AIA Group Ltd Boosts Holdings in The Boeing Company $BA

AIA Group Ltd lifted its holdings in The Boeing Company (NYSE:BA) by 31.4% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 28,333 shares of the aircraft producer’s stock after acquiring an additional 6,768 shares during the quarter. AIA Group Ltd’s holdings in Boeing were worth $6,115,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in BA. SteelPeak Wealth LLC increased its stake in shares of Boeing by 50.4% in the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after buying an additional 8,833 shares during the period. Patton Fund Management Inc. boosted its position in Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after buying an additional 9,085 shares during the period. Fisher Asset Management LLC boosted its position in Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after buying an additional 177,597 shares during the period. Russell Investments Group Ltd. grew its holdings in Boeing by 41.1% in the 3rd quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock worth $48,316,000 after acquiring an additional 65,216 shares during the last quarter. Finally, Vestor Capital LLC increased its position in shares of Boeing by 8,287.4% in the second quarter. Vestor Capital LLC now owns 246,086 shares of the aircraft producer’s stock valued at $51,562,000 after acquiring an additional 243,152 shares during the period. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Buying and Selling at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $236.00, for a total transaction of $644,516.00. Following the completion of the transaction, the executive vice president directly owned 11,925 shares in the company, valued at $2,814,300. This trade represents a 18.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of Boeing stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 over the last three months. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on BA shares. Morgan Stanley set a $245.00 price objective on shares of Boeing in a research note on Wednesday, January 28th. Tigress Financial restated a “buy” rating and set a $275.00 price target on shares of Boeing in a report on Monday, December 29th. New Street Research set a $257.00 price target on Boeing in a research report on Tuesday, December 9th. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research report on Tuesday, January 27th. One 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, Boeing currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
• Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
• Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
• Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
• Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
• Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
• Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
• Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
• Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title

Boeing Stock Performance

Shares of Boeing stock opened at $205.87 on Thursday. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The firm has a market capitalization of $161.68 billion, a P/E ratio of 102.43 and a beta of 1.14. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37. The business has a fifty day simple moving average of $234.07 and a two-hundred day simple moving average of $218.75.

Boeing (NYSE:BA) last issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the previous year, the business earned ($5.90) earnings per share. The firm’s revenue was up 57.1% compared to the same quarter last year. On average, equities analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

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.