Bank of New York Mellon Corp Sells 42,277 Shares of The Boeing Company $BA

Bank of New York Mellon Corp lessened its stake in The Boeing Company (NYSE:BA) by 1.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,524,356 shares of the aircraft producer’s stock after selling 42,277 shares during the period. Bank of New York Mellon Corp owned 0.46% of Boeing worth $760,662,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of 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 acquiring an additional 1,118,316 shares during the last quarter. Newport Trust Company LLC raised its holdings in Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the last quarter. Geode Capital Management LLC lifted its position in Boeing by 2.7% during 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 purchasing an additional 432,026 shares during the period. Fisher Asset Management LLC boosted its stake in shares of Boeing by 3.8% in the 2nd quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock valued at $1,116,259,000 after purchasing an additional 196,666 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted 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 last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Loop Capital set a $223.00 price target on shares of Boeing in a research note on Monday, November 3rd. Morgan Stanley set a $245.00 target price on shares of Boeing in a report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Boeing in a research note on Wednesday, January 21st. New Street Research set a $257.00 price target on Boeing in a research report on Tuesday, December 9th. Finally, Vertical Research reaffirmed a “buy” rating and set a $281.00 price objective on shares of Boeing in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Boeing currently has an average rating of “Moderate Buy” and a consensus price target of $245.65.

Boeing Trading Down 1.2%

Shares of NYSE BA opened at $241.72 on Thursday. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The stock has a market cap of $183.73 billion, a price-to-earnings ratio of -17.67, a P/E/G ratio of 8.14 and a beta of 1.16. The company has a quick ratio of 0.38, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company’s fifty day moving average is $217.44 and its 200-day moving average is $218.74.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The business’s quarterly revenue was up 57.1% compared to the same quarter last year. During the same period in the previous year, the business posted ($5.90) EPS. Equities research analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Insider Transactions at Boeing

In related news, SVP Dana S. Deasy bought 554 shares of the company’s stock in a transaction on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This represents a 1.99% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred on Thursday, November 6th. The shares were 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 in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.09% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
• Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
• Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
• Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
• Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
• Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
• Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
• Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat

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.