The Boeing Company $BA Stock Holdings Increased by Bowen Hanes & Co. Inc.

Bowen Hanes & Co. Inc. raised its position in shares of The Boeing Company (NYSE:BA) by 7,400.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 258,760 shares of the aircraft producer’s stock after buying an additional 255,310 shares during the quarter. Bowen Hanes & Co. Inc.’s holdings in Boeing were worth $55,848,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in BA. Alpha Cubed Investments LLC lifted its stake in Boeing by 43.3% during the second quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock valued at $754,000 after purchasing an additional 1,088 shares during the last quarter. SteelPeak Wealth LLC increased its holdings in shares of Boeing by 50.4% in the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after buying an additional 8,833 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares during the last quarter. Patton Fund Management Inc. boosted its stake in shares of Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock worth $2,228,000 after acquiring an additional 9,085 shares in the last quarter. Finally, Moors & Cabot Inc. grew its holdings in shares of Boeing by 7.1% in the 2nd quarter. Moors & Cabot Inc. now owns 21,990 shares of the aircraft producer’s stock worth $4,607,000 after acquiring an additional 1,461 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Boeing Price Performance

NYSE BA opened at $232.01 on Friday. 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 firm has a market capitalization of $182.21 billion, a price-to-earnings ratio of 115.43 and a beta of 1.15. The company has a 50 day simple moving average of $232.55 and a 200-day simple moving average of $219.87. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Wolfe Research reaffirmed an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. Royal Bank Of Canada upped their price objective 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. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Vertical Research restated a “buy” rating and set a $281.00 price target on shares of Boeing in a report on Tuesday, January 27th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Boeing currently has an average rating of “Moderate Buy” and an average target price of $246.14.

Key Stories Impacting Boeing

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

Insider Activity at Boeing

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the transaction, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. This represents a 31.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 19,509 shares of company stock valued at $4,629,316. 0.09% of the stock is owned by insiders.

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.