.00 price objective on the stock. Finally, Argus boosted their target price on shares of Honeywell International from $225.00 to $250.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Eleven 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. According to MarketBeat.com, Honeywell International has an average rating of “Moderate Buy” and a consensus target price of $237.67.

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.