Robeco Institutional Asset Management B.V. Lowers Position in The Boeing Company $BA

Robeco Institutional Asset Management B.V. lessened its stake in The Boeing Company (NYSE:BA) by 17.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,892 shares of the aircraft producer’s stock after selling 3,267 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Boeing were worth $3,430,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of BA. Vanguard Group Inc. lifted its stake in Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after acquiring an additional 1,118,316 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Boeing by 2.7% in the second 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 last quarter. Fisher Asset Management LLC lifted its position in shares of Boeing by 3.8% during the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer’s stock valued at $1,116,259,000 after purchasing an additional 196,666 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings 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 worth $888,910,000 after purchasing an additional 44,338 shares during the last quarter. Finally, Legal & General Group Plc grew its position in Boeing by 6.3% in the 2nd quarter. Legal & General Group Plc now owns 3,145,620 shares of the aircraft producer’s stock worth $659,102,000 after purchasing an additional 187,545 shares in the last quarter. 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: 737 MAX 10 advances to the next phase of flight testing — a technical milestone that reduces timeline uncertainty for Boeing’s largest single‑aisle variant and supports future deliveries and revenue growth. Boeing Stock (NYSE:BA) Jumps as 737 MAX 10 Hits Next Phase of Flight Testing
• Positive Sentiment: New commercial and defense orders: EVA Air’s 787‑9 sale and a US$2.7B Apache helicopter deal boost Boeing’s backlog and near‑term revenue visibility. What Boeing (BA)’s New EVA 787-9 Sale and US$2.7 Billion Apache Deal Mean For Shareholders
• Positive Sentiment: Airline partnerships and product adoption — Qatar Airways’ rollout of Starlink connectivity on a Boeing 787‑8 highlights operator demand for upgraded cabin features that can support aircraft competitiveness and aftermarket revenue. Qatar Airways Unveils First-Ever Boeing 787-8 Dreamliner With Elon Musk-Backed Starlink Connectivity
• Positive Sentiment: Policy and manufacturing tailwinds after the Alaska Air deal — commentators cite renewed U.S. manufacturing emphasis and air‑traffic modernization as structural positives for Boeing. Sean Duffy Touts American Manufacturing Push After Boeing–Alaska Air Deal
• Positive Sentiment: Bullish analyst pieces and forecasts are resurfacing, arguing BA shares can climb as deliveries, backlog conversion and product updates accelerate — supporting buy‑side momentum. Boeing Stock Forecast 2026: Here’s Why BA Shares Will Soar
• Neutral Sentiment: CEO warns progress is being made but “more work looms in 2026,” a reminder that execution and regulatory/production challenges remain; this tempers upside for some investors. Boeing CEO says turnaround progress made, but more work looms in 2026
• Neutral Sentiment: Broader industry comparisons and analyst debate (Airbus vs Boeing) keep the stock sensitive to macro/airline demand narratives rather than only company‑specific news. Will Airbus Or Boeing Climb Higher In 2026?

Insider Activity at Boeing

In related news, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction that occurred 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 transaction, the executive vice president directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Dana S. Deasy bought 554 shares of the stock in a transaction on Monday, November 24th. The shares were acquired at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.09% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have commented on BA. Tigress Financial reissued a “buy” rating and set a $275.00 target price on shares of Boeing in a research report on Monday, December 29th. Jefferies Financial Group set a $255.00 price target on Boeing in a report on Tuesday, September 30th. Sanford C. Bernstein set a $277.00 price objective on Boeing and gave the company an “outperform” rating in a research note on Tuesday. Loop Capital set a $223.00 target price on Boeing in a research report on Monday, November 3rd. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $250.00 price target on shares of Boeing in a report on Monday, September 29th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $235.33.

Boeing Stock Performance

Shares of BA opened at $234.32 on Friday. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $242.69. The business has a 50-day moving average of $203.97 and a 200 day moving average of $215.86. The firm has a market cap of $178.10 billion, a P/E ratio of -17.13, a price-to-earnings-growth ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last issued its 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 business had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. The firm’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same period in the previous year, the company earned ($10.44) EPS. As a group, research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

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.