DEFA14A ·Filed Apr 24, 2026

HON

HONEYWELL INTERNATIONAL INC
NEUTRAL
Impact 4/10
Horizonmonths Processed5mo ago SEC0001193125-26-177532
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the progress of Honeywell's portfolio transformation, particularly the upcoming spin-off of Honeywell Aerospace in June 2026, as it could impact the company's stock price and valuation.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
HON ▲ +9.85% at T+60d
NEUTRAL call ✓ call won +9.85% · α vs SPY +5.34% · entry $212.10 → $232.99
Entry anchored
Apr 24, 03:59 PM ET
via exchange tick
T+1d
+0.39%
call +0.39% · α +0.88%
$212.93
settled 5mo ago
T+5d
-1.17%
call -1.17% · α -1.57%
$209.61
settled 5mo ago
T+20d
+9.25%
call +9.25% · α +4.30%
$231.72
settled 4mo ago
T+60d
+9.85%
call +9.85% · α +5.34%
$232.99
settled 2mo ago

Price Chart

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Executive Summary

Honeywell International Inc. is holding its 2026 Annual Meeting to vote on key corporate matters, including the election of directors, approval of executive compensation, auditor appointment, a reverse stock split, and a shareholder proposal. The company is progressing with its portfolio transformation, having completed the spin-off of Solstice Advanced Materials and expecting the spin-off of Honeywell Aerospace in June 2026.

Key Facts

  • Honeywell is holding its 2026 Annual Meeting to vote on director elections, executive compensation, auditor appointment, a reverse stock split, and a shareholder proposal.
  • The company recommends voting FOR the election of each director nominee, FOR the advisory vote on executive compensation, FOR the approval of independent accountants, FOR the reverse stock split, and AGAINST the shareholder proposal.
  • Honeywell has completed the spin-off of Solstice Advanced Materials and expects the spin-off of Honeywell Aerospace in June 2026.
  • The company is forming three independent public companies and has made significant progress on its portfolio actions.

Financial Impact

The reverse stock split is expected to increase the per-share price following the spin-off of Honeywell Aerospace to better align with peer companies of similar size and market cap.

share countper-share metrics (e.g., EPS)

Risk Factors

  • Delays or complications in the spin-off of Honeywell Aerospace could negatively impact the company's stock price.
  • The reverse stock split may not achieve its intended goal of improving marketability and trading interest in Honeywell stock.

Market Snapshot

Exchange
Nasdaq
Sector
Aircraft Engines & Engine Parts
Analyst Consensus
63% bullish (35 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-177532
Document: 0001193125-26-177532-index-headers.html0001193125-26-177532
Document: 0001193125-26-177532-index.html0001193125-26-177532
Document: 0001193125-26-177532.txt0001193125-26-177532
16 reports for HON
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +4.96%Apr 23, 2026
Filters
Rows
Reports for HON — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$220.67 $211.79▼ −4.02%▼ −4.25%$215.23 (−2.47%)
Aug 19, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$221.73 $206.49▼ −6.87%▼ −4.92%$215.23 (−2.93%)
Jul 28, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$247.05 $215.68▼ −12.70%▼ −16.08%$215.23 (−12.88%)
Jul 18, 2026
10w ago
Institutional Cluster
BEARISH ★ 5/10
$226.18 $229.45▼ −1.45%▲ +2.67%$215.23 (+4.84%)
Jul 10, 2026
12w ago
Court Ruling
NEUTRAL ★ 1/10
$226.42 $245.86▲ +8.58%▲ +6.16%$215.23 (−4.94%)
Jun 22, 2026
14w ago
Court Ruling
NEUTRAL ★ 2/10
$228.11 $225.02▼ −1.35%▼ −1.21%$215.23 (−5.65%)
Jun 15, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$227.41 $222.25▼ −2.27%▼ −1.52%$215.23 (−5.36%)
May 1, 2026
22w ago
Court Ruling
NEUTRAL ★ 1/10
$212.25 $236.54▲ +11.45%▲ +6.16%$215.23 (+1.40%)
Apr 24, 2026
22w ago
DEFA14A
NEUTRAL ★ 4/10
$212.10 $231.72▲ +9.25%▲ +4.30%$215.23 (+1.47%)
Apr 23, 2026
23w ago
8-K
NEUTRAL ★ 4/10
$214.40 $217.39▲ +1.40%▼ −3.24%$215.23 (+0.39%)
Showing 10 of 16

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