TIAA Trust National Association Increases Stake in The Boeing Company $BA

TIAA Trust National Association boosted its position in The Boeing Company (NYSE:BA) by 4.5% in the 3rd quarter, Holdings Channel reports. The firm owned 151,530 shares of the aircraft producer’s stock after buying an additional 6,568 shares during the quarter. TIAA Trust National Association’s holdings in Boeing were worth $32,705,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in BA. Vanguard Group Inc. boosted its position in Boeing by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after buying an additional 756,057 shares during the period. Newport Trust Company LLC increased its position in shares of Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after acquiring an additional 707,490 shares during the period. Geode Capital Management LLC raised its stake in shares of Boeing by 2.7% during the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after acquiring an additional 432,026 shares in the last quarter. Fisher Asset Management LLC boosted its holdings in shares of Boeing by 3.8% in the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock valued at $1,116,259,000 after purchasing an additional 196,666 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in Boeing by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock worth $888,910,000 after purchasing an additional 44,338 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Boeing Stock Performance

Shares of Boeing stock opened at $229.33 on Friday. The company has a market capitalization of $180.10 billion, a PE ratio of 114.10 and a beta of 1.15. The company has a 50-day simple moving average of $234.48 and a two-hundred day simple moving average of $220.02. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same period in the previous year, the firm earned ($5.90) EPS. The firm’s quarterly revenue was up 57.1% on a year-over-year basis. Research analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the company. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. Loop Capital set a $223.00 price objective on Boeing in a report on Monday, November 3rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $246.14.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing raised its Africa aircraft demand outlook, boosting medium‑term commercial demand expectations for widebody and single‑aisle sales in a growing market. Boeing lifts Africa aircraft demand forecast by 40% on strong economic growth
• Positive Sentiment: Two Boeing 737 MAX 8 aircraft were delivered to WestJet (sale‑and‑leaseback), signaling continued MAX production flow and lease/secondary market activity. Deliveries support revenue recognition and cash conversion. Aviation Capital Group Announces the Delivery of Two Boeing 737 MAX 8 Aircraft to WestJet
• Positive Sentiment: High‑profile coverage (Jim Cramer) highlights Boeing’s defense production pipeline — a continuing tailwind from elevated global defense spending and large program awards. Jim Cramer Discusses Boeing (BA)’s Defense Production
• Neutral Sentiment: The new Boeing 777X is profiled as transformational for long‑haul aviation — important for long‑term product positioning but not an immediate earnings catalyst. 5 Ways The Boeing 777X Will Change Aviation Forever
• Neutral Sentiment: Industry reports highlight expanding TAMs (refurbishing, zero‑emission, advanced air mobility) that include Boeing as a participant — supportive for strategic optionality but diffuse near‑term impact. Aircraft Refurbishing Industry Forecast Report 2026-2035
• Negative Sentiment: The FAA issued an airworthiness directive for all 737 MAX 8 and 8200 series to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this creates inspection/compliance costs and potential operational disruptions. FAA issues directive to address Boeing 737 circuit breaker issue
• Negative Sentiment: The Pentagon has asked Boeing (and Lockheed) to disclose exposure to Anthropic’s AI — a potential “supply‑chain risk” review that could force costly vendor changes or slow defense AI deployments tied to Boeing programs. Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic, Axios reports
• Negative Sentiment: An executive sale (EVP Uma Amuluru sold ~1,503 shares) was disclosed — a small insider sale but one more data point for traders focused on insider activity. SEC filing: insider sale disclosure

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total value of $1,528,606.97. Following the transaction, the senior vice president directly owned 13,978 shares of the company’s stock, valued at approximately $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the 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 owned 14,692 shares in the company, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 over the last 90 days. 0.09% of the stock is currently owned by corporate insiders.

Boeing Company 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.