The Boeing Company $BA Shares Acquired by First Dallas Securities Inc.

First Dallas Securities Inc. boosted its holdings in The Boeing Company (NYSE:BA) by 13.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,557 shares of the aircraft producer’s stock after purchasing an additional 3,810 shares during the period. Boeing comprises about 2.6% of First Dallas Securities Inc.’s portfolio, making the stock its 7th largest holding. First Dallas Securities Inc.’s holdings in Boeing were worth $6,811,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its position in Boeing by 1.7% during the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares during the last quarter. Newport Trust Company LLC raised its stake in shares of Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Boeing by 2.7% during the 2nd quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock worth $3,402,073,000 after purchasing an additional 432,026 shares in the last quarter. Fisher Asset Management LLC boosted its holdings in shares of Boeing by 3.8% in the 2nd quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock valued at $1,116,259,000 after buying an additional 196,666 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Boeing by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after buying an additional 44,338 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Boeing Stock Up 2.6%

Boeing stock opened at $243.21 on Friday. The company’s 50-day moving average price is $224.76 and its two-hundred day moving average price is $219.03. 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 stock has a market cap of $191.00 billion, a P/E ratio of 121.00, a P/E/G ratio of 11.96 and a beta of 1.15. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35.

Boeing (NYSE:BA) last posted its earnings results 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 during the quarter, compared to analyst estimates of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same period in the previous year, the company posted ($5.90) EPS. As a group, analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on BA. Susquehanna reaffirmed a “positive” rating and set a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. Vertical Research reaffirmed a “buy” rating and issued a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Tigress Financial reissued a “buy” rating and set a $275.00 price target on shares of Boeing in a research report on Monday, December 29th. Finally, Jefferies Financial Group upped their price objective on Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research note on Sunday, February 1st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Boeing presently has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: India reportedly stands ready to order up to $80 billion of Boeing aircraft following a U.S.–India trade understanding — a multi‑year, high‑value demand opportunity that would materially boost commercial backlog if converted to firm orders. India to reportedly buy up to $80 billion in Boeing aircraft
• Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for what Bloomberg reports could be ~150 jets — another potential large order that supports narrowbody and widebody production demand. Saudia talks with Boeing, Airbus for large jet order
• Positive Sentiment: Boeing reported a blowout quarterly EPS and revenue beat in late January and has seen upward analyst actions/price‑target increases — this recent earnings strength supports current valuation and investor optimism. MarketBeat: Boeing trading/earnings summary
• Positive Sentiment: Aftermarket and delivery wins: Boeing signed a record landing‑gear services deal with Singapore Airlines and lessor CDB Aviation delivered three 737‑8s to WestJet; Boeing also won a ~$2.8B F‑15 upgrade contract for South Korea — all support recurring revenue and backlog. Landing gear deal CDB Aviation delivery F-15 contract
• Neutral Sentiment: Two Boeing executive VPs disclosed recent share sales (SEC filings) — typical liquidity actions but can attract investor attention; filings are routine and not flagged as insider lack of confidence. Insider sale filing
• Neutral Sentiment: Boeing is shifting some 787 engineering work to South Carolina and targeting a production first flight for the 777X in April — operational moves that could lower costs and unlock new production milestones but carry execution risk. 787 engineering move 777X first flight target
• Negative Sentiment: Thirty‑one families have asked an appeals court to revive a criminal case over two 737 Max crashes — renewed criminal litigation would increase legal exposure and reputational risk. Families ask to revive criminal case
• Negative Sentiment: The UK CAA is probing a Boeing 787 fuel‑switch incident involving Air India — regulatory scrutiny could lead to inspections, operational impacts or further oversight. UK CAA probe
• Negative Sentiment: Boeing’s defense unit is cutting roughly 300 supply‑chain roles and trimming personnel — may reduce costs but signals near‑term disruption and execution risk that could pressure near‑term performance. Defense unit job cuts

Insider Buying and Selling at Boeing

In other Boeing news, SVP Dana S. Deasy purchased 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were acquired at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. The trade was a 1.99% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Uma M. Amuluru sold 2,731 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total transaction of $644,516.00. Following the transaction, the executive vice president directly owned 11,925 shares in the company, valued at approximately $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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.