Janus Henderson Group PLC Sells 47,579 Shares of The Boeing Company $BA

Janus Henderson Group PLC trimmed its holdings in shares of The Boeing Company (NYSE:BA) by 1.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 3,860,297 shares of the aircraft producer’s stock after selling 47,579 shares during the period. Janus Henderson Group PLC’s holdings in Boeing were worth $760,246,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Measured Wealth Private Client Group LLC bought a new stake in shares of Boeing during the 3rd quarter worth about $25,000. Strive Financial Group LLC acquired a new position in shares of Boeing during the 4th quarter valued at about $25,000. Ares Financial Consulting LLC bought a new position in shares of Boeing in the 4th quarter valued at approximately $26,000. CrossGen Wealth LLC bought a new position in shares of Boeing in the 4th quarter valued at approximately $26,000. Finally, Strategic Wealth Advisors LLC acquired a new stake in Boeing in the 4th quarter worth approximately $27,000. 64.82% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Wolfe Research reaffirmed an “outperform” rating and set a $275.00 price objective on shares of Boeing in a report on Thursday, April 23rd. Morgan Stanley lifted 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. Citigroup boosted their target price on shares of Boeing from $256.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Btg Pactual set a $260.00 price target on shares of Boeing in a report on Tuesday, July 14th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Boeing in a research report on Tuesday, July 21st. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Boeing has an average rating of “Moderate Buy” and an average target price of $264.42.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Revenue rose 8% year over year to $24.6 billion, beating consensus estimates, while Boeing delivered 171 commercial aircraft—the highest quarterly total since 2018. The company also generated approximately $631 million in free cash flow and reaffirmed its full-year guidance for $1 billion to $3 billion of free cash flow. Boeing posts larger-than-expected Q2 loss as Air Force One costs rise
• Positive Sentiment: Boeing’s total backlog reached a record $715 billion, including more than 6,200 commercial aircraft. Management also pointed to higher production, progress toward aircraft certifications and improving cash generation as evidence that its turnaround is gaining traction. BA Q2 Earnings Call Highlights Production Ramp, Certification Progress
• Positive Sentiment: JPMorgan raised its Boeing price target to $290 from $270 and maintained an “overweight” rating, citing potential benefits from production growth, certifications and cash-flow improvement. JPMorgan Boeing price target update
• Neutral Sentiment: RBC lowered its price target to $265 from $275 but retained an “outperform” rating, indicating continued long-term confidence while reflecting near-term execution concerns. RBC Boeing price target update
• Negative Sentiment: Boeing reported a core loss of $0.76 per share, significantly worse than the expected $0.34 loss. A $280 million additional charge on the delayed Air Force One replacement program pushed the defense business into an operating loss and underscored continuing fixed-price contract problems. Boeing Q2 loss and Air Force One costs
• Negative Sentiment: The FAA flagged improperly installed seats on hundreds of 737 MAX aircraft, requiring inspections and potential corrective work. The issue is financially limited but adds to Boeing’s safety and quality-control overhang. FAA seat installation issue
• Negative Sentiment: Investors are also assessing longer-term competitive risk from JetZero’s government-backed blended-wing aircraft program, which could challenge Boeing’s position in future commercial and defense markets. JetZero blended-wing aircraft

Insider Transactions at Boeing

In other Boeing news, Director Bradley D. Tilden purchased 1,370 shares of the stock in a transaction on Wednesday, May 20th. The shares were purchased at an average price of $218.50 per share, with a total value of $299,345.00. Following the acquisition, the director directly owned 1,370 shares of the company’s stock, valued at $299,345. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.10% of the stock is owned by company insiders.

Boeing Trading Down 3.3%

Boeing stock opened at $214.28 on Thursday. The business has a 50 day moving average price of $219.17 and a two-hundred day moving average price of $224.07. The company has a quick ratio of 0.35, a current ratio of 1.14 and a debt-to-equity ratio of 6.77. The Boeing Company has a 12 month low of $176.77 and a 12 month high of $254.35. The stock has a market cap of $168.92 billion, a price-to-earnings ratio of 92.76 and a beta of 1.21.

Boeing (NYSE:BA) last announced its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.34) by ($0.42). The firm had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.Boeing’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same period in the previous year, the business posted ($1.24) EPS. As a group, equities analysts forecast that The Boeing Company will post -0.33 EPS for the current year.

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.