Honeywell International, Inc.(HON)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
Snapshot
$231.39
- 52-Week Range
- $186.76 – $248.18
- YTD
- +18.13%
- IV Rank (30D)
- 40.23
- Straddle Price
- $19.00
- P/C Vol Ratio
- 0.17
- Market Cap
- $146.5B
Fair Value
-27.4% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.50% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.00% (VRP-adj) |
| WACC | 9.09% |
| Volatility Risk Premium | +17.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 15.2% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $4.2B |
| Return on Equity (TTM) | 30.2% |
| Book / Price | 9.9% |
| Gross Margin (TTM) | 36.9% |
| FCF Margin (TTM) | 11.4% |
| Debt / Equity | 1.98 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +25.6% (reverse-DCF on current price) |
| SMA 50 | $221.37 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $224.70 |
| Bollinger Width / SMA20 | 6.7% (drives anchor stability) |
| Net Debt | $17.0B |
| Market Cap | $148B |
Peers used for multiples: BA, CAT, GD, GE, GS, LMT, RKLB, RTX
Blended Fair Value
$168.48
Current Price
$232.21
Deviation
-27.4%
Forward-Return Rank
SHORT
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -0.8% | +1.12 | -0.93 | 19.8% | — |
| 42d | -2.8% | +0.91 | -0.93 | 19.8% | — |
| 63d | -5.3% | +0.16 | -0.93 | 19.8% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $31.53 | 16% | |
| DDM (Gordon) | $21.15 | 13% | |
| Peer P/E | $221.21 | 7% | median 34.4× · 7 peers |
| Peer EV/EBITDA | $253.56 | 7% | median 23.3× · 6 peers |
| Peer P/B | $415.57 | 1% | median 18.1× · 8 peers |
| Peer P/S | $150.45 | 5% | median 2.6× · 8 peers |
| Market Anchor (SMA50) | $221.37 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $238.67 | 16% | 35 strikes · skew +0.12 |
As of 2026-06-26 · updated 2026-06-26 20:59:30.580000
Info
- Industry (SIC)
- AIRCRAFT ENGINES & ENGINE PARTS (3724)
- Exchange
- XNAS
- Market Cap
- $146.5B
Honeywell traces its roots to 1885 with Albert Butz's firm, Butz Thermo-Electric Regulator, which produced a predecessor to the modern thermostat. Other inventions by Honeywell include biodegradable detergent and autopilot. Today, Honeywell is a global multi-industry behemoth with one of the largest installed bases of equipment. It operates through four business segments: aerospace technologies, industrial automation, energy and sustainability solutions, and building automation. Recently, Honeywell has made several portfolio changes to focus on fewer end markets and align with a set of secular…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.51% | 23 |
| Feb | -0.17% | 23 |
| Mar | +1.17% | 23 |
| Apr | +2.37% | 23 |
| May | +0.87% | 23 |
| Jun | -0.86% | 23 |
| Jul | +1.94% | 22 |
| Aug | -1.31% | 22 |
| Sep | -1.21% | 23 |
| Oct | +1.30% | 23 |
| Nov | +3.00% | 23 |
| Dec | +2.48% | 23 |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $224.66
SMA 50: $221.37
SMA 200: $214.06
Current: $232.21
EMA 12: $226.71
EMA 26: $224.71
MACD: 2.0040 | Signal: 0.9607
BULLISH
ADX (14): 16.19
RANGE
+DI: 29.04
−DI: 20.40
Momentum Oscillators
RSI (14): 58.03
NEUTRAL
Stoch %K: 79.87
Stoch %D: 71.48
Williams %R: -16.20
Volume & Volatility
BB Upper: $241.58
BB Lower: $207.74
