Employees Retirement System of Texas Boosts Stock Holdings in The Boeing Company $BA

Employees Retirement System of Texas raised its position in shares of The Boeing Company (NYSE:BA) by 13.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 472,601 shares of the aircraft producer’s stock after acquiring an additional 57,155 shares during the quarter. Boeing comprises 0.8% of Employees Retirement System of Texas’ holdings, making the stock its 25th biggest holding. Employees Retirement System of Texas’ holdings in Boeing were worth $102,001,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of BA. N.E.W. Advisory Services LLC raised its stake in shares of Boeing by 3.1% in the third quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after buying an additional 46 shares during the period. Motco grew its stake in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after acquiring an additional 47 shares during the period. Encompass Wealth Advisors LLC increased its holdings in Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after acquiring an additional 47 shares during the last quarter. Jacobsen Capital Management raised its stake in Boeing by 4.6% in the 3rd quarter. Jacobsen Capital Management now owns 1,070 shares of the aircraft producer’s stock valued at $231,000 after acquiring an additional 47 shares during the period. Finally, ANB Bank raised its stake in Boeing by 1.7% in the 2nd quarter. ANB Bank now owns 2,956 shares of the aircraft producer’s stock valued at $619,000 after acquiring an additional 48 shares during the period. 64.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction that occurred 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 sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Howard E. Mckenzie sold 10,497 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 21,012 shares of company stock worth $4,980,687 over the last three months. Company insiders own 0.09% of the company’s stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: February deliveries hit a nine-year high and outpaced Airbus, showing production progress and demand momentum. Boeing Logs Best February Deliveries Since 2017. There’s One Problem.
• Positive Sentiment: Boeing won a sizable defense/aircraft contract (including a new Israel deal), supporting future revenue from government programs. Boeing Stock (NYSE:BA) Slips Despite Huge New Israel Deal
• Neutral Sentiment: Analysts remain broadly positive with multiple buy/overweight ratings and price targets well above current levels, which supports medium-term upside but hasn’t offset short-term concerns. Boeing Stock (NYSE:BA) Slips Despite Huge New Israel Deal
• Neutral Sentiment: Boeing says the 737 MAX wiring issue is not expected to change its broader 2026 delivery ambitions, but timing uncertainty remains. Boeing shares fall as 737 MAX wiring rework raises risk of near-term delivery delays
• Negative Sentiment: Newly disclosed wiring damage on undelivered 737 MAX jets requires inspections and rework, creating risk of near-term delivery delays and pressuring cash flow/timing expectations. Boeing Shares Lower As Rework On 737 MAX Jets Could Delay Deliveries
• Negative Sentiment: Quality concerns extend to defense programs: a senior USAF general said Boeing must fix ongoing KC-46 tanker problems before the U.S. orders more, raising program and revenue execution risk. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Market reaction has been amplified by lingering investor skepticism about recurring quality control issues; the stock has given back recent gains and is trading with heavy volume below its 50-day moving average. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Citigroup reissued a “buy” rating on shares of Boeing in a research report on Thursday, February 5th. Susquehanna reaffirmed a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Morgan Stanley set a $245.00 price objective on shares of Boeing in a research note on Wednesday, January 28th. Finally, Wolfe Research reissued an “outperform” rating on shares of Boeing in a report on Tuesday, January 27th. One research 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 company’s stock. According to data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $246.14.

Boeing Trading Down 4.3%

Shares of BA stock opened at $204.90 on Friday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The business’s fifty day moving average is $235.53 and its 200 day moving average is $219.51. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The company has a market capitalization of $160.92 billion, a PE ratio of 101.94 and a beta of 1.14.

Boeing (NYSE:BA) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The business had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same quarter in the prior year, the company earned ($5.90) earnings per share. Boeing’s revenue was up 57.1% compared to the same quarter last year. On average, equities research analysts anticipate 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.