Supply Chain Challenges: Recent earnings highlighted persistent mechanical issues limiting output despite robust demand and a growing backlog exceeding $18 billion. Market observers noted that management underestimated the timeline for resolution, leading to a guidance cut that surprised some followers.
Analyst Perspectives: Morgan Stanley maintained an overweight rating with a $205 target, emphasizing the company's attractive valuation as the cheapest name in aerospace and defense amid potential strategic interest. Discussions also touched on an $3.5 billion buyback authorization providing support if execution improves.
Investor Sentiment: Some expressed disappointment in leadership communications around the spin-off and post-split performance, while others viewed the current price near $165 as presenting a compelling long-term opportunity relative to peers.
Note: This discussion summary was generated from an AI condensation of post data.
HONA Aerospace Hedge Fund Activity
We have seen 1,754 institutional investors add shares of HONA Aerospace stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 23,762,174 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,253,341,427
- INVESCO LTD. added 12,884,435 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,848,490,889
- MORGAN STANLEY added 9,286,812 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,053,128,396
- GEODE CAPITAL MANAGEMENT, LLC added 8,206,762 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,814,350,942
- WELLINGTON MANAGEMENT GROUP LLP added 7,716,131 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,705,882,241
- GOLDMAN SACHS GROUP INC added 7,388,181 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,633,379,055
- FRANKLIN RESOURCES INC added 6,495,690 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,436,067,145
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
HONA Aerospace Price Targets
Multiple analysts have issued price targets for $HONA recently. We have seen 6 analysts offer price targets for $HONA in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Kristine Liwag from Morgan Stanley set a target price of $255.0 on 07/08/2026
- An analyst from BMO Capital set a target price of $276.0 on 07/02/2026
- David Strauss from Wells Fargo set a target price of $250.0 on 07/01/2026
- Sheila Kahyaoglu from Jefferies set a target price of $235.0 on 06/30/2026
- Matthew Akers from BNP Paribas set a target price of $245.0 on 06/30/2026
- Gautam Khanna from TD Cowen set a target price of $250.0 on 06/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
