FNY Investment Advisers LLC raised its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 112.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,557 shares of the aircraft producer’s stock after purchasing an additional 6,127 shares during the period. Boeing accounts for approximately 0.8% of FNY Investment Advisers LLC’s investment portfolio, making the stock its 15th biggest position. FNY Investment Advisers LLC’s holdings in Boeing were worth $2,494,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ninety One UK Ltd acquired a new stake in shares of Boeing in the third quarter valued at about $192,734,000. Amundi raised its position in shares of Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after acquiring an additional 764,236 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of Boeing by 1.1% in the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after acquiring an additional 756,057 shares during the period. Newport Trust Company LLC boosted its holdings in Boeing by 2.5% in the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after acquiring an additional 707,490 shares during the last quarter. Finally, Rovida Advisors Inc. bought a new stake in Boeing in the second quarter valued at approximately $129,231,000. 64.82% of the stock is owned by institutional investors and hedge funds.
Boeing Stock Performance
Shares of BA stock opened at $205.87 on Thursday. The company has a market cap of $161.68 billion, a price-to-earnings ratio of 102.43 and a beta of 1.14. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The firm has a 50 day moving average of $234.07 and a 200-day moving average of $218.75.
Insider Activity at Boeing
In related news, Director Mortimer J. Buckley acquired 2,230 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were purchased at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the acquisition, the director owned 4,430 shares of the company’s stock, valued at approximately $993,206. This trade represents a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Uma M. Amuluru sold 1,503 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the transaction, the executive vice president directly owned 19,015 shares in the company, valued at $4,445,326.70. This trade represents a 7.33% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 21,012 shares of company stock valued at $4,980,687. 0.10% of the stock is currently owned by company insiders.
Boeing News Summary
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
- Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
- Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
- Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
- Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
- Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
- Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
- Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
- Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title
Analyst Upgrades and Downgrades
Several research analysts have issued reports on the stock. Jefferies Financial Group restated a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Royal Bank Of Canada increased their price objective on shares of Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. lifted their target price 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. UBS Group boosted their target price on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.
Read Our Latest Analysis on BA
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.
Featured Stories
Want to see what other hedge funds are holding BA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Boeing Company (NYSE:BA – Free Report).
Receive News & Ratings for Boeing Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Boeing and related companies with MarketBeat.com's FREE daily email newsletter.