NEUTRAL
OBV: -13,191,838
Vol SMA 20: 5,985,319
Vol ROC: 153.80%
ATR: $7.05
True Range: $7.37
HV 20: 41.9%
HV 30: 36.6%
HV 60: 31.7%
Data Summary
Data Points: 500
Last Updated: 2026-06-26T21:15:25.307000
Date Range: 2024-06-28T00:00:00 – 2026-06-26T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
Earnings History
1 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-25 | Pre-Market | 3.11% | 4.82% | 1.55x | Exceeded |
| 2024-10-24 | Pre-Market | 3.38% | 4.47% | 1.32x | Exceeded |
| 2025-02-06 | Pre-Market | 4.48% | 5.39% | 1.20x | Exceeded |
| 2025-04-29 | Pre-Market | 4.75% | 6.40% | 1.35x | Exceeded |
| 2025-07-24 | Pre-Market | 3.91% | 5.97% | 1.53x | Exceeded |
| 2025-10-23 | Pre-Market | 4.36% | 6.81% | 1.56x | Exceeded |
| 2025-12-22 | Pre-Market | 1.54% | 1.58% | 1.03x | Exceeded |
| 2026-04-23 | Pre-Market | 3.94% | 2.36% | 0.60x | Within |
Options Activity
- IV Rank (30D)
- 40.23
- IV Rank (7D)
- 85.21
- Avg IV
- 56.0%
- Straddle (30D)
- $19.00
- Straddle (7D)
- $9.45
- P/C Volume
- 0.17
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 0.87
- Correlation (SPY)
- 44.0%
- R²
- 0.19
- Ann. Volatility
- 24.5%
- SPY Volatility
- 12.5%
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 640,225,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
46 filers$2.59B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | NOMURA HOLDINGS INC | $915.42M | 35.36% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $439.83M | 16.99% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $366.46M | 14.16% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $180.69M | 6.98% | 2026-03-31 |
| 5 | BARCLAYS PLC Custodian | $111.34M | 4.30% | 2026-03-31 |
| 6 | Walleye Trading LLC | $109.13M | 4.22% | 2026-03-31 |
| 7 | PEAK6 LLC | $106.01M | 4.09% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $81.35M | 3.14% | 2025-09-30 |
| 9 | LMR Partners LLP | $58.59M | 2.26% | 2026-03-31 |
| 10 | GOLDMAN SACHS GROUP INC Custodian | $43.42M | 1.68% | 2026-03-31 |
| 11 | MILLENNIUM MANAGEMENT LLC Custodian | $28.82M | 1.11% | 2026-03-31 |
| 12 | Point72 Asset Management, L.P. | $19.66M | 0.76% | 2026-03-31 |
| 13 | BNP PARIBAS FINANCIAL MARKETS Custodian | $18.58M | 0.72% | 2026-03-31 |
| 14 | TUDOR INVESTMENT CORP ET AL | $14.24M | 0.55% | 2026-03-31 |
| 15 | Alphadyne Asset Management LP | $13.38M | 0.52% | 2026-03-31 |
| 16 | CITIGROUP INC Custodian | $12.21M | 0.47% | 2026-03-31 |
| 17 | Qube Research & Technologies Ltd | $11.53M | 0.45% | 2026-03-31 |
| 18 | BlackRock, Inc. Custodian | $9.97M | 0.39% | 2026-03-31 |
| 19 | Allianz Asset Management GmbH | $7.64M | 0.30% | 2026-03-31 |
| 20 | UBS Group AG Custodian | $6.15M | 0.24% | 2026-03-31 |
| 21 | Walleye Capital LLC | $6.15M | 0.24% | 2026-03-31 |
| 22 | CAPITAL FUND MANAGEMENT S.A. | $5.54M | 0.21% | 2026-03-31 |
| 23 | Twin Tree Management, LP | $4.07M | 0.16% | 2026-03-31 |
| 24 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.59M | 0.14% | 2026-03-31 |
| 25 | Squarepoint Ops LLC | $2.98M | 0.12% | 2026-03-31 |
43 filers$1.02B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $188.60M | 18.50% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $124.72M | 12.23% | 2026-03-31 |
