Mitsubishi UFJ Trust & Banking Corp Reduces Holdings in The Boeing Company $BA

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of The Boeing Company (NYSE:BA) by 4.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 312,210 shares of the aircraft producer’s stock after selling 13,158 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Boeing were worth $67,384,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC acquired a new position in shares of Boeing in the 4th quarter valued at $201,000. Sivia Capital Partners LLC increased its position in shares of 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 purchasing an additional 217 shares during the last quarter. Beaumont Financial Advisors LLC raised its holdings in Boeing by 4.5% in the 2nd quarter. Beaumont Financial Advisors LLC now owns 1,424 shares of the aircraft producer’s stock valued at $298,000 after buying an additional 61 shares during the period. ST Germain D J Co. Inc. lifted its position in Boeing by 7.7% in the second quarter. ST Germain D J Co. Inc. now owns 1,749 shares of the aircraft producer’s stock valued at $366,000 after buying an additional 125 shares during the last quarter. Finally, Kathmere Capital Management LLC boosted its stake in Boeing by 17.9% during the second quarter. Kathmere Capital Management LLC now owns 1,944 shares of the aircraft producer’s stock worth $407,000 after buying an additional 295 shares during the period. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Boeing Trading Up 0.3%

Boeing stock opened at $252.16 on Friday. The firm has a market capitalization of $191.66 billion, a P/E ratio of -18.43, a P/E/G ratio of 7.18 and a beta of 1.16. The Boeing Company has a twelve month low of $128.88 and a twelve month high of $254.14. The stock’s fifty day simple moving average is $214.08 and its 200-day simple moving average is $218.35.

Boeing (NYSE:BA) last issued its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share 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 the consensus estimate of $21.61 billion. Boeing’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same quarter last year, the business posted ($10.44) EPS. Sell-side analysts predict that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Activity at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of Boeing 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 sale, the executive vice president directly owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Dana S. Deasy bought 554 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.09% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

BA has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft downgraded shares of Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research note on Thursday, October 30th. Loop Capital set a $223.00 target price on Boeing in a research report on Monday, November 3rd. Susquehanna restated a “positive” rating and set a $280.00 price target on shares of Boeing in a research report on Thursday, January 15th. New Street Research set a $257.00 price objective on Boeing in a report on Tuesday, December 9th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $250.00 target price on shares of Boeing in a research note on Monday, September 29th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $241.26.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large overseas order wins: reports say U.S. Commerce-assisted foreign government procurement contracts surged to $244 billion in 2025, led by Boeing’s big increase in jetliner orders — this implies stronger backlog and revenue visibility. US Commerce-assisted foreign contracts jump to $244 billion in 2025 on Boeing order gains
• Positive Sentiment: Media coverage highlights Boeing leading the $244B Commerce-assisted contract surge, reinforcing buyer interest and supporting investor optimism about order momentum. Boeing Leads $244 Billion US Overseas Contract Surge, Nearly Triple 2024 Levels: Report
• Positive Sentiment: Broker/TV bullishness: recent pieces note strong Wall Street sentiment (some strong-buy ratings) and high-profile endorsements (e.g., Jim Cramer), which can attract momentum buyers into BA ahead of earnings. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Neutral Sentiment: Earnings calendar focus: multiple previews remind investors Q4 results are due Jan. 27 — this keeps the stock sensitive to guidance/aircraft delivery metrics but doesn’t predict direction. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Analyst previews: Zacks and TipRanks pieces outline key metrics to watch (deliveries, backlog, cash flow) and summarize mixed analyst estimates — useful for earnings prep but not a clear buy/sell signal by itself. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Negative Sentiment: Pre-earnings caution: commentary (Seeking Alpha) warns investors to be cautious ahead of earnings due to execution and margin risks — this raises the chance of a pullback if Boeing misses or issues weak guidance. Boeing Before Earnings: You Might Want To Be Cautious
• Negative Sentiment: Regulatory/certification watch: FAA has flagged certification issues for new MAX variants; although some analysts downplay FAA as the main roadblock, lingering certification or delivery delays remain a material downside risk. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

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.