TD Asset Management Inc Acquires 51,509 Shares of Honeywell International Inc. $HON

TD Asset Management Inc boosted its holdings in shares of Honeywell International Inc. (NASDAQ:HON) by 16.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 370,180 shares of the conglomerate’s stock after purchasing an additional 51,509 shares during the period. TD Asset Management Inc’s holdings in Honeywell International were worth $72,218,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of HON. SG Americas Securities LLC increased its position in Honeywell International by 15,459.1% during the fourth quarter. SG Americas Securities LLC now owns 4,057,960 shares of the conglomerate’s stock worth $791,667,000 after acquiring an additional 4,031,879 shares during the period. Franklin Resources Inc. boosted its stake in shares of Honeywell International by 28.8% in the 3rd quarter. Franklin Resources Inc. now owns 10,196,543 shares of the conglomerate’s stock valued at $2,146,372,000 after purchasing an additional 2,277,234 shares in the last quarter. Mizuho Markets Americas LLC boosted its stake in shares of Honeywell International by 921.0% in the 4th quarter. Mizuho Markets Americas LLC now owns 2,042,000 shares of the conglomerate’s stock valued at $398,374,000 after purchasing an additional 1,842,000 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Honeywell International in the 4th quarter valued at $248,040,000. Finally, Marshall Wace LLP boosted its stake in shares of Honeywell International by 130.0% in the 3rd quarter. Marshall Wace LLP now owns 1,845,032 shares of the conglomerate’s stock valued at $388,379,000 after purchasing an additional 1,042,972 shares in the last quarter. Institutional investors own 75.91% of the company’s stock.

Key Headlines Impacting Honeywell International

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

• Positive Sentiment: Honeywell set a June 15 record date for the planned spin-off of Honeywell Aerospace, with the distribution expected on June 29; shareholders are expected to receive one share of the new Aerospace company for every two HON shares, and the new stock is expected to trade as HONA. This creates a clearer breakup story that many investors may view as a value-unlocking catalyst. Article title
• Positive Sentiment: Analyst commentary remained constructive, with Goldman Sachs and RBC both reiterating bullish views and raising price targets on Honeywell. Higher targets can support sentiment by signaling Wall Street sees upside from current levels. Article title
• Positive Sentiment: Honeywell’s Building Automation unit showed double-digit revenue growth in Q1, helped by strong demand, rising orders, and data center-related investment. Strong performance in this segment suggests the core business remains healthy ahead of the separation. Article title
• Positive Sentiment: Honeywell Aerospace is being positioned as a stand-alone growth story, with management forecasting strong growth and targets such as $6.5 billion in earnings by 2030. That outlook may be encouraging investors to re-rate the stock over time. Article title
• Neutral Sentiment: Honeywell’s quantum unit Quantinuum completed its IPO and debut, drawing strong attention to the company’s broader portfolio. While the listing highlights value in Honeywell’s assets, the direct impact on HON stock is less immediate because the move is mainly tied to the future spin-off structure. Article title
• Negative Sentiment: Despite the favorable news flow, HON has recently traded lower, suggesting investors may be taking profits or waiting for more clarity on the post-spin structure, reverse stock split, and the near-term earnings impact of the separation process. Article title

Honeywell International Trading Down 1.7%

Shares of Honeywell International stock opened at $213.97 on Friday. The business has a fifty day simple moving average of $223.71 and a two-hundred day simple moving average of $218.71. Honeywell International Inc. has a 1 year low of $186.76 and a 1 year high of $248.18. The company has a market capitalization of $135.58 billion, a price-to-earnings ratio of 30.31, a P/E/G ratio of 3.11 and a beta of 0.85. The company has a debt-to-equity ratio of 1.98, a current ratio of 1.39 and a quick ratio of 1.10.

Honeywell International (NASDAQ:HON) last released its quarterly earnings data on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share for the quarter, beating the consensus estimate of $2.32 by $0.13. The business had revenue of $9.14 billion for the quarter, compared to analyst estimates of $9.30 billion. Honeywell International had a return on equity of 42.29% and a net margin of 11.37%.Honeywell International’s revenue was up 2.4% compared to the same quarter last year. During the same period last year, the firm posted $2.21 earnings per share. Honeywell International has set its FY 2026 guidance at 10.350-10.650 EPS and its Q2 2026 guidance at 2.350-2.450 EPS. Research analysts forecast that Honeywell International Inc. will post 10.53 EPS for the current year.

Honeywell International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Friday, May 15th were paid a dividend of $1.19 per share. This represents a $4.76 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, May 15th. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Citigroup dropped their target price on shares of Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a research note on Friday, April 24th. The Goldman Sachs Group upped their target price on shares of Honeywell International from $258.00 to $276.00 and gave the company a “buy” rating in a research report on Wednesday. Wolfe Research reaffirmed an “outperform” rating and issued a $275.00 price target on shares of Honeywell International in a research note on Friday, May 29th. Jefferies Financial Group lowered their price target on Honeywell International from $245.00 to $240.00 and set a “hold” rating for the company in a research note on Monday, April 27th. Finally, TD Cowen lowered their target price on Honeywell International from $240.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Thirteen investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $248.04.

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.