Ninety One UK Ltd Makes New Investment in The Boeing Company $BA

Ninety One UK Ltd acquired a new stake in shares of The Boeing Company (NYSE:BA) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 892,990 shares of the aircraft producer’s stock, valued at approximately $192,734,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. purchased a new stake in Boeing during the 2nd quarter valued at about $25,000. Piscataqua Savings Bank lifted its holdings in shares of Boeing by 1,712.5% during the second quarter. Piscataqua Savings Bank now owns 145 shares of the aircraft producer’s stock worth $30,000 after purchasing an additional 137 shares during the period. Howard Hughes Medical Institute purchased a new stake in Boeing in the second quarter valued at approximately $34,000. Decker Retirement Planning Inc. acquired a new position in Boeing in the 2nd quarter worth approximately $35,000. Finally, IMG Wealth Management Inc. raised its position in Boeing by 159.4% during the 2nd quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock worth $38,000 after buying an additional 110 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on BA. BNP Paribas set a $150.00 price objective on shares of Boeing in a report on Tuesday, November 18th. UBS Group reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft downgraded Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research report on Thursday, October 30th. BNP Paribas Exane assumed coverage on Boeing in a report on Tuesday, November 18th. They issued an “underperform” rating and a $150.00 price objective for the company. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $234.92.

Insider Activity at Boeing

In related news, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total value of $270,003.56. Following the completion of the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Dana S. Deasy acquired 554 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This represents a 1.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 0.09% of the company’s stock.

More Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing won a large F‑15 contract — the Pentagon awarded an $8.6 billion deal to supply up to 50 F‑15s to Israel (25 firm, option for 25 more), which should bolster defense backlog and near‑term revenue visibility. Boeing Wins $8.6 Billion Fighter Jet Contract
• Positive Sentiment: The Pentagon awarded Boeing a $2.7 billion contract for post‑production support of Apache helicopters — adds steady services revenue and supports aftermarket cash flow. Boeing awarded $2.7 billion contract for Apache helicopter support, Pentagon says
• Positive Sentiment: High‑profile investors and firms are bullish: hedge‑fund manager Dan Niles named BA a top pick for 2026 (citing backlog and improving cash flow), and Tigress Financial has reiterated a Buy/raised price targets — supportive for sentiment and potential multiple expansion. Dan Niles Loves Boeing Stock (NYSE:BA) in 2026; Current Investors Less Certain
• Neutral Sentiment: Boeing’s eVTOL unit, Wisk Aero, got media attention as an “under‑the‑radar” asset — long‑term optionality but not an immediate earnings driver. Meet Wisk Aero: The under-the-radar eVTOL player owned by Boeing
• Neutral Sentiment: Market pieces and screeners (Zacks/MarketBeat) flag BA as a trending/value industrial name in sector rotation themes — this supports investor interest but is not new company‑specific news. The Boeing Company (BA) Is a Trending Stock: Facts to Know
• Negative Sentiment: Counterpoints: newsletter/analysis pieces highlight three reasons BA is risky and suggest alternatives — reminders of production, labor and operational headwinds that could pressure margins or valuation if issues re‑emerge. 3 Reasons BA is Risky and 1 Stock to Buy Instead

Boeing Stock Performance

Shares of Boeing stock opened at $217.07 on Thursday. The firm has a 50-day simple moving average of $202.15 and a two-hundred day simple moving average of $214.50. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $242.69. The company has a market cap of $164.99 billion, a P/E ratio of -15.87 and a beta of 1.18.

Boeing (NYSE:BA) last released its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion during the quarter, compared to the consensus estimate of $21.61 billion. The company’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period last year, the firm earned ($10.44) earnings per share. Equities research analysts forecast that The Boeing Company will post -2.58 EPS for the current year.

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.