The Boeing Company $BA Shares Purchased by California Public Employees Retirement System

California Public Employees Retirement System raised its stake in The Boeing Company (NYSE:BA) by 4.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,222,781 shares of the aircraft producer’s stock after acquiring an additional 54,558 shares during the period. California Public Employees Retirement System’s holdings in Boeing were worth $263,913,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Reyes Financial Architecture Inc. acquired a new stake in shares of Boeing during the third quarter worth $32,000. Davis Capital Management acquired a new position in shares of Boeing in the 3rd quarter valued at $33,000. Howard Hughes Medical Institute purchased a new position in Boeing in the 2nd quarter worth about $34,000. Centerpoint Advisors LLC increased its stake in Boeing by 62.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 164 shares of the aircraft producer’s stock worth $35,000 after purchasing an additional 63 shares in the last quarter. Finally, AlphaQuest LLC acquired a new stake in Boeing during the 3rd quarter worth about $45,000. 64.82% of the stock is owned by institutional investors.

Boeing Price Performance

NYSE BA opened at $209.97 on Friday. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The firm has a market capitalization of $164.90 billion, a price-to-earnings ratio of 104.46 and a beta of 1.14. The company has a 50 day simple moving average of $235.19 and a 200-day simple moving average of $219.29. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. During the same period in the previous year, the firm posted ($5.90) earnings per share. The business’s revenue for the quarter was up 57.1% on a year-over-year basis. Equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Wall Street Analyst Weigh In

A number of research firms have commented on BA. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Tigress Financial restated a “buy” rating and set a $275.00 price target on shares of Boeing in a report on Monday, December 29th. Susquehanna restated a “positive” rating and issued a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. Finally, BNP Paribas Exane set a $150.00 price objective on shares of Boeing in a research report on Tuesday, November 18th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus price target of $246.14.

Insider Transactions at Boeing

In other Boeing news, Director Mortimer J. Buckley acquired 2,230 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were purchased at an average price of $224.20 per share, with a total value of $499,966.00. Following the completion of the transaction, the director owned 4,430 shares in the company, valued at $993,206. The trade was a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president owned 14,692 shares of the company’s stock, valued at $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 21,012 shares of company stock valued at $4,980,687 over the last 90 days. Company insiders own 0.09% of the company’s stock.

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.