Capital Research Global Investors Has $797.35 Million Stock Holdings in Honeywell International Inc. $HON

Capital Research Global Investors lifted its position in shares of Honeywell International Inc. (NASDAQ:HON) by 1.0% during the 4th quarter, Holdings Channel reports. The firm owned 4,087,078 shares of the conglomerate’s stock after purchasing an additional 40,121 shares during the quarter. Capital Research Global Investors’ holdings in Honeywell International were worth $797,351,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Honeywell International by 1.7% during the 4th quarter. Vanguard Group Inc. now owns 63,161,731 shares of the conglomerate’s stock worth $12,322,222,000 after purchasing an additional 1,027,413 shares during the last quarter. Geode Capital Management LLC grew its stake in Honeywell International by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 15,716,647 shares of the conglomerate’s stock valued at $3,066,520,000 after buying an additional 120,929 shares during the last quarter. Franklin Resources Inc. grew its stake in 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 buying an additional 2,277,234 shares during the last quarter. Bank of New York Mellon Corp grew its position in shares of Honeywell International by 2.3% during the 4th quarter. Bank of New York Mellon Corp now owns 6,611,494 shares of the conglomerate’s stock worth $1,289,836,000 after purchasing an additional 149,155 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of Honeywell International by 11.0% during the 3rd quarter. Invesco Ltd. now owns 6,115,954 shares of the conglomerate’s stock worth $1,287,408,000 after purchasing an additional 605,600 shares in the last quarter. 75.91% of the stock is currently owned by institutional investors and hedge funds.

Honeywell International News Summary

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

Analyst Upgrades and Downgrades

HON has been the subject of a number of recent analyst reports. Rothschild & Co Redburn cut their price target on shares of Honeywell International from $235.00 to $225.00 and set a “neutral” rating for the company in a report on Thursday, May 21st. Barclays upped their price target on shares of Honeywell International from $243.00 to $251.00 and gave the stock an “overweight” rating in a report on Wednesday, May 27th. Citigroup cut their price target on shares of Honeywell International from $265.00 to $257.00 and set a “buy” rating for the company in a report on Friday, April 24th. Weiss Ratings downgraded shares of Honeywell International from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. Finally, TD Cowen dropped their price objective on shares of 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 given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $248.04.

Honeywell International Price Performance

HON stock opened at $213.97 on Monday. The company has a fifty day moving average price of $223.71 and a 200-day moving average price of $218.87. The company has a market capitalization of $135.58 billion, a P/E ratio of 30.31, a PEG ratio of 3.06 and a beta of 0.85. Honeywell International Inc. has a 52-week low of $186.76 and a 52-week high of $248.18. The company has a debt-to-equity ratio of 1.98, a quick ratio of 1.10 and a current ratio of 1.39.

Honeywell International (NASDAQ:HON) last released its quarterly earnings results on Thursday, April 23rd. The conglomerate reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.32 by $0.13. The firm had revenue of $9.14 billion during the quarter, compared to the consensus estimate of $9.30 billion. Honeywell International had a net margin of 11.37% and a return on equity of 42.29%. The company’s revenue for the quarter was up 2.4% on a year-over-year basis. During the same quarter last year, the firm earned $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. As a group, equities analysts expect that Honeywell International Inc. will post 10.54 EPS for the current year.

Honeywell International Announces Dividend

The firm 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. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.76 annualized dividend and a dividend yield of 2.2%. Honeywell International’s dividend payout ratio (DPR) is presently 67.42%.

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.