Mitsubishi UFJ Asset Management Co. Ltd. Increases Stock Position in The Boeing Company $BA

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of The Boeing Company (NYSE:BA) by 3.8% in the third quarter, Holdings Channel.com reports. The fund owned 1,705,306 shares of the aircraft producer’s stock after purchasing an additional 62,706 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Boeing were worth $368,056,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Primecap Management Co. CA increased its holdings in Boeing by 4.1% in the 3rd quarter. Primecap Management Co. CA now owns 391,720 shares of the aircraft producer’s stock valued at $84,545,000 after purchasing an additional 15,300 shares during the last quarter. Great Hill Capital LLC purchased a new position in shares of Boeing during the third quarter worth $5,187,000. Catalyst Financial Partners LLC grew its stake in shares of Boeing by 20.6% in the third quarter. Catalyst Financial Partners LLC now owns 2,347 shares of the aircraft producer’s stock valued at $507,000 after buying an additional 401 shares in the last quarter. Empirical Asset Management LLC purchased a new stake in shares of Boeing in the 3rd quarter valued at $4,985,000. Finally, Fox Run Management L.L.C. lifted its stake in Boeing by 161.8% during the 3rd quarter. Fox Run Management L.L.C. now owns 5,328 shares of the aircraft producer’s stock worth $1,150,000 after acquiring an additional 3,293 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

BA has been the subject of several research reports. Royal Bank Of Canada lifted their target price on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Loop Capital set a $223.00 price objective on shares of Boeing in a report on Monday, November 3rd. Tigress Financial reiterated a “buy” rating and set a $275.00 target price on shares of Boeing in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft downgraded shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target for the company. in a research note on Thursday, October 30th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Boeing has an average rating of “Moderate Buy” and an average price target of $246.14.

Insider Transactions at Boeing

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

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large F‑15EX production plan supports Boeing’s defense backlog and near‑term cash flow, a structural positive for BA’s defense revenue despite short‑term share weakness. Boeing Stock Slides Despite Huge New F-15EX Production Plan
• Positive Sentiment: 777‑9 flight‑training simulators received FAA and EASA qualification, advancing a revenue and services stream tied to widebody training and aftermarket support. 777-9 Flight Training Simulators Receives Qualification Certification
• Positive Sentiment: Announcements around integrating AI into space‑grade hardware signal new technology wins that could expand Boeing’s TAM in aerospace systems and services. Boeing Brings AI to Space-Grade Hardware
• Neutral Sentiment: Media commentary and analyst attention (including mentions on shows like Jim Cramer) can boost sentiment but are unlikely to change fundamentals on their own. Jim Cramer Discusses Boeing’s Defense Production
• Negative Sentiment: The Pentagon has asked Boeing to detail its exposure to Anthropic’s Claude AI as part of a potential “supply‑chain risk” assessment — a move that could force costly vendor changes, slow AI deployments in defense programs, and create near‑term uncertainty around classified contracts that rely on third‑party models. Pentagon Asks Boeing, Lockheed Martin About Exposure to Anthropic Lockheed and Boeing Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX 8 and 8200 series airplanes to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this raises potential compliance costs, grounding risk for affected aircraft, and near‑term operational scrutiny. FAA Issues Directive to Address Boeing 737 Circuit Breaker Issue

Boeing Stock Down 1.3%

Boeing stock opened at $230.29 on Thursday. The stock has a market cap of $180.86 billion, a PE ratio of 114.57 and a beta of 1.15. 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 stock’s fifty day moving average is $234.05 and its two-hundred day moving average is $219.96. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating 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. During the same quarter in the previous year, the company posted ($5.90) EPS. The company’s revenue was up 57.1% compared to the same quarter last year. On average, sell-side analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

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.