CONFLUENCE INVESTMENT MANAGEMENT LLC has opened a new $100.9M position in $HON, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HON.
$HON Hedge Fund Activity
We have seen 1,171 institutional investors add shares of $HON stock to their portfolio, and 1,189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 14,611,869 shares (-96.6%) from their portfolio in Q3 2025, for an estimated $3,075,798,424
- NOMURA HOLDINGS INC added 3,461,292 shares (+746.0%) to their portfolio in Q3 2025, for an estimated $728,601,966
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,838,150 shares (+78.1%) to their portfolio in Q3 2025, for an estimated $597,430,575
- BLACKROCK, INC. added 2,825,368 shares (+6.1%) to their portfolio in Q3 2025, for an estimated $594,739,964
- BANK OF AMERICA CORP /DE/ removed 2,434,547 shares (-19.9%) from their portfolio in Q3 2025, for an estimated $512,472,143
- QUBE RESEARCH & TECHNOLOGIES LTD added 2,309,981 shares (+234.7%) to their portfolio in Q3 2025, for an estimated $486,251,000
- FRANKLIN RESOURCES INC added 2,277,234 shares (+28.8%) to their portfolio in Q3 2025, for an estimated $479,357,757
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$HON Government Contracts
We have seen $135,537,539 of award payments to $HON over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TIGER III - HARDWARE DO 14 ILSC: $48,142,675
- TIGER III - DO 14.1 PM ABRAMS HARDWARE: $27,776,626
- POWER UNIT,GAS TURB: $24,234,992
- TIGER III CONTRACT YEAR FIVE SERVICES: $6,411,697
- ZENITH PHASE 2,THE PRIMARY GOALS OF THE ZENITH PROGRAM ARE TO DESIGN, BUILD AND PROVE GROUND-BASED, TILTABL...: $4,203,091
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$HON Congressional Stock Trading
Members of Congress have traded $HON stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $HON stock by members of Congress over the last 6 months:
- REPRESENTATIVE DEBBIE DINGELL sold up to $50,000 on 11/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$HON Analyst Ratings
Wall Street analysts have issued reports on $HON in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 12/24/2025
- B of A Securities issued a "Underperform" rating on 11/18/2025
- TD Cowen issued a "Buy" rating on 11/10/2025
- RBC Capital issued a "Outperform" rating on 10/27/2025
To track analyst ratings and price targets for $HON, check out Quiver Quantitative's $HON forecast page.
$HON Price Targets
Multiple analysts have issued price targets for $HON recently. We have seen 9 analysts offer price targets for $HON in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Brett Linzey from Mizuho set a target price of $240.0 on 01/05/2026
- Julian Mitchell from Barclays set a target price of $250.0 on 12/24/2025
- Alexander Virgo from Evercore ISI Group set a target price of $255.0 on 12/15/2025
- Andrew Obin from B of A Securities set a target price of $205.0 on 11/18/2025
- Gautam Khanna from TD Cowen set a target price of $240.0 on 11/10/2025
- Chris Snyder from Morgan Stanley set a target price of $235.0 on 10/28/2025
- Joseph O'Dea from Wells Fargo set a target price of $230.0 on 10/27/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HON ticker page for more data.
