Morgan Stanley 13F: Cuts HON Stake by $158K

Morgan Stanley Reduces Holdings in Honeywell International Inc. HON

Morgan Stanley filed a Form 13F with the SEC revealing a reduction in its stake in Honeywell International Inc. HON. The financial institution cut its holdings by 341 shares, bringing its total down to 833 shares. This backward-looking filing reflects holdings as of the reporting date and may not represent the investor's current position.

Position Details and Valuation Changes

The reported reduction represented a 29.0% decrease from the previous quarter's total of 1,174 shares. Following the share sale, the remaining stake in Honeywell International Inc. HON carried a total reported value of about $386,861.18 at the time of the filing.

Honeywell Stock Trades Higher Than Historical Targets

Honeywell International Inc. HON shares changed hands at $464.42 on Monday, sitting well above their 52-week low of $195.87 and above the 50-day moving average of $215.11. The company carries a market capitalization of $66.72 billion and a trailing P/E ratio of 7.8, while its forward P/E ratio stands at 21.4.

Recent Earnings Performance

Honeywell International Inc. HON generated $38.06 billion over the trailing period, achieving a revenue growth rate of 4.3%. The company posted an earnings per share figure of $27.09 paired with a net margin of 21.6% and a return on equity of 46.7%. The next quarterly earnings report is scheduled for October 22, 2026.

Dividend Profile

Honeywell International Inc. HON pays an annual dividend yielding 1.33%. The payout is supported by a dividend payout ratio of 34.7%, balancing shareholder returns with capital reinvestment into industrial automation and building technologies.

Wall Street Analyst Updates and Coverage

Analyst firms have continued updating their outlooks through the autumn months. On October 15, 2026, Mizuho maintained an outperform rating while adjusting its price target to $255 from $265. A day earlier on October 14, 2026, RBC Capital maintained an outperform rating and moved its target from $293 to $270. Citigroup kept a buy rating on October 12, 2026, keeping its target at $270 while JP Morgan maintained an overweight rating with a $240 target on October 9, 2026. Earlier in the autumn, Wells Fargo initiated coverage with an equal-weight rating and a $231 price target. Overall, the stock carries a buy recommendation with a mean price target of $254.91 across 23 analyst opinions.

Inside Honeywell International Inc. Operations

Headquartered in Charlotte, North Carolina, Honeywell International Inc. employs 101,000 workers across industrial automation, building solutions, and sustainable energy segments. The firm develops advanced control systems, sensing equipment, and agentic AI platforms for facility management. These diverse operations help insulate the industrial giant against sector-specific downturns.

What to Watch Next for Honeywell

Investors will look toward the upcoming October 22 earnings release for fresh data on profit margins and revenue trends. Future Form 13F filings will also clarify whether institutional investors like Morgan Stanley continue trimming exposure or reverse course following recent share price gains.