Strs Ohio Raises Position in The Boeing Company $BA

Strs Ohio raised its position in shares of The Boeing Company (NYSE:BA) by 24.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 578,832 shares of the aircraft producer’s stock after acquiring an additional 113,488 shares during the quarter. Boeing makes up approximately 0.5% of Strs Ohio’s holdings, making the stock its 29th largest position. Strs Ohio owned 0.08% of Boeing worth $124,929,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in BA. Vanguard Group Inc. grew its stake in Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after purchasing an additional 1,118,316 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Boeing by 2.7% during the 2nd quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after buying an additional 432,026 shares in the last quarter. Fisher Asset Management LLC grew its position in shares of Boeing by 3.8% in the 2nd quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock worth $1,116,259,000 after buying an additional 196,666 shares during the period. Charles Schwab Investment Management Inc. lifted its position in Boeing by 1.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after acquiring an additional 44,338 shares during the period. Finally, Legal & General Group Plc boosted its stake in Boeing by 6.3% during the second quarter. Legal & General Group Plc now owns 3,145,620 shares of the aircraft producer’s stock worth $659,102,000 after acquiring an additional 187,545 shares in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Headlines Impacting Boeing

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

Analyst Ratings Changes

Several equities research analysts recently issued reports on BA shares. Royal Bank Of Canada restated an “outperform” rating and issued a $250.00 target price on shares of Boeing in a report on Monday, September 29th. Jefferies Financial Group set a $255.00 target price on Boeing in a research note on Tuesday, September 30th. JPMorgan Chase & Co. upped their price target on Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Finally, Susquehanna restated a “positive” rating and set a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. 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’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $241.26.

Insider Activity at Boeing

In other Boeing news, SVP Dana S. Deasy acquired 554 shares of the business’s stock in a transaction on Monday, November 24th. The shares were bought at an average price of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president directly 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 document filed with the SEC, which is available at this link. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. 0.09% of the stock is owned by insiders.

Boeing Stock Up 0.5%

NYSE BA opened at $251.25 on Friday. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.14. The firm has a market capitalization of $190.97 billion, a price-to-earnings ratio of -18.37, a PEG ratio of 7.12 and a beta of 1.16. The company has a fifty day moving average of $212.93 and a two-hundred day moving average of $218.11.

Boeing (NYSE:BA) last released its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The firm had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. During the same period in the previous year, the business earned ($10.44) EPS. The company’s revenue was up 30.4% on a year-over-year basis. Equities research analysts anticipate that The Boeing Company will post -2.58 EPS for the current 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.