56,251 Shares in The Boeing Company $BA Acquired by NFJ Investment Group LLC

NFJ Investment Group LLC purchased a new position in shares of The Boeing Company (NYSE:BA) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 56,251 shares of the aircraft producer’s stock, valued at approximately $12,177,000.

A number of other large investors also recently modified their holdings of BA. Vanguard Group Inc. grew its stake in Boeing by 5.1% in the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after acquiring an additional 3,460,021 shares during the period. Newport Trust Company LLC increased its holdings in shares of Boeing by 1.0% during the fourth quarter. Newport Trust Company LLC now owns 29,485,294 shares of the aircraft producer’s stock valued at $6,401,847,000 after acquiring an additional 286,848 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Boeing by 3.2% during the fourth quarter. Geode Capital Management LLC now owns 17,025,435 shares of the aircraft producer’s stock worth $3,679,592,000 after purchasing an additional 533,753 shares during the period. Fisher Asset Management LLC raised its position in shares of Boeing by 2.5% during the fourth quarter. Fisher Asset Management LLC now owns 5,640,900 shares of the aircraft producer’s stock worth $1,224,752,000 after purchasing an additional 135,860 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Boeing by 3.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock worth $948,905,000 after purchasing an additional 138,469 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Boeing Trading Down 3.1%

Shares of BA stock opened at $215.22 on Friday. The stock has a market capitalization of $170.10 billion, a price-to-earnings ratio of 93.17 and a beta of 1.21. The company’s fifty day simple moving average is $222.21 and its two-hundred day simple moving average is $222.31. The Boeing Company has a 1 year low of $176.77 and a 1 year high of $254.35. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33.

Boeing (NYSE:BA) last posted its quarterly earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.Boeing’s revenue was up 8.0% on a year-over-year basis. During the same period in the previous year, the business earned ($1.24) earnings per share. As a group, analysts anticipate that The Boeing Company will post -0.87 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Cantor Fitzgerald cut shares of Boeing to a “neutral” rating in a report on Tuesday, August 11th. Morgan Stanley upped their target price on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. raised their price target on shares of Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Boeing in a research note on Tuesday, July 21st. Finally, Barclays downgraded Boeing from an “equal weight” rating to an “underweight” rating in a research note on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $272.58.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: The U.S. State Department approved a potential $4.5 billion sale of KC-46A aerial refueling tankers to Qatar. The deal would support Boeing’s defense backlog and international sales, although it remains subject to final agreements and congressional review. US approves potential $4.5B sale of Boeing KC-46A tankers to Qatar
• Positive Sentiment: Boeing is progressing repairs and interior work on the next Air Force One aircraft, and it recently received a contract worth roughly $75 million for Air Force One parts. These developments provide defense and government-services revenue, though schedule pressure remains. Boeing advances Air Force One repairs
• Neutral Sentiment: Boeing’s partnership with Archer Aviation involves transferring Boeing-owned businesses—including Wisk Aero, Insitu and SkyGrid—in exchange for a strategic equity stake in Archer. The transaction could monetize noncore assets and preserve exposure to future aviation technology, but its near-term financial effect on BA is unclear. Archer Aviation bets big on becoming more than an air taxi company
• Negative Sentiment: The largest near-term overhang is uncertainty surrounding a contract vote by approximately 17,000 SPEEA engineers and technical workers. Rejection could lead to strike authorization after contracts expire on October 6, potentially disrupting Boeing’s recovery, certification work and production ramp. Boeing slides as labor vote uncertainty appears to outweigh recent operational progress
• Negative Sentiment: Air Force One repair work faces potential schedule threats related to windows and interior installation, reinforcing investor concerns about Boeing’s ability to execute complex programs on time and control costs.
• Negative Sentiment: Boeing’s $1.5 billion private bond financing for United Launch Alliance highlights continued capital needs and leverage concerns. With elevated debt and historically weak profitability, additional borrowing may weigh on sentiment despite supporting liquidity. A $1.5 Billion Deal: Why Boeing and Lockheed Stocks Are in Focus

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.