Homestead Advisers Corp Purchases 11,100 Shares of The Boeing Company $BA

Homestead Advisers Corp raised its position in The Boeing Company (NYSE:BA) by 3.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 365,700 shares of the aircraft producer’s stock after buying an additional 11,100 shares during the period. Boeing accounts for about 1.9% of Homestead Advisers Corp’s investment portfolio, making the stock its 22nd biggest position. Homestead Advisers Corp’s holdings in Boeing were worth $78,929,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of BA. Vanguard Group Inc. raised its position in Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the last quarter. Newport Trust Company LLC increased its stake in shares of Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after buying an additional 707,490 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Boeing by 2.7% in the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after buying an additional 432,026 shares during the last quarter. Fisher Asset Management LLC lifted its position in Boeing by 3.8% during the 2nd quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock worth $1,116,259,000 after buying an additional 196,666 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in Boeing by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after buying an additional 44,338 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a record landing-gear services deal with Singapore Airlines Group, strengthening aftermarket revenue and recurring services cash flow. Boeing wins record landing gear services deal with Singapore Airlines Group
• Positive Sentiment: Boeing secured a large defense award to modernize South Korea’s F-15 fleet (reported ~$2.8B), locking in long-term defense revenue and backlog visibility through the 2030s. Boeing snags $2.8B contract to upgrade St. Louis-made F-15s for South Korea
• Positive Sentiment: Program progress: Boeing says deliveries of upgraded 787-9/787-10 Dreamliners will begin in H1 2026 and the first production 777X is planned to fly in April — milestones that reduce program uncertainty and support future revenue. Boeing expects to start delivering improved 787 Dreamliners in first half Boeing plans first flight of production 777X in April
• Neutral Sentiment: SAS is reported to be in talks with Boeing (and Airbus) on a potential widebody order — positive if it converts, but outcome and timing remain uncertain. SAS in talks with Boeing and Airbus on widebody order, Bloomberg News reports
• Neutral Sentiment: Smaller commercial wins and analyst interest (Air Cambodia 737 MAX order, positive analyst notes and price-targets) support sentiment but are incremental to Boeing’s large-airframe and defense revenue base. Air Cambodia Places Its Biggest Single-Aisle Order With Boeing Bank of America reiterates Buy and $270 price objective
• Negative Sentiment: Boeing’s defense unit will cut about 300 supply‑chain jobs, which may reflect near-term cost actions but could signal disruption and attract investor scrutiny on execution. Boeing’s defense unit to cut 300 jobs, Bloomberg News reports
• Negative Sentiment: Quality and durability headlines continue: Air India is inspecting Dreamliner fuel-switch mechanisms and independent reports refer to a new engine-seal/durability concern — issues that can delay deliveries, trigger inspections and pressure margins. Air India checking fuel switches on its Boeing Dreamliners, memo says Potential Durability Issue — TipRanks
• Negative Sentiment: Competitive risk: coverage notes that COMAC and other rivals are becoming more visible in large-jet markets, a longer-term threat to Boeing’s duopoly pricing power. Boeing Stock Slips as Comac Takes the Stage

Boeing Price Performance

BA opened at $235.90 on Thursday. The company has a fifty day moving average price of $222.69 and a two-hundred day moving average price of $218.87. The firm has a market capitalization of $185.26 billion, a PE ratio of 117.36, a P/E/G ratio of 10.73 and a beta of 1.15. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.

Boeing (NYSE:BA) last posted its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. The firm’s revenue for the quarter was up 57.1% on a year-over-year basis. During the same quarter in the prior year, the business earned ($5.90) earnings per share. As a group, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Argus raised shares of Boeing to a “hold” rating in a report on Monday. JPMorgan Chase & Co. upped their price objective on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Royal Bank Of Canada increased their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Finally, Wolfe Research reissued an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing presently has an average rating of “Moderate Buy” and an average price target of $247.39.

Insider Activity

In related news, SVP Dana S. Deasy purchased 554 shares of the stock in a transaction dated Monday, November 24th. The stock was bought at an average cost of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Insiders own 0.09% of the company’s stock.

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.