The Boeing Company $BA Shares Sold by Ninety One UK Ltd

Ninety One UK Ltd cut its position in shares of The Boeing Company (NYSE:BA) by 4.2% during the 3rd quarter, Holdings Channel reports. The firm owned 1,236,258 shares of the aircraft producer’s stock after selling 53,809 shares during the period. Ninety One UK Ltd’s holdings in Boeing were worth $230,006,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of BA. Highland Investment Advisors LLC acquired a new position in Boeing during the second quarter worth about $26,000. Wealth Preservation Advisors LLC raised its position in Boeing by 66.7% in the fourth quarter. Wealth Preservation Advisors LLC now owns 125 shares of the aircraft producer’s stock worth $27,000 after acquiring an additional 50 shares in the last quarter. Strategic Wealth Advisors LLC bought a new stake in Boeing in the second quarter worth about $27,000. Retirement Wealth Solutions LLC lifted its holdings in Boeing by 3,575.0% in the 3rd quarter. Retirement Wealth Solutions LLC now owns 147 shares of the aircraft producer’s stock valued at $27,000 after acquiring an additional 143 shares during the last quarter. Finally, Bayban acquired a new stake in Boeing in the 4th quarter valued at about $29,000. Institutional investors own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Improving deliveries: Boeing delivered 161 commercial aircraft in the third quarter, including 124 737s, while September’s 57-jet total was the company’s highest monthly figure of 2026. Rising deliveries could improve revenue and cash flow and signal progress in stabilizing production. What’s Going On With Boeing Stock Wednesday?
• Positive Sentiment: Defense and backlog support: Reports highlight Boeing’s approximately $715 billion order book, improving commercial activity and the U.S. Navy’s selection of Boeing for the F/A-XX carrier-based fighter. A new military deal with Israel also adds to confidence in the defense business. A $715B Order Book and Fighter Jet Wins: Time to Buy Boeing
• Positive Sentiment: Analyst support: RBC retained an “outperform” rating and reduced its price target to $235 from $265, still implying roughly 25% upside. Barclays also began coverage with an “overweight” rating, reinforcing the view that Boeing’s recovery potential is not fully reflected in the shares.
• Positive Sentiment: Boardroom expertise: Boeing’s board now includes more directors with deep aviation experience, which could improve strategic oversight and help position the company for next-generation aircraft programs. Boeing’s Secret Weapon Isn’t on the Factory Floor

Boeing Trading Up 1.3%

BA stock traded up $2.48 during mid-day trading on Thursday, reaching $187.14. 2,721,034 shares of the stock traded hands, compared to its average volume of 6,803,415. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35. The stock’s fifty day moving average is $206.69 and its 200-day moving average is $215.77. The company has a market cap of $147.91 billion, a P/E ratio of 80.88 and a beta of 1.26. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77.

Boeing (NYSE:BA) last released its earnings results 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). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%. The firm had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.26 billion. During the same period last year, the business earned ($1.24) earnings per share. The business’s revenue was up 8.0% on a year-over-year basis. As a group, sell-side analysts expect that The Boeing Company will post -0.95 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on BA shares. Btg Pactual set a $260.00 price objective on shares of Boeing in a research report on Tuesday, July 14th. Sanford C. Bernstein lowered their price objective on shares of Boeing from $298.00 to $278.00 and set an “outperform” rating on the stock in a research note on Monday. Jefferies Financial Group dropped their target price on shares of Boeing from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Monday, September 21st. William Blair reissued an “outperform” rating on shares of Boeing in a research note on Wednesday, September 30th. Finally, Argus raised shares of Boeing from a “hold” rating to a “buy” rating and set a $265.00 target price for the company in a research note on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $267.96.

Boeing Profile

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.

Through its defense and space operations, Boeing provides products and services for the U.S. government, allied governments and other institutional customers.