| 3 | NOMURA HOLDINGS INC | $114.73M | 11.25% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $86.89M | 8.52% | 2026-03-31 |
| 5 | MILLENNIUM MANAGEMENT LLC Custodian | $74.86M | 7.34% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $71.15M | 6.98% | 2026-03-31 |
| 7 | TUDOR INVESTMENT CORP ET AL | $48.89M | 4.79% | 2026-03-31 |
| 8 | BARCLAYS PLC Custodian | $42.27M | 4.15% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $36.29M | 3.56% | 2025-09-30 |
| 10 | Walleye Trading LLC | $29.86M | 2.93% | 2026-03-31 |
| 11 | BNP PARIBAS FINANCIAL MARKETS Custodian | $22.87M | 2.24% | 2026-03-31 |
| 12 | SIMPLEX TRADING, LLC Custodian | $19.54M | 1.92% | 2026-03-31 |
| 13 | CITIGROUP INC Custodian | $19.21M | 1.88% | 2026-03-31 |
| 14 | GROUP ONE TRADING LLC Custodian | $17.02M | 1.67% | 2026-03-31 |
| 15 | Alphadyne Asset Management LP | $15.10M | 1.48% | 2026-03-31 |
| 16 | CAPSTONE INVESTMENT ADVISORS, LLC | $14.29M | 1.40% | 2026-03-31 |
| 17 | Allianz Asset Management GmbH | $9.90M | 0.97% | 2026-03-31 |
| 18 | PEAK6 LLC | $7.69M | 0.75% | 2026-03-31 |
| 19 | CAPITAL FUND MANAGEMENT S.A. | $6.98M | 0.69% | 2026-03-31 |
| 20 | Hudson Bay Capital Management LP | $6.78M | 0.67% | 2026-03-31 |
| 21 | BALYASNY ASSET MANAGEMENT L.P. | $6.49M | 0.64% | 2026-03-31 |
| 22 | Qube Research & Technologies Ltd | $6.22M | 0.61% | 2026-03-31 |
| 23 | Westchester Capital Management, LLC | $6.01M | 0.59% | 2026-03-31 |
| 24 | Walleye Capital LLC | $5.83M | 0.57% | 2026-03-31 |
| 25 | LOGAN CAPITAL MANAGEMENT INC | $5.33M | 0.52% | 2026-03-31 |
Insider Activity
Latest: 2026-06-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-03 | Jillian C. Evanko | Director | Grant (A) | +689 RSU | — | EDGAR | |
| 2026-06-03 | Vimal Kapur | Chief Executive Officer | Mixed | +1,129 | $234.99 | -$204.0K | EDGAR |
| 2026-05-26 | WILLIAM S AYER | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | Deborah Flint | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | DUNCAN ANGOVE | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | CRAIG ARNOLD | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | MICHAEL W LAMACH | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | Robin Watson | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | D SCOTT DAVIS | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | Grace Lieblein | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | Stephen Williamson | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | INDRA K NOOYI | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-05-26 | Marc Steinberg | Director | Grant (A) | +576 RSU | — | EDGAR | |
| 2026-04-27 | Billal Hammoud | Pres/CEO Building Automation | Mixed | +258 | $212.26 | -$45.2K | EDGAR |
| 2026-04-16 | Deborah Flint | Director | Exer (M) | +625 | $230.93 | $144.3K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
65 insiders · @ $232.21
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | DAVID M COTE | Chairman & CEO | 724,296 | $168.19M | -$302.52M | 240 | 2016-08-05 |
| 2 | Mark R. James | SVP-HR Security & Comms | 261,751 | $60.78M | -$41.02M | 235 | 2020-08-04 |
| 3 | Timothy O. Mahoney | President & CEO, Aerospace | 210,103 | $48.79M | -$24.17M | 184 | 2019-08-02 |
