Mirae Asset Global Investments Co. Ltd. grew its holdings in The Boeing Company (NYSE:BA – Free Report) by 8.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 289,650 shares of the aircraft producer’s stock after acquiring an additional 21,651 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Boeing were worth $62,515,000 as of its most recent SEC filing.
Other hedge funds also recently modified their holdings of the company. Ballentine Partners LLC lifted its stake in shares of Boeing by 6.6% in the 3rd quarter. Ballentine Partners LLC now owns 6,783 shares of the aircraft producer’s stock valued at $1,464,000 after purchasing an additional 418 shares during the last quarter. Retirement Planning Co of New England Inc. raised its holdings in Boeing by 4.1% during the third quarter. Retirement Planning Co of New England Inc. now owns 17,612 shares of the aircraft producer’s stock valued at $3,801,000 after buying an additional 694 shares in the last quarter. Mystic Asset Management Inc. lifted its position in shares of Boeing by 0.5% in the third quarter. Mystic Asset Management Inc. now owns 16,072 shares of the aircraft producer’s stock worth $3,469,000 after buying an additional 79 shares during the last quarter. Valeo Financial Advisors LLC lifted its position in shares of Boeing by 8.2% in the third quarter. Valeo Financial Advisors LLC now owns 28,878 shares of the aircraft producer’s stock worth $6,233,000 after buying an additional 2,200 shares during the last quarter. Finally, Truist Financial Corp boosted its stake in shares of Boeing by 2.4% during the 3rd quarter. Truist Financial Corp now owns 327,412 shares of the aircraft producer’s stock worth $70,665,000 after acquiring an additional 7,644 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.
Insider Activity at Boeing
In other news, SVP Dana S. Deasy acquired 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 owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total value of $270,003.56. Following the completion of the transaction, the executive vice president owned 14,656 shares of the company’s stock, valued at $2,896,904.96. The trade was 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 currently owned by company insiders.
Boeing Price Performance
Boeing (NYSE:BA – Get Free Report) last released its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. During the same period last year, the business earned ($5.90) earnings per share. The firm’s quarterly revenue was up 57.1% compared to the same quarter last year. Analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.
Analyst Ratings Changes
BA has been the subject of several analyst reports. Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a report on Wednesday, January 21st. BNP Paribas Exane set a $150.00 price target on shares of Boeing in a research report on Tuesday, November 18th. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a report on Tuesday. Tigress Financial reiterated a “buy” rating and issued a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $245.65.
Check Out Our Latest Analysis on Boeing
More Boeing News
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
- Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
- Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
- Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
- Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
- Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
- Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
- Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat
About Boeing
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.
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