Bank Pictet & Cie Europe AG Has $33.77 Million Position in The Boeing Company $BA

Bank Pictet & Cie Europe AG boosted its holdings in The Boeing Company (NYSE:BA) by 92.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 156,470 shares of the aircraft producer’s stock after buying an additional 75,192 shares during the quarter. Bank Pictet & Cie Europe AG’s holdings in Boeing were worth $33,771,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new position in shares of Boeing during the second quarter valued at $25,000. Piscataqua Savings Bank grew its stake in shares of Boeing by 1,712.5% in the second quarter. Piscataqua Savings Bank now owns 145 shares of the aircraft producer’s stock worth $30,000 after purchasing an additional 137 shares during the last quarter. Howard Hughes Medical Institute acquired a new stake in Boeing in the second quarter valued at $34,000. Decker Retirement Planning Inc. bought a new position in Boeing during the 2nd quarter worth $35,000. Finally, IMG Wealth Management Inc. lifted its holdings in Boeing by 159.4% during the 2nd quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock worth $38,000 after buying an additional 110 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a large F‑15IA order for Israel — an $8.6 billion Pentagon contract to build 25 jets (with an option for 25 more), a sizable, multi‑year backlog boost for defense revenue and production utilization. Boeing Wins $8.6 Billion Fighter Jet Contract
• Positive Sentiment: Boeing was awarded roughly $2.7–$2.73 billion in U.S. military support contracts for Apache helicopter and other Army support services — steady, high‑margin aftermarket revenue and long‑dated service work that improves cash flow visibility. Boeing awarded $2.7 billion contract for Apache helicopter support, Pentagon says Boeing awarded $2.73B Army contract
• Positive Sentiment: High‑profile investor endorsement: hedge‑fund manager Dan Niles named Boeing a top pick for 2026, citing backlog, demand and improving cash flow — a bullish catalyst that can attract long‑only flows. Dan Niles Loves Boeing Stock (NYSE:BA) in 2026; Current Investors Less Certain
• Positive Sentiment: Sell‑side support: Tigress Financial reiterated a “Buy” rating on BA, reinforcing demand-side support from institutional analysts. Tigress Financial Reiterates “Buy” Rating for Boeing (NYSE:BA)
• Neutral Sentiment: Market theme: a MarketBeat sector piece highlights industrials as a potential beneficiary of rate cuts and lists Boeing among industrial names trading below sector P/E, which could attract rotation flows if sentiment shifts toward value. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value (BA)
• Neutral Sentiment: Long‑term optionality: profile on Wisk Aero (an eVTOL business tied to Boeing) outlines a speculative, longer‑horizon growth avenue but limited near‑term impact on free cash flow. Meet Wisk Aero: The under-the-radar eVTOL player owned by Boeing
• Negative Sentiment: Bearish/risks coverage: at least one recent article lists multiple reasons BA is risky (execution, labor/production caps, and profitability concerns) and suggests alternatives — these narratives keep some investors cautious despite contract news. 3 Reasons BA is Risky and 1 Stock to Buy Instead

Insider Buying and Selling at Boeing

In related news, SVP Dana S. Deasy acquired 554 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were purchased at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This trade represents a 1.99% 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 1,366 shares of the firm’s stock in a transaction dated Thursday, November 6th. The shares were sold at an average price of $197.66, for a total value of $270,003.56. Following the completion of the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.09% of the company’s stock.

Boeing Stock Performance

Shares of BA opened at $217.07 on Friday. The firm has a market cap of $164.99 billion, a PE ratio of -15.87 and a beta of 1.16. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $242.69. The business’s 50 day moving average price is $202.14 and its two-hundred day moving average price is $214.52.

Boeing (NYSE:BA) last released its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The firm had revenue of $23.27 billion for the quarter, compared to the consensus estimate of $21.61 billion. During the same period in the prior year, the company earned ($10.44) EPS. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. Research analysts predict that The Boeing Company will post -2.58 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

BA has been the subject of several recent research reports. UBS Group reissued a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. Jefferies Financial Group set a $255.00 target price on Boeing in a report on Tuesday, September 30th. The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $267.00 price objective on shares of Boeing in a research note on Friday, November 14th. Finally, Deutsche Bank Aktiengesellschaft cut shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective for the company. in a research report on Thursday, October 30th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $234.92.

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.