Rakuten Investment Management Inc. Acquires New Position in The Boeing Company $BA

Rakuten Investment Management Inc. bought a new position in The Boeing Company (NYSE:BA) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 17,117 shares of the aircraft producer’s stock, valued at approximately $3,694,000.

A number of other institutional investors have also recently made changes to their positions in the company. Harbor Asset Planning Inc. bought a new position in Boeing in the 2nd quarter valued at approximately $25,000. Davis Capital Management bought a new stake in shares of Boeing in the 3rd quarter worth $33,000. Howard Hughes Medical Institute purchased a new position in shares of Boeing in the second quarter worth $34,000. Decker Retirement Planning Inc. bought a new position in shares of Boeing during the second quarter valued at $35,000. Finally, IMG Wealth Management Inc. boosted its position in shares of Boeing by 159.4% during the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock valued at $38,000 after buying an additional 110 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Transactions at Boeing

In related news, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Dana S. Deasy bought 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the completion of the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. This represents a 1.99% increase in their position. The SEC filing for this purchase provides additional information. 0.09% of the stock is owned by insiders.

Boeing Trading Up 0.5%

BA opened at $251.25 on Friday. The firm’s 50 day simple moving average is $212.93 and its two-hundred day simple moving average is $218.11. The company has a market capitalization of $190.97 billion, a PE ratio of -18.37, a PEG ratio of 7.12 and a beta of 1.16. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.14.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to the consensus estimate of $21.61 billion. During the same quarter in the prior year, the company posted ($10.44) earnings per share. The business’s revenue for the quarter was up 30.4% compared to the same quarter last year. Equities analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have weighed in on BA shares. Sanford C. Bernstein boosted their target price on Boeing from $277.00 to $298.00 and gave the stock an “outperform” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Deutsche Bank Aktiengesellschaft downgraded shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective on the stock. in a research report on Thursday, October 30th. JPMorgan Chase & Co. lifted their target price on shares of Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Finally, New Street Research set a $257.00 target price on shares of Boeing in a research note on Tuesday, December 9th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $241.26.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: U.S. official says the FAA is not the roadblock to MAX 7/10 certification, easing investor concerns that regulatory delays will further slow deliveries and revenue recovery. US official says FAA not the roadblock to Boeing MAX 7, 10 certification
• Positive Sentiment: Wall Street coverage has turned upbeat with several bullish ratings and a “strong buy” narrative circulating, supporting demand for BA shares. Wall Street bullish on the Boeing Company (BA) with strong buy rating
• Positive Sentiment: High-profile endorsements (Jim Cramer named Boeing a top holding in a charitable trust) have likely added retail and momentum buying. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Positive Sentiment: Macro/sector tailwinds from rising defense spending support longer-term revenue visibility for Boeing’s defense business. Defense Spending Is Rising—Here Are 3 Stocks Built for Turbulent Times (BA)
• Positive Sentiment: Investors are focused on an upcoming earnings/catalyst window (Jan. 27 referenced) — strong delivery or margin beats could drive further upside. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Earnings previews note potential upside from higher deliveries and the Spirit AeroSystems acquisition, but they also flag metrics to watch (cash flow, defense backlog, delivery pace). These previews set expectations but don’t resolve near-term execution risk. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Neutral Sentiment: Analysts and commentators are emphasizing production as the principal near-term story (delivery ramp and supply-chain constraints matter more than headline valuation). That shifts focus to operational execution versus multiple expansion. Boeing: Why Production, Not Valuation, Is The Real Story Now
• Negative Sentiment: Regulatory scrutiny still exists: some reports note the FAA has flagged certification issues on MAX 7/10, a reminder that certification and compliance topics could create delays or extra costs. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

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.