BI Asset Management Fondsmaeglerselskab A S Decreases Position in The Boeing Company $BA

BI Asset Management Fondsmaeglerselskab A S decreased its position in The Boeing Company (NYSE:BA) by 8.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 42,739 shares of the aircraft producer’s stock after selling 4,062 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in Boeing were worth $9,224,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of BA. Wallace Advisory Group LLC lifted its holdings in Boeing by 1.2% during the second quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock valued at $748,000 after purchasing an additional 44 shares during the last quarter. Blue Barn Wealth LLC raised its position in shares of Boeing by 1.8% in the second quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after purchasing an additional 46 shares during the period. N.E.W. Advisory Services LLC lifted its stake in shares of Boeing by 3.1% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after buying an additional 46 shares in the last quarter. Motco lifted its stake in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock valued at $199,000 after buying an additional 47 shares in the last quarter. Finally, Encompass Wealth Advisors LLC boosted its holdings in Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after buying an additional 47 shares during the period. 64.82% of the stock is owned by institutional investors.

Boeing Stock Performance

Shares of BA opened at $236.68 on Friday. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The company has a market cap of $185.88 billion, a PE ratio of 117.75, a price-to-earnings-growth ratio of 11.61 and a beta of 1.15. The stock has a 50-day moving average price of $223.68 and a 200-day moving average price of $218.99.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. Boeing’s quarterly revenue was up 57.1% on a year-over-year basis. During the same period in the prior year, the firm earned ($5.90) EPS. As a group, equities analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• 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

Analyst Ratings Changes

Several equities research analysts have issued reports on BA shares. Citigroup restated a “buy” rating on shares of Boeing in a research report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Boeing in a research note on Wednesday, January 21st. Tigress Financial restated a “buy” rating and issued a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. BNP Paribas Exane set a $150.00 price target on Boeing in a research report on Tuesday, November 18th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $247.39.

Insiders Place Their Bets

In other news, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, with a total value of $99,099.52. Following the completion of the purchase, 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 ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total transaction of $644,516.00. Following the sale, the executive vice president owned 11,925 shares of the company’s stock, valued at $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.