Honeywell Aerospace $HONA Stock Position Raised by SFE Investment Counsel

SFE Investment Counsel boosted its position in shares of Honeywell Aerospace (NASDAQ:HONA) by 305.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 54,624 shares of the company’s stock after acquiring an additional 41,142 shares during the quarter. Honeywell Aerospace accounts for 1.2% of SFE Investment Counsel’s portfolio, making the stock its 29th biggest holding. SFE Investment Counsel’s holdings in Honeywell Aerospace were worth $8,465,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of HONA. ProShare Advisors LLC grew its stake in shares of Honeywell Aerospace by 2.6% during the 3rd quarter. ProShare Advisors LLC now owns 355,143 shares of the company’s stock valued at $55,037,000 after acquiring an additional 8,900 shares during the period. Investment Partners LTD. boosted its position in shares of Honeywell Aerospace by 60.3% in the third quarter. Investment Partners LTD. now owns 1,831 shares of the company’s stock worth $284,000 after purchasing an additional 689 shares during the period. Cidel Asset Management Inc. boosted its position in shares of Honeywell Aerospace by 6.8% in the third quarter. Cidel Asset Management Inc. now owns 2,389 shares of the company’s stock worth $370,000 after purchasing an additional 152 shares during the period. Invera Wealth Advisors LLC purchased a new stake in shares of Honeywell Aerospace in the third quarter worth $499,000. Finally, Kassira Wealth Management LLC raised its position in shares of Honeywell Aerospace by 14.2% during the 3rd quarter. Kassira Wealth Management LLC now owns 3,716 shares of the company’s stock valued at $576,000 after purchasing an additional 463 shares during the period.

Honeywell Aerospace Price Performance

Honeywell Aerospace stock opened at $154.15 on Friday. Honeywell Aerospace has a 1-year low of $149.19 and a 1-year high of $297.50. The stock has a market cap of $48.87 billion and a price-to-earnings ratio of 82.43. The stock has a 50-day moving average price of $159.99.

Honeywell Aerospace (NASDAQ:HONA) last issued its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.90 by $0.31. The business had revenue of $4.64 billion for the quarter. On average, equities analysts predict that Honeywell Aerospace will post 7.90 EPS for the current year.

Honeywell Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 13th will be given a dividend of $0.40 per share. 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 Stories 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

Wall Street Analysts Forecast Growth

HONA has been the subject of a number of research analyst reports. JPMorgan Chase & Co. cut their price objective on shares of Honeywell Aerospace from $235.00 to $210.00 and set a “neutral” rating for the company in a report on Thursday. The Goldman Sachs Group began coverage on Honeywell Aerospace in a research note on Wednesday, October 7th. They issued a “neutral” rating and a $190.00 price objective on the stock. Melius Research set a $190.00 price target on shares of Honeywell Aerospace in a research report on Monday, September 14th. Morgan Stanley raised shares of Honeywell Aerospace from an “equal weight” rating to an “overweight” rating and set a $205.00 price objective for the company in a research note on Wednesday, August 19th. Finally, Jefferies Financial Group set a $175.00 price target on shares of Honeywell Aerospace and gave the company a “hold” rating in a report on Sunday, August 9th. Four equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Honeywell Aerospace has an average rating of “Hold” and an average target price of $196.80.

About Honeywell Aerospace

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.