Silvercrest Asset Management Group Adds $48M in Honeywell International Inc. ($HON)

Silvercrest Asset Management Group increased its investment in Honeywell by 619.72%, now holding 119,653 shares.

Key Points

  • Silvercrest Asset Management Group increased its Honeywell stake by 619.72%, adding 103,028 shares to hold a total of 119,653 shares valued at $55.57 million.
  • Honeywell, trading at $464.42 on Monday, has a market cap of $147.1 billion and a P/E ratio of 18.52, with a 52-week high of $496.36.
  • Insiders, including CEO Vimal Kapur, engaged in recent stock transactions, while analysts maintain a 'buy' consensus with a mean target price of $494.56.

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Silvercrest Asset Management Group has significantly increased its stake in Honeywell International Inc. (NasdaqGS:HON). According to the latest Form 13F filing with the SEC, Silvercrest added 103,028 shares during the reporting period, boosting its holdings by 619.72% to a total of 119,653 shares. The position is now valued at approximately $55.57 million.

13F track record

Silvercrest Asset Management Group vs. the S&P 500

YTD return +23.04% hypothetical
All-time return +107.39% S&P 500 +81.17%
vs. S&P 500 +26.22% ahead of the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

What Changed in Silvercrest Asset Management Group's Honeywell Position

Silvercrest Asset Management Group made a major move by increasing its Honeywell shares from 16,625 to 119,653, adding 103,028 shares in the process. This substantial increase reflects a 619.72% rise in their holdings, now valued at about $55.57 million.

Other Institutional Activity in Honeywell

Other major funds have also been active with Honeywell. BlackRock, Inc. reduced its holdings by 3,774,610 shares, ending with 48,831,876 shares worth roughly $11.04 billion, a 7.2% decrease. Vanguard Capital Management LLC initiated a new position, acquiring 41,280,753 shares valued at about $9.33 billion. State Street Corp added 49,723 shares, bringing its total to 31,726,805 shares valued at approximately $7.17 billion, marking a 0.2% increase. Morgan Stanley reduced its stake by 996,617 shares to 18,428,804, a 5.1% decrease. Wellington Management Group LLP increased its holdings by 3,833,636 shares, now holding 16,635,316 shares worth about $3.76 billion, a 29.9% increase.

Honeywell International Inc. Stock Up 113.6%

Shares of Honeywell International Inc. traded near $464.42 on Monday. The company has a market capitalization of $147.1 billion and a P/E ratio of 18.52. Honeywell's stock has seen a 52-week range between $226.29 and $496.36. Its 50-day moving average stands at $442.51, with a 200-day moving average of $429.45. Honeywell maintains a current ratio of 1.39 and a quick ratio of 0.93, with a debt-to-equity ratio of 257.39.

Year to date

$HON stock price

Daily closing prices, year to date. Not investment advice.

Recent Earnings

Honeywell reported revenue of $37.66 billion, showing a growth of 2.4%. The company's earnings per share stood at $12.54, with a net margin of 10.89% and a return on equity of 24.26%. The next earnings announcement is expected on July 23, 2026.

Dividend

Honeywell offers an annual dividend rate of $9.52, yielding 2.05%. The dividend payout ratio is 74.12%, reflecting the company's commitment to returning value to shareholders.

Insider Buying and Selling at Honeywell International Inc.

Recent insider activity at Honeywell includes CEO Vimal Kapur buying 1,997 shares on June 1, 2026, while also selling 868 shares the same day. Jillian Evanko purchased 150 shares at $234.99 and 540 shares without a specified price on June 1, 2026. Craig Arnold also bought 576 shares on May 22, 2026.

Analysts Set New Price Targets

Analyst activity shows RBC Capital reiterated its 'buy' rating with a $275 target on June 12, 2026. Bernstein initiated coverage with a 'hold' rating and a $233 target on June 10, 2026. Barclays maintained its 'buy' rating with targets of $239 and $251 on June 10 and May 27, 2026, respectively. Overall, analysts have a 'buy' consensus with a mean target price of $494.56 across 23 opinions.

About Honeywell International Inc.

Honeywell International Inc., based in Charlotte, North Carolina, is a diversified conglomerate operating in aerospace technologies, industrial automation, building automation, and energy and sustainability solutions. The company provides a wide range of products and services, including avionics, automation controls, and software solutions, serving clients globally across different sectors. With over 101,000 employees, Honeywell is led by CEO Vimal M. Kapur.

Bottom Line

Silvercrest Asset Management Group's significant increase in its Honeywell stake highlights investor interest in the company's diverse operations and solid financial performance. Honeywell's stock has shown resilience with a strong market position, while insider transactions and analyst ratings provide additional context for investors. As always, 13F filings are backward-looking and may not reflect current positions.

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