The Boeing Company $BA Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in The Boeing Company (NYSE:BA) by 3.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,705,306 shares of the aircraft producer’s stock after purchasing an additional 62,706 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of Boeing worth $368,056,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of BA. Vanguard Group Inc. lifted its holdings in Boeing by 1.1% in the third quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after acquiring an additional 756,057 shares during the period. Newport Trust Company LLC increased its holdings in shares of Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after purchasing an additional 707,490 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Boeing by 2.7% in the 2nd quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock valued at $3,402,073,000 after purchasing an additional 432,026 shares during the period. Fisher Asset Management LLC boosted its holdings in Boeing by 3.8% during the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock worth $1,116,259,000 after buying an additional 196,666 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Boeing by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after buying an additional 44,338 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on BA shares. The Goldman Sachs Group reiterated a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. UBS Group lifted their price target on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 price objective on the stock. in a report on Thursday, October 30th. Susquehanna reaffirmed a “positive” rating and set a $280.00 target price on shares of Boeing in a research note on Thursday, January 15th. Finally, Argus raised shares of Boeing to a “hold” rating in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $246.14.

Boeing Price Performance

NYSE:BA opened at $230.29 on Thursday. The Boeing Company has a one year low of $128.88 and a one year high of $254.35. The stock has a market cap of $180.86 billion, a PE ratio of 114.57 and a beta of 1.15. 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 has a 50 day moving average price of $234.05 and a 200 day moving average price of $219.96.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the previous year, the company earned ($5.90) earnings per share. The firm’s quarterly revenue was up 57.1% compared to the same quarter last year. Equities research analysts expect that The Boeing Company will post -2.58 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Uma M. Amuluru sold 2,731 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total transaction of $644,516.00. Following the completion of the sale, the executive vice president owned 11,925 shares in the company, valued at $2,814,300. This trade represents a 18.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the completion of the transaction, the senior vice president owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 19,509 shares of company stock worth $4,629,316. Insiders own 0.09% of the company’s stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large F‑15EX production plan supports Boeing’s defense backlog and near‑term cash flow, a structural positive for BA’s defense revenue despite short‑term share weakness. Boeing Stock Slides Despite Huge New F-15EX Production Plan
• Positive Sentiment: 777‑9 flight‑training simulators received FAA and EASA qualification, advancing a revenue and services stream tied to widebody training and aftermarket support. 777-9 Flight Training Simulators Receives Qualification Certification
• Positive Sentiment: Announcements around integrating AI into space‑grade hardware signal new technology wins that could expand Boeing’s TAM in aerospace systems and services. Boeing Brings AI to Space-Grade Hardware
• Neutral Sentiment: Media commentary and analyst attention (including mentions on shows like Jim Cramer) can boost sentiment but are unlikely to change fundamentals on their own. Jim Cramer Discusses Boeing’s Defense Production
• Negative Sentiment: The Pentagon has asked Boeing to detail its exposure to Anthropic’s Claude AI as part of a potential “supply‑chain risk” assessment — a move that could force costly vendor changes, slow AI deployments in defense programs, and create near‑term uncertainty around classified contracts that rely on third‑party models. Pentagon Asks Boeing, Lockheed Martin About Exposure to Anthropic Lockheed and Boeing Audited by Defense Department Over Anthropic
• Negative Sentiment: The FAA issued an airworthiness directive for certain 737 MAX 8 and 8200 series airplanes to address a circuit‑breaker issue that can cause excessive cabin/flight‑deck temperatures — this raises potential compliance costs, grounding risk for affected aircraft, and near‑term operational scrutiny. FAA Issues Directive to Address Boeing 737 Circuit Breaker Issue

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.