Why Honeywell Aerospace Stock Fell Today

Honeywell Aerospace (HONA) is down 10.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to a tough market read on Honeywell Aerospace’s first quarterly report as a standalone company. Even though the company posted higher sales, raised adjusted EPS guidance, and announced its first dividend, investors seem to be focusing on lingering supply-chain bottlenecks, modest profit growth, and the fact that part of the quarter’s margin support came from tariff refunds and a few deals closing earlier than expected.

Details:

Third-quarter sales rose 2% to $4.6 billion, backlog increased 12% to $19.3 billion, and the company lifted its full-year adjusted EPS outlook to $7.85 to $8.00.

Adjusted EBIT increased only 1% year over year, while management said results included about $50 million of tariff refund benefit as well as new costs from operating as an independent public company.

Management said mechanical supplier constraints are still limiting deliveries, and the earnings call emphasized that stronger output growth is expected more in 2027 than immediately.

The quarterly report also showed spin-off-related costs, higher interest expense tied to debt issued around the separation, and other standalone costs that may have reinforced investor caution despite the headline earnings beat.

Sources:

Honeywell Aerospace investor release, SEC, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HONA Insider Trading Activity

$HONA insiders have traded $HONA stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $HONA stock by insiders over the last 6 months:

CRAIG ARNOLD purchased 6,400 shares for an estimated $998,400

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.

$HONA Hedge Fund Activity

We have seen 1,559 institutional investors add shares of $HONA stock to their portfolio, and 470 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 Congressional Stock Trading

Members of Congress have traded $HONA stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $HONA stock by members of Congress over the last 6 months:

REPRESENTATIVE MARIA ELVIRA SALAZAR sold up to $15,000 on 09/24.
REPRESENTATIVE KEVIN HERN sold up to $50,000 on 08/19.

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.

$HONA 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.