Diversified Trust Co. Buys 3,504 Shares of The Boeing Company $BA

Diversified Trust Co. lifted its stake in The Boeing Company (NYSE:BA) by 107.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,774 shares of the aircraft producer’s stock after purchasing an additional 3,504 shares during the period. Diversified Trust Co.’s holdings in Boeing were worth $1,471,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Ninety One UK Ltd bought a new position in Boeing in the 3rd quarter valued at $192,734,000. Amundi increased 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 valued at $376,700,000 after buying an additional 764,236 shares during the period. Vanguard Group Inc. raised its position in shares of Boeing by 1.1% during the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after acquiring an additional 756,057 shares during the last quarter. Newport Trust Company LLC lifted its stake in shares of Boeing by 2.5% during the third 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 during the period. Finally, Caxton Associates LLP lifted its stake in shares of Boeing by 5,247.3% during the second quarter. Caxton Associates LLP now owns 443,022 shares of the aircraft producer’s stock valued at $92,826,000 after acquiring an additional 434,737 shares during the period. Institutional investors own 64.82% of the company’s stock.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA clears the Boeing 777‑9 to enter the fourth and final phase of certification — a major regulatory hurdle toward deliveries for the long‑delayed 777X, which supports future revenue and cash‑flow recovery for Boeing’s widebody program. Read More.
• Positive Sentiment: Tigress Financial raised its price target on BA to $290 and reiterated a buy — an analyst upgrade that can lift sentiment and provide upward pressure on the stock valuation. Read More.
• Positive Sentiment: Prominent TV/commentator endorsement — Jim Cramer called Boeing a buy, which can influence retail flows and reinforce positive intraday momentum. Read More.
• Positive Sentiment: FAA approved higher takeoff weights for the 787‑9 and 787‑10, improving aircraft performance and airline economics for operators — a technical/operational win that can boost aftermarket activity and airline demand for those models. Read More.
• Positive Sentiment: Defense spending tailwinds: analysts continue to highlight Boeing among defense names to watch as defense budgets and backlog growth support longer‑term revenue stability across its defense & space segment. Read More.
• Neutral Sentiment: Q4 earnings context: analysts and recap pieces are framing Boeing’s Q4 beat and strong revenue growth versus peers — reinforces that recent fundamentals exceeded expectations but Wall Street still models full‑year challenges. Read More.
• Negative Sentiment: Boeing reportedly lost a China order to Airbus — a setback for potential large MAX sales in a key market; while the market is pricing BA as discounted (supporting the rally), lost orders pose downside to near‑term commercial deliveries and backlog growth. Read More.

Boeing Price Performance

Shares of BA opened at $199.39 on Thursday. The stock has a market cap of $156.59 billion, a P/E ratio of 99.20 and a beta of 1.14. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The stock’s 50-day moving average price is $230.12 and its two-hundred day moving average price is $217.53. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

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

Analysts Set New Price Targets

Several equities analysts recently issued reports on BA shares. UBS Group raised their price target on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Jefferies Financial Group restated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. Royal Bank Of Canada raised their target price on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Susquehanna reiterated a “positive” rating and set a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Boeing currently has a consensus rating of “Moderate Buy” and a consensus target price of $248.86.

Insider Activity

In other Boeing news, EVP Uma M. Amuluru sold 2,731 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the sale, the executive vice president owned 11,925 shares of the company’s stock, valued at approximately $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the sale, the senior vice president owned 13,978 shares in the company, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last ninety days. Company insiders own 0.10% of the company’s stock.

About Boeing

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.