The Boeing Company $BA Shares Acquired by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in The Boeing Company (NYSE:BA) by 1.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 339,991 shares of the aircraft producer’s stock after buying an additional 3,368 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Boeing were worth $73,819,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in shares of 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 buying an additional 3,460,021 shares in the last quarter. Newport Trust Company LLC boosted its holdings in shares of 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 buying an additional 707,490 shares in the last quarter. Fisher Asset Management LLC boosted its holdings in shares of 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 buying an additional 177,597 shares in the last quarter. Legal & General Group Plc boosted its holdings in shares of 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 buying an additional 223,995 shares in the last quarter. Finally, Viking Global Investors LP boosted its stake in Boeing by 6.2% during the 3rd quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer’s stock worth $649,767,000 after purchasing an additional 175,486 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

Wall Street Analyst Weigh In

BA has been the subject of a number of recent research reports. JPMorgan Chase & Co. increased their price target on shares of Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Tigress Financial increased their price target on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Weiss Ratings cut shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, April 24th. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Finally, TD Cowen reiterated a “buy” 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 issued a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $259.60.

Boeing Stock Performance

NYSE:BA opened at $224.39 on Wednesday. The company has a current ratio of 1.18, a quick ratio of 0.35 and a debt-to-equity ratio of 7.42. The firm has a 50-day moving average price of $216.96 and a two-hundred day moving average price of $217.45. The Boeing Company has a twelve month low of $176.77 and a twelve month high of $254.35. The company has a market capitalization of $176.89 billion, a P/E ratio of 108.93 and a beta of 1.21.

Boeing (NYSE:BA) last posted its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share for the quarter, beating the consensus estimate of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analysts’ expectations of $22.15 billion. The business’s revenue was up 14.0% compared to the same quarter last year. During the same quarter last year, the business posted ($0.49) earnings per share. As a group, research analysts expect that The Boeing Company will post -0.15 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Mortimer J. Buckley bought 2,230 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were acquired at an average cost 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 of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 transaction, the executive vice president directly owned 14,692 shares in the company, valued at approximately $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. In the last ninety days, insiders have sold 18,281 shares of company stock valued at $4,336,171. 0.10% of the stock is owned by corporate insiders.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Alaska Airlines signed a formal license for Boeing’s Virtual Airplane training platform, moving from partner to full adopter — a clear revenue and margin-upside signal for Boeing’s growing digital & training services business. Alaska Airlines signs for Boeing Virtual Airplane Training Platform
• Positive Sentiment: Boeing’s involvement in a NASA “Flying Lab” project drew renewed attention to its aerospace tech and R&D partnerships, bolstering perception of long‑term program relevance beyond commercial airframes. “Flying Lab” Project With NASA Gives Boeing Stock (NYSE:BA) a Lift
• Positive Sentiment: Tigress Financial bumped its BA price target to $295 (from $290) and reiterated a Buy, citing strong travel demand, record backlog and expanding aftermarket/digital opportunities — analyst support that can drive momentum. Tigress Financial Raises Boeing (BA) Price Target to $295, Sees Strong Upside Ahead
• Positive Sentiment: Commercial delivery activity continues: reports cite EgyptAir deliveries and fresh orders for 737 MAX variants, supporting near‑term revenue recognition and backlog conversion. What’s Going On With Boeing Stock Monday?
• Neutral Sentiment: Southwest’s preparation for early MAX 7 arrivals includes hiring mechanics (some from Spirit) — a positive operational signal for MAX fleet adoption but indirect for Boeing’s top line in the immediate term. Southwest weighs hiring Spirit Airlines mechanics ahead of Boeing MAX 7 arrival
• Neutral Sentiment: A United 767 struck a truck and light pole on landing but landed safely — little immediate financial impact to Boeing, though such incidents can briefly pressure perceptions around aircraft safety. ‘A major catastrophe was avoided by feet’: A United Airlines plane hits a truck and light pole while landing at Newark airport
• Negative Sentiment: Despite wins, coverage noted episodes of investor skepticism (e.g., share weakness around geopolitical/defense deals), signaling profit‑taking and sentiment risk that can offset positive operational news. Boeing Stock (NYSE:BA) Slides Despite New Deal With Israel

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.