Honeywell Aerospace $HONA Shares Newly Purchased by Greenleaf Trust

Greenleaf Trust bought a new position in Honeywell Aerospace (NASDAQ:HONA) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 51,695 shares of the company’s stock, valued at approximately $8,011,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Washington Trust Advisors Inc. increased its position in Honeywell Aerospace by 13.4% in the 3rd quarter. Washington Trust Advisors Inc. now owns 523 shares of the company’s stock valued at $81,000 after acquiring an additional 62 shares during the period. BIP Wealth LLC increased its holdings in Honeywell Aerospace by 2.2% during the third quarter. BIP Wealth LLC now owns 3,297 shares of the company’s stock worth $511,000 after buying an additional 70 shares during the last quarter. Acropolis Investment Management LLC raised its position in Honeywell Aerospace by 10.0% in the third quarter. Acropolis Investment Management LLC now owns 838 shares of the company’s stock worth $130,000 after acquiring an additional 76 shares during the period. Gradient Investments LLC lifted its holdings in Honeywell Aerospace by 5.4% during the third quarter. Gradient Investments LLC now owns 1,748 shares of the company’s stock valued at $271,000 after purchasing an additional 90 shares during the last quarter. Finally, Richardson Capital Management LLC boosted its position in Honeywell Aerospace by 27.5% during the third quarter. Richardson Capital Management LLC now owns 427 shares of the company’s stock worth $66,000 after purchasing an additional 92 shares during the period.

Analyst Ratings Changes

Several research analysts have recently weighed in on HONA shares. Royal Bank Of Canada decreased their price target on shares of Honeywell Aerospace from $250.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. Argus set a $210.00 target price on Honeywell Aerospace in a research note on Friday, October 9th. Weiss Ratings upgraded shares of Honeywell Aerospace from a “sell (d)” rating to a “sell (d+)” rating in a research report on Friday. JPMorgan Chase & Co. decreased their price objective on shares of Honeywell Aerospace from $235.00 to $210.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, Wells Fargo & Company set a $195.00 price objective on shares of Honeywell Aerospace in a report on Monday, August 10th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $196.80.

Honeywell Aerospace Price Performance

Shares of HONA stock opened at $154.15 on Monday. The stock has a market cap of $48.87 billion and a P/E ratio of 82.43. Honeywell Aerospace has a one year low of $149.19 and a one year high of $297.50. The company’s 50-day moving average price is $159.99.

Honeywell Aerospace (NASDAQ:HONA) last announced its earnings results on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating analysts’ consensus estimates of $1.90 by $0.31. The business had revenue of $4.64 billion for the quarter. As a group, analysts anticipate that Honeywell Aerospace will post 7.90 EPS for the current year.

Honeywell Aerospace Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%.

Key Headlines Impacting Honeywell Aerospace

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

• Positive Sentiment: Honeywell Aerospace reported third-quarter revenue of approximately $4.6 billion, a 2% year-over-year increase, and adjusted EPS of $2.21, exceeding the $1.90 consensus estimate. Backlog grew 12% to $19.3 billion, supporting longer-term demand. Honeywell Aerospace Q3 Earnings Beat Estimates
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $7.85-$8.00, above the $7.77 analyst consensus, and expects stronger production growth in 2027. HONA Q3 Earnings Call Highlights
• Positive Sentiment: The company announced its first quarterly dividend of $0.40 per share and plans a roughly $500 million manufacturing expansion in Tempe, Arizona, providing shareholder returns and potential capacity growth. Honeywell Aerospace Dividend and Tempe Expansion
• Neutral Sentiment: Several law firms are publicizing a securities class-action lawsuit involving investors who purchased HONA between June 29 and September 1, with a November 23 lead-plaintiff deadline. These notices largely repeat existing information and do not establish wrongdoing, but they add headline risk. HONA Class Action Notice
• Negative Sentiment: BMO Capital Markets downgraded HONA from “outperform” to “market perform” and cut its price target to $181 from $213. JPMorgan also reduced its target to $210 from $235 and maintained a neutral rating, reinforcing investor caution. BMO Capital Markets Recommendation
• Negative Sentiment: Adjusted EBIT rose only 1%, while mechanical supplier constraints continue to limit deliveries. Tariff refunds, deal timing and higher standalone costs—including interest and separation expenses—also made the quarterly profit quality appear less robust. With HONA trading at a high earnings multiple, investors appear to be demanding faster growth than the company currently forecasts. Why Honeywell Aerospace Stock Fell

Honeywell Aerospace Company Profile

Honeywell Aerospace develops and supplies aerospace technologies for commercial aviation, business and general aviation, defense, and space customers. Its portfolio includes aircraft engines and auxiliary power units, avionics, flight controls, navigation and communication systems, environmental and thermal-management equipment, wheels and brakes, and other propulsion and mechanical systems.

The company also provides aftermarket support, including maintenance, repair and overhaul services, replacement parts, upgrades, technical assistance, and digital solutions designed to improve aircraft performance and operational efficiency.