Citizens Financial Group Inc. RI Has $4.66 Million Stock Position in The Boeing Company $BA

Citizens Financial Group Inc. RI increased its holdings in The Boeing Company (NYSE:BA) by 77.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,580 shares of the aircraft producer’s stock after acquiring an additional 9,436 shares during the period. Citizens Financial Group Inc. RI’s holdings in Boeing were worth $4,658,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Wallace Advisory Group LLC raised its stake in shares of Boeing by 1.2% in the second quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock worth $748,000 after purchasing an additional 44 shares during the last quarter. Aspire Capital Advisors LLC raised its position in Boeing by 0.8% in the 2nd quarter. Aspire Capital Advisors LLC now owns 5,943 shares of the aircraft producer’s stock valued at $1,245,000 after buying an additional 45 shares during the last quarter. Lantz Financial LLC lifted its stake in Boeing by 1.5% during the 2nd quarter. Lantz Financial LLC now owns 3,072 shares of the aircraft producer’s stock valued at $644,000 after acquiring an additional 46 shares in the last quarter. Blue Barn Wealth LLC boosted its holdings in Boeing by 1.8% during the 2nd quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock worth $544,000 after acquiring an additional 46 shares during the last quarter. Finally, Motco grew its stake in shares of Boeing by 5.4% in the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after acquiring an additional 47 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Analyst Ratings Changes

BA has been the topic of a number of recent analyst reports. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. JPMorgan Chase & Co. boosted their target price on Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Sanford C. Bernstein set a $277.00 price target on Boeing and gave the company an “outperform” rating in a research report on Tuesday, January 6th. UBS Group reiterated a “buy” rating on shares of Boeing in a report on Wednesday, December 10th. Finally, Citigroup began coverage on Boeing in a research note on Thursday, December 11th. They issued a “buy” rating and a $265.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $235.33.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is reporting a surge in airplane deliveries, a primary driver cited for the stock’s strength as deliveries lift near-term cash flow and backlog conversion. Boeing Stock (NYSE:BA) Gains as Deliveries Surge, More to Follow
• Positive Sentiment: CNBC reports Boeing is on track for its highest annual deliveries since 2018 and will provide 2026 production plans later this month — a catalyst for upside if the company signals faster production ramp. Boeing’s airplane deliveries are the highest in 7 years. Now it’s about to pick up the pace
• Positive Sentiment: Boeing won roughly $12.8 billion in two large defense contracts, adding a meaningful, higher-margin revenue stream and reducing reliance on commercial-cycle timing. Just in Time for 2026, Boeing Wins $12.8 Billion in 2 Big Defense Contracts
• Positive Sentiment: Zacks explains why BA outpaced the market today, citing the delivery/contract momentum and improving operational headlines that are driving sentiment. Why Boeing (BA) Outpaced the Stock Market Today
• Neutral Sentiment: Roundups of aerospace Q3 results put Boeing in context with peers; useful for relative valuation but not fresh operational news. A look back at aerospace stocks’ Q3 earnings: Boeing (NYSE:BA) vs the rest of the pack
• Neutral Sentiment: Zacks/analyst preview pieces outlining Q1 earnings expectations are circulating; they provide estimates investors will watch but do not change fundamentals until results are released. What is Zacks Research’s Forecast for Boeing Q1 Earnings?
• Negative Sentiment: Offsetting the positives, Boeing still reports negative trailing earnings and an analyst EPS outlook that remains below breakeven — a reminder that operational improvements must translate into sustained profitability for a durable rerating.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction dated 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 owned 14,656 shares in the company, valued at $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Dana S. Deasy purchased 554 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were acquired at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. This represents a 1.99% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.09% of the company’s stock.

Boeing Trading Up 2.2%

Boeing stock opened at $239.73 on Tuesday. The business’s 50 day simple moving average is $204.67 and its 200 day simple moving average is $216.24. The Boeing Company has a 12 month low of $128.88 and a 12 month high of $242.69. The company has a market cap of $182.22 billion, a price-to-earnings ratio of -17.52, a PEG ratio of 6.68 and a beta of 1.16.

Boeing (NYSE:BA) last released its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to analyst estimates of $21.61 billion. Boeing’s revenue was up 30.4% on a year-over-year basis. During the same period in the prior year, the company earned ($10.44) earnings per share. As a group, equities research analysts forecast 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.