Morgan Stanley Reduces $158K in Honeywell International Inc. ($HON)
Morgan Stanley reduced its Honeywell holdings, now down to 833 shares as of April 30, 2026.
Key Points
- Morgan Stanley cut its Honeywell stake by 341 shares, a 29% decrease, ending with 833 shares worth $386,862 as of April 30, 2026.
- Honeywell, trading at $464.42 on Monday, has a market cap of $147.1 billion and a P/E ratio of 18.5.
- Insiders and analysts are active; CEO Vimal Kapur traded shares, and RBC Capital reiterated a buy rating with a $275 target.
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Morgan Stanley has reduced its stake in Honeywell International Inc. (NasdaqGS: HON) by 29%, cutting 341 shares. As of April 30, 2026, the investment firm owns 833 shares valued at approximately $386,862. This adjustment was detailed in Morgan Stanley's latest Form 13F filing with the SEC.
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What Changed in Morgan Stanley's Honeywell Position
Morgan Stanley trimmed its Honeywell holdings from 1,174 shares to 833 shares, marking a reduction of 341 shares. The current value of these shares stands at around $386,862. This move represents a 29% decrease in their position.
Other Institutional Activity in Honeywell
Several other institutional investors have also adjusted their positions in Honeywell. BlackRock, Inc. reduced its holdings by 3,774,610 shares, leaving it with 48,831,876 shares valued at about $11.04 billion, a 7.2% decrease. Vanguard Capital Management LLC opened a new position with 41,280,753 shares worth approximately $9.33 billion. State Street Corp added 49,723 shares, increasing its holdings by 0.2% to 31,726,805 shares valued at $7.17 billion. Wellington Management Group LLP increased its position by 3,833,636 shares, a 29.9% rise, bringing its total to 16,635,316 shares worth about $3.76 billion. Geode Capital Management, LLC added 533,954 shares, a 3.4% increase, for a total of 16,250,601 shares valued at $3.67 billion.
Honeywell International Inc. Stock Up 113.6%
Shares of Honeywell International Inc. traded near $464.42 on Monday. The company has a market cap of approximately $147.1 billion and a P/E ratio of 18.5. Honeywell's stock has seen a 52-week low of $226.29 and a high of $496.36. The company's 50-day moving average is $442.51, and its 200-day moving average is $429.45. Honeywell maintains a current ratio of 1.39 and a quick ratio of 0.93, with a debt-to-equity ratio of 257.39.
$HON stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Honeywell reported revenue of $37.66 billion, with a revenue growth rate of 2.4%. The company achieved an EPS of $12.54 and a net margin of 10.89%. Its return on equity stands at 24.26%. The next earnings report is scheduled for July 23, 2026.
Dividend
Honeywell pays an annual dividend rate of $9.52, yielding 2.05%. The dividend payout ratio is 74.12%.
Insider Buying and Selling at Honeywell International Inc.
On June 1, 2026, CEO Vimal Kapur engaged in multiple transactions, buying 1,997 shares and selling 868 shares, with some shares acquired at no cost. Jillian Evanko also bought 150 shares at $234.99 each and an additional 540 shares at no cost. Craig Arnold bought 576 shares on May 22, 2026.
Analysts Set New Price Targets
On June 12, 2026, RBC Capital reiterated its buy rating for Honeywell with a price target of $275. On June 10, Bernstein initiated coverage with a hold rating and a $233 target, while Barclays maintained its buy rating with a $239 target. The analyst consensus is a buy, with a mean price target of $494.56 among 23 analysts.
About Honeywell International Inc.
Honeywell International Inc. is a conglomerate based in Charlotte, North Carolina. It operates in various sectors, including aerospace technologies, industrial automation, building automation, and energy solutions. Led by CEO Vimal M. Kapur, the company employs around 101,000 people globally. Honeywell provides a wide range of products and services, from aerospace systems to building control solutions.
Bottom Line
Morgan Stanley's reduction in its Honeywell stake is part of a broader trend among institutional investors adjusting their positions. While the 13F filing reflects past holdings, it's a useful glimpse into how major investors are managing their portfolios. Investors often watch these filings to gauge sentiment and strategy shifts among large funds.
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