Northwestern Mutual Wealth Management Co. Has $25.60 Million Position in The Boeing Company $BA

Northwestern Mutual Wealth Management Co. boosted its holdings in shares of The Boeing Company (NYSE:BA) by 2.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 118,241 shares of the aircraft producer’s stock after buying an additional 2,598 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Boeing were worth $25,596,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Newport Trust Company LLC lifted its stake in Boeing by 1.0% during the 4th quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer’s stock valued at $6,401,847,000 after acquiring an additional 286,848 shares in the last quarter. Geode Capital Management LLC boosted its stake in Boeing by 3.2% in the fourth quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock valued at $3,679,592,000 after acquiring an additional 533,753 shares during the last quarter. Fisher Asset Management LLC grew its position in shares of Boeing by 2.5% during the 4th quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer’s stock valued at $1,224,752,000 after acquiring an additional 135,860 shares during the period. Charles Schwab Investment Management Inc. grew its position in shares of Boeing by 3.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock valued at $948,905,000 after acquiring an additional 138,469 shares during the period. Finally, Jupiter Topco LLC purchased a new stake in shares of Boeing during the 2nd quarter worth approximately $911,878,000. 64.82% of the stock is owned by institutional investors.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s defense and space business is gaining momentum, supported by approximately $85 billion in backlog and several programs moving into low-rate production. This could provide a steadier growth driver beyond commercial aircraft and improve long-term revenue visibility. Can Boeing’s Defense Business Become a Bigger Growth Driver?
• Positive Sentiment: Boeing is gradually increasing aircraft production after receiving additional regulatory approvals, while its enormous commercial backlog—potentially covering more than a decade of deliveries—offers substantial future revenue support. Boeing Stock Analysis: Sales Increase 8% to $24.6 Billion. Time to Buy?
• Neutral Sentiment: Industry research projects continued growth in the global freighter-aircraft market, driven by e-commerce, express shipping and fleet replacement. The trend could benefit Boeing, although the report describes an industry opportunity rather than a new contract or forecast revision for BA. Global Freighter Aircraft Market to Reach $12.11 Billion by 2031
• Negative Sentiment: Boeing and the union representing roughly 17,000 engineers and technical workers will resume contract negotiations on September 8. Workers previously rejected Boeing’s four-year offers and authorized a potential strike, creating a significant execution, cost and production risk if talks fail. Boeing, Engineers Union Agree to Resume Contract Talks
• Negative Sentiment: The latest quarterly results showed improving revenue but continued earnings pressure: sales rose 8% to $24.56 billion, while Boeing reported a $0.76-per-share loss that missed the $0.34 consensus loss estimate. High leverage, weak liquidity metrics and an estimated full-year loss reinforce concerns about the pace and cost of the turnaround. Boeing Stock Analysis: Sales Increase 8% to $24.6 Billion

Analyst Ratings Changes

Several research firms recently commented on BA. Royal Bank Of Canada dropped their price objective on Boeing from $275.00 to $265.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 29th. UBS Group began coverage on Boeing in a research report on Tuesday, August 11th. They issued a “buy” rating for the company. Barclays lowered Boeing from an “equal weight” rating to an “underweight” rating in a research note on Tuesday, August 11th. Citigroup cut Boeing from a “buy” rating to a “sell” rating in a research report on Tuesday, August 11th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Boeing in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $272.58.

Boeing Stock Performance

Shares of BA stock opened at $205.63 on Wednesday. The firm’s 50 day moving average is $220.11 and its 200 day moving average is $220.73. The stock has a market capitalization of $162.52 billion, a P/E ratio of 89.02 and a beta of 1.21. The Boeing Company has a 12 month low of $176.77 and a 12 month high of $254.35. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). The business had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.26 billion. Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The firm’s quarterly revenue was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($1.24) earnings per share. On average, sell-side analysts anticipate that The Boeing Company will post -0.87 earnings per share for the current year.

About Boeing

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.