Quadrant Capital Group 13F: Adds $1.3M to HON Stake

Quadrant Capital Group boosted its holdings in Honeywell International Inc. (HON) by 97.9% during the third quarter, according to a Form 13F filed with the SEC on October 20, 2026. The firm added 7,374 shares to bring its total stake to 14,907 shares. The reported value of the investment reached $2,709,764 on the filing date.

HON Honeywell International Inc.

$214.73 ▲ +5.94% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quadrant Capital Group's Honeywell Position

In the filing on October 20, 2026, Quadrant Capital Group expanded its exposure to Honeywell significantly. The purchase of 7,374 shares marked a 97.9% increase from its previous holding of 7,533 shares, doubling the size of the investment for the firm.

Other Institutional Activity in Honeywell

Other institutional investors also adjusted their positions in the industrial conglomerate around the same time. Sumitomo Mitsui DS Asset Management Company grew its holdings by 120,507 shares, ending with 287,407 shares worth about $60,625,633. Quilter reduced its stake by 13,543 shares to hold 190,365 shares valued at approximately $40,155,593. Meanwhile, Trust Co of Toledo Na initiated a position with 9241 shares worth about $1,949,296, and Fulton Bank, N.A. added 9966 shares to hold 9966 shares valued at roughly $2,102,227. Mirae Asset Securities closed out its entire stake by selling all 25,097 shares.

Honeywell International Inc. Stock Up 0.6%

Honeywell shares closed at $213.32 on the filing date and recently traded around $214.60, which is up about 0.6% since then. The stock trades above its 50-day moving average of $212.90, but remains below its 200-day moving average of $230.65. The company carries a market capitalization of roughly $68.1 billion.

Recent Earnings

For the trailing twelve months, Honeywell reported $38.06 billion in revenue and earnings of $27.09 per share. The company posted a net profit margin of 21.6% alongside a return on equity of 46.6%.

Dividend

Honeywell pays an annual dividend rate of $2.80 per share, giving it a dividend yield of 1.3%. The payout accounts for 34.7% of the company's earnings.

Insider Buying and Selling at Honeywell International Inc.

Company insiders executed sales prior to the filing. On July 27, 2026, officer Kenneth J West sold 17,032 shares 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 $245.47, totaling $77,569.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on Honeywell through recent rating updates and price target adjustments. On September 25, 2026, Wells Fargo initiated coverage on the stock with an Equal-Weight rating and a $231.00 price target. JP Morgan maintained an Overweight rating on October 9, 2026, while lowering its price target from $255.00 to $240.00. Citigroup maintained a Buy rating on October 12, 2026, trimming its target from $279.00 to $270.00. RBC Capital kept an Outperform rating on October 14, 2026, adjusting its target from $293.00 down to $270.00. Mizuho maintained an Outperform rating on October 15, 2026, while moving its target from $265.00 to $255.00. Overall, the stock holds a consensus buy rating across 23 analyst opinions, with a mean price target of $254.91.

About Honeywell

Honeywell International Inc. operates as a diversified industrial company focused on industrial automation, building automation, and energy and sustainability solutions. Headquartered in Charlotte, North Carolina, the company employs over 101,000 people globally and serves customers across the United States, Europe, and international markets. Institutional moves like Quadrant's highlight ongoing adjustments by asset managers as the company navigates its industrial markets.

Bottom Line

Investors tracking Honeywell will want to watch upcoming earnings reports and future Form 13F filings to see if institutional interest continues to grow. The stock currently trades below its consensus price target and well under its 52-week high of $260.28.