Penserra Capital Management LLC Has $2.67 Million Stock Holdings in The Boeing Company $BA

Penserra Capital Management LLC grew its holdings in shares of The Boeing Company (NYSE:BA) by 53.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,386 shares of the aircraft producer’s stock after buying an additional 4,322 shares during the quarter. Penserra Capital Management LLC’s holdings in Boeing were worth $2,672,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Revolve Wealth Partners LLC bought a new stake in Boeing during the 4th quarter worth approximately $201,000. Sivia Capital Partners LLC boosted its position in shares of Boeing by 16.5% during the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after buying an additional 217 shares during the last quarter. US Bancorp DE grew its holdings in Boeing by 8.1% during the second quarter. US Bancorp DE now owns 262,288 shares of the aircraft producer’s stock worth $54,957,000 after buying an additional 19,636 shares in the last quarter. Leo Wealth LLC grew its holdings in Boeing by 37.6% during the second quarter. Leo Wealth LLC now owns 2,592 shares of the aircraft producer’s stock worth $543,000 after buying an additional 708 shares in the last quarter. Finally, Capital Advisors Ltd. LLC raised its position in Boeing by 16.8% in the 2nd quarter. Capital Advisors Ltd. LLC now owns 916 shares of the aircraft producer’s stock valued at $192,000 after buying an additional 132 shares during the last quarter. 64.82% of the stock is owned by institutional investors.

Insider Activity

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the transaction, the executive vice president owned 14,692 shares in the company, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Uma M. Amuluru sold 2,731 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the completion of the sale, the executive vice president owned 11,925 shares in the company, valued at $2,814,300. This represents a 18.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on BA. Jefferies Financial Group upped their target price on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research note on Sunday, February 1st. BNP Paribas Exane set a $150.00 price objective on shares of Boeing in a research report on Tuesday, November 18th. Loop Capital set a $223.00 target price on shares of Boeing in a research report on Monday, November 3rd. Morgan Stanley set a $245.00 target price on Boeing in a research note on Wednesday, January 28th. Finally, Weiss Ratings raised Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $246.14.

Boeing Trading Up 2.6%

Shares of BA stock opened at $243.21 on Friday. The company has a 50 day moving average of $224.76 and a 200-day moving average of $219.09. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The Boeing Company has a 12-month low of $128.88 and a 12-month high of $254.35. The firm has a market cap of $191.00 billion, a P/E ratio of 121.00, a PEG ratio of 11.66 and a beta of 1.15.

Boeing (NYSE:BA) last posted its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 EPS for the quarter, beating the consensus estimate of ($0.40) by $10.32. The firm had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same quarter in the previous year, the company posted ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% on a year-over-year basis. Sell-side analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current year.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: India reportedly stands ready to order up to $80 billion of Boeing aircraft following a U.S.–India trade understanding — a multi‑year, high‑value demand opportunity that would materially boost commercial backlog if converted to firm orders. India to reportedly buy up to $80 billion in Boeing aircraft
• Positive Sentiment: Saudia is in early talks with Boeing (and Airbus) for what Bloomberg reports could be ~150 jets — another potential large order that supports narrowbody and widebody production demand. Saudia talks with Boeing, Airbus for large jet order
• Positive Sentiment: Boeing reported a blowout quarterly EPS and revenue beat in late January and has seen upward analyst actions/price‑target increases — this recent earnings strength supports current valuation and investor optimism. MarketBeat: Boeing trading/earnings summary
• Positive Sentiment: Aftermarket and delivery wins: Boeing signed a record landing‑gear services deal with Singapore Airlines and lessor CDB Aviation delivered three 737‑8s to WestJet; Boeing also won a ~$2.8B F‑15 upgrade contract for South Korea — all support recurring revenue and backlog. Landing gear deal CDB Aviation delivery F-15 contract
• Neutral Sentiment: Two Boeing executive VPs disclosed recent share sales (SEC filings) — typical liquidity actions but can attract investor attention; filings are routine and not flagged as insider lack of confidence. Insider sale filing
• Neutral Sentiment: Boeing is shifting some 787 engineering work to South Carolina and targeting a production first flight for the 777X in April — operational moves that could lower costs and unlock new production milestones but carry execution risk. 787 engineering move 777X first flight target
• Negative Sentiment: Thirty‑one families have asked an appeals court to revive a criminal case over two 737 Max crashes — renewed criminal litigation would increase legal exposure and reputational risk. Families ask to revive criminal case
• Negative Sentiment: The UK CAA is probing a Boeing 787 fuel‑switch incident involving Air India — regulatory scrutiny could lead to inspections, operational impacts or further oversight. UK CAA probe
• Negative Sentiment: Boeing’s defense unit is cutting roughly 300 supply‑chain roles and trimming personnel — may reduce costs but signals near‑term disruption and execution risk that could pressure near‑term performance. Defense unit job cuts

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.