Securian Asset Management Inc. Cuts Stock Position in The Boeing Company $BA

Securian Asset Management Inc. trimmed its holdings in The Boeing Company (NYSE:BA) by 7.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,515 shares of the aircraft producer’s stock after selling 2,910 shares during the period. Securian Asset Management Inc.’s holdings in Boeing were worth $7,881,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Alpha Cubed Investments LLC raised its position 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 valued at $754,000 after buying an additional 1,088 shares during the last quarter. McElhenny Sheffield Capital Management LLC bought a new stake in Boeing in the 2nd quarter valued at $62,859,000. Vanguard Group Inc. lifted its stake in Boeing by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after purchasing an additional 1,118,316 shares in the last quarter. Patton Fund Management Inc. boosted its holdings in shares of Boeing by 734.4% during the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after purchasing an additional 9,085 shares during the last quarter. Finally, SteelPeak Wealth LLC grew its position in shares of 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 in the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Insider Activity at Boeing

In other Boeing news, SVP Dana S. Deasy acquired 554 shares of the business’s stock in a transaction on Monday, November 24th. The shares were bought at an average price of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president directly owned 28,442 shares of the company’s stock, valued at $5,087,704.96. The trade was a 1.99% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. 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 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 trade represents a 8.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.09% of the company’s stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Bernstein reaffirmed its Buy rating on Boeing, reinforcing investor confidence and supporting the rally ahead of earnings. Bernstein Reaffirms Their Buy Rating on Boeing (BA)
• Positive Sentiment: Industry lists and stock-pick coverage (TipRanks / market commentary) named Boeing a top U.S. pick for 2026, which may attract longer‑term flows and analyst attention. “Top Pick in the US for 2016”: Boeing Stock (NYSE:BA) Notches Up
• Positive Sentiment: Coverage noting a pickup in narrowbody production points to recovery in Boeing’s core commercial business — a key driver of future revenue and cash flow if sustained. Narrowbody Production on the Way Back, Boeing Stock (NYSE:BA) Notches Up
• Neutral Sentiment: Multiple earnings‑preview pieces (Yahoo Finance, Barchart) remind investors that Boeing will report Q4 results soon; analysts forecast double‑digit profit growth, making the report a near‑term catalyst for volatility. What You Need to Know Ahead of Boeing’s Earnings Release (Yahoo) What You Need to Know Ahead of Boeing’s Earnings Release (Barchart)
• Neutral Sentiment: Boeing renewed its Platinum sponsorship of EAA AirVenture Oshkosh — a PR/brand positive but unlikely to move fundamentals materially. Boeing Continues Platinum Level Sponsorship of EAA AirVenture Oshkosh
• Negative Sentiment: BNP Paribas flagged that Boeing’s production signals remained below targets in December, underscoring execution risk in ramping output — a direct headwind to revenue recognition and margin improvement. Boeing production signals remain below targets in December: BNP Paribas
• Negative Sentiment: A lawsuit from an Alaska Airlines pilot accuses Boeing of unfairly blaming crew members for a 2004 inflight panel failure; legal/reputational issues can increase litigation risk and distract management, which investors dislike. Alaska Airlines pilot who safely landed plane after panel blew out says Boeing unfairly blamed him

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BA. Tigress Financial reissued a “buy” rating and set a $275.00 price target on shares of Boeing in a research note on Monday, December 29th. Jefferies Financial Group set a $255.00 target price on Boeing in a research report on Tuesday, September 30th. UBS Group reaffirmed a “buy” rating on shares of Boeing in a research note on Wednesday, December 10th. JPMorgan Chase & Co. lifted their price objective on shares of Boeing from $240.00 to $245.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a report on Wednesday, October 8th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $235.33.

Boeing Stock Up 0.6%

BA stock opened at $229.59 on Wednesday. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $242.69. The stock has a market capitalization of $174.51 billion, a price-to-earnings ratio of -16.78, a price-to-earnings-growth ratio of 6.57 and a beta of 1.16. The firm’s fifty day simple moving average is $202.48 and its two-hundred day simple moving average is $215.36.

Boeing (NYSE:BA) last released its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The company had revenue of $23.27 billion for the quarter, compared to analysts’ expectations of $21.61 billion. During the same period in the previous year, the company posted ($10.44) earnings per share. The company’s revenue for the quarter was up 30.4% compared to the same quarter last year. As a group, equities research analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Boeing Company 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.