Bryn Mawr Trust Advisors LLC Sells 3,902 Shares of The Boeing Company $BA

Bryn Mawr Trust Advisors LLC decreased its holdings in shares of The Boeing Company (NYSE:BA) by 54.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,287 shares of the aircraft producer’s stock after selling 3,902 shares during the quarter. Bryn Mawr Trust Advisors LLC’s holdings in Boeing were worth $654,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in BA. Princeton Capital Management LLC boosted its stake in shares of Boeing by 78.3% during the fourth quarter. Princeton Capital Management LLC now owns 12,249 shares of the aircraft producer’s stock valued at $2,660,000 after purchasing an additional 5,381 shares in the last quarter. Rakuten Investment Management Inc. increased its stake in shares of Boeing by 502.3% in the fourth quarter. Rakuten Investment Management Inc. now owns 103,099 shares of the aircraft producer’s stock valued at $22,398,000 after buying an additional 85,982 shares during the period. Louisiana State Employees Retirement System acquired a new position in shares of Boeing in the first quarter valued at approximately $7,961,000. Vaughan Nelson Investment Management L.P. acquired a new position in shares of Boeing in the fourth quarter valued at approximately $55,787,000. Finally, Patriot Financial Group Insurance Agency LLC raised its holdings in Boeing by 103.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 11,240 shares of the aircraft producer’s stock valued at $2,237,000 after buying an additional 5,726 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Insider Activity

In other news, Director Bradley D. Tilden acquired 1,370 shares of Boeing stock in a transaction dated Wednesday, May 20th. The shares were bought at an average cost of $218.50 per share, with a total value of $299,345.00. Following the purchase, the director owned 1,370 shares in the company, valued at $299,345. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing reported strong second-quarter deliveries of 171 commercial aircraft and 35 defense, space and security deliveries, signaling better production and execution across key programs. Boeing Announces Second Quarter Deliveries
• Positive Sentiment: The company recorded its highest first-half deliveries since 2018, with 314 commercial aircraft handed over through June, which supports the case that Boeing is steadily recovering manufacturing output. Reuters: Boeing records highest first-half deliveries since 2018
• Positive Sentiment: Reports that Riyadh Air may consider a larger Boeing 787 order, possibly for 25 to 30 additional jets, point to potential new demand ahead of the Farnborough Airshow. Reuters: Riyadh Air studies order for more Boeing 787s
• Neutral Sentiment: Boeing is using the Farnborough International Airshow to showcase its commercial, defense and autonomous systems portfolio, including the MQ-28 Ghost Bat, which may help highlight long-term growth opportunities but does not guarantee near-term revenue. Boeing to Showcase Global Programs and Partnerships at Farnborough International Airshow
• Neutral Sentiment: Analysts are looking for Boeing’s upcoming Q2 earnings to show a strong bottom-line improvement, but that report is still ahead and remains a future catalyst rather than a confirmed result. Boeing’s Q2 2026 Earnings: What to Expect
• Negative Sentiment: Broader market worries, including renewed geopolitical risk around the Strait of Hormuz, may have pressured sentiment across equities, though this is not specific to Boeing’s operations. Stocktwits market article

Analysts Set New Price Targets

Several research firms recently commented on BA. Wolfe Research reiterated an “outperform” rating and set a $275.00 target price on shares of Boeing in a research report on Thursday, April 23rd. Weiss Ratings cut shares of Boeing from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, April 24th. Tigress Financial raised their price target on shares of Boeing from $290.00 to $295.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Wells Fargo & Company started coverage on shares of Boeing in a report on Wednesday, April 1st. They set an “overweight” rating and a $250.00 price target on the stock. Finally, Btg Pactual set a $260.00 price objective on shares of Boeing in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and a consensus target price of $261.53.

Boeing Price Performance

Shares of BA opened at $217.28 on Wednesday. The business has a 50-day moving average of $222.87 and a 200-day moving average of $224.83. The company has a debt-to-equity ratio of 7.42, a current ratio of 1.18 and a quick ratio of 0.35. The company has a market capitalization of $171.28 billion, a price-to-earnings ratio of 105.48 and a beta of 1.21. The Boeing Company has a 1 year low of $176.77 and a 1 year high of $254.35.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, beating the consensus estimate of ($0.68) by $0.48. The company had revenue of $22.22 billion during the quarter, compared to the consensus estimate of $22.15 billion. The business’s revenue was up 14.0% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.49) earnings per share. As a group, equities research analysts anticipate that The Boeing Company will post -0.1 earnings per share for the current year.

Boeing Profile

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.