Sumitomo Mitsui DS Asset Management Company 13F: Cuts HONA Stake by $19M
Key Points
- Sumitomo Mitsui DS Asset Management cut its Honeywell Aerospace stake by 73.6%, leaving 44,080 shares valued at roughly $6.8 million.
- Honeywell Aerospace recently changed hands around $159.99 following an event close of $163.26 on October 20, 2026.
- Director Craig Arnold purchased 6,400 shares for $998,400 on September 1, 2026.
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Sumitomo Mitsui DS Asset Management reduced its holdings in Honeywell Aerospace Inc. (HONA) by 122,820 shares during the quarter, according to a Form 13F filing with the SEC on October 20, 2026. The institutional investor owned 44,080 shares of the company at the end of the period, down from 166,900 shares previously. The remaining stake carried a value of about $6.8 million as of the report date. Honeywell Aerospace shares closed at $163.26 on the filing date.
HONA
Honeywell Aerospace Inc.
What Changed in Sumitomo Mitsui DS Asset Management's Honeywell Aerospace Position
The asset manager cut its position by a 73.6% margin, dropping most of its previous holding in the aerospace manufacturer. The firm kept 44,080 shares out of its prior total of 166,900 shares.
Other Institutional Activity in Honeywell Aerospace
Franklin Resources, Inc. grew its holdings by 3,247,845 shares, ending with 6,495,690 shares worth about $1.0 billion.
Honeywell Aerospace Inc. Stock Down 1.9%
The stock recently traded around $159.99 on October 21, 2026, sitting roughly 2.0% below its $163.26 close from the filing day.
Recent Earnings
Honeywell Aerospace generated $17.9 billion in trailing twelve-month revenue alongside earnings of $3.28 per share. The business achieved a net profit margin of 10.9% and year-over-year revenue growth of 5.4%. The company's next earnings report is scheduled for October 28, 2026.
Insider Buying and Selling at Honeywell Aerospace Inc.
Director Craig Arnold bought 6,400 shares at an average price of $156.00 on September 1, 2026, totaling $998,400 in a transaction completed outside a Rule 10b5-1 plan.
Analysts Set New Price Targets
On August 19, 2026, Morgan Stanley maintained an Overweight rating and a $205.00 price target. Susquehanna initiated coverage with a Positive rating and a $190.00 price target on September 17, 2026. Goldman Sachs started coverage with a Neutral rating and a $190.00 price target on October 7, 2026. TD Cowen kept a Hold rating while reducing its target from $180.00 to $170.00 on October 9, 2026. RBC Capital maintained an Outperform rating and cut its price target from $250.00 to $210.00 on October 15, 2026.
About Honeywell Aerospace
Honeywell Aerospace Inc. builds aircraft components, engines, and avionics systems for commercial airlines, military agencies, space programs, and private aviation markets. Institutional changes like this filing offer a window into how large managers shift capital across industrial manufacturers.
Bottom Line
Market participants will look toward the company's scheduled earnings release on October 28, 2026, for fresh updates on financial performance.
Related Filing Alerts
Source: Sumitomo Mitsui DS Asset Management Company's 13F filing on $HONA (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts