Honeywell International (NASDAQ:HON) CEO Kenneth West Sells 17,032 Shares of Stock

Honeywell International Inc. (NASDAQ:HON) CEO Kenneth West sold 17,032 shares of the firm’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $243.77, for a total transaction of $4,151,890.64. Following the sale, the chief executive officer owned 2,132 shares in the company, valued at approximately $519,717.64. This trade represents a 88.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Honeywell International Stock Down 2.4%

Shares of NASDAQ:HON opened at $241.12 on Thursday. Honeywell International Inc. has a 52-week low of $196.59 and a 52-week high of $261.24. The firm has a fifty day moving average of $227.79 and a 200 day moving average of $227.67. The firm has a market capitalization of $76.42 billion, a PE ratio of 9.32, a price-to-earnings-growth ratio of 5.54 and a beta of 0.90. The company has a debt-to-equity ratio of 1.39, a quick ratio of 0.93 and a current ratio of 1.21.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results on Thursday, July 23rd. The conglomerate reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.80 by $0.15. Honeywell International had a return on equity of 34.00% and a net margin of 23.90%.The business had revenue of $9.72 billion for the quarter, compared to the consensus estimate of $5.03 billion. During the same quarter last year, the business posted $1.77 earnings per share. The company’s revenue for the quarter was up 3.4% on a year-over-year basis. Honeywell International has set its Q3 2026 guidance at 2.050-2.200 EPS and its Q4 2026 guidance at 2.280-2.430 EPS. As a group, research analysts anticipate that Honeywell International Inc. will post 8.24 EPS for the current fiscal year.

Honeywell International Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 14th will be issued a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Honeywell International’s dividend payout ratio (DPR) is currently 36.80%.

Honeywell International News Summary

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

• Positive Sentiment: Bank of America upgraded Honeywell to Neutral from Underperform and raised its price target to $265 from $205–$220. The firm cited stronger execution, broad-based order growth, better visibility into second-half growth and increased 2026 guidance after Honeywell’s stronger-than-expected second-quarter results. Honeywell upgraded by Bank of America on stronger order trends
• Positive Sentiment: BMO Capital Markets reportedly expects substantial price appreciation for HON, adding to the constructive analyst outlook following the company’s earnings beat, stronger orders and raised 2026 guidance. BMO Capital Markets Forecasts Strong Price Appreciation for Honeywell International
• Positive Sentiment: Honeywell’s second-quarter performance exceeded expectations across its business segments, while broad-based order strength improved confidence in growth following the aerospace separation. These trends provide a fundamental reason for investor optimism. Honeywell’s Order Strength Improves Growth Visibility After Aerospace Separation
• Neutral Sentiment: Analyst sentiment remains mixed across industrial companies, suggesting that Honeywell’s improved outlook is recognized but not universally viewed as the strongest opportunity in the sector. Analysts Have Conflicting Sentiments on Honeywell International
• Negative Sentiment: CEO Kenneth J. West sold 17,032 shares for approximately $4.15 million, reducing his reported position by 88.87%. Although insider sales can be made for personal or financial reasons, the sizable transaction may create a negative sentiment signal for investors. SEC insider transaction filing
• Negative Sentiment: A sector comparison concluded that Rockwell Automation offers greater upside than Honeywell, citing stronger earnings momentum and broad automation demand. This could divert some investor interest away from HON. Honeywell vs. Rockwell: Which Industrial Automation Stock Has Greater Upside?

Institutional Trading of Honeywell International

Institutional investors have recently made changes to their positions in the stock. Larry Mathis Financial Planning LLC bought a new stake in shares of Honeywell International in the second quarter worth about $313,000. Vaquero Private Wealth Ltd. bought a new position in Honeywell International during the 2nd quarter valued at approximately $172,000. LifeSteps Financial Inc. purchased a new stake in Honeywell International in the 2nd quarter worth approximately $109,000. Mcrae Capital Management Inc. grew its position in shares of Honeywell International by 160.1% in the 2nd quarter. Mcrae Capital Management Inc. now owns 27,085 shares of the conglomerate’s stock worth $6,071,000 after buying an additional 16,673 shares during the last quarter. Finally, Grey Fox Wealth Advisors LLC bought a new stake in shares of Honeywell International in the 2nd quarter worth approximately $285,000. Hedge funds and other institutional investors own 75.91% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. BMO Capital Markets increased their price target on shares of Honeywell International from $253.00 to $276.00 and gave the company an “outperform” rating in a research report on Monday. Bank of America upgraded shares of Honeywell International from an “underperform” rating to a “neutral” rating and boosted their price objective for the stock from $205.00 to $265.00 in a report on Tuesday. Jefferies Financial Group set a $265.00 price objective on shares of Honeywell International in a research note on Tuesday. Citigroup increased their target price on shares of Honeywell International from $260.00 to $279.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Honeywell International from $260.00 to $250.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Thirteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $254.25.

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.