Machina Capital S.A.S. Buys New Stake in The Boeing Company $BA

Machina Capital S.A.S. bought a new position in The Boeing Company (NYSE:BA) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 16,307 shares of the aircraft producer’s stock, valued at approximately $3,520,000.

A number of other hedge funds also recently bought and sold shares of the company. Alpha Cubed Investments LLC grew its holdings in shares of Boeing by 43.3% during the second quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock worth $754,000 after purchasing an additional 1,088 shares during the last quarter. McElhenny Sheffield Capital Management LLC acquired a new position in Boeing during the 2nd quarter worth about $62,859,000. SteelPeak Wealth LLC grew its holdings in Boeing by 50.4% during the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after acquiring an additional 8,833 shares during the last quarter. Vanguard Group Inc. increased its position in Boeing by 1.7% in 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. Finally, Patton Fund Management Inc. raised its stake in shares of Boeing by 734.4% in the third quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock worth $2,228,000 after acquiring an additional 9,085 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts have recently commented on BA shares. Loop Capital set a $223.00 price target on shares of Boeing in a research note on Monday, November 3rd. Citigroup upped their price objective on Boeing from $270.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Argus upgraded Boeing to a “hold” rating in a research report on Monday. Tigress Financial restated a “buy” rating and set a $275.00 target price on shares of Boeing in a research report on Monday, December 29th. Finally, Royal Bank Of Canada upped their price target on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $247.39.

Boeing Price Performance

Shares of BA opened at $232.91 on Wednesday. The stock has a market cap of $182.91 billion, a P/E ratio of 115.87, a price-to-earnings-growth ratio of 12.14 and a beta of 1.15. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The stock’s 50-day moving average price is $221.71 and its two-hundred day moving average price is $218.75. The company has a current ratio of 1.19, a quick ratio of 0.40 and a debt-to-equity ratio of 8.37.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to the consensus estimate of $22.41 billion. During the same period last year, the company earned ($5.90) earnings per share. The business’s revenue was up 57.1% compared to the same quarter last year. On average, equities analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Progress on 777X programme — Boeing plans the first flight of a production 777X in April, a milestone that signals progress toward first delivery next year and could reduce execution uncertainty if validated. Read More.
• Positive Sentiment: Bank of America reiterates Buy ($270 PT) — BofA calls Boeing an “execution story” and keeps a bullish price target, reinforcing analyst conviction that production stability will drive upside. Read More.
• Positive Sentiment: Commercial orders at Singapore Airshow — Air Cambodia placed its largest single-aisle order (up to 20 737 MAX jets), adding to near-term backlog and showing ongoing demand for the MAX family. Read More.
• Positive Sentiment: Defense revenue secured — Boeing won a $2.81B contract to modernize South Korea’s F‑15 fleet, locking in long‑term defense work through 2037 and supporting non-cyclical backlog. Read More.
• Neutral Sentiment: Mixed analyst activity — broader analyst sentiment remains favorable (several “strong buy”/buy notes and positive forecasts), though an Argus upgrade to “hold” signals some differing near-term views. Read More.
• Negative Sentiment: Potential 777X engine seal durability issue — Boeing and GE identified a possible seal durability problem on the 777X engine, raising the risk of inspections, rework or delays that could weigh on deliveries and margins. Read More.
• Negative Sentiment: Air India safety checks and a grounded Dreamliner — Air India has begun checks on fuel-switch mechanisms after a pilot report and briefly grounded a Dreamliner, renewing scrutiny on Boeing’s long-haul fleet reliability and potential regulatory/airline actions. Read More.

Insider Activity at Boeing

In other news, SVP Dana S. Deasy bought 554 shares of the business’s stock in a transaction on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total transaction of $270,003.56. Following the transaction, the executive vice president directly owned 14,656 shares in the company, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.09% of the stock is currently owned by corporate insiders.

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.