Quilter 13F: Cuts Honeywell Aerospace (HONA) Stake by $18M

Quilter trimmed its investment in Honeywell Aerospace Inc. HONA by 55.8% during the period, shedding 113,874 shares to finish with 90,034 shares. The stake carried an estimated value of $13,952,570 at the time of the disclosure, according to a Form 13F filed with the SEC on October 21, 2026. The fund previously held 203,908 shares in the aerospace company.

HONA Honeywell Aerospace Inc.

$161.34 ▼ -22.35% past 3 months

1M 3M

Daily close · Oct 22, 2026

What Changed in Quilter's Honeywell Aerospace Position

The reduction marked a sharp pullback for Quilter, cutting more than half of its prior share count in Honeywell Aerospace Inc. HONA. The remaining 90,034 shares represent a much smaller footprint for the institutional investor in the industrial firm, which closed at $162.46 on the day of the filing.

Other Institutional Activity in Honeywell Aerospace

Other major institutional investors adjusted their positions around the same reporting period. Franklin Resources, Inc. grew its holdings by 3,247,845 shares, ending with 6,495,690 shares worth about $1,047,267,659.

Honeywell Aerospace Inc. Stock Up 0.4%

Honeywell Aerospace Inc. HONA recently traded around $163.04, up about 0.4% from its event-day close of $162.46 on October 21, 2026. The stock sits above its 50-day moving average of $160.16, but remains below its 200-day moving average of $185.08. Shares have traded in a 52-week range between $149.19 and $297.50.

Recent Earnings

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

Insider Buying and Selling at Honeywell Aerospace Inc.

Director Craig Arnold picked up 6,400 shares on September 1, 2026, at a price of $156.00 per share, bringing the total value of the transaction to $998,400.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on Honeywell Aerospace Inc. HONA with several rating updates. On August 19, 2026, Morgan Stanley maintained an Overweight rating 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, lowering its target from $180.00 to $170.00. Finally, RBC Capital maintained an Outperform rating on October 15, 2026, while lowering its target from $250.00 to $210.00. The stock carries a consensus buy rating and a mean price target of $199.20 across 15 analyst opinions.

About Honeywell Aerospace

Honeywell Aerospace Inc. manufactures and supplies aircraft components, avionics, engines, and systems for commercial airlines, military customers, and business aviation markets. Institutional moves like Quilter's reduction arrive as the company navigates shifting demand across the broader aerospace and defense sector.

Bottom Line

Investors are looking ahead to Honeywell Aerospace Inc. HONA's upcoming earnings report on October 28, 2026, for fresh details on margins and revenue growth. Monitoring subsequent 13F filings will show whether other large funds follow Quilter's lead or continue building positions.