Quilter 13F: Cuts Honeywell International (HON) Stake by $2.9M

Quilter lowered its stake in Honeywell International Inc. HON by 13,543 shares during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The stock closed at $214.73 on the day of the filing.

HON Honeywell International Inc.

$214.73 ▲ +5.94% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's Honeywell International Inc. Position

The reduction marked a 6.6% decrease in the firm's holdings of the industrial conglomerate. Quilter owned 203,908 shares before the trade and finished the period with 190,365 shares. The remaining stake carried a reported value of $40,155,593.

Other Institutional Activity in Honeywell International Inc.

Other major investors also adjusted their positions in the industrial stock during the reporting period. Newport Trust Company, LLC grew its holdings by 6,432,598 shares, ending with 12,865,197 shares worth about $2,762,543,696. Franklin Resources, Inc. reduced its position by 263,452 shares, leaving 6,509,094 shares valued at roughly $1,397,697,726.

Honeywell International Inc. Stock Down 2.2%

Honeywell recently traded around $214.60 on October 22, 2026, which is about equal to its close on the filing date. The stock sits above its 50-day moving average of $212.90, but remains below its 200-day moving average of $230.65. Shares have traded between a 52-week low of $195.87 and a 52-week high of $260.28.

Recent Earnings

Honeywell reported trailing-twelve-month revenue of $38,057,000,960 alongside earnings of $27.09 per share. The company posted a net profit margin of 21.6% and a return on equity of 46.6%. Revenue grew 4.3% compared to the same period last year.

Dividend

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

Insider Buying and Selling at Honeywell International Inc.

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

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 25, 2026, Wells Fargo initiated coverage with an Equal-Weight rating and a $231.00 price target. JP Morgan maintained an Overweight rating on October 9, 2026, lowering its target from $255.00 to $240.00. Citigroup maintained a Buy rating on October 12, 2026, adjusting its target from $279.00 to $270.00. RBC Capital maintained an Outperform rating on October 14, 2026, lowering its target from $293.00 to $270.00. Mizuho maintained an Outperform rating on October 15, 2026, cutting its target from $265.00 to $255.00. The stock currently holds a consensus buy rating and an average price target of $254.91 across 23 analyst opinions.

About Honeywell International Inc.

Based in Charlotte, North Carolina, Honeywell operates as an industrial conglomerate providing building automation, industrial automation, and energy solutions globally. The company employs 101,000 people and serves customers across commercial and industrial markets.

Bottom Line

Quilter's reduced position reflects ongoing portfolio adjustments by large institutional holders. Investors will continue watching institutional filings and upcoming earnings reports to gauge demand for the industrial sector.