Resona Asset Management Co. Ltd. Has $50.42 Million Position in The Boeing Company $BA

Resona Asset Management Co. Ltd. trimmed its position in shares of The Boeing Company (NYSE:BA) by 4.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 233,372 shares of the aircraft producer’s stock after selling 11,900 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Boeing were worth $50,416,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position 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 buying an additional 1,118,316 shares during the period. Ninety One UK Ltd bought a new position in shares of Boeing during the third quarter valued at $192,734,000. Amundi raised its stake in shares of Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after acquiring an additional 764,236 shares during the last quarter. Bessemer Group Inc. lifted its holdings in shares of Boeing by 3,581.5% during the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after purchasing an additional 692,489 shares during the period. Finally, Rovida Advisors Inc. acquired a new position in shares of Boeing during the second quarter worth $129,231,000. 64.82% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average cost of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This represents a 1.99% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of the company’s 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 directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.09% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large overseas order wins: reports say U.S. Commerce-assisted foreign government procurement contracts surged to $244 billion in 2025, led by Boeing’s big increase in jetliner orders — this implies stronger backlog and revenue visibility. US Commerce-assisted foreign contracts jump to $244 billion in 2025 on Boeing order gains
• Positive Sentiment: Media coverage highlights Boeing leading the $244B Commerce-assisted contract surge, reinforcing buyer interest and supporting investor optimism about order momentum. Boeing Leads $244 Billion US Overseas Contract Surge, Nearly Triple 2024 Levels: Report
• Positive Sentiment: Broker/TV bullishness: recent pieces note strong Wall Street sentiment (some strong-buy ratings) and high-profile endorsements (e.g., Jim Cramer), which can attract momentum buyers into BA ahead of earnings. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Neutral Sentiment: Earnings calendar focus: multiple previews remind investors Q4 results are due Jan. 27 — this keeps the stock sensitive to guidance/aircraft delivery metrics but doesn’t predict direction. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Analyst previews: Zacks and TipRanks pieces outline key metrics to watch (deliveries, backlog, cash flow) and summarize mixed analyst estimates — useful for earnings prep but not a clear buy/sell signal by itself. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Negative Sentiment: Pre-earnings caution: commentary (Seeking Alpha) warns investors to be cautious ahead of earnings due to execution and margin risks — this raises the chance of a pullback if Boeing misses or issues weak guidance. Boeing Before Earnings: You Might Want To Be Cautious
• Negative Sentiment: Regulatory/certification watch: FAA has flagged certification issues for new MAX variants; although some analysts downplay FAA as the main roadblock, lingering certification or delivery delays remain a material downside risk. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

Boeing Stock Performance

Shares of BA opened at $252.16 on Friday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.14. The business’s 50 day moving average price is $214.08 and its two-hundred day moving average price is $218.35. The firm has a market cap of $191.66 billion, a PE ratio of -18.43, a price-to-earnings-growth ratio of 7.16 and a beta of 1.16.

Boeing (NYSE:BA) last announced 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 firm had revenue of $23.27 billion for the quarter, compared to the consensus estimate of $21.61 billion. During the same period last year, the business posted ($10.44) earnings per share. The firm’s revenue for the quarter was up 30.4% on a year-over-year basis. Research analysts predict that The Boeing Company will post -2.58 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on BA. Susquehanna restated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research report on Thursday, October 30th. Royal Bank Of Canada restated an “outperform” rating and set a $250.00 price objective on shares of Boeing in a research report on Monday, September 29th. Loop Capital set a $223.00 price objective on Boeing in a research note on Monday, November 3rd. Finally, New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $241.26.

Boeing Company 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.