AIA Group Ltd Grows Position in The Boeing Company $BA

AIA Group Ltd increased its holdings in The Boeing Company (NYSE:BA) by 31.4% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 28,333 shares of the aircraft producer’s stock after buying an additional 6,768 shares during the quarter. AIA Group Ltd’s holdings in Boeing were worth $6,115,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. SteelPeak Wealth LLC lifted its position in Boeing by 50.4% during the third quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after purchasing an additional 8,833 shares during the period. Patton Fund Management Inc. boosted its holdings in 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 purchasing an additional 9,085 shares during the last quarter. Fisher Asset Management LLC grew its position in Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after purchasing an additional 177,597 shares during the period. Russell Investments Group Ltd. raised its stake in Boeing by 41.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock valued at $48,316,000 after buying an additional 65,216 shares during the last quarter. Finally, Vestor Capital LLC raised its stake in Boeing by 8,287.4% during the 2nd quarter. Vestor Capital LLC now owns 246,086 shares of the aircraft producer’s stock valued at $51,562,000 after buying an additional 243,152 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on BA shares. JPMorgan Chase & Co. raised their price target on Boeing from $245.00 to $270.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Morgan Stanley set a $245.00 price objective on Boeing in a research report on Wednesday, January 28th. The Goldman Sachs Group reissued a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. UBS Group raised their target price on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Susquehanna reaffirmed a “positive” rating and set a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Boeing presently has an average rating of “Moderate Buy” and an average price target of $246.14.

Boeing Price Performance

NYSE BA opened at $205.87 on Thursday. The business’s fifty day moving average is $234.07 and its 200 day moving average is $218.75. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $254.35. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The company has a market capitalization of $161.68 billion, a PE ratio of 102.43 and a beta of 1.14.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, topping the consensus estimate 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 business earned ($5.90) EPS. The firm’s quarterly revenue was up 57.1% compared to the same quarter last year. Sell-side analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Activity

In other news, Director Mortimer J. Buckley purchased 2,230 shares of the stock in a transaction on Tuesday, March 3rd. The shares were acquired at an average price of $224.20 per share, with a total value of $499,966.00. Following the completion of the acquisition, the director directly owned 4,430 shares of the company’s stock, valued at $993,206. This trade represents a 101.36% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last quarter. 0.10% of the stock is currently owned by insiders.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: FAA cleared Boeing to advance 777‑9/777X certification testing into the next/fourth phase — progress on the long‑delayed widebody supports future revenue and order conversions. Article Title
• Positive Sentiment: Boeing secured a $489.31M contract from the U.S. Naval Air Systems Command, adding near‑term defense revenue and strengthening Pentagon backlog. Article Title
• Neutral Sentiment: BofA analyst said production ramps and defense tailwinds look steady, but flagged near‑term margin pressure — mixed outlook that tempers both upside and immediate enthusiasm. Article Title
• Neutral Sentiment: Investor interest and search activity in Boeing is elevated (Zacks/Yahoo coverage), which can increase volatility but doesn’t resolve the near‑term margin and legal overhang. Article Title
• Neutral Sentiment: Analysts/coverage note that 777X testing clearance hasn’t yet moved the stock — progress matters long term, but investors are focused on short‑term margins and cash flow. Article Title
• Negative Sentiment: A federal judge certified a shareholder class action alleging Boeing concealed 737 MAX safety defects — heightened legal exposure and potential settlement/award risk increase uncertainty and could weigh on valuation. Article Title
• Negative Sentiment: Boeing’s CFO said the commercial airplane division won’t be profitable until 2027 (later than previously expected) after the Spirit AeroSystems acquisition added unexpected costs — this delays margin recovery and is a key driver for today’s weakness. Article Title
• Negative Sentiment: A wiring issue at the 737 MAX program has delayed some deliveries — while described as modest, it pressures near‑term cash flow and delivery guidance. Article Title
• Negative Sentiment: Cargo customer Atlas Air ordered Airbus A350 freighters, signaling competitive pressure and timing risk for Boeing’s freighter offerings (777‑8F/777‑8F timeline uncertainty). Article Title

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.