NEOS Investment Management LLC Boosts Stake in The Boeing Company $BA

NEOS Investment Management LLC grew its holdings in shares of The Boeing Company (NYSE:BA) by 14.4% in the 2nd quarter, Holdings Channel reports. The fund owned 128,023 shares of the aircraft producer’s stock after acquiring an additional 16,077 shares during the period. NEOS Investment Management LLC’s holdings in Boeing were worth $27,713,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of BA. XML Financial LLC increased its holdings in Boeing by 0.5% during the 4th quarter. XML Financial LLC now owns 8,905 shares of the aircraft producer’s stock worth $1,933,000 after purchasing an additional 43 shares during the last quarter. Strait & Sound Wealth Management LLC boosted its stake in shares of Boeing by 1.1% during the 4th quarter. Strait & Sound Wealth Management LLC now owns 3,915 shares of the aircraft producer’s stock valued at $850,000 after buying an additional 44 shares during the last quarter. B.O.S.S. Retirement Advisors LLC grew its position in shares of Boeing by 1.4% during the first quarter. B.O.S.S. Retirement Advisors LLC now owns 3,175 shares of the aircraft producer’s stock worth $632,000 after buying an additional 44 shares in the last quarter. Horizon Bancorp Inc. IN grew its position in shares of Boeing by 3.1% during the first quarter. Horizon Bancorp Inc. IN now owns 1,493 shares of the aircraft producer’s stock worth $297,000 after buying an additional 45 shares in the last quarter. Finally, Meadowbrook Advisors Group LLC increased its stake in shares of Boeing by 2.5% in the first quarter. Meadowbrook Advisors Group LLC now owns 1,955 shares of the aircraft producer’s stock worth $389,000 after buying an additional 47 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Analysts Set New Price Targets

BA has been the topic of several recent analyst reports. Robert W. Baird set a $300.00 price target on shares of Boeing in a report on Wednesday, July 29th. Royal Bank Of Canada decreased their price objective on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a report on Wednesday, July 29th. The Goldman Sachs Group downgraded shares of Boeing from a “buy” rating to a “hold” rating in a research report on Tuesday, August 11th. Btg Pactual set a $260.00 target price on shares of Boeing in a research note on Tuesday, July 14th. 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 given a Buy rating, six have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $272.58.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Recovery and backlog support the bull case: Recent coverage highlights Boeing’s improving financial performance, growing commercial-aircraft demand, record backlog and improving cash flow. Analysts also see potential upside from defense growth and a valuation discount relative to some aerospace peers. Boeing vs. Lockheed Martin: Which Aerospace Stock Is a Better Buy in 2026?
• Positive Sentiment: Longer-term demand remains constructive: Boeing’s projection for substantial growth in Africa’s commercial aircraft fleet by 2045 reinforces the company’s long-range aircraft-demand opportunity. In addition, Albany International extended its agreement to manufacture composite fuselage frames for Boeing’s 787 program, supporting continued supplier activity. Boeing Projects Africa’s Commercial Aircraft Fleet in 2045
• Positive Sentiment: Institutional interest signals potential turnaround value: Reports that David Tepper and Paul Tudor Jones initiated Boeing positions may be encouraging investors who believe the company’s recovery prospects are stronger than its recent technical weakness suggests. What Do Tepper, Tudor See in Boeing That the Market Doesn’t?
• Neutral Sentiment: Recovery remains incomplete: Boeing’s revenue growth and narrowing aircraft-production losses are positive trends, but the company continues to face elevated valuation, weak profitability and significant balance-sheet leverage while it works through its turnaround. Should You Buy Boeing Stock While It Still Loses Money On Airplanes?
• Negative Sentiment: Spirit AeroSystems deal is weighing on sentiment: Boeing’s $8.4 billion acquisition has reportedly uncovered larger-than-expected liabilities and continues to lose money, raising concerns that integrating the supplier could delay the payoff from fixing Boeing’s supply chain. Boeing’s $8.4 Billion Deal Is Bleeding Red Ink
• Negative Sentiment: FAA safety enforcement renews quality concerns: Boeing paid a $3.1 million FAA fine tied to alleged interference with safety oversight, certification of non-airworthy aircraft and hundreds of quality-system violations related to the 737 MAX. The company’s failure to publicly disclose the penalty has added reputational and regulatory risk. Boeing paid $3.1M FAA safety fine without public disclosure
• Negative Sentiment: Execution risks remain: Production delays, cancellations and challenges surrounding the 777X continue to cloud Boeing’s outlook, limiting how quickly demand and backlog can translate into earnings and cash flow.

Boeing Stock Performance

Boeing stock opened at $212.15 on Friday. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The Boeing Company has a 12 month low of $176.77 and a 12 month high of $254.35. The company has a fifty day moving average price of $219.63 and a two-hundred day moving average price of $220.23. The company has a market cap of $167.68 billion, a PE ratio of 91.84 and a beta of 1.21.

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