Mutual of America Capital Management 13F: New $6.8M Stake in HON

Mutual of America Capital Management opened a new position in Honeywell International Inc. HON by purchasing 32,362 shares worth about $6.8 million, according to a Form 13F filing with the SEC on October 23, 2026.

HON Honeywell International Inc.

$221.15 ▲ +9.11% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America Capital Management's Honeywell International Inc. Position

The fund initiated a brand-new stake in the industrial conglomerate during the quarter, picking up 32,362 shares. The reported value of the holding reached $6.8 million at the time of the filing. Honeywell shares closed at $221.15 on the filing date.

Other Institutional Activity in Honeywell International Inc.

Other large investors adjusted their holdings in Honeywell around the same period. Capital Investment Advisors grew its holdings by 16,202 shares, ending with 119,037 shares worth about $25.1 million in a report filed on October 22, 2026. Newport Trust Company, LLC boosted its stake by 6,432,598 shares, a 100.0% increase, to hold 12,865,197 shares valued at $2,845,138,238 as of June 30, 2026. Meanwhile, Franklin Resources, Inc. trimmed its position by 263,452 shares, dropping 3.9% to finish with 6,509,094 shares worth $1,439,486,098 in its filing from June 30, 2026.

Honeywell International Inc. Stock Up 3.0%

Honeywell recently traded around $221.25 as of October 24, 2026, putting it about equal to its event close of $221.15. The stock sits roughly 4.1% above its 50-day moving average of $212.56, but remains about 4.1% below its 200-day moving average of $230.67. Shares are down 15.0% from their 52-week high of $260.28 and up 13.0% from their 52-week low of $195.87.

Recent Earnings

Honeywell reported trailing twelve-month revenue of $37.7 billion and earnings of $20.17 per share. The company posted a net profit margin of 18.7% and a return on equity of 44.4%. Its next earnings report is scheduled for January 28, 2027.

Dividend

The company pays an annual dividend of $2.80 per share, which translates to a dividend yield of 1.28%. This payout takes up 34.7% of Honeywell's earnings.

Insider Buying and Selling at Honeywell International Inc.

Company insiders also transacted in Honeywell shares ahead of the filing. Officer Kenneth J West sold 17,032 shares on July 27, 2026, at an average price of $243.77 for a total of $4,151,891. Later, on August 3, 2026, West sold another 316 shares at an average price of $245.47, totaling $77,569.

Analysts Set New Price Targets

Wall Street firms updated their views on Honeywell through October 2026. On October 15, 2026, Mizuho maintained its Outperform rating while lowering its price target from $265.00 to $255.00. Citigroup maintained a Buy rating on October 23, 2026, raising its target from $270.00 to $271.00. On the same day, JP Morgan maintained an Overweight rating and lifted its target from $240.00 to $241.00. Evercore ISI Group kept an Outperform rating on October 23, 2026, bumping its target from $265.00 to $270.00. RBC Capital also maintained an Outperform rating on October 23, 2026, while adjusting its target from $270.00 down to $269.00. Overall, the stock carries a consensus buy recommendation from 23 analysts with a mean price target of $254.26.

About Honeywell International Inc.

Headquartered in Charlotte, North Carolina, Honeywell International Inc. operates across industrial automation, building automation, and energy and sustainability solutions. The firm employs roughly 101,000 people globally and provides software and connected technologies that help factories, buildings, and supply chains run more efficiently.

Bottom Line

Mutual of America's new stake brings fresh institutional attention to Honeywell as the industrial giant approaches its next earnings announcement in January 2027. Investors will watch whether steady institutional buying and positive analyst sentiment can help push the stock back toward its 200-day moving average.