Honeywell International Inc
boothcheck covers Honeywell International Inc (HON) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• Honeywell is in the middle of taking itself apart: the Aerospace spin-off is on track for completion on June 29, with $20 billion of spin financing raised, alongside agreed sales of the Warehouse and Workflow Solutions and Productivity Solutions and Services businesses. [Source: Q1 2026 earnings call] • The biggest risk is that the value the breakup is meant to unlock is already in the price; the stock is priced richer than every standard valuation frame supports, with Industrial Automation, t
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2,726 institutional managers reported holding HON in 13F filings for the quarter ended 2026-03-31. 248 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 19.3M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HON has cut its share count 13.8% over the past five years, spending $15.94B on repurchases. It pays a dividend, and has for 16 years running, raised 15 years straight; the current rate is $4.58 a share annually. Cash returned over the past three years: $8.10B in dividends and $9.03B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at HON over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HON's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-28 | +4.7% | +3.9% |
| 2023-07-28 | -6.3% | -5.3% |
| 2023-10-27 | -0.6% | +18.4% |
| 2024-04-26 | -0.6% | +10.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HON's latest 8-K filings: 2026-08-19 (items 5.02, 7.01, 9.01); 2026-07-23 (items 2.02, 9.01); 2026-06-29 (items 1.01, 2.01, 2.02, 3.03, 5.02, 5.03, 7.01, 9.01); 2026-06-15 (items 5.02, 7.01, 8.01); 2026-06-05 (items 7.01, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.