Stevens Capital Management LP Buys New Position in Honeywell International Inc. $HON
Stevens Capital Management LP has initiated a new position in Honeywell International Inc. (NASDAQ:HON) by purchasing 10,875 shares valued at approximately $2.29 million during the third quarter. This development comes alongside other institutional investment changes and insider selling activity within Honeywell. The company reported strong financial results, including an earnings beat and revenue growth, and recently declared a quarterly dividend.
RGTI or QBTS: Top Analyst Selects the Top Quantum Computing Stock to Buy
Top analyst Krish Sankar from TD Cowen has evaluated two leading quantum computing companies, Rigetti Computing (RGTI) and D-Wave (QBTS). While Rigetti faces challenges like competition and operating losses, D-Wave's dual-path approach to quantum computing and recent contract wins make it Sankar's preferred choice for future growth in the rapidly expanding quantum computing market. D-Wave secures a "Buy" rating, while Rigetti receives a "Hold."
Personal CFO Solutions LLC Boosts Stake in Chevron Corporation $CVX
Personal CFO Solutions LLC increased its stake in Chevron Corporation by 35.6% during the third quarter, now holding 24,731 shares valued at $3.84 million. This move comes despite significant insider selling from Chevron executives and an elevated dividend payout ratio of 106.91%. Analysts currently have an average "Hold" rating on Chevron stock with an average target price of $176.36.
Fiera Capital Corp Has $9.56 Million Stock Position in Honeywell International Inc. $HON
Fiera Capital Corp significantly increased its stake in Honeywell International Inc. (NASDAQ:HON) by 83.3% in the third quarter, bringing its holding to 45,411 shares valued at $9.56 million. Institutional investors now own approximately 75.9% of the company, which recently reported an earnings beat and declared a quarterly dividend of $1.19 per share. Despite some insider selling, analysts maintain a "Moderate Buy" rating with a consensus price target of $246.32 for Honeywell International.
Asia-Pacific's Winding Wire Market to Reach 1.7M Tons and $18.5B by 2035
The Asia-Pacific winding wire market is forecast to grow to 1.7 million tons and $18.5 billion by 2035, driven by increasing regional demand. China currently leads as both the largest consumer and producer, while Japan is the top importer. Significant price disparities and varied growth rates persist across different countries in the region.
Chipless RFID Market Size, Industry Share, Forecast to 2034
The chipless RFID market is experiencing rapid growth, driven by its cost-effectiveness, increased adoption in retail, healthcare, and logistics, and its role in anti-counterfeiting solutions. The technology eliminates expensive silicon microchips, making it a more economical and scalable option. While limited data storage and technical complexity pose restraints, opportunities arise from the growth of IoT and emerging markets, particularly in regions like Asia Pacific and North America.
Honeywell International (NASDAQ:HON) Director Sells 2,367 Shares of Stock
A director at Honeywell International (NASDAQ:HON), D Scott Davis, sold 2,367 shares of the company's stock on February 19th, 2026, for a total value of $568,080. Following the transaction, Davis's holdings decreased by 7.08%, leaving him with 31,081 shares worth approximately $7.46 million. The article also provides a financial overview of Honeywell, including recent earnings, dividends, institutional trading, and analyst ratings, with the company currently holding a "Moderate Buy" consensus rating.
Made In India: New Security Cameras Designed and Manufactured In India
Honeywell has launched a new line of security cameras, the 50 Series, which are designed and manufactured entirely in India as part of the 'Make in India' initiative. These cameras are tailored for local conditions, feature advanced capabilities like facial recognition and cybersecurity, and are built through collaboration with VVDN Technologies and local manufacturing partners. The launch signifies Honeywell's commitment to self-reliance and providing intelligent security solutions for diverse Indian industries.
IWX, DIS, HON, DE: ETF Outflow Alert
The iShares Russell Top 200 Value ETF (IWX) experienced a significant outflow of approximately $121.3 million, marking a 3.2% decrease in shares outstanding week-over-week. This alert highlights the performance of underlying components like Walt Disney Co. (DIS), Honeywell International Inc (HON), and Deere & Co. (DE) amidst this outflow. The article also provides a one-year price performance chart for IWX relative to its 200-day moving average.
