Wilmington Savings Fund Society, FSB 13F: New $5.9M Stake in HONA

Wilmington Savings Fund Society opened a new position in Honeywell Aerospace Inc. (NASDAQ: HONA) by purchasing 38,351 shares worth about $5.9 million. According to a Form 13F filing with the SEC on October 23, 2026, the institutional investor took a brand-new stake in the aerospace component manufacturer during the third quarter. Honeywell Aerospace shares closed at $163.31 on the filing date.

HONA Honeywell Aerospace Inc.

$166.61 ▼ -14.94% past 3 months

1M 3M

Daily close · Oct 23, 2026

What Changed in Wilmington Savings Fund Society's Honeywell Aerospace Inc. Position

The fund started its investment from scratch, reporting zero prior shares before adding 38,351 shares of Honeywell Aerospace Inc. The total value of the new holding reached $5,943,255 based on the reported value in the filing. Because this is a brand-new holding, there is no prior percentage change to report.

Other Institutional Activity in Honeywell Aerospace Inc.

Other fund managers have also adjusted their portfolios around Honeywell Aerospace Inc. Mutual of America Capital Management opened a new position by acquiring 32,363 shares worth about $5.0 million. Meanwhile, Franklin Resources, Inc. grew its holdings by 3,247,845 shares, ending with 6,495,690 shares worth about $1.06 billion following a 100.0% increase.

Honeywell Aerospace Inc. Stock Up 0.5%

Honeywell Aerospace recently traded around $163.31 as of October 24, 2026, which is about equal to its closing price on the filing date. The stock sits 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. generated $17.92 billion in trailing twelve month revenue with an earnings per share of $3.28. The net profit margin stands at 10.9%. 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 of Honeywell Aerospace Inc. 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 have kept a close eye on the stock ahead of its next financial update. On August 19, 2026, Morgan Stanley maintained its Overweight rating and a $205.0 price target. Susquehanna initiated coverage with a Positive rating and a $190.0 target on September 17, 2026. Goldman Sachs initiated coverage with a Neutral rating and a $190.0 target on October 7, 2026. TD Cowen maintained a Hold rating while lowering its target from $180.0 to $170.0 on October 9, 2026. RBC Capital maintained an Outperform rating while reducing its target from $250.0 to $210.0 on October 15, 2026. The stock carries a consensus buy recommendation and a mean price target of $199.20 across 15 analyst opinions.

About Honeywell Aerospace Inc.

Honeywell Aerospace Inc. manufactures aircraft components, avionics, engines, and systems for commercial airlines, defense markets, space programs, and business aviation. Headquartered in Phoenix, Arizona, the company supplies vital hardware across the global aerospace industry.

Bottom Line

Investors will look toward Honeywell Aerospace Inc.'s upcoming earnings release on October 28, 2026, to gauge future growth. Institutional filings and analyst updates continue to shape market sentiment around the firm.