Resideo Technologies Stock Surges Following Significant Shareholder Acquisition and Honeywell Agreement Termination

Resideo Technologies (REZI) stock has surged 13.8% to $31.25 following the company's announcement of terminating its indemnification agreement with Honeywell. CD&R Channel Holdings II, L.P. has acquired 682,641 shares of REZI stock for $21,919,334. The company reported record-breaking Q2 earnings with a 22% year-over-year increase in net revenue and improved margins, despite a net loss. Morgan Stanley upgraded REZI to Overweight, citing strong execution and growth potential.

Resideo Technologies (REZI) stock has surged 13.8% to $31.25 following the company's announcement of terminating its indemnification agreement with Honeywell. The termination, which was announced on August 15, 2025, has been attributed to strong financial performance and growth potential [1].

CD&R Channel Holdings II, L.P., a major shareholder of Resideo Technologies, has acquired an additional 682,641 shares of REZI stock for $21,919,334. This acquisition represents a significant increase in the shareholder's ownership, with the insider's total holdings now valued at approximately $377,717,635.14 [1].

The company reported record-breaking Q2 earnings, with a 22% year-over-year increase in net revenue. Despite a net loss, the company's improved margins have been noted by analysts. Morgan Stanley upgraded REZI to an "Overweight" rating, citing strong execution and growth potential [1].

Wall Street analysts have shown increased confidence in Resideo Technologies' prospects. Morgan Stanley raised its price target from $24.00 to $35.00, while Oppenheimer upgraded the stock from a "market perform" to an "outperform" rating [1].

Institutional investors and hedge funds have also been active in acquiring shares of REZI. Clayton Dubilier & Rice LLC, Nuveen LLC, Norges Bank, Ophir Asset Management Pty Ltd, and Fuller & Thaler Asset Management Inc. have all made significant investments in the company's stock [1].

Resideo Technologies continues to develop, manufacture, and sell comfort, energy management, and safety and security solutions to the commercial and residential markets. The company's strong financial performance and positive analyst ratings suggest a promising outlook for the stock.

References:
[1] https://www.marketbeat.com/instant-alerts/insider-buying-resideo-technologies-inc-nyserezi-major-shareholder-purchases-203161-shares-of-stock-2025-08-18/
[2] https://www.marketbeat.com/instant-alerts/channel-holdings-ii-lp-cdr-acquires-339863-shares-of-resideo-technologies-inc-nyserezi-stock-2025-08-18/