18,460 Shares in The Boeing Company $BA Purchased by D L Carlson Investment Group Inc.

D L Carlson Investment Group Inc. bought a new stake in The Boeing Company (NYSE:BAFree Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm bought 18,460 shares of the aircraft producer’s stock, valued at approximately $3,996,000.

A number of other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its position 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 buying an additional 3,460,021 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Boeing in the second quarter valued at approximately $747,763,000. Deutsche Bank AG bought a new position in Boeing in the 2nd quarter valued at approximately $539,456,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Boeing during the 2nd quarter worth approximately $441,997,000. Finally, Alyeska Investment Group L.P. grew its holdings in Boeing by 245.7% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock worth $489,052,000 after acquiring an additional 1,600,909 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Boeing Stock Down 3.1%

Shares of NYSE:BA opened at $215.22 on Friday. The company has a debt-to-equity ratio of 6.77, a quick ratio of 0.33 and a current ratio of 1.14. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The business’s 50 day simple moving average is $222.21 and its two-hundred day simple moving average is $222.31. The firm has a market cap of $170.10 billion, a P/E ratio of 93.17 and a beta of 1.21.

Boeing (NYSE:BAGet Free Report) last issued its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share 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 firm had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. During the same period in the previous year, the company earned ($1.24) earnings per share. Boeing’s revenue for the quarter was up 8.0% compared to the same quarter last year. As a group, research analysts forecast that The Boeing Company will post -0.87 EPS for the current fiscal year.

Boeing News Roundup

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Citigroup downgraded shares of Boeing from a “buy” rating to a “sell” rating in a research note on Tuesday, August 11th. Barclays cut shares of Boeing from an “equal weight” rating to an “underweight” rating in a research note on Tuesday, August 11th. Morgan Stanley lifted their target price on Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, April 23rd. Weiss Ratings reissued a “sell (d+)” rating on shares of Boeing in a research note on Tuesday, July 21st. Finally, Btg Pactual set a $260.00 price objective on Boeing in a research note on Tuesday, July 14th. One equities research 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 given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $272.58.

Get Our Latest Report on Boeing

About Boeing

(Free Report)

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.

Read More

Want to see what other hedge funds are holding BA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Boeing Company (NYSE:BAFree Report).

Institutional Ownership by Quarter for Boeing (NYSE:BA)

Receive News & Ratings for Boeing Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Boeing and related companies with MarketBeat.com's FREE daily email newsletter.