RPG Investment Advisory LLC raised its position in The Boeing Company (NYSE:BA – Free Report) by 24.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 63,994 shares of the aircraft producer’s stock after buying an additional 12,703 shares during the period. Boeing accounts for about 1.6% of RPG Investment Advisory LLC’s investment portfolio, making the stock its 27th biggest position. RPG Investment Advisory LLC’s holdings in Boeing were worth $13,894,000 at the end of the most recent reporting period.
Other large investors have also recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC bought a new position in shares of Boeing in the third quarter valued at approximately $25,000. American National Bank & Trust boosted its holdings in shares of Boeing by 124.2% in the 4th quarter. American National Bank & Trust now owns 139 shares of the aircraft producer’s stock worth $30,000 after acquiring an additional 77 shares in the last quarter. Reyes Financial Architecture Inc. bought a new stake in Boeing during the 3rd quarter worth approximately $32,000. Game Plan Financial Advisors LLC grew its position in Boeing by 650.0% during the 4th quarter. Game Plan Financial Advisors LLC now owns 150 shares of the aircraft producer’s stock worth $33,000 after acquiring an additional 130 shares during the last quarter. Finally, Davis Capital Management acquired a new stake in Boeing during the 3rd quarter valued at $33,000. 64.82% of the stock is owned by institutional investors.
More Boeing News
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Boeing’s role in NASA’s Artemis program drove the biggest lift: the Boeing-built Space Launch System core stage performed successfully on the first crewed Artemis flight, reinforcing Boeing’s position on multi‑mission deep‑space hardware and follow-on core-stage work (Artemis III–V), while the company also saw a defense pivot (PAC‑3/Patriot) that boosts near‑term military revenue prospects. Boeing (BA) Is Up 7.1% After Artemis SLS Success And PAC-3 Deal Pivot – Has The Bull Case Changed?
- Positive Sentiment: Company and NASA releases confirm the core-stage success and highlight rockets currently in production, supporting a multi‑year aerospace backlog and credibility for future government programs. Boeing-built Space Launch System Core Stage Powers First Crewed Artemis Mission around the Moon
- Positive Sentiment: Analyst support: Wells Fargo initiated/upgraded coverage to an overweight/strong‑buy and MarketBeat/Marketbeat data show a consensus “Moderate Buy” from 25 firms — these endorsements can sustain investor interest and liquidity. Wells Fargo initiates coverage of Boeing (BA) with overweight recommendation The Boeing Company (NYSE:BA) Receives Consensus Rating of “Moderate Buy†from Analysts
- Neutral Sentiment: Leasing market activity: AerCap reported heavy Q1 asset transactions — a sign of aircraft demand/liquidity in the leasing market that indirectly affects OEM order and aftermarket dynamics, but not an immediate Boeing earnings driver. AerCap Leased, Purchased and Sold 286 Assets in the First Quarter 2026
- Neutral Sentiment: Market commentary and interest pieces (Zacks, Barchart) are driving attention to BA as a trending/turnaround story — increases visibility but mix of views keeps impact uncertain. The Boeing Company (BA) Is a Trending Stock: Facts to Know Before Betting on It
- Negative Sentiment: Persistent safety and quality issues remain a drag: coverage warns of a “rash” of safety incidents and the risk of certification delays and added costs, which can compress margins and delay deliveries. Boeing Has Experienced a Rash of Safety Issues. Can the Company Reassure Investors That the Stock Is a Buy in 2026?
- Negative Sentiment: Supply‑chain/production headwinds: Spirit Aerosystems’ 737 fuselage rail deliveries slowed in March, a potential near‑term constraint on 737 output and deliveries. Boeing 737 fuselage rail deliveries from Spirit appear to slow in March
- Negative Sentiment: Some sell‑side pushes back on valuation: Citigroup cut its price target (from $290 to $256) even while retaining a buy, signaling lower upside expectations versus prior forecasts. Benzinga citation: Citigroup lowers BA price target
Insider Transactions at Boeing
Analyst Ratings Changes
Several brokerages have issued reports on BA. JPMorgan Chase & Co. lifted their price objective on Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Susquehanna restated a “positive” rating and issued a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Boeing in a report on Wednesday, March 4th. Finally, Weiss Ratings raised shares of Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a report on Wednesday, February 4th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $252.48.
Get Our Latest Analysis on Boeing
Boeing Stock Up 0.1%
NYSE:BA opened at $208.42 on Friday. The company has a market cap of $163.68 billion, a price-to-earnings ratio of 103.69 and a beta of 1.13. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The stock’s fifty day moving average price is $223.16 and its two-hundred day moving average price is $216.43. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35.
Boeing (NYSE:BA – Get Free Report) last released its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The firm’s quarterly revenue was up 57.1% on a year-over-year basis. During the same period last year, the business posted ($5.90) earnings per share. On average, analysts anticipate that The Boeing Company will post -2.58 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.
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