Intact Investment Management Inc. Has $1.88 Million Stock Holdings in The Boeing Company $BA

Intact Investment Management Inc. boosted its holdings in shares of The Boeing Company (NYSE:BA) by 58.2% in the third quarter, according to its most recent filing with the SEC. The firm owned 8,700 shares of the aircraft producer’s stock after acquiring an additional 3,200 shares during the period. Intact Investment Management Inc.’s holdings in Boeing were worth $1,878,000 as of its most recent filing with the SEC.

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

Insider Activity

In related news, SVP Dana S. Deasy acquired 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the transaction, the senior vice president owned 28,442 shares in the company, 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents 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.

Wall Street Analyst Weigh In

BA has been the topic of several research reports. Susquehanna restated a “positive” rating and issued a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. JPMorgan Chase & Co. lifted their price target on shares of Boeing from $240.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft downgraded shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective for the company. in a research note on Thursday, October 30th. Sanford C. Bernstein upped their target price on Boeing from $277.00 to $298.00 and gave the stock an “outperform” rating in a report on Thursday, January 15th. Finally, Citigroup raised their price target on Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $241.26.

Boeing Price Performance

Shares of NYSE BA opened at $248.87 on Tuesday. The business’s fifty day moving average price is $215.22 and its 200-day moving average price is $218.45. The Boeing Company has a one year low of $128.88 and a one year high of $254.14. The stock has a market capitalization of $189.16 billion, a PE ratio of -18.19, a P/E/G ratio of 7.18 and a beta of 1.16.

Boeing (NYSE:BA) last issued its earnings results 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 business had revenue of $23.27 billion for the quarter, compared to analyst estimates of $21.61 billion. Boeing’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same quarter last year, the firm earned ($10.44) earnings per share. As a group, equities analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s plan to increase 737 production and management commentary about improving free cash flow are front-and-center and seen as a longer-term positive for revenue and margin recovery. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss
• Positive Sentiment: Airline customers report faster deliveries (e.g., Ryanair raising its outlook and Air Lease delivering a 737-8 to Air Canada), supporting revenue cadence and fleet renewal demand. Ryanair Boosts 2026 Outlook as Travel Demand Surges and Boeing Deliveries Accelerate Air Lease delivers 1st Boeing 737-8 to Air Canada
• Positive Sentiment: Several analysts and commentators have lifted expectations or argue consensus is too subdued ahead of Q4, creating upside if results or guidance beat. Top Wall Street Forecasters Revamp Boeing Expectations Ahead Of Q4 Earnings Jim Cramer doubles down: ‘You just can’t beat Boeing’
• Neutral Sentiment: Multiple earnings previews and options-commentary videos are raising focus on key metrics to watch (deliveries, production rate, free cash flow) but offer mixed near-term impact. What to expect from Boeing’s (BA) Q4 earnings New Tailwinds Backing Boeing Earnings & BA Example Options Trade
• Neutral Sentiment: Smaller, tangential items — such as a Titomic appointment of a former Boeing exec — are unlikely to move BA stock materially. Titomic Adds Boeing Veteran Jim Chilton to Strategic Advisory Group
• Negative Sentiment: Regulatory/safety headlines are a drag: a report flagged lavatories as a “dangerous design defect,” which can prompt scrutiny and reputational risk even if operational impact is limited. Boeing Stock (NYSE:BA) Loses Ground, Lavatories Declared “Dangerous Design Defect”
• Negative Sentiment: Consensus expects Boeing to report another quarterly loss; a miss or weak guidance would likely drive further downside despite production tailwinds. Boeing Q4 earnings on deck: What to expect

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.