William Blair Has Strong Estimate for Boeing FY2026 Earnings

The Boeing Company (NYSE:BA) – William Blair upped their FY2026 earnings per share (EPS) estimates for shares of Boeing in a report released on Tuesday, July 29th. William Blair analyst L. Dipalma now anticipates that the aircraft producer will post earnings per share of $4.06 for the year, up from their previous forecast of $3.98. The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share.

A number of other equities research analysts also recently weighed in on the stock. Susquehanna raised their target price on shares of Boeing from $265.00 to $270.00 and gave the company a “positive” rating in a research note on Wednesday. Redburn Atlantic raised shares of Boeing from a “hold” rating to a “strong-buy” rating and increased their price target for the stock from $180.00 to $275.00 in a report on Friday, June 27th. Wells Fargo & Company restated an “underweight” rating on shares of Boeing in a research report on Thursday, May 22nd. Cowen reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, May 7th. Finally, Morgan Stanley reissued an “equal weight” rating on shares of Boeing in a research note on Monday. Three research analysts have rated the stock with a sell rating, three have given a hold rating, eighteen have given a buy rating and three have issued a strong buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $228.73.

Boeing Trading Down 1.8%

Shares of BA opened at $221.87 on Thursday. Boeing has a 12-month low of $128.88 and a 12-month high of $242.69. The company has a market cap of $167.77 billion, a PE ratio of -13.44 and a beta of 1.41. The stock has a 50-day moving average price of $214.84 and a 200-day moving average price of $188.30.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, July 29th. The aircraft producer reported ($1.24) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.92) by ($0.32). The business had revenue of $22.75 billion during the quarter, compared to analyst estimates of $20.13 billion. During the same quarter in the prior year, the company earned ($2.90) EPS. The firm’s revenue was up 34.9% on a year-over-year basis.

Institutional Trading of Boeing

A number of institutional investors have recently modified their holdings of BA. Castlekeep Investment Advisors LLC bought a new position in Boeing during the 4th quarter valued at approximately $568,000. Alyeska Investment Group L.P. bought a new stake in shares of Boeing in the 4th quarter worth approximately $526,889,000. Zimmer Partners LP purchased a new position in shares of Boeing during the fourth quarter valued at approximately $393,736,000. Kingstone Capital Partners Texas LLC bought a new position in shares of Boeing during the second quarter valued at approximately $378,459,000. Finally, Northern Trust Corp lifted its stake in Boeing by 33.6% in the fourth quarter. Northern Trust Corp now owns 6,504,610 shares of the aircraft producer’s stock worth $1,151,316,000 after acquiring an additional 1,634,231 shares during the period. 64.82% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Brendan J. Nelson sold 640 shares of Boeing stock in a transaction on Thursday, May 15th. The shares were sold at an average price of $206.28, for a total value of $132,019.20. Following the transaction, the senior vice president directly owned 13,258 shares of the company’s stock, valued at $2,734,860.24. The trade was a 4.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Jeffrey S. Shockey sold 3,205 shares of the stock in a transaction on Tuesday, May 13th. The shares were sold at an average price of $202.87, for a total transaction of $650,198.35. Following the sale, the executive vice president directly owned 20,513 shares of the company’s stock, valued at $4,161,472.31. The trade was a 13.51% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.09% of the company’s stock.

About Boeing

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.