Honeywell (HON) is down 47.3% today. Here is some analysis on what might have caused this price movement. ([investor.honeywell.com](https://investor.honeywell.com/news-releases/news-release-details/honeywell-board-directors-sets-record-date-and-announces-0))
Analysis: The move appears to be driven primarily by Honeywell’s June 29, 2026 separation of its aerospace business into Honeywell Aerospace, plus related trading mechanics around the stock’s ex-distribution date and a 1-for-2 reverse stock split. This could mean the sharp drop is not a typical fundamental selloff, but instead reflects that HON now trades without the spun-off aerospace business attached. ([investor.honeywell.com](https://investor.honeywell.com/news-releases/news-release-details/honeywell-board-directors-sets-record-date-and-announces-0))
Details:
Sources:
Honeywell, SEC, OCC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HON Insider Trading Activity
$HON insiders have traded $HON stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $HON stock by insiders over the last 6 months:
- GRACE LIEBLEIN has made 0 purchases and 3 sales selling 5,847 shares for an estimated $1,425,089.
- ROBERT D. MAILLOUX (Vice President & Controller) sold 5,274 shares for an estimated $1,260,486
- D SCOTT DAVIS sold 2,367 shares for an estimated $568,080
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HON Hedge Fund Activity
We have seen 1,337 institutional investors add shares of $HON stock to their portfolio, and 1,267 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 52,933,867 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $11,964,641,958
- WELLINGTON MANAGEMENT GROUP LLP added 3,833,636 shares (+29.9%) to their portfolio in Q1 2026, for an estimated $866,516,745
- BLACKROCK, INC. removed 3,774,610 shares (-7.2%) from their portfolio in Q1 2026, for an estimated $853,175,098
- FRANKLIN RESOURCES INC added 3,318,104 shares (+32.4%) to their portfolio in Q1 2026, for an estimated $749,991,047
- SG AMERICAS SECURITIES, LLC removed 3,020,729 shares (-74.4%) from their portfolio in Q1 2026, for an estimated $682,775,375
- UBS GROUP AG removed 2,653,756 shares (-36.4%) from their portfolio in Q1 2026, for an estimated $599,828,468
- JPMORGAN CHASE & CO removed 2,457,297 shares (-23.8%) from their portfolio in Q4 2025, for an estimated $479,394,071
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.
$HON Government Contracts
We have seen $257,502,437 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:
- 2026 TASK ORDER FOR THE ENTERPRISE PERFORMANCE BASED LOGISTICS CONTRACT FOR SECONDARY POWER SUPPORT FOR B-1...: $98,634,991
- POWER UNIT,GAS TURB: $24,234,992
- TIGER III CONTRACT YEAR FIVE SERVICES: $6,411,697
- 8511934655!WHEEL AND SHAFT ASS: $1,927,494
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$HON Congressional Stock Trading
Members of Congress have traded $HON stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HON stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $50,000 on 03/24.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$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 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/30/2026
- JP Morgan issued a "Overweight" rating on 01/30/2026
- Citigroup issued a "Buy" rating on 01/12/2026
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 13 analysts offer price targets for $HON in the last 6 months, with a median target of $245.0.
Here are some recent targets:
- Deane Dray from RBC Capital set a target price of $275.0 on 06/11/2026
- Julian Mitchell from Barclays set a target price of $239.0 on 06/10/2026
- Varun Govindaraj from Bernstein set a target price of $233.0 on 06/10/2026
- Joe Ritchie from Goldman Sachs set a target price of $276.0 on 06/03/2026
- Gautam Khanna from TD Cowen set a target price of $230.0 on 04/24/2026
- Andrew Kaplowitz from Citigroup set a target price of $257.0 on 04/24/2026
- Daniel DiCicco from BMO Capital set a target price of $273.0 on 03/27/2026
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.
