The Boeing Company $BA Shares Sold by Clough Capital Partners L P

Clough Capital Partners L P lessened its position in shares of The Boeing Company (NYSE:BA) by 17.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 179,240 shares of the aircraft producer’s stock after selling 37,415 shares during the period. Boeing makes up about 3.4% of Clough Capital Partners L P’s portfolio, making the stock its 9th largest holding. Clough Capital Partners L P’s holdings in Boeing were worth $35,674,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in Boeing by 5.1% during the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares in the last quarter. Newport Trust Company LLC boosted its holdings in shares of Boeing by 1.0% in 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 purchasing an additional 286,848 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Boeing by 3.2% in the 4th quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock valued at $3,679,592,000 after purchasing an additional 533,753 shares in the last quarter. Fisher Asset Management LLC increased its stake in shares of Boeing by 2.5% in 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 purchasing an additional 135,860 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Boeing by 3.3% in 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 purchasing an additional 138,469 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing heads into earnings with a massive backlog of about $695 billion, giving investors visibility into years of future revenue and reinforcing the turnaround narrative. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
• Positive Sentiment: Analysts see meaningful upside in BA, with some reports citing nearly 30% potential gains ahead of Q2 results, and prediction markets are leaning toward a beat. Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?
• Positive Sentiment: Boeing is nearing FAA certification for the 737 Max 10, with more than 1,500 orders waiting for approval; that could support future deliveries if approvals come through. Boeing Nears Max 10 Certification With 1,500+ Orders Awaiting Approval
• Neutral Sentiment: Several previews highlighted improving commercial deliveries and production gains, but also flagged supply-chain bottlenecks that could affect revenue and cash flow in the near term. Buy, Hold or Sell Boeing Stock? Key Insights Ahead of Q2 Earnings
• Neutral Sentiment: News that Emirates will not take early 777-9 aircraft was viewed as a setback, but the market appeared to shrug it off given Boeing’s broader backlog and turnaround momentum. Emirates Will Not Take Early 777-9 Aircraft, Boeing Stock (NYSE:BA) Gains Regardless
• Negative Sentiment: China is reportedly seeking new terms on Boeing orders, creating uncertainty around a key international growth market and weighing on sentiment. China is said to seek new Boeing order terms, raising doubts on Trump-Xi deal

Insiders Place Their Bets

In other news, Director Bradley D. Tilden bought 1,370 shares of the stock in a transaction on Wednesday, May 20th. The stock was acquired at an average price of $218.50 per share, with a total value of $299,345.00. Following the acquisition, the director directly owned 1,370 shares in the company, valued at approximately $299,345. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.10% of the stock is owned by corporate insiders.

Boeing Stock Down 0.0%

Shares of NYSE:BA opened at $209.51 on Monday. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The company has a market capitalization of $165.15 billion, a PE ratio of 101.70 and a beta of 1.21. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18. The company has a fifty day moving average of $219.35 and a 200-day moving average of $224.33.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on BA shares. Morgan Stanley upped their price objective on Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Tigress Financial lifted their target price on Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Wolfe Research reissued an “outperform” rating and set a $275.00 target price on shares of Boeing in a research note on Thursday, April 23rd. Btg Pactual set a $260.00 target price on shares of Boeing in a report on Tuesday, July 14th. Finally, Citigroup raised their price target on shares of Boeing from $256.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Boeing has an average rating of “Moderate Buy” and a consensus target price of $261.53.

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.