Bessemer Group Inc. Acquires 357,995 Shares of The Boeing Company $BA

Bessemer Group Inc. grew its holdings in The Boeing Company (NYSE:BA) by 50.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,069,819 shares of the aircraft producer’s stock after purchasing an additional 357,995 shares during the period. Bessemer Group Inc. owned approximately 0.14% of Boeing worth $230,900,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. bought a new stake in shares of Boeing during the 2nd quarter valued at $25,000. Davis Capital Management purchased a new position in Boeing during the 3rd quarter valued at about $33,000. Howard Hughes Medical Institute bought a new stake in shares of Boeing during the second quarter valued at about $34,000. Decker Retirement Planning Inc. purchased a new stake in shares of Boeing in the second quarter worth about $35,000. Finally, IMG Wealth Management Inc. lifted its holdings in shares of Boeing by 159.4% in the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock worth $38,000 after buying an additional 110 shares in the last quarter. 64.82% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. JPMorgan Chase & Co. upped their target price on shares of Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a report on Wednesday, January 28th. UBS Group boosted their price target on shares of Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Susquehanna reiterated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. TD Cowen reissued a “buy” rating on shares of Boeing in a research note on Wednesday, January 28th. Finally, Argus upgraded Boeing to a “hold” rating in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, Boeing has an average rating of “Moderate Buy” and a consensus target price of $247.39.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a record landing-gear services deal with Singapore Airlines Group, strengthening aftermarket revenue and recurring services cash flow. Boeing wins record landing gear services deal with Singapore Airlines Group
• Positive Sentiment: Boeing secured a large defense award to modernize South Korea’s F-15 fleet (reported ~$2.8B), locking in long-term defense revenue and backlog visibility through the 2030s. Boeing snags $2.8B contract to upgrade St. Louis-made F-15s for South Korea
• Positive Sentiment: Program progress: Boeing says deliveries of upgraded 787-9/787-10 Dreamliners will begin in H1 2026 and the first production 777X is planned to fly in April — milestones that reduce program uncertainty and support future revenue. Boeing expects to start delivering improved 787 Dreamliners in first half Boeing plans first flight of production 777X in April
• Neutral Sentiment: SAS is reported to be in talks with Boeing (and Airbus) on a potential widebody order — positive if it converts, but outcome and timing remain uncertain. SAS in talks with Boeing and Airbus on widebody order, Bloomberg News reports
• Neutral Sentiment: Smaller commercial wins and analyst interest (Air Cambodia 737 MAX order, positive analyst notes and price-targets) support sentiment but are incremental to Boeing’s large-airframe and defense revenue base. Air Cambodia Places Its Biggest Single-Aisle Order With Boeing Bank of America reiterates Buy and $270 price objective
• Negative Sentiment: Boeing’s defense unit will cut about 300 supply‑chain jobs, which may reflect near-term cost actions but could signal disruption and attract investor scrutiny on execution. Boeing’s defense unit to cut 300 jobs, Bloomberg News reports
• Negative Sentiment: Quality and durability headlines continue: Air India is inspecting Dreamliner fuel-switch mechanisms and independent reports refer to a new engine-seal/durability concern — issues that can delay deliveries, trigger inspections and pressure margins. Air India checking fuel switches on its Boeing Dreamliners, memo says Potential Durability Issue — TipRanks
• Negative Sentiment: Competitive risk: coverage notes that COMAC and other rivals are becoming more visible in large-jet markets, a longer-term threat to Boeing’s duopoly pricing power. Boeing Stock Slips as Comac Takes the Stage

Insider Buying and Selling

In other Boeing news, SVP Dana S. Deasy purchased 554 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the completion of the purchase, the senior vice president owned 28,442 shares of the company’s stock, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.09% of the stock is owned by insiders.

Boeing Trading Up 1.2%

NYSE BA opened at $235.90 on Thursday. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The stock’s 50-day simple moving average is $222.69 and its two-hundred day simple moving average is $218.87. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.35. The company has a market capitalization of $185.26 billion, a price-to-earnings ratio of 117.36, a PEG ratio of 10.73 and a beta of 1.15.

Boeing (NYSE:BA) last announced its quarterly earnings data 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 firm had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter last year, the company posted ($5.90) earnings per share. Research analysts forecast that The Boeing Company will post -2.58 EPS for the current fiscal year.

Boeing 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.