Silvercrest Asset Management Group 13F: Adds $48M to HON Stake

Silvercrest Asset Management Group significantly expanded its position in Honeywell International Inc. (NASDAQ: HON) during the first quarter. In its latest Form 13F filing with the Securities and Exchange Commission, the firm disclosed that it added 103,028 shares of the company's stock. This transaction represents a 619.7172932330827% increase in the fund's overall holdings of the industrial conglomerate.

Silvercrest's Expanded Stake in Honeywell

Before this transaction, Silvercrest Asset Management Group held 16,625 shares of the Charlotte, North Carolina-based company. The fund ended the reporting period with 119,653 shares in its portfolio. The total value of this updated investment is estimated at $55.57 million based on the filing date of May 15, 2026. Institutional investors frequently adjust their portfolios based on shifting market expectations, and this addition represents a substantial build-up of Honeywell stock.

Honeywell Stock Performance and Price Action

On Monday, shares of Honeywell traded at a spot price of $464.42. The stock has traded in a 52-week range of $195.87 to $260.28. Key moving averages help illustrate the stock's recent trends. Its 50-day moving average sits at $215.11, and its 200-day moving average is $230.54. The company currently has a price-to-earnings ratio of 7.770395 and a forward P/E of 21.444994, showing how investors are valuing its earnings potential relative to its current price.

Recent Earnings

Honeywell last reported its quarterly financial results showing a total revenue of $38.06 billion. The company achieved a revenue growth rate of 4.3% compared to the prior year. Its profitability metrics remain high, with a net margin of 0.21581% and a return on equity of 0.46577%. Diluted earnings per share came in at $27.09. Investors looking ahead to the next financial update can mark October 22, 2026, on their calendars, when the company is scheduled to release its next quarterly earnings report.

Dividend Payments

Honeywell continues to return capital to its shareholders. The company pays an annual dividend yield of 1.33%. Its current payout ratio stands at 0.347, meaning the company uses roughly 34.7% of its earnings to cover dividend payments, leaving plenty of capital to reinvest back into its business operations.

Analysts Set New Price Targets

Several research firms have published updated assessments of Honeywell's stock. On October 15, 2026, Mizuho maintained an Outperform rating and set a price target of $255.0. On October 14, 2026, RBC Capital reiterated its Outperform rating, adjusting its price target to $270.0. Citigroup held steady with a Buy rating on October 12, 2026, and a price target of $270.0. JP Morgan maintained an Overweight rating on October 9, 2026, with a price target of $240.0. Earlier, Wells Fargo initiated coverage on September 25, 2026, with an Equal-Weight rating and a target of $231.0, while Morgan Stanley kept an Equal-Weight rating on August 31, 2026, with a $250.0 price target.

About Honeywell International

Honeywell is a global industrial technology business that develops automation systems, building control software, and specialty materials for energy and refining. The firm helps factories, commercial buildings, and aerospace operators improve efficiency and safety. This diverse business model makes it a staple for institutional portfolios seeking industrial exposure.

What to Watch at Honeywell International Inc.

Investors will want to monitor Honeywell's upcoming earnings report on October 22, 2026, to see if the company's financial performance matches the expectations of large holders like Silvercrest. It is worth noting that 13F filings are backward-looking documents that show a snapshot of portfolio holdings as of a specific date in the past. These filings do not necessarily reflect real-time investment decisions or current portfolio holdings.