Robeco Institutional Asset Management B.V. Has $3.43 Million Stock Holdings in The Boeing Company $BA

Robeco Institutional Asset Management B.V. trimmed its holdings in shares of The Boeing Company (NYSE:BA) by 17.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,892 shares of the aircraft producer’s stock after selling 3,267 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Boeing were worth $3,430,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Kingstone Capital Partners Texas LLC acquired a new stake in Boeing in the second quarter valued at $378,459,000. Vanguard Group Inc. grew its position in shares of Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after buying an additional 1,118,316 shares during the last quarter. 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. Finally, Bessemer Group Inc. raised its position in shares of Boeing by 3,581.5% during the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after acquiring an additional 692,489 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing Trading Up 3.1%

BA opened at $234.32 on Friday. The company has a fifty day moving average price of $203.97 and a two-hundred day moving average price of $215.86. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $242.69. The company has a market cap of $178.10 billion, a P/E ratio of -17.13, a price-to-earnings-growth ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last released its quarterly earnings data on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 quarter in the previous year, the business earned ($10.44) earnings per share. Boeing’s quarterly revenue was up 30.4% on a year-over-year basis. On average, research analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Insider Buying and Selling

In other Boeing news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average price of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president owned 28,442 shares in the company, valued at $5,087,704.96. This trade represents a 1.99% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the company’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the transaction, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on BA. BNP Paribas Exane started coverage on Boeing in a report on Tuesday, November 18th. They issued an “underperform” rating and a $150.00 target price on the stock. Citigroup started coverage on shares of Boeing in a research note on Thursday, December 11th. They issued a “buy” rating and a $265.00 price objective on the stock. Royal Bank Of Canada reissued an “outperform” rating and set a $250.00 target price on shares of Boeing in a research note on Monday, September 29th. Loop Capital set a $223.00 target price on shares of Boeing in a report on Monday, November 3rd. Finally, BNP Paribas set a $150.00 price target on Boeing in a report on Tuesday, November 18th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $235.33.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: 737 MAX 10 advances to the next phase of flight testing — a technical milestone that reduces timeline uncertainty for Boeing’s largest single‑aisle variant and supports future deliveries and revenue growth. Boeing Stock (NYSE:BA) Jumps as 737 MAX 10 Hits Next Phase of Flight Testing
• Positive Sentiment: New commercial and defense orders: EVA Air’s 787‑9 sale and a US$2.7B Apache helicopter deal boost Boeing’s backlog and near‑term revenue visibility. What Boeing (BA)’s New EVA 787-9 Sale and US$2.7 Billion Apache Deal Mean For Shareholders
• Positive Sentiment: Airline partnerships and product adoption — Qatar Airways’ rollout of Starlink connectivity on a Boeing 787‑8 highlights operator demand for upgraded cabin features that can support aircraft competitiveness and aftermarket revenue. Qatar Airways Unveils First-Ever Boeing 787-8 Dreamliner With Elon Musk-Backed Starlink Connectivity
• Positive Sentiment: Policy and manufacturing tailwinds after the Alaska Air deal — commentators cite renewed U.S. manufacturing emphasis and air‑traffic modernization as structural positives for Boeing. Sean Duffy Touts American Manufacturing Push After Boeing–Alaska Air Deal
• Positive Sentiment: Bullish analyst pieces and forecasts are resurfacing, arguing BA shares can climb as deliveries, backlog conversion and product updates accelerate — supporting buy‑side momentum. Boeing Stock Forecast 2026: Here’s Why BA Shares Will Soar
• Neutral Sentiment: CEO warns progress is being made but “more work looms in 2026,” a reminder that execution and regulatory/production challenges remain; this tempers upside for some investors. Boeing CEO says turnaround progress made, but more work looms in 2026
• Neutral Sentiment: Broader industry comparisons and analyst debate (Airbus vs Boeing) keep the stock sensitive to macro/airline demand narratives rather than only company‑specific news. Will Airbus Or Boeing Climb Higher In 2026?

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.