Mufg Securities Americas Inc. Increases Stock Position in Honeywell International Inc. $HON

Mufg Securities Americas Inc. lifted its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 20.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,121 shares of the conglomerate’s stock after buying an additional 2,878 shares during the period. Mufg Securities Americas Inc.’s holdings in Honeywell International were worth $3,604,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Honeywell International by 9.1% in the 4th quarter. Brighton Jones LLC now owns 19,047 shares of the conglomerate’s stock valued at $4,302,000 after purchasing an additional 1,582 shares in the last quarter. Acadian Asset Management LLC grew its position in Honeywell International by 145.7% during the first quarter. Acadian Asset Management LLC now owns 4,433 shares of the conglomerate’s stock worth $937,000 after buying an additional 2,629 shares during the period. Schnieders Capital Management LLC. increased its holdings in Honeywell International by 18.3% in the second quarter. Schnieders Capital Management LLC. now owns 7,920 shares of the conglomerate’s stock valued at $1,844,000 after buying an additional 1,223 shares in the last quarter. Focus Partners Advisor Solutions LLC lifted its position in shares of Honeywell International by 51.6% during the 2nd quarter. Focus Partners Advisor Solutions LLC now owns 8,593 shares of the conglomerate’s stock valued at $2,000,000 after acquiring an additional 2,925 shares during the period. Finally, Ingalls & Snyder LLC boosted its stake in shares of Honeywell International by 3.6% during the 2nd quarter. Ingalls & Snyder LLC now owns 2,279 shares of the conglomerate’s stock worth $531,000 after acquiring an additional 80 shares in the last quarter. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on HON shares. Sanford C. Bernstein set a $255.00 price objective on Honeywell International in a research note on Friday, January 16th. Rothschild & Co Redburn increased their price objective on shares of Honeywell International from $222.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. DZ Bank cut their target price on shares of Honeywell International from $248.00 to $237.00 in a research report on Tuesday, December 23rd. Bank of America reissued an “underperform” rating and set a $205.00 price objective (down from $265.00) on shares of Honeywell International in a research note on Tuesday, November 18th. Finally, Robert W. Baird upped their target price on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Eleven 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 MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and an average target price of $247.50.

Honeywell International Stock Down 0.4%

HON opened at $243.06 on Tuesday. Honeywell International Inc. has a 12 month low of $169.21 and a 12 month high of $246.00. The business has a 50-day moving average of $217.58 and a two-hundred day moving average of $210.10. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. The stock has a market capitalization of $154.51 billion, a price-to-earnings ratio of 30.42, a price-to-earnings-growth ratio of 3.53 and a beta of 0.94.

Honeywell International (NASDAQ:HON) last posted 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. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. During the same quarter last year, the firm posted $2.47 earnings per share. Honeywell International’s revenue was up 6.4% on a year-over-year basis. On average, research analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $1.19 per share. The ex-dividend date is Friday, February 27th. This represents a $4.76 annualized dividend and a yield of 2.0%. Honeywell International’s dividend payout ratio is currently 59.57%.

Insider Transactions at Honeywell International

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of Honeywell International stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the transaction, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,099,887. The trade was a 68.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director D Scott Davis sold 2,367 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total transaction of $568,080.00. Following the completion of the sale, the director directly owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 18,190 shares of company stock worth $4,244,287. Company insiders own 0.41% of the company’s stock.

Trending Headlines about Honeywell International

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

• Positive Sentiment: Honeywell agreed an amended purchase price for Johnson Matthey’s Catalyst Technologies business at about £1.325–1.33bn (down from £1.8bn), reducing the cash outlay and improving the acquisition economics for Honeywell. PR Newswire: Amended Agreement
• Positive Sentiment: Goldman Sachs raised its price target on HON to $262 and kept a Buy rating, signaling analyst confidence in further upside from current levels. MarketScreener: Goldman Sachs PT Raise
• Positive Sentiment: Price momentum has been strong — HON recently hit an all‑time intraday high (~$245.70), reflecting investor enthusiasm around the company and the deal news. Investing.com: All‑time High
• Neutral Sentiment: Honeywell’s amended agreement also extends the long‑stop/closing deadline to July 21, 2026 — reduces near‑term closing risk but prolongs the timeline and uncertainty. WSJ: Price Cut & Extension
• Neutral Sentiment: Broader coverage and peer comparisons (e.g., SSUMY vs. HON) are keeping investors focused on relative value — useful context but not immediate drivers of HON’s intraday move. Zacks: SSUMY vs HON
• Negative Sentiment: An insider/director sale of roughly $568k in HON shares was disclosed, which can trigger short‑term profit‑taking pressure. American Banking News: Director Sale
• Negative Sentiment: Johnson Matthey shares plunged on the reduced proceeds and weaker catalyst market commentary — a reminder of sector weakness that could cap multiple expansion for HON despite the cheaper purchase. Yahoo Finance: JM Price Cut

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.