Asahi Life Asset Management CO. LTD. Raises Stake in The Boeing Company $BA

Asahi Life Asset Management CO. LTD. boosted its stake in The Boeing Company (NYSE:BA) by 31.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,227 shares of the aircraft producer’s stock after purchasing an additional 2,915 shares during the quarter. Boeing makes up 1.5% of Asahi Life Asset Management CO. LTD.’s investment portfolio, making the stock its 19th largest position. Asahi Life Asset Management CO. LTD.’s holdings in Boeing were worth $2,639,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of BA. Revolve Wealth Partners LLC purchased a new stake in Boeing in the 4th quarter worth approximately $201,000. Sivia Capital Partners LLC grew its position 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 in the last quarter. Brookstone Capital Management increased its holdings in shares of Boeing by 0.9% in the second quarter. Brookstone Capital Management now owns 30,507 shares of the aircraft producer’s stock worth $6,392,000 after purchasing an additional 280 shares during the period. Exencial Wealth Advisors LLC raised its position in shares of Boeing by 8.1% in the second quarter. Exencial Wealth Advisors LLC now owns 4,893 shares of the aircraft producer’s stock worth $1,025,000 after buying an additional 367 shares in the last quarter. Finally, Ethic Inc. raised its position in shares of Boeing by 28.6% in the second quarter. Ethic Inc. now owns 12,224 shares of the aircraft producer’s stock worth $2,623,000 after buying an additional 2,720 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Argus upgraded Boeing to a “hold” rating in a research report on Monday, February 2nd. Jefferies Financial Group boosted their price objective on Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a report on Sunday, February 1st. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. TD Cowen reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Susquehanna reissued a “positive” rating and issued a $280.00 price target on shares of Boeing in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Insider Activity at Boeing

In other news, SVP Ann M. Schmidt sold 6,281 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This trade represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 14,692 shares in the company, valued at $3,437,781.08. This represents a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,509 shares of company stock valued at $4,629,316 over the last quarter. Company insiders own 0.09% of the company’s stock.

Boeing Price Performance

Shares of BA stock opened at $232.01 on Friday. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The firm has a market cap of $182.21 billion, a P/E ratio of 115.43 and a beta of 1.15. The business’s 50 day moving average price is $232.55 and its 200-day moving average price is $219.90.

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

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

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.