What smart money is saying about Honeywell International Inc.
3 funds in our archive have pitched Honeywell International Inc. — most recently Brown Advisory U.S. Value Fund in March 2026.
Honeywell International Inc. functions as a global leader in diversified technology and manufacturing. Its Aerospace division furnishes a comprehensive array of products and services for the aviation and space industries. This includes crucial components like auxiliary power units, propulsion systems, integrated avionics, environmental control mechanisms, and electrical power solutions. The segment also supplies engine controls, flight safety systems, communication and navigation hardware, and advanced data and software applications. Additionally, it provides radar, surveillance systems, aircraft lighting, sophisticated instruments, satellite and space components, and aircraft wheels and brakes. Essential support services cover spare parts, repairs, overhauls, maintenance, thermal systems, and wireless connectivity management. The Honeywell Building Technologies unit focuses on creating smarter, safer, and more efficient structures. It develops software for optimizing and controlling building functions, alongside sensors, switches, control systems, and instrumentation for energy management. Offerings extend to access control systems, video surveillance, fire detection products, and the installation, upkeep, and upgrading of these systems. Within its Performance Materials and Technologies division, the company delivers solutions for automation control, instrumentation, and associated software and services. It also provides catalysts, adsorbents, specialized equipment, and consulting expertise. This segment supplies materials essential for manufacturing diverse end products, such as bullet-resistant armor, nylon, computer chips, and pharmaceutical packaging. Furthermore, it produces environmentally friendly materials with reduced and low global-warming potential, utilizing hydrofluoro-olefin technology. The Safety and Productivity Solutions group equips workers and industries with a wide range of products. These comprise personal protective equipment, apparel, gear, and footwear, alongside advanced gas detection technology. It offers cloud-based notification and emergency messaging systems, mobile devices and software, and solutions for supply chain and warehouse automation, including both equipment and software. Custom-engineered sensors, switches, and controls, as well as data and asset management productivity software solutions, also fall under this division. Established in 1906, Honeywell is headquartered in Charlotte, North Carolina.
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Position history
Between Q1 2025 and Q3 2026, 9 fund letters reported a position in Honeywell International Inc. — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
| Q2 2026 | 5 | 0 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 9 positions · 3 moves
- July 2026
“I have been adding this month.”
Honeywell International Inc. - July 2026
“Two of our companies finished long-planned breakups within a week of each other, both on schedule.”
Honeywell International Inc. - June 2026
“*Honeywell Aerospace shares were received as a spin-off from Honeywell Technologies on June 29, 2026.”
Honeywell International Inc. - June 2026
“Portfolio Highlights The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter of 2026. On an absolute basis, the Strategy had positive contributions from eight of 11 sectors. The IT sector was the main positive contributor, while energy was the main detractor. In relative terms, stock selection and sector allocation detracted. Stock selection in IT, industrials, communication services, financials and consumer discretionary, overweights to materials and energy and an IT underweight detracted the most. Conversely, stock selection in materials and a consumer discretionary underweight were beneficial. On an individual stock basis, the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir. The biggest detractors were Netflix, underweights to Micron Technology and Advanced Micro Devices, and not owning Intel and Applied Materials. During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy. We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials. We also received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.”
Honeywell International Inc. - June 2026
“In addition to the transactions mentioned above, we received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.”
Honeywell International Inc. - June 2026
“Honeywell detracted approximately 10 basis points from absolute performance.”
Honeywell International Inc. - May 2026
“The Honeywell breakup now has a date.”
Honeywell International Inc. - New positionBrown Advisory U.S. Value FundMarch 2026
“Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.”
Honeywell International Inc. - New positionBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.”
Honeywell International Inc.
Also mentioned · 2
These funds discuss Honeywell International Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDeep Sail Capital PartnersJune 2026
“Within the ATS segment, Celestica supports highly complex capital equipment, aerospace, and defense programs for Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon.”
Honeywell International Inc. - MentionedNexPoint Event Driven FundDecember 2025
“U.S. corporate activity in the fourth quarter reflected an intensifying focus on portfolio optimization and shareholder value realization, with boards and management teams increasingly turning to spin-offs, strategic reviews, and divestitures as mechanisms to unlock equity value. While the volume of completed spin-offs was moderate, the quarter featured several spins, including Maple Leaf’s spin-off of Canada Packers Inc., Honeywell’s spin-off of Solstice, DuPont’s spin-off of Qnity Electronics, and Unilever’s spin-off of The Magnum Ice Cream Company.”
Honeywell International Inc.
Fund coverage · 3 theses
- Brown Advisory U.S. Value FundMarch 2026
Honeywell International Inc. offers a simplification story, sustainability exposure, and a compelling valuation after years of underperformance.
Read the full thesis Honeywell offers a simplification story, sustainability-linked cash flow, and a compelling valuation.
Read the full thesis- Madison Dividend Income FundMarch 2025
Honeywell is a high-quality investment in the Industrial sector with sustainable competitive advantages and plans to create shareholder value through a strategic breakup into three entities.
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