Threadgill Financial LLC Sells 3,554 Shares of Honeywell International Inc. $HON

Threadgill Financial LLC lowered its position in Honeywell International Inc. (NASDAQ:HON) by 23.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,446 shares of the conglomerate’s stock after selling 3,554 shares during the period. Honeywell International accounts for about 0.9% of Threadgill Financial LLC’s holdings, making the stock its 20th biggest position. Threadgill Financial LLC’s holdings in Honeywell International were worth $2,233,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Holos Integrated Wealth LLC bought a new stake in Honeywell International during the 4th quarter valued at $25,000. Howard Hughes Medical Institute bought a new position in shares of Honeywell International in the second quarter valued at $33,000. Barnes Dennig Private Wealth Management LLC grew its holdings in shares of 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 last quarter. JPL Wealth Management LLC bought a new stake in shares of Honeywell International during the third quarter worth about $31,000. Finally, Cedar Mountain Advisors LLC increased its position in shares of Honeywell International by 116.7% during the third quarter. Cedar Mountain Advisors LLC now owns 156 shares of the conglomerate’s stock worth $33,000 after acquiring an additional 84 shares in the last quarter. Institutional investors own 75.91% of the company’s stock.

Honeywell International Trading Down 3.3%

Shares of HON opened at $221.50 on Monday. The stock has a market cap of $140.80 billion, a PE ratio of 27.72, a P/E/G ratio of 3.20 and a beta of 0.92. Honeywell International Inc. has a twelve month low of $169.21 and a twelve month high of $248.18. The business’s 50-day moving average price is $232.35 and its 200-day moving average price is $212.66. 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 (NASDAQ:HON) last announced its earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, beating 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 40.64%. Honeywell International’s revenue for the quarter was up 6.4% on a year-over-year basis. During the same period in the previous year, the business posted $2.47 earnings per share. On average, equities analysts forecast that Honeywell International Inc. will post 10.34 EPS for the current fiscal year.

Honeywell International Dividend Announcement

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

Insider Activity at Honeywell International

In related news, Director D Scott Davis sold 2,367 shares of Honeywell International stock in a transaction on Thursday, February 19th. The shares were 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 in the company, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Robert D. Mailloux sold 5,274 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $239.00, for a total transaction of $1,260,486.00. Following the completion of the sale, the vice president directly owned 4,803 shares of the company’s stock, valued at approximately $1,147,917. This represents a 52.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 18,190 shares of company stock valued at $4,244,287. Company insiders own 0.41% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on HON. Morgan Stanley raised their price target on shares of Honeywell International from $235.00 to $245.00 and gave the company an “equal weight” rating in a research report on Thursday, March 12th. Wells Fargo & Company boosted their price objective on Honeywell International from $215.00 to $235.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. DZ Bank dropped their target price on Honeywell International from $248.00 to $237.00 in a report on Tuesday, December 23rd. Barclays lifted their target price on Honeywell International from $259.00 to $275.00 and gave the company an “overweight” rating in a research report on Tuesday, March 3rd. Finally, Rothschild & Co Redburn upped their price target on Honeywell International from $222.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Twelve research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.65.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell launched an AI tool to predict industrial disruptions, which could strengthen its software/recurring-revenue profile and long-term growth narrative. Honeywell debuts AI tool
• Positive Sentiment: A recent upgrade/recommendation appeared in CNBC’s roundup, signaling some analyst confidence that could support the stock longer term if fundamentals keep improving. CNBC upgrade
• Neutral Sentiment: Honeywell formally announced pricing terms for its debt tender offers (large aggregate caps for Dollar and Euro securities). This is a financing/portfolio-management move rather than an operational update; how markets interpret it depends on perceived cost and timing. Tender offer pricing
• Neutral Sentiment: The company reported early participation results and an upsizing of the Euro tender offer, showing strong bondholder response — an execution detail that reduces outstanding maturities if accepted but increases near-term cash outflow. Early participation & upsizing
• Negative Sentiment: Market reaction: several outlets note the stock fell more than the broader market after the debt tender news — investors appear concerned the moves amount to rolling or refinancing debt rather than reducing leverage, prompting profit-taking. Price-drop coverage
• Negative Sentiment: Commentary and retail-focused coverage framed the tender activity as “rolling over” debt, which can be read as a missed opportunity to de-lever; that narrative likely amplified selling pressure today. Investor reaction analysis

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.