BI Asset Management Fondsmaeglerselskab A S reduced its holdings in The Boeing Company (NYSE:BA – Free Report) by 8.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 42,739 shares of the aircraft producer’s stock after selling 4,062 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Boeing were worth $9,224,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Harbor Asset Planning Inc. bought a new position in Boeing in the 2nd quarter worth $25,000. Davis Capital Management bought a new stake in shares of Boeing during the 3rd quarter valued at about $33,000. Howard Hughes Medical Institute purchased a new position in shares of Boeing during the second quarter valued at about $34,000. Decker Retirement Planning Inc. bought a new position in Boeing in the second quarter worth about $35,000. Finally, IMG Wealth Management Inc. lifted its holdings in Boeing by 159.4% in the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock worth $38,000 after buying an additional 110 shares during the period. Institutional investors own 64.82% of the company’s stock.
Insider Activity
In other news, SVP Dana S. Deasy purchased 554 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were purchased at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. This represents a 1.99% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. The trade was a 41.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.09% of the company’s stock.
Key Stories Impacting Boeing
- Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for at least 150 narrowbody and widebody jets — a potential multi‑year, high‑value order that would materially boost Boeing’s commercial backlog and forward revenue visibility. Saudia in talks with Boeing, Airbus for its largest jet order to date, Bloomberg News reports
- Positive Sentiment: Multiple delivery and services wins: CDB Aviation delivered three 737‑8s to WestJet (adds to narrowbody deliveries), and Boeing signed a record landing‑gear services deal with Singapore Airlines — both support near‑term revenue and aftermarket/service backlog. CDB Aviation Delivers Three Boeing 737-8 Aircraft to WestJet Boeing Lands Biggest-Ever Landing Gear Deal At Singapore Airshow
- Positive Sentiment: Program progress: Boeing targets a first flight of a production 777X in April and expects to begin delivering improved 787‑9/10 Dreamliners in H1 2026 — milestones that reduce program risk and support future deliveries. Boeing plans first flight of production 777X in April, document shows Boeing expects to start delivering improved 787 Dreamliners in first half
- Positive Sentiment: Defense & contracts: Boeing won a ~$2.8B F‑15 upgrade contract for South Korea and continues to see defense backlog strength, supporting cash flow outside commercial aviation. Boeing snags $2.8B contract to upgrade St. Louis-made F-15s for South Korea
- Neutral Sentiment: Corporate/operations moves: Reports say Boeing plans to move some 787 engineering work to South Carolina — could lower costs or create near‑term disruption depending on execution. Boeing plans to move 787 engineering work to South Carolina
- Negative Sentiment: Legal/regulatory risk: 31 families from two 737 Max crashes have asked an appeals court to revive a criminal case against Boeing — renewed legal exposure and reputational risk that could pressure sentiment. Families of plane crash victims ask US appeals court to revive a criminal case against Boeing
- Negative Sentiment: Workforce & supply‑chain cuts: Reports the defense unit is cutting ~300 supply‑chain roles and broader defense supply‑chain trimming continue — potential near‑term disruption and morale/headcount risks. Boeing’s defense unit to cut 300 jobs, Bloomberg News reports Boeing is said to trim defense supply-chain roles as workforce reshuffle continues
- Negative Sentiment: Insider selling: Two Boeing EVPs disclosed large share sales this week (Howard E. Mckenzie and Uma M. Amuluru), which investors sometimes view as a cautionary signal even if sales are routine. SEC filing – Howard E. Mckenzie sale SEC filing – Uma M. Amuluru sale
- Negative Sentiment: Operational scrutiny: UK CAA questioned Air India over a 787 fuel‑switch incident, keeping the 787 program under regulatory attention — potential for operational/regulatory follow‑ups. Boeing 787 Under Spotlight Again As UK Regulator Questions Air India Over Fuel Switch Incident
Wall Street Analysts Forecast Growth
A number of research analysts have weighed in on BA shares. Deutsche Bank Aktiengesellschaft downgraded Boeing from a “buy” rating to a “hold” rating and set a $240.00 target price on the stock. in a report on Thursday, October 30th. Citigroup reaffirmed a “buy” rating on shares of Boeing in a research note on Thursday. JPMorgan Chase & Co. raised their price objective on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. Wolfe Research restated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Finally, New Street Research set a $257.00 price target on shares of Boeing in a research note on Tuesday, December 9th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing has an average rating of “Moderate Buy” and an average target price of $247.39.
Check Out Our Latest Report on BA
Boeing Price Performance
Shares of NYSE:BA opened at $236.68 on Friday. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. 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 business has a fifty day moving average price of $223.68 and a 200-day moving average price of $218.99. The company has a market capitalization of $185.88 billion, a PE ratio of 117.75, a PEG ratio of 11.61 and a beta of 1.15.
Boeing (NYSE:BA – Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analysts’ expectations of $22.41 billion. The business’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same period last year, the company posted ($5.90) earnings per share. As a group, equities analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.
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.
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