The Boeing Company $BA Stock: Triumph Capital Management Increases Stake

Triumph Capital Management grew its stake in shares of The Boeing Company (NYSE:BA) by 112.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,411 shares of the aircraft producer’s stock after purchasing an additional 3,395 shares during the quarter. Triumph Capital Management’s holdings in Boeing were worth $1,193,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in BA. Firethorn Wealth Partners LLC grew its holdings in Boeing by 3.0% in the 3rd quarter. Firethorn Wealth Partners LLC now owns 3,185 shares of the aircraft producer’s stock worth $593,000 after acquiring an additional 92 shares during the last quarter. First Citizens Bank & Trust Co. increased its position in shares of Boeing by 160.9% in the third quarter. First Citizens Bank & Trust Co. now owns 16,174 shares of the aircraft producer’s stock valued at $3,009,000 after acquiring an additional 9,974 shares during the period. Focus Financial Network Inc. raised its stake in shares of Boeing by 2.2% during the third quarter. Focus Financial Network Inc. now owns 11,443 shares of the aircraft producer’s stock valued at $2,129,000 after acquiring an additional 246 shares during the last quarter. Allied Investment Advisors LLC raised its stake in shares of Boeing by 10.6% during the third quarter. Allied Investment Advisors LLC now owns 56,317 shares of the aircraft producer’s stock valued at $10,478,000 after acquiring an additional 5,400 shares during the last quarter. Finally, Signal Advisors Wealth LLC bought a new position in shares of Boeing during the third quarter valued at about $2,918,000. Institutional investors own 64.82% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Wolfe Research raised Boeing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, September 24th. Argus raised Boeing from a “hold” rating to a “buy” rating and set a $265.00 price target for the company in a research report on Tuesday, August 11th. UBS Group reaffirmed a “buy” rating on shares of Boeing in a research report on Tuesday, September 29th. BNP Paribas Exane upgraded Boeing from an “underperform” rating to an “outperform” rating and increased their price objective for the stock from $230.00 to $300.00 in a report on Monday, August 3rd. Finally, William Blair reiterated an “outperform” rating on shares of Boeing in a report on Wednesday, September 30th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Boeing has an average rating of “Moderate Buy” and an average target price of $269.16.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Commercial deliveries improved: Boeing delivered 57 aircraft in September, its highest monthly total of 2026, including 51 737s. Third-quarter commercial deliveries totaled 161 aircraft, led by 124 737s, suggesting progress in restoring production and delivery momentum. Boeing delivers 57 jets in September
• Positive Sentiment: Defense pipeline remains a bright spot: Recent coverage highlights Boeing’s roughly $715 billion order book, the U.S. Navy’s selection of Boeing for the F/A-XX carrier-based fighter, and a new military deal with Israel. These developments support longer-term visibility for Boeing’s defense business. A $715B Order Book and Fighter Jet Wins
• Positive Sentiment: Analyst support: Barclays initiated coverage with an Overweight rating, adding a constructive Wall Street view as Boeing works through its turnaround.
• Positive Sentiment: Potential regulatory tailwind: The U.S. transportation secretary is meeting with Boeing and GE executives about aircraft-certification reform, which could eventually streamline approvals and support new-aircraft programs. Aircraft certification reform meeting
• Neutral Sentiment: Investor attention is elevated: Boeing is trending on Zacks and is receiving extensive options and trading coverage. This may increase volatility but does not represent a fundamental change in earnings prospects.
• Negative Sentiment: Progress has not eliminated major concerns: Analysts cite high oil prices, defense-sector uncertainty, a 737 MAX software or technical issue and pending regulatory approvals as reasons the stock is struggling despite better deliveries. Reasons Boeing Stock Is Struggling
• Negative Sentiment: Technical momentum remains weak: Boeing has underperformed the broader market, formed a bearish trading candle and remains below key moving averages. Traders are discussing bearish strategies, indicating that near-term sentiment is still cautious even as the fundamental outlook improves.

Boeing Stock Down 1.1%

Boeing stock traded down $2.10 during trading hours on Wednesday, hitting $184.39. 5,140,715 shares of the stock traded hands, compared to its average volume of 6,824,391. The Boeing Company has a one year low of $176.77 and a one year high of $254.35. The firm’s 50-day moving average price is $206.69 and its two-hundred day moving average price is $215.77. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77. The company has a market cap of $145.74 billion, a PE ratio of 79.82 and a beta of 1.26.

Boeing (NYSE:BA) last released its quarterly 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). The firm had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($1.24) earnings per share. On average, research analysts forecast that The Boeing Company will post -0.94 EPS for the current year.

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.