Northern Financial Advisors Inc Decreases Stake in Honeywell International Inc. $HON

Northern Financial Advisors Inc reduced its position in Honeywell International Inc. (NASDAQ:HON) by 55.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,784 shares of the conglomerate’s stock after selling 3,445 shares during the period. Northern Financial Advisors Inc’s holdings in Honeywell International were worth $543,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. FSM Wealth Advisors LLC lifted its position in shares of Honeywell International by 1.1% during the fourth quarter. FSM Wealth Advisors LLC now owns 4,231 shares of the conglomerate’s stock worth $825,000 after purchasing an additional 46 shares during the last quarter. Nova R Wealth Inc. lifted its position in shares of Honeywell International by 3.0% during the third quarter. Nova R Wealth Inc. now owns 1,594 shares of the conglomerate’s stock worth $335,000 after purchasing an additional 47 shares during the last quarter. Willow Creek Wealth Management Inc. lifted its position in shares of Honeywell International by 2.2% during the third quarter. Willow Creek Wealth Management Inc. now owns 2,327 shares of the conglomerate’s stock worth $490,000 after purchasing an additional 50 shares during the last quarter. VSM Wealth Advisory LLC lifted its position in shares of Honeywell International by 4.5% during the third quarter. VSM Wealth Advisory LLC now owns 1,150 shares of the conglomerate’s stock worth $242,000 after purchasing an additional 50 shares during the last quarter. Finally, Legacy Wealth Asset Management LLC lifted its position in shares of Honeywell International by 1.5% during the fourth quarter. Legacy Wealth Asset Management LLC now owns 3,351 shares of the conglomerate’s stock worth $654,000 after purchasing an additional 50 shares during the last quarter. Institutional investors own 75.91% of the company’s stock.

Honeywell International News Summary

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

• Positive Sentiment: Honeywell agreed to sell its Productivity Solutions & Services unit to Brady Corporation for $1.4 billion in cash; Brady says the deal is immediately double‑digit accretive to adjusted diluted EPS, and Honeywell continues its portfolio transformation to focus on higher‑margin segments. Honeywell Agrees $1.4B Sale
• Positive Sentiment: Honeywell is expanding engine manufacturing in Phoenix to support new Navy training jets — a concrete aerospace backlog/production win that supports revenue visibility in a high‑margin segment. Honeywell expands engine manufacturing
• Neutral Sentiment: The Brady transaction and divestiture strategy are part of a long portfolio pruning process; some coverage frames this as incremental (the productivity business generated >$1B sales in 2025) but relatively small compared with Honeywell’s overall scale — investors may see this as tidy execution rather than transformational. One Small Sale for Honeywell
• Neutral Sentiment: Analyst previews and metric projections ahead of Honeywell’s Q1 report (scheduled April 23) suggest aerospace strength and recent acquisitions could offset some segment weakness and cost pressure — but detail-driven results will determine near‑term reaction. What Analyst Projections Reveal
• Negative Sentiment: Market attention on the upcoming Q1 release increases volatility risk: commentators (including Jim Cramer) note Honeywell has a pattern of shares falling after earnings, which can produce short‑term downside even when results are solid. Jim Cramer Notes Volatility

Insider Buying and Selling

In related news, Director D Scott Davis sold 2,367 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $240.00, for a total transaction of $568,080.00. Following the transaction, the director owned 31,081 shares in the company, valued at $7,459,440. This trade represents a 7.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Robert D. Mailloux sold 10,549 shares of Honeywell International 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 transaction, the vice president owned 4,803 shares in the company, valued at approximately $1,099,887. This trade represents a 68.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 18,190 shares of company stock worth $4,244,287 in the last quarter. Company insiders own 0.15% of the company’s stock.

Honeywell International Price Performance

Shares of NASDAQ:HON opened at $229.74 on Tuesday. The firm’s 50 day moving average is $234.73 and its two-hundred day moving average is $215.25. Honeywell International Inc. has a 52 week low of $181.25 and a 52 week high of $248.18. The firm has a market capitalization of $145.57 billion, a P/E ratio of 28.75, a PEG ratio of 3.38 and a beta of 0.93. The company has a current ratio of 1.30, a quick ratio of 1.03 and a debt-to-equity ratio of 1.81.

Honeywell International (NASDAQ:HON) last announced its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 EPS for the quarter, beating the consensus estimate of $2.54 by $0.05. Honeywell International had a net margin of 12.74% and a return on equity of 40.64%. The company had revenue of $10.07 billion for the quarter, compared to analyst estimates of $9.60 billion. During the same quarter last year, the business earned $2.47 earnings per share. Honeywell International’s revenue was up 6.4% compared to the same quarter last year. Analysts anticipate that Honeywell International Inc. will post 10.53 earnings per share for the current year.

Honeywell International Announces Dividend

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

Analyst Ratings Changes

Several brokerages have recently commented on HON. Citigroup increased their price target on shares of Honeywell International from $262.00 to $265.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Barclays reduced their price target on shares of Honeywell International from $275.00 to $255.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 1st. Argus increased their price target on shares of Honeywell International from $250.00 to $290.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Daiwa Securities Group increased their price objective on shares of Honeywell International from $230.00 to $240.00 in a research note on Tuesday, February 3rd. Finally, Jefferies Financial Group increased their price objective 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. Thirteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target 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.