Evergreen Capital Management 13F: Adds $9.4M to HONA Stake
Key Points
- Evergreen Capital Management boosted its holdings in Honeywell Aerospace Inc. HONA by 60,695 shares during the quarter, bringing its total stake to 66,223 shares worth about $10.3 million.
- Honeywell Aerospace Inc. recently traded near $163.31, sitting below its 200-day moving average and about 45.1% below its 52-week high.
- Other institutional investors active in the stock included Wilmington Savings Fund Society and Mutual of America Capital Management, both of which established new positions during the filing period.
Get Honeywell Aerospace text alerts
We text you when insiders, Congress, analysts or big funds move on $HONA.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Honeywell Aerospace Inc. alert may contain errors. Disclosures
Evergreen Capital Management boosted its stake in Honeywell Aerospace Inc. HONA by 60,695 shares during the quarter, bringing its total holdings to 66,223 shares. According to a Form 13F filing with the SEC on October 23, 2026, the value of the investment reached about $10.3 million. That represents a 1,097.9% increase over the previous quarter's total of 5,528 shares.
HONA
Honeywell Aerospace Inc.
What Changed in Evergreen Capital Management's Honeywell Aerospace Inc. Position
The fund expanded its footprint significantly by adding 60,695 shares to finish the period with 66,223 shares. The reported value of the position stood at $10,262,579.0 on the filing date.
Other Institutional Activity in Honeywell Aerospace Inc.
Other major funds adjusted their holdings around the same period. Wilmington Savings Fund Society picked up 38,351 shares, ending with 38,351 shares worth about $5.9 million. NTV Asset Management reduced its holdings by 3,445 shares, leaving it with 5,950 shares valued at about $922,072.0 after a 36.7% decrease. Mutual of America Capital Management opened a new position with 32,363 shares valued at about $5.0 million. Franklin Resources, Inc. grew its holdings by 3,247,845 shares, ending with 6,495,690 shares worth about $1.1 billion following a 100.0% increase.
Honeywell Aerospace Inc. Stock Up 0.5%
Honeywell Aerospace Inc. recently traded around $163.31 as of October 24, 2026, roughly equal to its closing price of $163.31 on the filing date. The stock sits about 2.0% above its 50-day moving average of $160.07, but remains about 11.6% below its 200-day moving average of $184.84. Shares are down about 45.1% from their 52-week high of $297.50 and up about 9.5% from their 52-week low of $149.19. The average analyst price target stands at $199.20, leaving the recent price about 18.0% below that target.
Recent Earnings
Trailing twelve month revenue reached $17.9 billion with basic earnings per share at $3.28. The next earnings report is scheduled for October 28, 2026.
Insider Buying and Selling at Honeywell Aerospace Inc.
Director Craig Arnold bought 6,400 shares on September 1, 2026, at an average price of $156.00 for a total value of $998,400.0.
Analysts Set New Price Targets
Morgan Stanley upgraded the stock to Overweight with a $205.00 price target on August 19, 2026. Susquehanna initiated coverage with a Positive rating and a $190.00 target on September 17, 2026. Goldman Sachs initiated coverage with a Neutral rating and a $190.00 target on October 7, 2026. TD Cowen maintained a Hold rating and lowered its target from $180.00 to $170.00 on October 9, 2026. RBC Capital maintained an Outperform rating while lowering its target from $250.00 to $210.00 on October 15, 2026. The consensus recommendation sits at Buy with a mean target of $199.20 across 15 analyst opinions.
About Honeywell Aerospace Inc.
Honeywell Aerospace Inc. manufactures and supplies aircraft components, avionics, engines, and systems for airframe manufacturing, commercial airlines, military and defense, business aviation, and space markets. The company operates within the industrials sector from its headquarters in Phoenix, Arizona.
Bottom Line
Investors will look to the upcoming earnings report on October 28, 2026, for further updates on financial performance and operational growth. Monitoring future institutional filings will show whether major shareholders continue to adjust their positions in the aerospace manufacturer.
Related Filing Alerts
Source: Evergreen Capital Management's 13F filing on $HONA (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts