Mitsubishi UFJ Asset Management UK Ltd. Lowers Stock Position in The Boeing Company $BA

Mitsubishi UFJ Asset Management UK Ltd. cut its stake in shares of The Boeing Company (NYSE:BA) by 43.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 6,500 shares of the aircraft producer’s stock after selling 5,000 shares during the quarter. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Boeing were worth $1,411,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new stake in shares of Boeing during the 3rd quarter valued at $25,000. Ares Financial Consulting LLC purchased a new stake in shares of Boeing during the 4th quarter valued at $26,000. Strategic Wealth Advisors LLC purchased a new stake in shares of Boeing during the 4th quarter valued at $27,000. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Boeing during the 4th quarter valued at $28,000. Finally, American National Bank & Trust grew its stake in shares of Boeing by 124.2% during the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock valued at $30,000 after buying an additional 77 shares during the period. 64.82% of the stock is owned by hedge funds and other institutional investors.

Boeing Price Performance

BA opened at $214.80 on Wednesday. The company has a 50-day moving average of $217.25 and a 200-day moving average of $218.33. The company has a market capitalization of $169.33 billion, a P/E ratio of 104.27 and a beta of 1.21. The Boeing Company has a 1-year low of $176.77 and a 1-year high of $254.35. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.35 and a current ratio of 1.18.

Boeing (NYSE:BA) last released its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share for the quarter, topping the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion during the quarter, compared to the consensus estimate of $22.15 billion. Boeing’s revenue for the quarter was up 14.0% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.49) EPS. Equities analysts expect that The Boeing Company will post -0.15 EPS for the current fiscal year.

Insider Activity

In related news, Director Mortimer J. Buckley bought 2,230 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average price of $224.20 per share, with a total value of $499,966.00. Following the transaction, the director owned 4,430 shares of the company’s stock, valued at approximately $993,206. This trade represents a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Uma M. Amuluru sold 1,503 shares of the business’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the completion of the sale, the executive vice president directly owned 19,015 shares of the company’s stock, valued at $4,445,326.70. The trade was a 7.33% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is currently owned by insiders.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Negative Sentiment: Indian regulators are traveling to Seattle to observe Boeing’s fuel-switch testing tied to the Air India crash investigation, keeping safety concerns in focus and raising the risk of additional reputational or regulatory pressure. Exclusive: India to monitor Boeing fuel-switch test tied to Air India London incident
• Negative Sentiment: Federal hearings on the deadly UPS cargo plane crash will question Boeing and the FAA, adding another reminder of aviation-safety liabilities that can weigh on sentiment toward BA. Hearings to focus on why a UPS cargo plane engine fell off, causing deadly crash
• Negative Sentiment: Analysts and media coverage say Boeing’s big China order disappointed high expectations, suggesting the deal was not enough to spark a stronger rerating of the stock. Assessing Boeing’s Valuation As China’s 200 Plane Order Disappoints High Market Expectations
• Negative Sentiment: Another market note said Boeing was falling alongside other industrial stocks as broader market weakness and higher oil prices/Treasury yields pressured sentiment. Boeing, EVgo, Standex, Donaldson, and Flowserve Shares Are Falling, What You Need To Know
• Negative Sentiment: A Seeking Alpha piece argued Boeing was removed from a “core earnings” index because of overstated GAAP earnings and negative core earnings, reinforcing concerns about underlying profitability and valuation. Stocks That Failed The Core Earnings Test In Q2 2026
• Neutral Sentiment: On the positive side, Boeing and Gilat announced a milestone for the Sidewinder in-flight connectivity antenna, which supports Boeing’s cabin connectivity offerings but is unlikely to move the stock materially on its own. Boeing and Gilat Achieve Key In-Cabin Offerability Milestone for Sidewinder Line-fit Multi-Orbit Solution
• Neutral Sentiment: Some analysts remain constructive, with Citi reportedly raising its price target and calling the aerospace selloff a buying opportunity, offering longer-term support for the bull case. Citi Calls the Aerospace Selloff a Gift, Raises Boeing Price Target to 260

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on BA. Jefferies Financial Group reissued a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Tigress Financial lifted their target price on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Vertical Research restated a “buy” rating and set a $281.00 target price on shares of Boeing in a report on Tuesday, January 27th. Argus upgraded shares of Boeing to a “hold” rating in a report on Monday, February 2nd. Finally, Weiss Ratings lowered shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $259.80.

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.