| 4 | Darius Adamczyk | Director | 205,317 | $47.68M | -$48.20M | 71 | 2024-06-11 |
| 5 | JOHN J TUS | Vice President and Controller | 156,229 | $36.28M | $0 | 1 | 2019-01-17 |
| 6 | LARRY E KITTELBERGER | SVP, Technology & Operations | 135,249 | $31.41M | -$2.65M | 95 | 2010-04-12 |
| 7 | ROGER FRADIN | Vice Chairman | 134,758 | $31.29M | -$145.35M | 259 | 2016-04-19 |
| 8 | DAVID J ANDERSON | Sr. VP & CFO | 128,464 | $29.83M | -$37.36M | 206 | 2014-03-24 |
| 9 | Katherine L. Adams | SVP and General Counsel | 118,503 | $27.52M | -$34.18M | 210 | 2016-08-16 |
| 10 | Krishna Mikkilineni | SrVP, Engineering, Ops & IT | 102,269 | $23.75M | -$14.27M | 101 | 2018-11-26 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-03-02
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | KENNETH WEST | Officer | 873 | $212.7K | 2026-03-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-03-02 | JAMES E CURRIER | Officer | 2,248 | $547.7K | 2026-03-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-23 | GRACE LIEBLEIN | Director | 5,847 | $1.43M | 2026-02-23 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-19 | D. SCOTT DAVIS | Director | 2,367 | $568.1K | 2026-02-19 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-02-06 | ROBERT MAILLOUX | Officer | 5,274 | $1.23M | 2026-02-06 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-01-30 | ROBERT MAILLOUX | Officer | 10,549 | $2.40M | 2026-01-30 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-10-27 | Lucian Bolda | Affiliate | 10,314 | $2.23M | 2025-10-27 | J.P. Morgan Securities LLC | — | EDGAR |
| 2025-08-27 | LUCIAN BOLDEA | Affiliate | 5,968 | $1.33M | 2025-08-27 | J.P. Morgan Securities LLC | — | EDGAR |
| 2025-08-27 | LUCIAN BOLDEA | Officer | 36,181 | $8.02M | 2025-08-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-08-01 | KENNETH WEST | Officer | 3,448 | $752.0K | 2025-08-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-06-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-05 | 0000773840-26-000072 | EDGAR |
| 2026-06-02 | 0000773840-26-000068 | EDGAR |
| 2026-05-27 | 0001193125-26-242011 | EDGAR |
| 2026-04-23 | 0000773840-26-000055 | EDGAR |
| 2026-04-23 | 0000773840-26-000058 | EDGAR |
| 2026-03-23 | 0001193125-26-118101 | EDGAR |
| 2026-03-16 | 0001193125-26-108366 | EDGAR |
| 2026-03-06 | 0001193125-26-095179 | EDGAR |
| 2026-03-03 | 0000773840-26-000017 | EDGAR |
| 2026-02-17 | 0000773840-26-000015 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0000773840-26-000057 | EDGAR |
| 2025-10-23 | 0000773840-25-000105 | EDGAR |
| 2025-07-24 | 0000773840-25-000064 | EDGAR |
| 2025-04-29 | 0000773840-25-000037 | EDGAR |
| 2024-10-24 | 0000773840-24-000099 | EDGAR |
| 2024-07-25 | 0000773840-24-000082 | EDGAR |
| 2024-04-25 | 0000773840-24-000051 | EDGAR |
| 2023-10-26 | 0000773840-23-000085 | EDGAR |
| 2023-07-27 | 0000773840-23-000073 | EDGAR |
| 2023-04-27 | 0000773840-23-000038 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 35.9 |
| P/B Ratio | 10.8 |
| P/S Ratio | 4.0 |
| EV/EBITDA | 22.3 |
| TTM Revenue | $36.8B |
| TTM Net Income | $4.1B |
| TTM EPS | $6.44 |
| ROE | 30.2% |
| Dividend Yield | 2.06% |
| Debt/Equity | 2.70 |