Bank of New York Mellon Corp lifted its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,611,494 shares of the conglomerate’s stock after buying an additional 149,155 shares during the quarter. Bank of New York Mellon Corp’s holdings in Honeywell International were worth $1,289,836,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors also recently bought and sold shares of the stock. Holos Integrated Wealth LLC bought a new stake in Honeywell International during the 4th quarter valued at approximately $25,000. Ares Financial Consulting LLC bought a new position in shares of Honeywell International in the 4th quarter worth approximately $26,000. Strategic Wealth Advisors LLC purchased a new position in shares of Honeywell International in the 4th quarter valued at approximately $29,000. JPL Wealth Management LLC bought a new stake in shares of Honeywell International during the third quarter valued at approximately $31,000. Finally, Strive Asset Management LLC purchased a new stake in Honeywell International in the third quarter worth $33,000. 75.91% of the stock is owned by institutional investors.
Key Stories Impacting Honeywell International
Here are the key news stories impacting Honeywell International this week:
- Positive Sentiment: Honeywell announced a new independent board member, Jill Evanko, which may support oversight as the company pushes ahead with its portfolio transformation and separation plans. HONEYWELL APPOINTS JILL EVANKO TO BOARD OF DIRECTORS
- Positive Sentiment: Honeywell’s industrial safety software expansion, adding predictive analytics and compliance tools, highlights continued investment in higher-value software offerings that could support growth. Honeywell expands industrial safety software with predictive analytics, compliance tools
- Positive Sentiment: Honeywell-backed Quantinuum raised its IPO target and valuation, which could reinforce investor interest in Honeywell’s quantum computing assets and improve the perceived value of its portfolio. Honeywell’s Quantinuum eyes $14.3 billion valuation in upsized US IPO
- Neutral Sentiment: Honeywell said it will host an update call on June 8 and provide preliminary 2026 outlook details for the remaining company after the aerospace spin-off, keeping the market focused on execution and future guidance. HONEYWELL TO HOST 2026 UPDATE CALL AND INTRODUCE OUTLOOK FOR HONEYWELL TECHNOLOGIES (REMAINCO)
- Neutral Sentiment: Coverage ahead of the aerospace spin-off and analyst commentary suggest the market is still evaluating whether Honeywell Aerospace can accelerate growth after separation. Honeywell Aerospace Stock Needs to Do Better. There’s Only One Way That Happens.
- Negative Sentiment: Reports of layoffs ahead of the aerospace spinoff may signal restructuring pressure and near-term disruption, which can weigh on sentiment. Honeywell to lay off 60 Valley workers ahead of aerospace company spinoff
- Negative Sentiment: Several articles questioned Honeywell Aerospace’s growth outlook, and that skepticism may be contributing to weakness in the stock as investors wait for clearer proof of improvement. Daily Memo: What Honeywell Aerospace Has To Prove
Honeywell International Stock Performance
Honeywell International (NASDAQ:HON – Get Free Report) last issued its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.32 by $0.13. The business had revenue of $9.14 billion during the quarter, compared to analysts’ expectations of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The business’s revenue for the quarter was up 2.4% compared to the same quarter last year. During the same period in the previous year, the company earned $2.21 earnings per share. 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. Sell-side analysts expect that Honeywell International Inc. will post 10.53 EPS for the current fiscal year.
Honeywell International Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.19 per share. This represents a $4.76 annualized dividend and a yield of 2.0%. The ex-dividend date is Friday, May 15th. Honeywell International’s dividend payout ratio (DPR) is currently 67.42%.
Analysts Set New Price Targets
HON has been the subject of several recent research reports. Daiwa Securities Group raised their price objective on Honeywell International from $230.00 to $240.00 in a research report on Tuesday, February 3rd. BMO Capital Markets started coverage on shares of Honeywell International in a research report on Friday, March 27th. They issued an “outperform” rating and a $273.00 target price on the stock. Wells Fargo & Company decreased their price target on shares of Honeywell International from $235.00 to $230.00 and set an “equal weight” rating for the company in a research note on Friday, April 24th. TD Cowen lowered their price target on shares of Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Finally, Rothschild & Co Redburn dropped their price objective on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating on the stock in a research note on Thursday, May 21st. Thirteen equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $247.29.
Read Our Latest Stock Report on Honeywell International
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.
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