Mutual Advisors LLC Raises Stock Position in The Boeing Company $BA

Mutual Advisors LLC boosted its holdings in The Boeing Company (NYSE:BA) by 16.1% in the 4th quarter, Holdings Channel reports. The firm owned 25,987 shares of the aircraft producer’s stock after purchasing an additional 3,602 shares during the period. Mutual Advisors LLC’s holdings in Boeing were worth $5,642,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. raised its position in Boeing by 5.1% in the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares during the last quarter. Newport Trust Company LLC raised its position in Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after purchasing an additional 707,490 shares during the last quarter. Fisher Asset Management LLC raised its position in Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after purchasing an additional 177,597 shares during the last quarter. Legal & General Group Plc raised its position in Boeing by 7.1% in the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock valued at $727,264,000 after purchasing an additional 223,995 shares during the last quarter. Finally, Viking Global Investors LP raised its position in Boeing by 6.2% in the 3rd quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer’s stock valued at $649,767,000 after purchasing an additional 175,486 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Biman Bangladesh placed a 14‑aircraft order (mix of 787‑10, 787‑9 and 737‑8) worth about $3.7B, boosting Boeing’s commercial backlog and near‑term delivery visibility. Biman Bangladesh Airlines Orders 14 Boeing 787 Dreamliner and 737 MAX Jets
• Positive Sentiment: The U.S. Air Force plans to buy five additional Boeing E‑7A Wedgetail surveillance aircraft (on top of two prototypes), supporting Boeing’s defense revenue and government backlog. US Air Force plans to buy five more Boeing E-7A surveillance aircraft
• Positive Sentiment: Bank of America reiterated a Buy rating and $270 price target, saying Boeing’s core operational trajectory remains positive even though the turnaround is uneven — a vote of confidence from a major broker. Boeing continues to show turnaround progress, keeping Banking of America bullish
• Neutral Sentiment: Analyst consensus price target sits around $259.35 — above current levels but below some broker targets, offering mixed signals on upside. The Boeing Company (NYSE:BA) Receives $259.35 Average Price Target from Brokerages
• Neutral Sentiment: Boeing made a carbon‑purchase move highlighted by ESG coverage — positive for sustainability positioning but likely limited near‑term financial impact. “…Supporting the Responsible Growth of our Industry…” Boeing Stock (NYSE:BA) Notches Up With Carbon Purchase
• Negative Sentiment: Concerns remain: Boeing’s turnaround has uneven execution, debt levels are high and valuation is elevated (P/E >100 on trailing figures), leaving shares sensitive to any operational hiccups or delivery delays. Investors appear to be trimming positions into the upbeat headlines.

Boeing Stock Performance

Shares of BA opened at $227.58 on Friday. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18. The stock has a market capitalization of $179.40 billion, a P/E ratio of 110.48 and a beta of 1.13. The company’s fifty day moving average is $217.11 and its two-hundred day moving average is $217.34. The Boeing Company has a 1 year low of $176.77 and a 1 year high of $254.35.

Boeing (NYSE:BA) last announced its quarterly earnings data on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.68) by $0.48. The firm had revenue of $22.22 billion during the quarter, compared to analyst estimates of $22.15 billion. The business’s quarterly revenue was up 14.0% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.49) earnings per share. On average, sell-side analysts predict that The Boeing Company will post 0.04 earnings per share for the current year.

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the transaction, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mortimer J. Buckley purchased 2,230 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the purchase, the director owned 4,430 shares in the company, valued at approximately $993,206. This trade represents a 101.36% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on BA shares. Weiss Ratings downgraded shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, April 24th. Tigress Financial upped their price target on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research report on Wednesday. Vertical Research reiterated a “buy” rating and issued a $281.00 price target on shares of Boeing in a research report on Tuesday, January 27th. Susquehanna reiterated a “positive” rating and issued a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $259.60.

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.