Realta Investment Advisors Boosts Stake in The Boeing Company $BA

Realta Investment Advisors increased its position in shares of The Boeing Company (NYSE:BA) by 256.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,631 shares of the aircraft producer’s stock after buying an additional 2,613 shares during the quarter. Realta Investment Advisors’ holdings in Boeing were worth $784,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC purchased a new position in shares of Boeing during the second quarter worth approximately $378,459,000. Vanguard Group Inc. boosted its stake in Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. Ninety One UK Ltd purchased a new position in Boeing during the 3rd quarter worth $192,734,000. Amundi increased its stake in Boeing by 75.5% in the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after purchasing an additional 764,236 shares during the period. Finally, Bessemer Group Inc. raised its holdings in shares of Boeing by 3,581.5% in the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock valued at $149,149,000 after buying an additional 692,489 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Wall Street Analyst Weigh In

BA has been the topic of a number of research reports. Susquehanna lowered their price target on Boeing from $270.00 to $255.00 and set a “positive” rating on the stock in a report on Wednesday, November 12th. JPMorgan Chase & Co. lifted their target price on Boeing from $240.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Weiss Ratings reissued a “sell (d-)” rating on shares of Boeing in a report on Wednesday, October 8th. BNP Paribas set a $150.00 price target on Boeing in a report on Tuesday, November 18th. Finally, New Street Research set a $257.00 price objective on shares of Boeing in a research report on Tuesday, December 9th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $235.33.

Boeing Stock Performance

Boeing stock opened at $228.09 on Thursday. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $242.69. The firm has a market capitalization of $173.37 billion, a price-to-earnings ratio of -16.67, a price-to-earnings-growth ratio of 6.62 and a beta of 1.16. The stock’s fifty day moving average is $202.77 and its two-hundred day moving average is $215.44.

Boeing (NYSE:BA) last released its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The company had revenue of $23.27 billion for the quarter, compared to analyst estimates of $21.61 billion. The firm’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter in the previous year, the company earned ($10.44) EPS. As a group, sell-side analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Alaska Airlines placed a landmark order for 105 737‑10s and five 787 Dreamliners (options for more) — the carrier’s largest-ever purchase. The deal immediately expands Boeing’s 737 MAX and 787 backlog, improves production visibility and is being read as a major vote of confidence after earlier quality concerns. Alaska Airlines orders 110 aircraft from Boeing
• Positive Sentiment: Coverage and commentary quantify the impact: outlets note the Alaska order is worth roughly $17B list value and will secure production slots, which helps Boeing’s cash flow outlook and supports the case for higher share valuation. Alaska Airlines buys more than 100 Boeing jets in carrier’s biggest order ever
• Positive Sentiment: Boeing picked up defense and widebody commercial wins — reporting an EVA 787‑9 sale and a roughly US$2.7B Apache helicopter deal — which diversify near‑term revenue streams and reduce reliance on single program recoveries. Analysts see these as shareholder‑positive. What Boeing (BA)’s New EVA 787-9 Sale and US$2.7 Billion Apache Deal Mean For Shareholders
• Positive Sentiment: Qatar Airways unveiled a Boeing 787‑8 equipped with Starlink in-flight connectivity — a sign of sustained airline demand for modern 787 variants and incremental aftermarket/avionics revenue potential for Boeing customers. Qatar Airways Unveils First-Ever Boeing 787-8 Dreamliner With Elon Musk-Backed Starlink Connectivity
• Neutral Sentiment: Bernstein reaffirmed a Buy/top-pick designation on Boeing, which supports sentiment but is not new cashflow. Analyst backing can amplify upside but won’t change fundamentals by itself. Bernstein Reaffirms Their Buy Rating on Boeing (BA)
• Neutral Sentiment: Boeing set its Q4 2025 earnings release for Jan. 27 — an event that could materially move the stock if results or guidance surprise; until then, current moves reflect order/news flow rather than fresh quarterly data. Boeing to Release Fourth Quarter Results on January 27
• Negative Sentiment: Resurfacing legal/PR issues: an Alaska pilot who landed a plane after a door‑panel incident says Boeing unfairly blamed him, a reminder that legacy safety/legal disputes can resurface and create headline risk despite new commercial wins. Alaska Airlines pilot who safely landed plane after panel blew out says Boeing unfairly blamed him

Insider Activity

In other Boeing news, SVP Dana S. Deasy purchased 554 shares of the stock in a transaction dated Monday, November 24th. The shares were acquired at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the transaction, the executive vice president owned 14,656 shares of the company’s stock, valued at $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.09% of the stock is owned by corporate insiders.

Boeing Profile

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.