National Pension Service 13F: Adds $9.6M to HON Stake

National Pension Service Expands Honeywell Holding

National Pension Service added to its investment in Honeywell International Inc. HON, picking up 20,770 more shares during the period. The addition marked a 1.4% increase from the prior quarter, lifting the fund's total holdings to 1,459,138 shares. Based on filings with the Securities and Exchange Commission, that block of stock carried an estimated value of $677,652,889.55 at the reporting time. Because these Form 13F disclosures look backward at portfolio snapshots, they reflect holdings as of a past date and might not match the investor's exact position today.

Honeywell Stock Trades Higher

Shares of Honeywell changed hands around $464.42 on Monday. The company operates across industrial automation, building technologies, and energy solutions, serving customers worldwide from its headquarters in Charlotte, North Carolina. This latest filing offers a look at how major pensions manage large industrial allocations during shifting market conditions.

Recent Earnings and Dividend Profile

The industrial giant reported revenue of $38.06 billion with a net margin of 21.6% and an earnings per share figure of $27.09. The company's next earnings report is scheduled for October 22, 2026. Honeywell also distributes an annual dividend yielding 1.33%, supported by a payout ratio of 34.7%.

Analysts Set New Price Targets

Wall Street firms have continued to review their outlooks on the conglomerate through the autumn months. On October 15, 2026, Mizuho maintained an Outperform rating while lowering its price target to $255.00 from $265.00. A day earlier, on October 14, 2026, RBC Capital maintained an Outperform rating and adjusted its price target to $270.00 from $293.00. Earlier in the month, Citigroup kept a Buy rating on October 12, 2026, with a target of $270.00, and JP Morgan maintained an Overweight rating on October 9, 2026, setting a target of $240.00. Wells Fargo also initiated coverage on September 25, 2026, with an Equal-Weight rating and a $231.00 price target.

What Honeywell Does

Honeywell International Inc. builds software and hardware for manufacturing plants, commercial buildings, and energy grids. Its product lines range from smart sensors and safety gear to low-carbon refining technologies and facility automation platforms. The firm traces its roots back to 1885 and employs over 100,000 workers globally.

What to Watch at Honeywell International Inc.

Investors tracking National Pension Service will need to check future SEC filings to see if the fund continues adding to its industrial positions. The next major catalyst for the stock arrives with the earnings release on October 22, 2026, which will provide fresh data on revenue growth and profit margins.