OLD National Bancorp IN Has $3.54 Million Holdings in Honeywell International Inc. $HON

OLD National Bancorp IN reduced its position in Honeywell International Inc. (NASDAQ:HON) by 11.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 18,131 shares of the conglomerate’s stock after selling 2,337 shares during the quarter. OLD National Bancorp IN’s holdings in Honeywell International were worth $3,537,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Holos Integrated Wealth LLC acquired a new position in Honeywell International in the 4th quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC raised its holdings in Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after buying an additional 118 shares in the last quarter. JPL Wealth Management LLC bought a new position in Honeywell International during the third quarter valued at about $31,000. Cedar Mountain Advisors LLC raised its holdings in Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after buying an additional 84 shares in the last quarter. Finally, Strive Asset Management LLC bought a new position in Honeywell International during the third quarter valued at about $33,000. 75.91% of the stock is owned by institutional investors and hedge funds.

Key Honeywell International News

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

• Positive Sentiment: Q1 adjusted EPS beat and underlying strength: Honeywell reported adjusted EPS of $2.45 (above consensus) with solid margins and ROE, showing profit resilience despite a tough top line. HONEYWELL REPORTS FIRST-QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Positive Sentiment: Order growth and backlog support near-term revenue visibility: Orders rose ~7% and backlog stands near $38B, which helps revenue visibility as restructuring proceeds. HONEYWELL REPORTS FIRST-QUARTER RESULTS AND REAFFIRMS 2026 OUTLOOK; ANNOUNCES SALE OF WAREHOUSE AND WORKFLOW SOLUTIONS
• Positive Sentiment: Asset-sale and spinoff progress could unlock value: Honeywell signed a definitive agreement to sell its Warehouse & Workflow Solutions unit to American Industrial Partners and confirmed an Aerospace spinoff date, reducing conglomerate complexity. American Industrial Partners to Acquire Honeywell’s Warehouse and Workflow Solutions Business
• Positive Sentiment: Quantinuum IPO underway: The company’s majority-owned quantum unit has confidentially filed for a U.S. IPO, a potential future catalyst for value realization. Honeywell’s Quantinuum confidentially files for US IPO
• Neutral Sentiment: Segment realignment and reporting changes: Honeywell recast historical segment data and updated automation reporting — improves transparency but is not an immediate earnings driver. Honeywell Realigns Segments, Updates Automation Reporting Structure
• Negative Sentiment: Revenue miss and softer guidance weighed on sentiment: Q1 revenue missed estimates ($9.14B vs. ~$9.3B expected), and Q2 revenue/EPS guidance came in below Street forecasts, prompting investor concern. Honeywell declines after revenue miss, cash flow cut clouds profit beat
• Negative Sentiment: Geopolitical supply/shipping disruptions hit near-term outlook: Management flagged Middle East shipping disruptions that hurt visibility for Q2, a key driver of the trimmed near-term outlook. Honeywell stock falls as Middle East conflict hits Q2 outlook
• Negative Sentiment: Lowered operating cash-flow expectations and investor reaction: Management trimmed near-term cash-flow expectations and the market reacted negatively with elevated volume, amplifying the stock decline. Honeywell falls on revenue miss despite earnings beat

Honeywell International Stock Performance

HON opened at $214.34 on Friday. The firm has a market capitalization of $135.82 billion, a P/E ratio of 26.83, a price-to-earnings-growth ratio of 3.19 and a beta of 0.93. The stock’s 50 day moving average price is $233.35 and its two-hundred day moving average price is $215.37. The company has a quick ratio of 1.03, a current ratio of 1.30 and a debt-to-equity ratio of 1.81. Honeywell International Inc. has a 12-month low of $185.13 and a 12-month high of $248.18.

Honeywell International (NASDAQ:HON) last released its earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.32 by $0.13. The firm had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a return on equity of 40.64% and a net margin of 12.74%.The company’s revenue was up 2.4% on a year-over-year basis. During the same quarter last year, the firm posted $2.21 EPS. 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. On average, equities analysts forecast that Honeywell International Inc. will post 10.5 earnings per share for the current year.

Honeywell International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a $1.19 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $4.76 dividend on an annualized basis and a yield of 2.2%. Honeywell International’s dividend payout ratio (DPR) is 59.57%.

Insider Buying and Selling

In other Honeywell International news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction that occurred 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 $7,459,440. This trade represents a 7.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction that occurred 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 sale, the vice president directly owned 4,803 shares in the company, valued at $1,147,917. This trade represents a 52.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 in the last ninety days. Insiders own 0.15% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. BMO Capital Markets assumed coverage on Honeywell International in a report on Friday, March 27th. They set an “outperform” rating and a $273.00 price objective on the stock. Royal Bank Of Canada increased their price objective on Honeywell International from $249.00 to $268.00 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 company a “neutral” rating in a report on Monday, February 2nd. Argus increased their price objective on Honeywell International from $250.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a report on Wednesday, March 4th. Thirteen research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Honeywell International currently has an average rating of “Moderate Buy” and a consensus price target of $251.83.

Honeywell International Company Profile

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.