Nippon Life Global Investors Americas Inc. Acquires 29,150 Shares of The Boeing Company $BA

Nippon Life Global Investors Americas Inc. raised its holdings in The Boeing Company (NYSE:BA) by 18.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 189,330 shares of the aircraft producer’s stock after acquiring an additional 29,150 shares during the quarter. Boeing comprises 1.7% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 18th largest position. Nippon Life Global Investors Americas Inc.’s holdings in Boeing were worth $40,863,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of BA. Revolve Wealth Partners LLC bought a new position in Boeing during the fourth quarter worth about $201,000. Pallas Capital Advisors LLC raised its position in shares of Boeing by 40.4% in the 2nd quarter. Pallas Capital Advisors LLC now owns 3,449 shares of the aircraft producer’s stock valued at $723,000 after acquiring an additional 993 shares during the period. Sivia Capital Partners LLC boosted its stake in Boeing by 16.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after acquiring an additional 217 shares during the last quarter. Sovran Advisors LLC grew its holdings in Boeing by 1.8% during the second quarter. Sovran Advisors LLC now owns 3,552 shares of the aircraft producer’s stock valued at $776,000 after purchasing an additional 62 shares during the period. Finally, Rockland Trust Co. increased its stake in Boeing by 19.4% in the second quarter. Rockland Trust Co. now owns 2,472 shares of the aircraft producer’s stock valued at $518,000 after purchasing an additional 401 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Boeing Price Performance

BA stock opened at $247.71 on Friday. The stock has a market capitalization of $188.28 billion, a P/E ratio of -18.11, a P/E/G ratio of 7.05 and a beta of 1.16. The Boeing Company has a fifty-two week low of $128.88 and a fifty-two week high of $248.75. The business has a 50-day moving average of $208.57 and a 200-day moving average of $217.16.

Boeing (NYSE:BA) last released its earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. During the same quarter last year, the firm earned ($10.44) EPS. The business’s quarterly revenue was up 30.4% on a year-over-year basis. Equities analysts expect that The Boeing Company will post -2.58 EPS for the current year.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tentative labor deal reached with about 1,600 former Spirit AeroSystems white‑collar workers, easing a key supplier/labor overhang and reducing the risk of production disruption. Boeing secures tentative labor deal with former Spirit AeroSystems workers
• Positive Sentiment: Bernstein named Boeing its top Aerospace & Defense pick for 2026 and highlighted a production ramp (737 and 787 volume increases) and large backlog; the firm raised its price target, supporting upside expectations. Boeing (BA) Stock: Named Top Aerospace Pick for 2026 by Major Analyst
• Positive Sentiment: High‑profile endorsement from Jim Cramer calling Boeing a top pick for 2026 adds retail/institutional attention and sentiment lift; such endorsements can amplify momentum. Boeing (BA) Stock: Jim Cramer Names Aerospace Giant His Top Pick for 2026
• Neutral Sentiment: Tentative settlements announced in some 737 MAX‑related lawsuits could remove litigation overhang but may still carry cash/PR costs; investors will watch final terms and accounting impacts. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: New reporting says Boeing had prior knowledge of a part that failed before a deadly UPS cargo crash — a reputational and potential regulatory/legal risk that can pressure the stock while investigations and follow‑on disclosures continue. Boeing knew part in deadly UPS plane crash had failed before, report says
• Negative Sentiment: Investor‑rights firm Halper Sadeh opened an investigation into whether Boeing officers/directors breached fiduciary duties, adding governance/legal uncertainty that can weigh on sentiment until outcomes are clearer. Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights

Analyst Ratings Changes

BA has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft lowered shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target for the company. in a report on Thursday, October 30th. Sanford C. Bernstein boosted their target price on Boeing from $277.00 to $298.00 and gave the company an “outperform” rating in a research note on Thursday. Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a report on Wednesday, October 8th. UBS Group reiterated a “buy” rating on shares of Boeing in a report on Wednesday, December 10th. Finally, Jefferies Financial Group set a $255.00 target price on Boeing in a research note on Tuesday, September 30th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $237.46.

Insiders Place Their Bets

In related news, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the completion of the transaction, the executive vice president 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average cost of $178.88 per share, with a total value of $99,099.52. Following the transaction, the senior vice president owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This represents a 1.99% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.09% of the company’s stock.

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.