Mutual of America Capital Management 13F: New $5M Stake in HONA

Mutual of America Capital Management opened a new position in Honeywell Aerospace Inc. HONA by acquiring 32,363 shares valued at about $5.0 million, according to a Form 13F filing on October 23, 2026. The new holding represents a fresh bet on the aerospace and defense manufacturer during a period when the stock trades well below its 52-week highs.

HONA Honeywell Aerospace Inc.

$166.61 ▼ -14.94% past 3 months

1M 3M

Daily close · Oct 23, 2026

What Changed in Mutual of America's Honeywell Aerospace Position

The institutional investor initiated the stake during the third quarter, taking on 32,363 shares with a total reported value of $5,015,294. Because this is a brand-new holding for the fund, there were no prior shares held in the aerospace manufacturer.

Other Institutional Activity in Honeywell Aerospace

Franklin Resources, Inc. grew its holdings by 3,247,845 shares, ending with 6,495,690 shares worth about $1,060,811,118 following a 100.0% increase reported for the period ending June 30, 2026.

Honeywell Aerospace Inc. Stock Up 0.5%

Honeywell Aerospace shares closed at $163.31 on October 23, 2026, and recently traded around that same level of $163.31 as of October 24, 2026. The stock trades about 2.0% above its 50-day moving average of $160.07, though it remains 11.6% below its 200-day moving average of $184.84. Shares sit 45.1% below their 52-week high of $297.50 and 9.5% above their 52-week low of $149.19.

Recent Earnings

Honeywell Aerospace reported trailing twelve-month revenue of $17,915,000,832 with earnings of $3.28 per share. The business achieved a net profit margin of 10.9% and year-over-year revenue growth of 5.4%. The next quarterly earnings report is scheduled for October 28, 2026.

Insider Buying and Selling at Honeywell Aerospace Inc.

Director Craig Arnold bought 6,400 shares of Honeywell Aerospace on September 1, 2026, at an average price of $156.00 for a total value of $998,400.

Analysts Set New Price Targets

On August 19, 2026, Morgan Stanley maintained its Overweight rating on the stock with a price target of $205.00. Later, on September 17, 2026, Susquehanna initiated coverage with a Positive rating and a $190.00 price target. Goldman Sachs initiated coverage on October 7, 2026, with a Neutral rating and a $190.00 price target. TD Cowen maintained a Hold rating on October 9, 2026, while lowering its target from $180.00 to $170.00. RBC Capital maintained an Outperform rating on October 15, 2026, while lowering its target from $250.00 to $210.00. Honeywell Aerospace carries a consensus buy rating and a mean price target of $199.20 across 15 analyst opinions.

About Honeywell Aerospace

Honeywell Aerospace Inc. manufactures aircraft components, avionics, engines, and systems for commercial airlines, military customers, business aviation, and space markets. Based in Phoenix, Arizona, the company supplies vital hardware and technology to global airframe manufacturers and defense operators.

Bottom Line

Investors will watch the upcoming earnings release on October 28, 2026, for fresh insights into the company's financial performance. Further institutional filings will reveal whether other large managers follow Mutual of America in establishing new positions.