NTV Asset Management 13F: Cuts HONA Stake by $534K

NTV Asset Management cut its stake in Honeywell Aerospace Inc. HONA by 36.7%, according to a Form 13F filing on October 23, 2026. The stock closed at $163.31 on the day of the filing.

HONA Honeywell Aerospace Inc.

$166.61 ▼ -14.94% past 3 months

1M 3M

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Honeywell Aerospace Inc. Position

The firm sold off 3,445 shares during the period, dropping its total holding from 9,395 shares down to 5,950 shares. The remaining stake carried a reported value of $922,072 at the time of the filing.

Other Institutional Activity in Honeywell Aerospace Inc.

Other large funds made major adjustments to their holdings in Honeywell Aerospace Inc. HONA during the quarter. Pinnacle Associates grew its holdings by 12,357 shares, ending with 71,268 shares worth about $11.04 million. Quilter reduced its stake by 113,874 shares, leaving it with 90,034 shares valued at about $13.95 million. Sumitomo Mitsui DS Asset Management Company cut its position by 122,820 shares to end with 44,080 shares worth roughly $6.83 million. PensionDanmark Pensionsforsikringsaktieselskab trimmed its holdings by 19,917 shares, finishing with 44,353 shares valued at about $6.87 million. Meanwhile, Mirae Asset Securities closed out its position entirely by offloading 25,097 shares.

Honeywell Aerospace Inc. Stock Up 0.5%

Honeywell Aerospace Inc. recently traded around $163.31 as of October 24, 2026, which is about equal to its event-day close. The shares sit 45.1% below their 52-week high of $297.50 and 9.5% above their 52-week low of $149.19. The stock trades about 2.0% above its 50-day moving average of $160.07 and 11.6% below its 200-day moving average of $184.84.

Recent Earnings

Honeywell Aerospace Inc. reported trailing-twelve-month revenue of $17.92 billion alongside earnings of $3.28 per share. The business runs with a net profit margin of 10.9% and a year-over-year revenue growth rate of 5.4%. Its 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 Inc. HONA on September 1, 2026, at an average price of $156.00 for a total value of $998,400.

Analysts Set New Price Targets

Wall Street firms updated their views on the company ahead of the filing. Morgan Stanley maintained an Overweight rating with a $205.00 price target on August 19, 2026. Susquehanna initiated coverage with a Positive rating and a $190.00 price target on September 17, 2026. Goldman Sachs initiated coverage with a Neutral rating and a $190.00 price target on October 7, 2026. TD Cowen maintained a Hold rating while lowering its price target from $180.00 to $170.00 on October 9, 2026. RBC Capital maintained an Outperform rating while lowering its price target from $250.00 to $210.00 on October 15, 2026. The stock carries a consensus buy recommendation from analysts with a mean price target of $199.20.

About Honeywell Aerospace Inc.

Honeywell Aerospace Inc. builds aircraft parts and systems for commercial airlines, defense customers, and business aviation. The company manufactures engines, avionics, and airframe components used across the aerospace sector. Institutional adjustments and insider trades arrive as market participants watch how the manufacturer handles aircraft demand and supply chain needs.

Bottom Line

Investors will look toward the upcoming earnings release on October 28, 2026, for further clues on profitability and demand. Future regulatory filings will show whether other major asset managers follow NTV Asset Management in trimming their positions.