Mirador Capital Partners LP Acquires 2,773 Shares of Honeywell International Inc. $HON

Mirador Capital Partners LP raised its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 173.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,375 shares of the conglomerate’s stock after purchasing an additional 2,773 shares during the quarter. Mirador Capital Partners LP’s holdings in Honeywell International were worth $854,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Holos Integrated Wealth LLC bought a new position in shares of Honeywell International in the fourth quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC boosted its holdings in shares of Honeywell International by 491.7% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock worth $30,000 after buying an additional 118 shares during the period. JPL Wealth Management LLC acquired a new position in Honeywell International in the 3rd quarter valued at about $31,000. Howard Hughes Medical Institute acquired a new position in Honeywell International in the 2nd quarter valued at about $33,000. Finally, Cedar Mountain Advisors LLC raised its holdings in Honeywell International by 116.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after acquiring an additional 84 shares during the period. 75.91% of the stock is owned by institutional investors.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: BMO Capital Markets initiated coverage with an “outperform” rating and a $273 price target (about ~22% upside vs. the current price), which is bullish for sentiment and analyst-driven buying. Benzinga
• Positive Sentiment: Honeywell secured a multi‑year supplier framework with the U.S. government (cited as a ≈$500M investment to expand defense production) and is partnering on AI security solutions — developments that support revenue visibility in aerospace/defense and building tech. A Look At Honeywell Valuation After New Defense Pact And AI Security Partnership
• Positive Sentiment: Honeywell announced a collaboration with Rhombus to launch AI‑driven cloud video and access solutions, strengthening its LenelS2‑built security portfolio and recurring software/ services exposure. Honeywell and Rhombus Introduce AI-Driven Cloud Video and Access Solution
• Positive Sentiment: High‑profile endorsement: Jim Cramer named Honeywell a top defense/technology pick, which can drive retail/institutional interest and short‑term momentum. Honeywell (HON) Stock Up After Jim Cramer Said He Liked It
• Positive Sentiment: Strategic corporate action: coverage and analyst commentary continue to highlight the planned aerospace spin‑off (to create two pure‑play businesses), which analysts view as value‑unlocking over time. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026
• Neutral Sentiment: Upcoming earnings: Honeywell will report Q1 results and host its conference call on April 23 — a near‑term catalyst that could move the stock depending on guidance/segment performance. Honeywell to Release First Quarter Financial Results
• Neutral Sentiment: Corporate housekeeping: Honeywell set its 2026 Annual Shareowners Meeting for May 22 (virtual), a routine governance event (voting record date March 27). Honeywell Annual Shareowners Meeting Set for May 22, 2026
• Neutral Sentiment: Analyst/peer writeups and comparisons (e.g., Hitachi vs. Honeywell) are circulating but are background context rather than immediate drivers. Hitachi vs Honeywell Financial Review

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Barclays lifted their price target on Honeywell International from $259.00 to $275.00 and gave the stock an “overweight” rating in a report on Tuesday, March 3rd. Evercore upped their price objective on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a report on Friday, January 30th. BNP Paribas Exane increased their price objective on Honeywell International from $195.00 to $215.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Finally, Citigroup lifted their target price on Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Thirteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $252.54.

Honeywell International Stock Down 0.9%

Shares of NASDAQ HON opened at $223.12 on Friday. The stock has a market capitalization of $141.83 billion, a P/E ratio of 27.92, a PEG ratio of 3.26 and a beta of 0.92. The stock’s fifty day moving average is $233.39 and its 200 day moving average is $213.00. Honeywell International Inc. has a 52 week low of $169.21 and a 52 week high of $248.18. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.03 and a current ratio of 1.30.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.54 by $0.05. The business had revenue of $10.07 billion during the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. Honeywell International’s revenue was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.47 earnings per share. Sell-side analysts forecast that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Honeywell International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Friday, February 27th were given a dividend of $1.19 per share. The ex-dividend date was Friday, February 27th. This represents a $4.76 annualized dividend and a dividend yield of 2.1%. Honeywell International’s dividend payout ratio (DPR) is currently 59.57%.

Insider Activity at Honeywell International

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $240.00, for a total value of $568,080.00. Following the sale, the director owned 31,081 shares of the company’s stock, valued at approximately $7,459,440. This trade represents a 7.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Robert D. Mailloux sold 5,274 shares of Honeywell International stock in a transaction on Friday, February 6th. The shares were sold at an average price of $239.00, for a total value of $1,260,486.00. Following the completion of the transaction, the vice president owned 4,803 shares in the company, valued at approximately $1,147,917. The trade was a 52.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 18,190 shares of company stock worth $4,244,287 in the last quarter. 0.20% of the stock is currently owned by company insiders.

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.