Groupama Asset Managment Purchases Shares of 2,515 The Boeing Company $BA

Groupama Asset Managment purchased a new stake in The Boeing Company (NYSE:BA) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,515 shares of the aircraft producer’s stock, valued at approximately $501,000.

A number of other hedge funds also recently made changes to their positions in BA. Vanguard Group Inc. increased its position in Boeing by 5.1% during the 4th quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares during the period. Alyeska Investment Group L.P. lifted its position in shares of Boeing by 245.7% in 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 purchasing an additional 1,600,909 shares during the period. Janus Henderson Group PLC boosted its stake in shares of Boeing by 43.1% in the 4th quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer’s stock valued at $840,204,000 after purchasing an additional 1,176,074 shares during the last quarter. Viking Global Investors LP boosted its stake in shares of Boeing by 31.3% in the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock valued at $858,294,000 after purchasing an additional 942,536 shares during the last quarter. Finally, Diamant Asset Management Inc. increased its position in shares of Boeing by 19,623.0% during the first quarter. Diamant Asset Management Inc. now owns 872,348 shares of the aircraft producer’s stock worth $173,623,000 after buying an additional 867,925 shares during the period. 64.82% of the stock is currently owned by institutional investors.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s commercial-airplane recovery remains the key catalyst. Reports indicate accelerating deliveries, with the company targeting as many as 600 commercial aircraft in 2026 and forecasting $1 billion to $3 billion in cash flow. Stronger deliveries could improve liquidity and help convert backlog into earnings and free cash flow. Boeing’s Delivery Pace Is Finally Accelerating Boeing’s recovery momentum surges with $24.6B revenue in Q2
• Positive Sentiment: Boeing has offered a new contract to roughly 17,000 commercial-airplane engineers and technical workers, and union negotiators have endorsed the proposal. A successful agreement could reduce the risk of another labor disruption affecting production and deliveries. Boeing sends contract offer to engineers union
• Positive Sentiment: JPMorgan raised its Boeing price target to $290, signaling greater confidence in the recovery outlook, although target changes are analyst opinions rather than guarantees. JPMorgan boosts Boeing price target
• Neutral Sentiment: Coverage portrays Boeing as rebuilding customer and investor trust after years of safety and execution problems. The longer-term opportunity is significant, but the company still must demonstrate sustained profitability and operational consistency. The return of Boeing, and the long road to restore their reputation
• Neutral Sentiment: RBC lowered its Boeing price target to $265, contrasting with JPMorgan’s increase and highlighting disagreement among analysts about the pace and reliability of the turnaround. RBC lowers Boeing price target
• Negative Sentiment: A Government Accountability Office report found that Boeing’s $21 billion B-52 modernization program is already experiencing cost increases and schedule delays. Further overruns could pressure margins and raise concerns about execution in Boeing’s defense business. Boeing’s $21 billion B-52 upgrade faces cost overruns
• Negative Sentiment: WestJet has begun parking Boeing 737 aircraft while negotiations with flight attendants remain unresolved. A strike or other labor disruption could temporarily reduce aircraft utilization and delay deliveries or related revenue, adding to Boeing’s broader labor and production risks. WestJet starts parking Boeing 737 jets

Insider Transactions at Boeing

In other news, Director Bradley D. Tilden acquired 1,370 shares of Boeing stock in a transaction on Wednesday, May 20th. The stock was purchased at an average price of $218.50 per share, with a total value of $299,345.00. Following the completion of the purchase, the director owned 1,370 shares of the company’s stock, valued at approximately $299,345. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.10% of the company’s stock.

Boeing Price Performance

Shares of NYSE BA opened at $216.64 on Monday. The firm has a market capitalization of $171.23 billion, a P/E ratio of 93.78 and a beta of 1.21. The firm’s 50-day moving average price is $219.14 and its 200-day moving average price is $223.81. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The firm had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.26 billion. During the same quarter in the prior year, the business earned ($1.24) earnings per share. The business’s quarterly revenue was up 8.0% on a year-over-year basis. Equities research analysts anticipate that The Boeing Company will post -0.81 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada lowered their target price on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a research note on Wednesday, July 29th. Tigress Financial increased their price target on Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Robert W. Baird set a $300.00 price objective on Boeing in a research report on Wednesday. JPMorgan Chase & Co. boosted their price objective on Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, UBS Group reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $264.11.

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.