Honeywell Aerospace $HONA Shares Acquired by Confluence Investment Management LLC

Confluence Investment Management LLC increased its position in shares of Honeywell Aerospace (NASDAQ:HONA) by 77.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 426,663 shares of the company’s stock after buying an additional 185,601 shares during the period. Confluence Investment Management LLC’s holdings in Honeywell Aerospace were worth $66,120,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new position in Honeywell Aerospace during the 2nd quarter worth $5,253,341,000. State Street Corp bought a new position in shares of Honeywell Aerospace in the second quarter worth about $2,945,044,000. Wellington Management Group LLP bought a new position in shares of Honeywell Aerospace in the second quarter worth about $1,705,882,000. Bank of America Corp DE acquired a new position in shares of Honeywell Aerospace during the 2nd quarter worth about $1,034,187,000. Finally, Bank of New York Mellon Corp bought a new stake in Honeywell Aerospace during the 2nd quarter valued at approximately $644,412,000.

Honeywell Aerospace News Summary

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

• Negative Sentiment: The underlying lawsuit alleges Honeywell Aerospace failed to disclose that a small group of suppliers—approximately 2%—had a disproportionate effect on sales before the company cut its outlook. Such allegations raise concerns about supply-chain concentration and the reliability of prior guidance. SueWallSt shareholder alert
• Negative Sentiment: Another allegation centers on cybersecurity compliance tied to a Department of Defense contract and claimed Justice Department scrutiny, which was reportedly resolved for more than $2 million on September 1. The issue could increase legal, compliance and government-contracting risks. Levi & Korsinsky shareholder notice
• Negative Sentiment: Investor notices reference a sharp earnings shortfall: second-quarter net income was reported at $256 million versus analysts’ modeled $684 million, followed by a full-year guidance reduction. That combination is the primary fundamental reason the stock has weakened and may continue to weigh on valuation. Levi & Korsinsky HONA shareholder alert
• Neutral Sentiment: Multiple firms are soliciting investors to seek lead-plaintiff status, generally by November 23, 2026; one notice cites an October 30 deadline. These announcements largely repeat the same case rather than representing separate lawsuits or new company disclosures, but they keep litigation risk in focus. Bronstein Gewirtz & Grossman class action notice

Honeywell Aerospace Stock Performance

Shares of HONA traded down $0.32 on Thursday, reaching $154.66. 913,196 shares of the stock traded hands, compared to its average volume of 3,705,812. The stock’s 50-day moving average is $170.39. The firm has a market cap of $49.02 billion and a price-to-earnings ratio of 82.45. Honeywell Aerospace has a 12 month low of $149.19 and a 12 month high of $297.50.

Honeywell Aerospace (NASDAQ:HONA) last released its quarterly earnings results on Monday, June 15th. The company reported $6,340,000.00 EPS for the quarter. The firm had revenue of $4.35 billion during the quarter. As a group, equities research analysts anticipate that Honeywell Aerospace will post 7.75 earnings per share for the current year.

Wall Street Analysts Forecast Growth

HONA has been the topic of a number of research analyst reports. Melius Research set a $190.00 target price on Honeywell Aerospace in a report on Monday, September 14th. Wolfe Research started coverage on Honeywell Aerospace in a research report on Monday, June 29th. They issued a “hold” rating for the company. UBS Group lowered their price objective on shares of Honeywell Aerospace from $231.00 to $213.00 and set a “neutral” rating on the stock in a research note on Thursday, August 6th. Evercore set a $210.00 target price on shares of Honeywell Aerospace in a research report on Thursday, August 6th. Finally, BNP Paribas Exane reduced their price target on shares of Honeywell Aerospace from $245.00 to $210.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $219.29.

Honeywell Aerospace Company Profile

Honeywell Aerospace is an aerospace and defense technology company that develops systems and equipment for commercial aircraft, business and general aviation, military platforms, and spacecraft. Its portfolio includes aircraft engines and propulsion systems, auxiliary power units, avionics, flight controls, environmental control systems, electrical power systems, landing systems, communications technology, and aircraft safety products.

The company also provides software, connected-aircraft technologies, maintenance, repair and overhaul services, spare parts, upgrades, and other aftermarket support.