The Boeing Company $BA Shares Sold by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

FARMERS & MERCHANTS TRUST Co OF LONG BEACH decreased its position in shares of The Boeing Company (NYSE:BA) by 13.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,159 shares of the aircraft producer’s stock after selling 3,529 shares during the quarter. Boeing accounts for approximately 1.1% of FARMERS & MERCHANTS TRUST Co OF LONG BEACH’s portfolio, making the stock its 24th largest holding. FARMERS & MERCHANTS TRUST Co OF LONG BEACH’s holdings in Boeing were worth $4,811,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Boeing by 5.1% during the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock worth $15,413,227,000 after purchasing an additional 3,460,021 shares during the period. Newport Trust Company LLC grew its stake in shares of Boeing by 2.5% during 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 period. Fisher Asset Management LLC grew its stake in shares of Boeing by 3.3% during the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after purchasing an additional 177,597 shares during the period. Legal & General Group Plc grew its stake in shares of Boeing by 7.1% during the 3rd quarter. Legal & General Group Plc now owns 3,369,615 shares of the aircraft producer’s stock worth $727,264,000 after purchasing an additional 223,995 shares during the period. Finally, Viking Global Investors LP grew its stake in shares of Boeing by 6.2% during the 3rd quarter. Viking Global Investors LP now owns 3,010,551 shares of the aircraft producer’s stock worth $649,767,000 after purchasing an additional 175,486 shares during the period. 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: Q1 results beat expectations — revenue rose ~14% to $22.22B, non‑GAAP loss per share was narrower than feared, and backlog hit a record, reinforcing the commercial recovery. Article Title
• Positive Sentiment: Operating cash flow is improving (much smaller deficit year‑over‑year), signaling the company is cutting rework costs and moving toward more predictable cash performance. Article Title
• Positive Sentiment: Production capacity headroom — commentary that 737 MAX production can increase supports revenue/earnings upside as delivery cadence improves. Article Title
• Positive Sentiment: Analyst and market support — Morgan Stanley nudged its price target higher and TD Cowen reiterated a Buy, giving investors additional confidence. Article Title Article Title
• Positive Sentiment: Management optimism on international demand — CEO comments expressing confidence about potential China orders tied to high‑level meetings may fuel order expectations. Article Title
• Neutral Sentiment: Options flow and retail interest — large call option purchases and bullish retail write‑ups surfaced after earnings; these increase short‑term volatility and speculative upside but don’t guarantee sustained price gains. Article Title Article Title
• Negative Sentiment: Defense demand risk — reports that NATO or a major military customer may be “considering other options” create near‑term uncertainty for Boeing’s defense pipeline and can weigh on stock sentiment. Article Title
• Negative Sentiment: Short interest jumped ~15.9% in April to ~15.4M shares (about 2.0% of float) with a short‑interest ratio near 2.9 days — rising shorts can amplify downside pressure and volatility if negative headlines continue.

Boeing Trading Up 0.1%

Shares of NYSE:BA opened at $232.59 on Monday. The Boeing Company has a 1 year low of $175.86 and a 1 year high of $254.35. The firm has a market capitalization of $183.35 billion, a price-to-earnings ratio of 112.91 and a beta of 1.13. The company has a debt-to-equity ratio of 7.42, a current ratio of 1.18 and a quick ratio of 0.35. The business’s 50 day moving average price is $218.00 and its 200-day moving average price is $216.97.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analysts’ expectations of $22.15 billion. During the same quarter last year, the business earned ($0.49) EPS. The company’s quarterly revenue was up 14.0% on a year-over-year basis. On average, equities research analysts forecast that The Boeing Company will post -0.3 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on BA. Vertical Research reaffirmed a “buy” rating and set a $281.00 price objective on shares of Boeing in a research note on Tuesday, January 27th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a research note on Wednesday, January 28th. Morgan Stanley raised their price objective on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research note on Thursday. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, Weiss Ratings cut shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Boeing currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.35.

Insider Transactions at Boeing

In other Boeing 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 value of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares in the company, valued at approximately $2,814,300. This trade represents a 18.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Mortimer J. Buckley acquired 2,230 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was purchased at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the acquisition, the director directly owned 4,430 shares in the company, valued at $993,206. This represents a 101.36% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have sold 21,012 shares of company stock worth $4,980,687. 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.