Woodley Farra Manion Portfolio Management Inc. Has $69.79 Million Stock Position in Honeywell International Inc. $HON
Woodley Farra Manion Portfolio Management Inc. reduced its stake in Honeywell International Inc. by 1.6% in the third quarter, now holding 331,565 shares valued at $69.79 million. Despite this, Honeywell remains the fund's eleventh-largest position. The article also details other institutional investor activity, analyst ratings, and a recent insider stock sale.
Honeywell’s Great Simplification: The Industrial Giant Reinvents for the Future
Honeywell is undergoing a significant transformation by spinning off major divisions like Aerospace and Advanced Materials to become a more focused "Automation and Energy" powerhouse. This simplification strategy aims to unlock shareholder value and capitalize on global megatrends such as decarbonization and automation. The company's future is centered on Physical AI, quantum computing via Quantinuum, and sustainable energy technologies, positioning it for potential premium valuation despite execution risks associated with such large-scale restructuring.
Jupiter Asset Management Ltd. Cuts Holdings in Honeywell International Inc. $HON
Jupiter Asset Management Ltd. significantly reduced its stake in Honeywell International Inc. by 20.3% in Q3, selling 45,958 shares but still holding 180,984 shares valued at over $38 million. This comes as Honeywell exceeded quarterly earnings and revenue expectations, announced a $1.19 quarterly dividend, and holds a consensus "Moderate Buy" rating from analysts. Despite the reduction from one firm, other institutional investors increased their positions in Honeywell.
Emerson Electric Company (EMR) Receives a Buy from Citi
Citi analyst Andrew Kaplowitz has maintained a Buy rating on Emerson Electric Company (EMR) with a price target of $174.00 following the company's recent earnings report. Emerson reported quarterly revenue of $4.35 billion and a net profit of $605 million, while overall analyst consensus remains a Moderate Buy despite some negative corporate insider sentiment.
AdvanSix (ASIX): A Deep Dive into an Integrated Chemical Powerhouse at a Cyclical Crossroads
AdvanSix Inc. (ASIX), a chemical manufacturer, is navigating a challenging "lower-for-longer" environment in the nylon market but is strategically pivoting towards cost leadership, higher-value agricultural products, and monetizing federal tax credits. Despite a significant stock price decline in the past year, its recent financial report shows resilience and profitability. The company presents a "deep value" opportunity for patient investors expecting a market recovery.
Cross-Industry Experience Boosts Mining Automation: Honeywell
Honeywell's José Simon discusses the significant role of AI and automation in the mining sector, emphasizing that true value comes from automation, optimization, and eventual autonomy. He highlights how cross-sectoral experience, particularly from oil and gas, is accelerating these advancements in mining, leading to increased efficiency, safety, and a shift in workforce roles from operators to optimizers. Simon also addresses challenges like human concerns regarding job displacement and provides insights into successful automation pilot implementations, noting the importance of visionary leadership within client companies.
The Zacks Analyst Blog UnitedHealth, Honeywell , Shopify and Optex Systems
This Zacks Analyst Blog features research reports on UnitedHealth Group Inc. (UNH), Honeywell International Inc. (HON), Shopify Inc. (SHOP), and micro-cap Optex Systems Holdings, Inc. (OPXS). It reviews their recent performance, financial highlights, and challenges. The article also provides a general overview of Zacks' research offerings including the "Research Daily" and "Ahead of Wall Street" articles.
Honeywell Charts Ambitious Course with Quantum Computing and Corporate Restructuring
Honeywell International is pushing forward with a major corporate transformation, highlighted by the planned public listing of its quantum computing division, Quantinuum, and the spin-off of its Aerospace business. CEO Vimal Kapur anticipates earlier commercial viability for quantum technology and projects strong revenue growth for the company in 2026. Market analysts have reacted positively, with Argus Research raising its price target for Honeywell shares.
