Bank of New York Mellon Corp Has $760.66 Million Stake in The Boeing Company $BA

Bank of New York Mellon Corp trimmed its position in The Boeing Company (NYSE:BA) by 1.2% during the third quarter, HoldingsChannel.com reports. The firm owned 3,524,356 shares of the aircraft producer’s stock after selling 42,277 shares during the quarter. Bank of New York Mellon Corp’s holdings in Boeing were worth $760,662,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Alpha Cubed Investments LLC grew its stake in shares of Boeing by 43.3% during the 2nd quarter. Alpha Cubed Investments LLC now owns 3,598 shares of the aircraft producer’s stock worth $754,000 after acquiring an additional 1,088 shares in the last quarter. McElhenny Sheffield Capital Management LLC acquired a new position in Boeing during the second quarter worth $62,859,000. Vanguard Group Inc. grew its position in Boeing by 1.7% in the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock valued at $13,991,022,000 after purchasing an additional 1,118,316 shares in the last quarter. SteelPeak Wealth LLC increased its stake in Boeing by 50.4% in the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock valued at $5,689,000 after buying an additional 8,833 shares during the last quarter. Finally, Patton Fund Management Inc. lifted its position in Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock worth $2,228,000 after buying an additional 9,085 shares in the last quarter. 64.82% of the stock is currently owned by institutional investors.

Boeing Stock Down 1.2%

BA stock opened at $241.72 on Thursday. The company has a current ratio of 1.19, a quick ratio of 0.38 and a debt-to-equity ratio of 8.37. The firm has a market capitalization of $183.73 billion, a PE ratio of -17.67, a PEG ratio of 8.14 and a beta of 1.16. The Boeing Company has a 1-year low of $128.88 and a 1-year high of $254.35. The business’s 50 day simple moving average is $217.44 and its 200 day simple moving average is $218.74.

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

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q4 revenue and deliveries topped expectations — revenue rose ~57% to $23.95B driven by 160 commercial deliveries, and Boeing reported a large after‑tax gain tied to a business sale that produced a headline profit; management says 2025 marked the strongest deliveries since 2018. Boeing’s sales jump nearly 60% in 4Q
• Positive Sentiment: Wall Street is raising targets — several firms boosted forecasts and price targets after Q4 (examples cited include Citi, JPMorgan and RBC), reflecting improved free‑cash‑flow visibility and a recovery narrative. Boeing Analysts Boost Forecasts After Q4 Results
• Positive Sentiment: Demand backdrop remains strong — Boeing projects large long‑term demand in key regions (e.g., India & South Asia expected to add ~3,290 jets over 20 years), supporting backlog growth (record backlog cited at ~$682B). Boeing expects India, South Asia to add 3,290 jets
• Positive Sentiment: Strategic / sustainability moves — partnership with Israel’s Technion on sustainable aviation fuel (SAF) supports Boeing’s long‑term positioning as the industry pursues decarbonization goals. Boeing and Israel’s Technion partner on SAF
• Neutral Sentiment: Headline profit was materially driven by a one‑time gain from the Digital Aviation Solutions sale — that boost improves GAAP EPS but can mask operational trends investors watch (deliveries, production stability, cash flow). Boeing Reports Fourth Quarter Results
• Negative Sentiment: Operational and cash‑flow headwinds remain — reports note weaker gross margins and operating cash flow (operating cash flow ≈ $1.3B; free cash flow low), and some unit‑level losses that worry short‑term profitability. Revenue and EPS beat but margins and cash flow weaken
• Negative Sentiment: Inventory / finished‑goods cushion shrinking — analysts flagged a shrinking finished‑goods buffer as deliveries ramp, which could pressure near‑term flexibility if production hiccups recur. Finished goods cushion dwindles
• Negative Sentiment: Market reaction and risk premium — shares initially dipped in aftermarket/pre‑market trading despite beats as investors weighed one‑time gains against ongoing production, quality and legal/resolution risks. Stock drops despite Q4 beat

Insider Transactions at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of the stock in a transaction on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. The trade was a 1.99% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This represents a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.09% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on BA. Morgan Stanley set a $245.00 target price on Boeing in a research report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of Boeing in a research report on Wednesday. Royal Bank Of Canada increased their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday. JPMorgan Chase & Co. raised their target price on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wolfe Research restated an “outperform” rating on shares of Boeing in a report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $245.65.

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.