The Boeing Company $BA Stock Position Increased by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. increased its position in The Boeing Company (NYSE:BA) by 61.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,409 shares of the aircraft producer’s stock after buying an additional 19,221 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Boeing were worth $10,822,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of BA. Vanguard Group Inc. raised its position in Boeing by 1.7% in 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 in the last quarter. Ninety One UK Ltd bought a new position in shares of Boeing during the 3rd quarter valued at about $192,734,000. Amundi grew its stake in shares of Boeing by 75.5% in the 2nd quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after purchasing an additional 764,236 shares during the last quarter. Newport Trust Company LLC grew its stake in shares of Boeing by 2.5% in 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. Finally, Rovida Advisors Inc. bought a new stake in shares of Boeing in the 2nd quarter worth approximately $129,231,000. Institutional investors own 64.82% of the company’s stock.

Boeing Stock Performance

Boeing stock opened at $209.97 on Monday. The firm’s 50 day simple moving average is $235.19 and its 200-day simple moving average is $219.17. The company has a market cap of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The firm’s revenue was up 57.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($5.90) EPS. As a group, equities research analysts predict that The Boeing Company will post -2.58 EPS for the current year.

Insider Activity

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. The trade was a 31.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Uma M. Amuluru sold 1,503 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total value of $351,371.34. Following the completion of the sale, the executive vice president owned 19,015 shares of the company’s stock, valued at $4,445,326.70. The trade was a 7.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,012 shares of company stock valued at $4,980,687 in the last 90 days. Company insiders own 0.10% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on BA shares. TD Cowen restated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Tigress Financial reissued a “buy” rating and set a $275.00 price objective on shares of Boeing in a research note on Monday, December 29th. Finally, Wolfe Research restated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $246.14.

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.