Ontario Teachers Pension Plan Board Boosts Holdings in Honeywell International Inc. $HON
The Ontario Teachers Pension Plan Board has increased its stake in Honeywell International Inc. (NASDAQ:HON) by 7.0% in the third quarter, now owning 642,389 shares valued at $135.2 million, making it their 9th largest holding. This comes as Honeywell reported strong Q3 earnings, beating analyst estimates with an EPS of $2.59 and revenue of $10.07 billion. Despite an insider sale by a VP, institutional ownership remains high at 75.9%, and analysts maintain a "Moderate Buy" rating with a consensus price target of $246.32.
King Luther Capital Management Corp Has $191.37 Million Stake in Honeywell International Inc. $HON
King Luther Capital Management Corp reduced its stake in Honeywell International (NASDAQ: HON) by 18.6% in the third quarter, ending with 909,104 shares valued at $191.37 million. Despite this reduction, other institutional investors increased their holdings. Honeywell recently exceeded Q4 earnings expectations with EPS of $2.59 and revenue of $10.07 billion and declared a quarterly dividend of $1.19 per share.
Honeywell International CEO: Q1 Tracking to Guidance as Aerospace, Buildings Surge and Split Nears
Honeywell's CEO Vimal Kapur reported that Q1 2026 performance is tracking to guidance, driven by strong growth in Building Automation and Aerospace, despite uneven industrial demand in Europe and China. The company is actively working on its planned separation into three entities, focusing on becoming a pure-play automation company by addressing capacity constraints, refining pricing strategies against persistent inflation, and advancing its Quantinuum quantum computing venture.
Is First Trust Dow 30 Equal Weight ETF (EDOW) a Strong ETF Right Now?
The First Trust Dow 30 Equal Weight ETF (EDOW) is a smart beta ETF that tracks the Dow Jones Industrial Average Equal Weight Index, offering a different approach compared to traditional market-cap-weighted funds. With assets over $295.37 million and an expense ratio of 0.50%, EDOW focuses heavily on the Information Technology sector. The ETF has shown strong performance, gaining 4.67% year-to-date and 14.91% in the past year, making it an option for investors seeking to outperform the large-cap blend market segment.
Honeywell Aerospace appoints Brian Grace VP of communications
Honeywell Aerospace has appointed Brian Grace as its new VP of communications. Grace, who previously founded the advisory firm True North, returns to the aerospace industry after starting his career at a Honeywell spin-off. This appointment comes as Honeywell prepares to spin off Honeywell Aerospace into an independent publicly traded company, a transition expected to be completed in the third quarter of 2026.
Solstice Advanced Materials to increase uranium conversion production
Solstice Advanced Materials is expanding uranium hexafluoride production at its Metropolis, Illinois facility to meet a backlog of over $2 billion in orders and support increasing demand for nuclear power, driven by AI, data centers, and electrification. The U.S. government aims to quadruple nuclear energy capacity by 2050. Despite past challenges including idled operations and environmental lawsuits, the company is also evaluating further expansion with discussions ongoing with customers and an engineering firm.
Hodges Capital Management Inc. Acquires 50,700 Shares of CLEAR Secure, Inc. $YOU
Hodges Capital Management Inc. increased its stake in CLEAR Secure, Inc. (NYSE:YOU) by 26.5% during the third quarter, purchasing an additional 50,700 shares to hold a total of 242,250 shares valued at approximately $8.09 million. This transaction came amidst mixed analyst ratings, with the stock holding an average "Hold" rating and an average price target of $40.86, and insider sales totaling $1.45 million over the past 90 days. Institutional investors collectively own 73.80% of the stock, while company insiders own 39.73%.
Healthcare Biometrics Market to Grow at 15% CAGR by 2031; North
The global Healthcare Biometrics Market is projected to grow at a Compound Annual Growth Rate (CAGR) of 15% between 2024 and 2031, primarily driven by the increasing need for fraud prevention and enhanced patient privacy and safety. North America currently leads the market with a 40% share, attributed to its advanced healthcare infrastructure and early adoption of digital health solutions. Key players in this market include Zkteco, Inc, Thales Group, Bio-Key International Inc, and Crossmatch Technologies Inc.
