Aberdeen Group plc Has $137.70 Million Stake in The Boeing Company $BA

Aberdeen Group plc reduced its stake in The Boeing Company (NYSE:BA) by 0.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 634,212 shares of the aircraft producer’s stock after selling 3,787 shares during the period. Aberdeen Group plc owned approximately 0.08% of Boeing worth $137,700,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in BA. Revolve Wealth Partners LLC acquired a new position in Boeing during the fourth quarter worth about $201,000. Sivia Capital Partners LLC grew its holdings in shares of Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after purchasing an additional 217 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Boeing during the 2nd quarter valued at approximately $150,000. 1832 Asset Management L.P. acquired a new position in Boeing during the 2nd quarter worth approximately $2,053,000. Finally, Alpha Family Trust bought a new position in Boeing in the 2nd quarter valued at approximately $331,000. Institutional investors and hedge funds own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large Pentagon framework to ramp Patriot PAC‑3 seeker production should meaningfully boost Boeing’s defense revenue and cash flow over the multi‑year term, providing a durable offset to commercial uncertainties. Reuters: Boeing, Lockheed Martin to boost production of PAC-3 MSE seekers
• Positive Sentiment: Wells Fargo initiated coverage with an “overweight”/strong‑buy view and a $250 price target, a catalyst that can attract institutional demand and support the stock amid elevated multiples. MSN: Wells Fargo initiates coverage of Boeing
• Positive Sentiment: Boeing-built Space Launch System core stage powered the crewed Artemis II mission — a high‑visibility win for Boeing’s aerospace franchise that supports long‑term NASA/space program revenue and credibility. PR Newswire: Boeing-built Space Launch System Core Stage Powers First Crewed Artemis Mission
• Positive Sentiment: Commercial demand signal: 21 Air is targeting larger Boeing 777 freighters to expand long‑haul cargo capacity — incremental order/lease demand for 777 freighters would support Boeing’s widebody aftermarket and production outlook. Yahoo: 21 Air eyes larger Boeing 777s to access long-haul cargo market
• Neutral Sentiment: Citigroup trimmed its price target from $290 to $256 but kept a “buy” stance — the cut narrows upside while leaving analyst support in place; watch for how this and other targets influence investor positioning. Benzinga: Citigroup lowers Boeing price target
• Neutral Sentiment: BNP Paribas says Boeing’s supply chain shows early stabilization even as 737 output still trails targets — a sign production recovery is underway but not yet at scale. MSN: Boeing supply chain shows signs of stabilization
• Negative Sentiment: Ongoing safety and quality issues remain a visible overhang — recent coverage highlights recurring incidents and certification delays that raise costs and could depress commercial margins and deliveries. Fool: Boeing Has Experienced a Rash of Safety Issues
• Negative Sentiment: Supplier bottleneck: Spirit AeroSystems’ fuselage rail deliveries to Boeing slowed in March, reinforcing near‑term 737 output risk and potential delivery cadence volatility. AeroTime: Boeing 737 fuselage rail deliveries from Spirit appear to slow

Insider Activity

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Mortimer J. Buckley bought 2,230 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were purchased at an average cost of $224.20 per share, with a total value of $499,966.00. Following the purchase, the director directly owned 4,430 shares of the company’s stock, valued at $993,206. The trade was a 101.36% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 over the last quarter. Company insiders own 0.10% of the company’s stock.

Boeing Stock Up 0.5%

Shares of BA opened at $208.42 on Friday. The stock’s 50-day moving average price is $224.03 and its two-hundred day moving average price is $216.47. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $254.35. The company has a market capitalization of $163.68 billion, a PE ratio of 103.69 and a beta of 1.13. 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 issued its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. During the same period in the previous year, the company posted ($5.90) EPS. The company’s quarterly revenue was up 57.1% on a year-over-year basis. On average, analysts anticipate that The Boeing Company will post -2.58 EPS for the current year.

Analyst Upgrades and Downgrades

BA has been the topic of a number of research reports. Susquehanna reaffirmed a “positive” rating and set a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Wells Fargo & Company assumed coverage on Boeing in a research note on Wednesday. They issued an “overweight” rating and a $250.00 price target for the company. Citigroup cut their price objective on Boeing from $290.00 to $256.00 and set a “buy” rating on the stock in a report on Thursday. JPMorgan Chase & Co. upped their target price on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, March 4th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $252.48.

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.