Honeywell International Inc. $HON Shares Sold by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 31.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,129 shares of the conglomerate’s stock after selling 2,333 shares during the period. YHB Investment Advisors Inc.’s holdings in Honeywell International were worth $1,001,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the business. Holos Integrated Wealth LLC acquired a new position in Honeywell International in the fourth quarter valued at approximately $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 worth $30,000 after purchasing an additional 118 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in shares of Honeywell International during the 3rd quarter worth approximately $31,000. Howard Hughes Medical Institute purchased a new stake in shares of Honeywell International during the 2nd quarter worth approximately $33,000. Finally, Cedar Mountain Advisors LLC boosted its holdings in shares of 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 buying an additional 84 shares in the last quarter. 75.91% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Honeywell International

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

• Positive Sentiment: Honeywell’s Aerospace segment is showing strong growth driven by commercial aviation and defense demand, underpinning revenue momentum into 2026 and supporting the spin‑off thesis for the aerospace business. This is the primary operational growth driver investors are citing. Honeywell Gains From Strength in Aerospace Unit: Can the Momentum Sustain? Zacks: Honeywell Gains From Strength in Aerospace Unit
• Positive Sentiment: Management set investor‑day dates ahead of the planned separation of Honeywell Aerospace (expected Q3 2026) — this increases transparency around the spin‑off, helps investors model pro forma financials, and often supports multiple expansion for the remaining businesses. Honeywell to Host 2026 Investor Days for Aerospace and Automation Businesses
• Positive Sentiment: New commercial wins in sustainability and automation: Honeywell technology was selected for a green jet‑fuel facility in South Africa and the company launched an AI‑powered security offering with Rhombus — both validate recurring aftermarket and software/solutions revenue opportunities. These supports long‑term margin and recurring revenue mix improvements. Phelan Green selects Honeywell tech for green jet fuel facility in South Africa Honeywell Partners with Rhombus to Launch AI‑Powered Security Platform
• Neutral Sentiment: Honeywell sold/perpetually licensed certain legacy avionics assets and parts to Innovative Aerosystems — this monetizes non‑core or legacy programs but may remove some aftermarket revenue; market impact is likely modest and one‑time. Note Innovative Aerosystems’ shares moved on the news, not Honeywell’s. Innovative Aerosystems Acquires Autopilot, Nav/Com, Display and Transponder Solutions from Honeywell
• Neutral Sentiment: Industry coverage and outlook pieces (MarketBeat/Custom Market Insights/Zacks mentions) highlight Honeywell’s exposure to edge AI and industrial automation — helpful for thematic investors but not immediate catalysts unless tied to order or guidance changes. Honeywell Draws Market Focus as Nasdaq Composite Reflects Mixed Sentiment
• Negative Sentiment: Barclays cut its price target from $275 to $255 while keeping an Overweight rating — the downgrade to the PT reduces analyst‑driven upside and can cap near‑term momentum despite the buy rating. Barclays Remains a Buy on Honeywell International (HON)
• Negative Sentiment: Zacks and other commentary flag industry headwinds — elevated operating costs and supply‑chain pressures could weigh on margins and limit near‑term upside even as revenue growth holds. Zacks: 4 Diversified Operations Stocks to Watch Despite Industry Headwinds

Insider Activity

In other Honeywell International news, VP Robert D. Mailloux sold 10,549 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $229.00, for a total transaction of $2,415,721.00. Following the completion of the sale, the vice president directly owned 4,803 shares of the company’s stock, valued at $1,099,887. This represents a 68.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director D Scott Davis sold 2,367 shares of the 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 directly owned 31,081 shares of the company’s stock, valued at $7,459,440. The trade was a 7.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 18,190 shares of company stock worth $4,244,287 in the last 90 days. 0.20% of the stock is currently owned by insiders.

Honeywell International Stock Up 0.5%

HON stock opened at $229.45 on Friday. The company has a market cap of $145.86 billion, a price-to-earnings ratio of 28.72, a price-to-earnings-growth ratio of 3.30 and a beta of 0.93. The company has a fifty day moving average price of $234.01 and a 200 day moving average price of $213.38. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.30 and a quick ratio of 1.03. Honeywell International Inc. has a 12 month low of $169.21 and a 12 month high of $248.18.

Honeywell International (NASDAQ:HON) last issued its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.54 by $0.05. The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate 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 last year, the firm posted $2.47 EPS. Sell-side analysts expect that Honeywell International Inc. will post 10.34 earnings per share for the current year.

Honeywell International Announces Dividend

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

Analysts Set New Price Targets

HON has been the topic of several research analyst reports. Jefferies Financial Group lifted their price target on shares of Honeywell International from $240.00 to $245.00 and gave the stock a “hold” rating in a research note on Wednesday, March 4th. Barclays decreased their price objective on shares of Honeywell International from $275.00 to $255.00 and set an “overweight” rating for the company in a research note on Wednesday. Mizuho dropped their price objective on Honeywell International from $250.00 to $240.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. BNP Paribas Exane lifted their target price 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, Deutsche Bank Aktiengesellschaft upped their target price on Honeywell International from $273.00 to $292.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. Fourteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Honeywell International has a consensus rating of “Moderate Buy” and a consensus target price 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.