CenterBook Partners LP Boosts Stock Position in Honeywell International Inc. $HON
CenterBook Partners LP significantly increased its stake in Honeywell International Inc. during the third quarter, purchasing 20,680 additional shares to bring its total to 37,550 shares valued at $7.904 million. Despite a recent insider stock sale, analysts currently rate Honeywell as a "Moderate Buy" with a consensus target price of $244.50. The company also recently exceeded quarterly earnings and revenue estimates and declared a $1.19 quarterly dividend.
Northeast Investment Management Reduces Position in Honeywell International Inc. $HON
Northeast Investment Management reduced its stake in Honeywell International (NASDAQ:HON) by 8.3% in the third quarter, while other institutional investors made various changes to their positions. Honeywell reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, and announced a quarterly dividend. The stock currently has a "Moderate Buy" consensus rating with an average target price of $244.50.
Honeywell International Inc. (NASDAQ:HON) Receives Average Recommendation of "Moderate Buy" from Brokerages
Honeywell International Inc. (NASDAQ:HON) has received an average rating of "Moderate Buy" from twenty brokerages, with an average twelve-month target price of $244.50. This rating comes despite a recent insider stock sale by VP Robert D. Mailloux and varied price target adjustments from several research firms. The company recently reported strong Q4 earnings, beating analyst estimates, and announced a quarterly dividend of $1.19 per share.
Honeywell Accelerates Aerospace Spin Off To Sharpen Automation Focus
Honeywell International is accelerating the spin-off of its Aerospace division and classifying Productivity Solutions and Warehouse and Workflow Solutions for sale. This strategic move aims to sharpen Honeywell's focus on industrial and building automation, shifting away from aviation and certain hardware-heavy businesses. The changes are expected to reshape the company's risk profile and earnings mix, with potential for increased profitability but also execution risks related to the multiple separations and asset sales.
Argus Raises Honeywell International Price Target to $290 From $250
Argus has increased its price target for Honeywell International (HON) to $290 from $250. This update indicates Argus's maintained positive outlook on the company's stock. The article also lists other recent news concerning Honeywell, including executive appointments and dividend announcements.
Should Honeywell’s (HON) Aerospace Spin-Off and Dividend Plan Require Action From Investors?
Honeywell International recently declared a quarterly dividend of US$1.19 per share and announced plans for an accelerated spin-off of its Aerospace division following stronger-than-expected Q4 2025 results and increased 2026 earnings guidance. This strategic move aims to re-focus Honeywell on industrial automation and digital technologies, positioning Aerospace as a separate pure-play. Investors should consider how this accelerated separation and the updated financial outlook influence the company's investment narrative, balancing the potential for focused growth with execution risks and associated costs.
Honeywell revises FY 2025 financials after additional impairment charges (HON:NASDAQ)
Honeywell (HON) has revised its full-year 2025 financial metrics after realizing additional impairment charges following its Q4 earnings release last month. The changes were disclosed in the company's 10-K filing for fiscal year 2025.
Honeywell International Inc. $HON Shares Acquired by NEOS Investment Management LLC
NEOS Investment Management LLC significantly increased its stake in Honeywell International Inc. (NASDAQ:HON) by 57.7% in the third quarter, acquiring an additional 103,107 shares, bringing their total holdings to 281,827 shares valued at $59.33 million. Other institutional investors also adjusted their positions in HON, which currently has a "Moderate Buy" rating from analysts with a consensus target price of $244.50. The company recently announced a quarterly dividend of $1.19 per share, payable on March 13th.
Should Honeywell’s (HON) Aerospace Spin-Off and Dividend Plan Require Action From Investors?
Honeywell International Inc. announced a quarterly dividend of US$1.19 per share and plans to accelerate the spin-off of its Aerospace division following stronger-than-expected Q4 2025 results. This move signals a strategic shift towards industrial automation and digital technologies, with the Aerospace unit becoming a separate entity. Investors should consider the potential for clearer earnings profiles for each business, while also being aware of the one-time separation and tariff-related cost risks associated with the restructuring.
