Apollon Financial LLC increased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 271.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,874 shares of the aircraft producer’s stock after purchasing an additional 2,831 shares during the period. Apollon Financial LLC’s holdings in Boeing were worth $841,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also added to or reduced their stakes in BA. Ninety One UK Ltd acquired a new stake in Boeing during the 3rd quarter worth approximately $192,734,000. Vanguard Group Inc. raised its holdings in Boeing by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after acquiring an additional 756,057 shares in the last quarter. Newport Trust Company LLC raised its holdings in Boeing by 2.5% in the 3rd 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 in the last quarter. Caxton Associates LLP raised its holdings in Boeing by 5,247.3% in the 2nd 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 in the last quarter. Finally, Great Lakes Advisors LLC raised its holdings in Boeing by 25,532.3% in the 3rd quarter. Great Lakes Advisors LLC now owns 424,983 shares of the aircraft producer’s stock valued at $91,725,000 after acquiring an additional 423,325 shares in the last quarter. 64.82% of the stock is owned by institutional investors and hedge funds.
Key Headlines Impacting Boeing
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Boeing won multiple government and commercial-space contracts (including a US$101M U.S. Air Force KC-46 support contract), agreed a multi‑year PAC‑3 seeker production deal, and delivered the ViaSat‑3 Flight 3 satellite — tangible revenue and cash‑flow catalysts that support near‑term topline recovery. Boeing Contracts And Satellite Delivery Support Recovery Story As Lawsuit Emerges
- Positive Sentiment: Media coverage highlights the Air Force deal as a notable contract win that delivered a positive market reaction, reinforcing the defense backlog narrative that can stabilize revenue while commercial production normalizes. Boeing Stock (NYSE:BA) Notches Up With Air Force Deal
- Positive Sentiment: Airline demand signals are improving — LATAM reported double‑digit March traffic and capacity growth, a macro datapoint that supports long‑term aircraft demand and aftermarket services for OEMs like Boeing. LATAM Airlines March 2026 Traffic Improves Year Over Year
- Neutral Sentiment: Broader aerospace/space industry moves (e.g., SpaceX confidential IPO filing) could reshape capital flows in the sector but are not an immediate Boeing-specific driver. Monitor for changes in launch market dynamics or M&A that could indirectly affect Boeing’s space business. SpaceX Is Going Public. Why a Tesla Merger Could Be Musk’s Real Endgame.
- Neutral Sentiment: Analyst/media mentions of suppliers (e.g., Jim Cramer on GE Aerospace) underscore ecosystem demand (engines, services) but are indirect for BA stock moves. Jim Cramer on GE Aerospace
- Negative Sentiment: Reports note investor concern about conversions of new Boeings into freighters and operational complexity — coverage says the conversion theme helped push BA lower as markets reassess unit economics and aftermarket strategy. “Next-Generation Widebody Freighter Solution”: Boeing Stock Slides
- Negative Sentiment: Near‑term performance worries persist: coverage highlighting a ~9% three‑month decline points to ongoing production delays, cancellations and supply issues that keep execution risk priced into the stock. Boeing Declines 9.2% in Three Months
- Negative Sentiment: Legal and governance headlines — a shareholder solicitation about alleged breaches and a worker class‑action claiming unpaid time — add litigation and reputational risk that can pressure the multiple. Did The Boeing Company Insiders Breach their Fiduciary Duties?
Insiders Place Their Bets
Boeing Stock Down 1.1%
Shares of NYSE:BA opened at $217.64 on Friday. The company has a market capitalization of $170.92 billion, a price-to-earnings ratio of 108.28 and a beta of 1.13. 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 business’s 50-day moving average is $220.66 and its 200-day moving average is $216.45. The Boeing Company has a 1 year low of $152.00 and a 1 year high of $254.35.
Boeing (NYSE:BA – Get Free Report) last announced its quarterly earnings data 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 business had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same period in the prior year, the firm earned ($5.90) earnings per share. Equities research 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 have weighed in on the company. JPMorgan Chase & Co. lifted their price objective on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Wednesday, February 4th. Finally, Argus upgraded Boeing to a “hold” rating in a research note on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $252.48.
Get Our Latest Research Report on BA
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.
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