Alpha Wave Global LP Has $32.04 Million Stock Position in The Boeing Company $BA

Alpha Wave Global LP raised its stake in The Boeing Company (NYSE:BA) by 18.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 148,459 shares of the aircraft producer’s stock after acquiring an additional 23,500 shares during the period. Boeing accounts for about 3.2% of Alpha Wave Global LP’s investment portfolio, making the stock its 5th biggest holding. Alpha Wave Global LP’s holdings in Boeing were worth $32,042,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in BA. 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 worth $13,991,022,000 after buying an additional 1,118,316 shares during the period. Ninety One UK Ltd acquired a new position in Boeing during the third quarter worth $192,734,000. Amundi lifted its holdings in shares of Boeing by 75.5% during the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after acquiring an additional 764,236 shares during the period. Newport Trust Company LLC lifted its holdings in shares of Boeing by 2.5% during the third 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 during the period. Finally, Rovida Advisors Inc. acquired a new stake in shares of Boeing in the 2nd quarter valued at $129,231,000. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on BA. UBS Group increased their target price on shares of Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Tigress Financial reiterated a “buy” rating and issued a $275.00 target price on shares of Boeing in a research note on Monday, December 29th. Zacks Research raised Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $246.14.

Boeing Price Performance

Shares of NYSE BA opened at $209.97 on Friday. The business’s 50 day moving average is $235.19 and its 200-day moving average is $219.39. The firm has a market cap of $164.90 billion, a P/E ratio of 104.46 and a beta of 1.14. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. 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 released its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating the consensus estimate 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. During the same quarter last year, the company posted ($5.90) earnings per share. The company’s revenue was up 57.1% on a year-over-year basis. Equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Insider Buying and Selling

In related news, Director Mortimer J. Buckley acquired 2,230 shares of the stock in a transaction on Tuesday, March 3rd. The shares were purchased at an average price of $224.20 per share, for a total transaction of $499,966.00. Following the purchase, the director directly owned 4,430 shares in the company, valued at approximately $993,206. The trade was a 101.36% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Uma M. Amuluru sold 1,503 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $233.78, for a total transaction of $351,371.34. Following the transaction, the executive vice president owned 19,015 shares of the company’s stock, valued at approximately $4,445,326.70. This represents a 7.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is owned by corporate insiders.

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.