Honeywell files 2025 10-K; $436M incremental goodwill hit, EPS revised to $6.94
Honeywell has filed its 2025 10-K report, revealing additional impairment charges that reduced its full-year EPS from continuing operations to $6.94. This includes a $436 million incremental goodwill impairment in Industrial Automation and a $35 million asset impairment, partially offset by a tax benefit. Despite these adjustments, the company confirmed that its adjusted Q4 and full-year 2025 results and 2026 guidance remain unchanged.
Extra charges revise Honeywell (NASDAQ: HON) 2025 earnings but guidance held
Honeywell (NASDAQ: HON) has revised its full-year 2025 reported earnings per share to $6.94 due to additional non-cash impairment charges totaling $436 million for goodwill and $35 million for assets held for sale, partly offset by a tax benefit. These charges are related to the planned sale of its Productivity Solutions and Services and Warehouse and Workflow Solutions businesses. Despite these revisions to reported figures, Honeywell has reaffirmed its adjusted 2025 results and its 2026 guidance, indicating that the changes are accounting-related rather than operational and that the company's outlook remains unchanged.
Honeywell books $436M write-down as it pursues PSS, WWS sale
Honeywell filed its 2025 Annual Report on Form 10-K, disclosing incremental impairment charges for businesses classified as held for sale. The company recorded a $436 million goodwill impairment and a $35 million asset impairment, partially offset by a $61 million tax benefit, leading to revised full-year continuing EPS of $6.94. Despite these changes to reported figures, Honeywell reaffirmed its prior adjusted results and 2026 guidance and expects to announce the sale of its PSS and WWS businesses in the first half of 2026 as part of its portfolio optimization strategy.
Smart Hospitals Market to See Thriving Worldwide |Medtronic
The Smart Hospitals Market is projected to grow significantly, reaching USD 222.92 billion by 2032 with a CAGR of 20.7% from 2025. This growth is driven by rapid innovation and investment across various components and technologies. The report details market segmentation, key players like Medtronic Plc and Philips N.V., regional coverage, and provides strategic insights for stakeholders.
Crestwood Advisors Group LLC Has $53.07 Million Stock Holdings in Honeywell International Inc. $HON
Crestwood Advisors Group LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON) by 20% in the third quarter, now holding 252,093 shares valued at over $53 million. Despite this reduction, other institutional investors increased their positions in HON. The company has an average analyst rating of "Moderate Buy" with a consensus price target of $244.50 and recently announced a quarterly dividend of $1.19 per share.
Alta Fox Acquires $44 Million Stake in Resideo Technologies
Alta Fox Capital Management has acquired a new stake worth $44.49 million in Resideo Technologies, purchasing 1,266,700 shares in Q4 2026. This investment represents 9.57% of Alta Fox's 13F reportable assets, demonstrating strong confidence in Resideo's future prospects. Resideo reported strong Q3 financial results with revenue of $1.86 billion and a 680% increase in net income to $156 million, and has updated its 2025 revenue guidance positively, suggesting robust growth potential.
$118.14 Bn Fire Protection System Market - Global Forecast
The global fire protection system market is projected to reach $118.14 billion by 2030, growing at a 6.8% CAGR, primarily driven by industrialization, urban expansion, and stricter safety regulations. Key players include Johnson Controls, Honeywell, Siemens, Robert Bosch, and Eaton. The industrial sector is the largest market segment, with the Asia Pacific region expected to dominate due to strong industrial growth and regulatory enforcement.
RFID Market Analysis Report 2026 - Global Forecast to 2034 with Zebra Technologies, Honeywell International, Avery Dennison, HID Global, and Datalogic Dominating
The global RFID market is projected to grow from USD 14.58 billion in 2025 to USD 30.47 billion by 2034, driven by increasing demand for real-time tracking and data accuracy across various industries. Contactless payments are expected to be the fastest-growing segment, while RFID labels will hold the largest market share. The Asia Pacific region is anticipated to show the highest CAGR due to its strong manufacturing base and expanding logistics networks, with key players including Zebra Technologies, Honeywell International, and Avery Dennison.
