Townsquare Capital LLC Has $1.25 Million Stock Holdings in Honeywell International Inc. $HON

Townsquare Capital LLC lessened its holdings in Honeywell International Inc. (NASDAQ:HON) by 33.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,915 shares of the conglomerate’s stock after selling 2,932 shares during the quarter. Townsquare Capital LLC’s holdings in Honeywell International were worth $1,245,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Armstrong Fleming & Moore Inc bought a new stake in Honeywell International in the 2nd quarter valued at about $998,000. Lockheed Martin Investment Management Co. bought a new stake in Honeywell International during the 3rd quarter valued at about $4,147,000. Triton Financial Group Inc purchased a new position in shares of Honeywell International in the 2nd quarter worth $1,001,000. Managed Asset Portfolios LLC lifted its holdings in Honeywell International by 2.3% during the second quarter. Managed Asset Portfolios LLC now owns 95,833 shares of the conglomerate’s stock valued at $22,317,000 after purchasing an additional 2,154 shares in the last quarter. Finally, Baxter Bros Inc. boosted its stake in Honeywell International by 14.6% during the second quarter. Baxter Bros Inc. now owns 35,733 shares of the conglomerate’s stock valued at $8,321,000 after buying an additional 4,543 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: Q4 results beat consensus — adjusted EPS $2.59 and adjusted sales ~$10.1B, with orders up ~23% organically and backlog topping $37B; these beats support the stock given durable aerospace aftermarket demand and margin strength. PR Newswire: Q4 Results & 2026 Outlook
• Positive Sentiment: Management moved up the aerospace spin‑off to Q3 2026 and announced leadership for the separated businesses — the quicker timeline can unlock value and is a structural positive for the stock. WSJ: Spin-Off Sooner Than Expected
• Positive Sentiment: Street tone improved after the results — CNBC/Cramer highlighted Honeywell’s momentum and JPMorgan turned more constructive on 2026 outlook, supporting continued investor interest. CNBC: Cramer on Honeywell MSN: JPMorgan Turns More Constructive
• Positive Sentiment: Unusually large call buying was observed (11,704 calls), a short‑term bullish indicator signaling trader confidence after the print.
• Neutral Sentiment: Management issued FY 2026 EPS guidance of $10.35–$10.65 (street ~10.38 consensus) and revenue guidance of $38.8B–$39.8B (consensus ~$39.6B); the EPS range is essentially in line, but the revenue midpoint (~$39.3B) is slightly below consensus — a mixed read for full‑year expectations.
• Negative Sentiment: Q1 2026 guidance came in light: EPS $2.25–$2.35 vs. consensus $2.39 and revenue $9.1B–$9.4B vs. $9.4B consensus — this near‑term miss is the primary driver of downward pressure on the stock today as it raises short‑term growth concerns.
• Negative Sentiment: GAAP profit was hurt by charges related to a settlement with Flexjet, which reduced reported profit despite strong adjusted results; such one‑offs can temper sentiment until clarity on recurring earnings. Reuters: Revenue Rises; Settlement Impact
• Neutral Sentiment: Investors can review the Q4 earnings call transcript and presentation for more on margin drivers, orders, spin‑off cadence and capital allocation — useful for assessing whether the guidance gap is temporary. Seeking Alpha: Q4 Earnings Call Transcript

Honeywell International Price Performance

Shares of NASDAQ HON opened at $227.24 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.04 and a debt-to-equity ratio of 1.70. The firm’s 50-day moving average price is $201.73 and its 200-day moving average price is $209.12. Honeywell International Inc. has a 1-year low of $169.21 and a 1-year high of $228.04. The firm has a market capitalization of $144.27 billion, a P/E ratio of 23.95, a P/E/G ratio of 2.57 and a beta of 0.95.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings data on Thursday, January 29th. The conglomerate reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.54 by $0.05. The firm had revenue of $10.07 billion during the quarter, compared to analysts’ expectations of $9.60 billion. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same period in the prior year, the business earned $2.47 EPS. Equities research analysts anticipate that Honeywell International Inc. will post 10.34 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

HON has been the topic of several research analyst reports. Barclays dropped their target price on Honeywell International from $269.00 to $250.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 24th. Vertical Research lowered Honeywell International from a “buy” rating to a “hold” rating and set a $220.00 target price on the stock. in a research report on Monday, January 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Honeywell International in a report on Monday, December 29th. Citigroup lowered their target price on shares of Honeywell International from $267.00 to $262.00 and set a “buy” rating for the company in a report on Monday, January 12th. Finally, Rothschild & Co Redburn reduced their price target on shares of Honeywell International from $240.00 to $222.00 and set a “neutral” rating on the stock in a research report on Monday, October 27th. Eleven analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Honeywell International presently has a consensus rating of “Moderate Buy” and an average price target of $237.67.

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.