MQS Management LLC Takes $438,000 Position in Honeywell International Inc. $HON

MQS Management LLC purchased a new stake in Honeywell International Inc. (NASDAQ:HON) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,079 shares of the conglomerate’s stock, valued at approximately $438,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Barnes Dennig Private Wealth Management LLC grew its position 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 during the period. Activest Wealth Management increased its stake in shares of Honeywell International by 425.9% in the 2nd quarter. Activest Wealth Management now owns 142 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 115 shares in the last quarter. Howard Hughes Medical Institute purchased a new position in Honeywell International during the second quarter worth approximately $33,000. Cedar Mountain Advisors LLC grew its holdings in Honeywell International by 116.7% in the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock valued at $33,000 after purchasing an additional 84 shares during the period. Finally, SJS Investment Consulting Inc. increased its position in shares of Honeywell International by 833.3% in the third quarter. SJS Investment Consulting Inc. now owns 168 shares of the conglomerate’s stock valued at $35,000 after buying an additional 150 shares in the last quarter. Institutional investors and hedge funds own 75.91% of the company’s stock.

Honeywell International Price Performance

Shares of NASDAQ:HON opened at $242.70 on Thursday. The company has a quick ratio of 1.05, a current ratio of 1.32 and a debt-to-equity ratio of 1.76. The firm has a 50-day simple moving average of $209.75 and a 200 day simple moving average of $209.00. Honeywell International Inc. has a fifty-two week low of $169.21 and a fifty-two week high of $245.03. The company has a market cap of $154.09 billion, a PE ratio of 30.38, a P/E/G ratio of 3.53 and a beta of 0.94.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS 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 analyst estimates of $9.60 billion. Honeywell International had a net margin of 12.74% and a return on equity of 40.40%. The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.47 earnings per share. On average, sell-side analysts anticipate that Honeywell International Inc. will post 10.34 EPS for the current year.

More Honeywell International News

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

• Positive Sentiment: Solstice (Honeywell’s recent spin‑off) reported a stronger Q4 EBITDA and is paying a dividend, which supports the standalone business’s cash generation and could bolster investor confidence in Honeywell’s carve‑outs. Solstice earnings and dividend (Barron’s)
• Positive Sentiment: Several analysts recently raised price targets and the consensus remains a “Moderate Buy,” which can cushion downside and support upside if guidance or spin‑off execution improves. MarketBeat analyst notes on HON
• Positive Sentiment: Macro/strategy pieces highlight long‑term demand opportunities for industrials in markets such as India, which benefits Honeywell’s diverse industrial and infrastructure exposure. India infrastructure opportunity (247WallStreet)
• Neutral Sentiment: General market coverage flagged HON among active Nasdaq names today; that attention can increase intraday volatility but is not directional by itself. Kalkine Media market activity note
• Neutral Sentiment: Guides on how investors may react to Honeywell’s Q4 results and the aerospace spin‑off are circulating; these are interpretive pieces that summarize risks/rewards rather than new facts. Investor reaction piece (Yahoo Finance)
• Neutral Sentiment: Reported short‑interest entries show effectively zero days‑to‑cover (data anomalies/zeros reported). That indicates short interest news is not a current driver.
• Negative Sentiment: Reuters reports Solstice’s 2026 profit guidance came in below estimates and margins remain under pressure — a weaker forward outlook for the spin‑off can weigh on parent‑company sentiment and valuation. Solstice 2026 guidance miss (Reuters)
• Negative Sentiment: An SEC filing shows a Honeywell VP sold ~5,274 shares (~$1.26M at the time). Insider selling can be interpreted negatively by some investors, adding pressure to the stock. Insider sale disclosure

Insider Activity

In other news, VP Robert D. Mailloux sold 10,549 shares of the business’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $229.00, for a total value of $2,415,721.00. Following the sale, the vice president owned 4,803 shares of the company’s stock, valued at approximately $1,099,887. The trade was a 68.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on HON. Robert W. Baird upped their price target on Honeywell International from $220.00 to $240.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Argus increased their target price on Honeywell International from $225.00 to $250.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Barclays lifted their target price on Honeywell International from $250.00 to $259.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 price objective for the company. in a research note on Monday, January 5th. Finally, Evercore upped their target price on Honeywell International from $255.00 to $265.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Eleven analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Honeywell International presently has a consensus rating of “Moderate Buy” and an average price target of $244.50.

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.