Vaughan Nelson Investment Management, L.P. Adds $111M in Honeywell International Inc. ($HON)

Vaughan Nelson Investment Management, L.P. has taken a new position in Honeywell International Inc. (NasdaqGS: HON), acquiring 505,800 shares valued at approximately $113.2 million. This information comes from the firm's latest 13F filing with the SEC, reflecting holdings as of the reporting period.

What Changed in Vaughan Nelson's Honeywell Position

Vaughan Nelson's recent move marks the initiation of a new investment in Honeywell, as the firm did not hold any shares previously. The acquisition of 505,800 shares positions Vaughan Nelson with a significant stake valued at around $113.2 million.

Other Institutional Activity in Honeywell

Among other institutional investors, BlackRock, Inc. reduced its holdings by 3.77 million shares to end with 48.83 million shares valued at about $11.04 billion. Vanguard Capital Management LLC added 41.28 million shares, resulting in a total of 41.28 million shares worth $9.33 billion. Meanwhile, State Street Corp's holdings increased slightly by 49,723 shares, bringing its total to 31.73 million shares valued at $7.17 billion. Morgan Stanley trimmed its position by nearly 1 million shares, holding 18.43 million shares worth $4.17 billion. Wellington Management Group LLP grew its stake by 3.83 million shares, reaching 16.64 million shares valued at $3.76 billion.

Honeywell Stock Snapshot

Shares of Honeywell International Inc. (NasdaqGS: HON) traded near $223.78. The company boasts a market capitalization of approximately $139.6 billion and has a P/E ratio of 35.19, with a forward P/E of 19.25. Honeywell's beta is 0.843, suggesting it is less volatile than the market. The stock's 52-week range is between $186.76 and $248.18, with a 50-day moving average of $221.94 and a 200-day moving average of $212.98. Honeywell maintains a current ratio of 1.385 and a quick ratio of 0.926, with a debt-to-equity ratio of 257.387.

Recent Earnings

Honeywell reported revenue of $37.66 billion, reflecting a growth rate of 2.4%. The company's net margin stands at 10.89%, and it achieved a return on equity of 24.26%. Honeywell is set to announce its next earnings on April 23, 2026.

Dividend

Honeywell pays an annual dividend of $4.76 per share, yielding 2.16%. The dividend payout ratio is 74.12%, indicating a significant return of profits to shareholders.

Insider Buying and Selling at Honeywell International Inc.

Recent insider transactions at Honeywell include CEO Vimal Kapur buying 1,997 shares on June 1, 2026, and selling 868 shares on the same day. Additionally, Jillian Evanko purchased 150 shares at $234.99 each. Craig Arnold also bought 576 shares on May 22, 2026.

Analysts Set New Price Targets

On June 12, 2026, RBC Capital reiterated its buy rating for Honeywell, setting a price target of $275. On June 10, Bernstein initiated coverage with a hold rating and a target of $233. Barclays maintained its buy rating on June 10 with a target of $239. Overall, the consensus among 26 analysts is a buy, with a mean target price of $247.25.

About Honeywell

Honeywell International Inc., headquartered in Charlotte, North Carolina, operates in the industrial sector, focusing on aerospace technologies, industrial automation, building automation, and energy solutions. Led by CEO Vimal M. Kapur, Honeywell employs approximately 101,000 people globally. The company provides a wide range of products and services, including aerospace systems, automation control, and energy management solutions.

Bottom Line

Vaughan Nelson's new position in Honeywell highlights the fund's interest in this industrial conglomerate. Investors follow such moves closely, although 13F filings are backward-looking and may not represent current positions. Honeywell's stable financials, along with active analyst coverage and insider transactions, make it a stock to watch.