Vanguard Group Inc. Trims Stock Position in Honeywell International Inc. $HON
Vanguard Group Inc. reduced its stake in Honeywell International Inc. by 0.3% in the third quarter, now holding 62,134,318 shares valued at approximately $13.08 billion. Despite this, Honeywell recorded strong quarterly earnings, beating analyst expectations with an EPS of $2.59 and revenue of $10.07 billion. Analysts maintain a "Moderate Buy" rating with an average target price of $244.50, and recent insider activity showed a VP selling 5,274 shares.
Todd Asset Management LLC Increases Stock Position in GE HealthCare Technologies Inc. $GEHC
Todd Asset Management LLC significantly increased its stake in GE HealthCare Technologies Inc. during Q3, now owning 478,961 shares valued at approximately $35.97 million. This move is part of a broader trend where institutional investors hold 82.06% of the company's stock, with other firms also boosting their positions. GE HealthCare has demonstrated solid financial performance, exceeding quarterly expectations and providing optimistic FY2026 guidance, while analysts maintain a "Hold" rating with an average target price of $92.50.
Ford CEO Jim Farley, Trump officials reportedly discussed U.S.-China carmaking joint ventures
Ford CEO Jim Farley and Trump administration officials recently discussed potential joint ventures between Chinese carmakers and U.S. companies. These ventures would involve American firms holding a controlling stake. The discussions suggest a strategic approach to U.S.-China automotive partnerships.
Outdoor Power Equipment Global Outlook Report 2026: A $48.2 Billion Market by 2030 from $35 Billion in 2024 with Deere & Co., Husqvarna, HONDA, Stanley Black & Decker, and Toro Group Dominating
The global Outdoor Power Equipment Market is projected to grow from $35 billion in 2024 to $48.2 billion by 2030, driven by technological advancements, lithium-ion battery improvements, and urbanization. North America currently dominates the market, with Europe and APAC showing significant growth due to automation, sustainability policies, and increased interest in gardening. Key players include Deere & Co., Husqvarna, HONDA, Stanley Black & Decker, and The Toro Group, who are focusing on innovation to maintain their market presence.
Ameritas Advisory Services LLC Reduces Stock Position in Honeywell International Inc. $HON
Ameritas Advisory Services LLC significantly reduced its stake in Honeywell International Inc. (NASDAQ:HON) by 70.2% in the third quarter, selling 5,989 shares and retaining 2,537 shares valued at approximately $534,000. This comes as a Honeywell VP also sold a substantial portion of his holdings, though the company generally received positive analyst ratings and beat earnings estimates. Despite these sales, institutional investors and hedge funds still own a significant portion of the stock.
Honeywell Speeds Aerospace Spin Off As Q4 Beat Reshapes Portfolio Focus
Honeywell International is accelerating the spin-off of its Aerospace division after reporting better-than-expected Q4 results with higher orders and a larger backlog. This move emphasizes Honeywell's focus on its automation and industrial solutions, creating a clearer separation for investors between the industrial and aerospace businesses. The company plans to maintain its dividend and targets 6-9% EPS growth by 2026, signaling confidence in its portfolio changes and cost discipline.
Honeywell Speeds Aerospace Spin Off As Q4 Beat Reshapes Portfolio Focus
Honeywell International (HON) is accelerating the spin-off of its Aerospace division into a separate company, driven by stronger-than-expected Q4 results, increased orders, and a larger backlog. This move aims to transform Honeywell into a more focused industrial automation and building solutions entity, while creating a distinct aerospace pure-play. Investors are watching the execution of the spin-off, capital allocation, and the risk/return profiles of the new entities, with management targeting 6-9% EPS growth by 2026.
Carrier Global Corp.: How a 100-Year-Old Climate Giant Is Quietly Rebuilding the Smart Building Stac
Carrier Global Corp. is transforming itself from a traditional HVAC manufacturer into a leader in smart, low-carbon building technology. By integrating high-efficiency hardware with advanced software and services, Carrier aims to provide comprehensive solutions for climate, energy, and safety in buildings, positioning itself as a climate infrastructure platform vendor. This strategic shift is driven by increasing demands for decarbonization, energy efficiency, and ESG compliance, and places Carrier in direct competition with other industry giants also vying for dominance in the smart building sector.
