Mitsubishi UFJ Asset Management UK Ltd. Acquires 4,000 Shares of The Boeing Company $BA

Mitsubishi UFJ Asset Management UK Ltd. boosted its holdings in The Boeing Company (NYSE:BA) by 53.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,500 shares of the aircraft producer’s stock after purchasing an additional 4,000 shares during the period. Boeing comprises 1.2% of Mitsubishi UFJ Asset Management UK Ltd.’s holdings, making the stock its 21st largest position. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Boeing were worth $2,482,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Personal CFO Solutions LLC raised its stake in shares of Boeing by 0.6% during the 3rd quarter. Personal CFO Solutions LLC now owns 18,904 shares of the aircraft producer’s stock worth $4,080,000 after purchasing an additional 111 shares during the period. Asahi Life Asset Management CO. LTD. increased its holdings in Boeing by 31.3% during the third quarter. Asahi Life Asset Management CO. LTD. now owns 12,227 shares of the aircraft producer’s stock worth $2,639,000 after buying an additional 2,915 shares during the last quarter. Stevens Capital Management LP increased its holdings in Boeing by 61.1% during the third quarter. Stevens Capital Management LP now owns 31,162 shares of the aircraft producer’s stock worth $6,726,000 after buying an additional 11,819 shares during the last quarter. Aire Advisors LLC raised its position in Boeing by 81.6% in the third quarter. Aire Advisors LLC now owns 1,754 shares of the aircraft producer’s stock worth $379,000 after acquiring an additional 788 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Boeing by 13.3% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 17,473 shares of the aircraft producer’s stock valued at $3,771,000 after acquiring an additional 2,057 shares during the last quarter. 64.82% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

BA has been the subject of several research analyst reports. New Street Research set a $257.00 price target on shares of Boeing in a research note on Tuesday, December 9th. UBS Group increased their price objective on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. TD Cowen reissued a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 target price on the stock. in a research note on Thursday, October 30th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average target price of $246.14.

Boeing Stock Down 0.7%

Shares of NYSE BA opened at $232.01 on Friday. 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 company has a market cap of $182.21 billion, a P/E ratio of 115.43 and a beta of 1.15. The Boeing Company has a 52 week low of $128.88 and a 52 week high of $254.35. The business has a 50-day simple moving average of $232.55 and a two-hundred day simple moving average of $219.90.

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, topping analysts’ consensus estimates 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 period in the previous year, the company posted ($5.90) earnings per share. The company’s quarterly revenue was up 57.1% compared to the same quarter last year. Research analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Major commercial order momentum — Vietnamese carriers (Vietnam Airlines, Vietjet and Sun PhuQuoc) signed deals for nearly 100 Boeing jets worth >$30B, boosting near‑ to mid‑term backlog and Asia demand visibility. Vietnamese airlines sign deals for nearly 100 Boeing jets
• Positive Sentiment: Progress on 777‑9 commercialization — FAA and EASA granted initial qualification for 777‑9 flight training simulators, a step toward pilot training and revenue recognition as the jet ramps. Boeing Receives Initial Qualification for 777-9 Training Devices
• Positive Sentiment: Defense tailwind/policy support — DoD officials urged faster, wartime‑pace production and reports hint at possible rapid work on “exquisite” munitions systems with Boeing, which could lift Defense segment revenue if formalized. Hegseth Hints At Potential Boeing Deal To Work Rapidly On ‘Exquisite Systems’ For Munitions
• Neutral Sentiment: Regulatory clearance with strings attached — The FTC finalized a consent order tied to Boeing’s Spirit Aerosystems transaction, clearing a hurdle but adding divestiture/compliance terms that could change deal economics. Federal Trade Commission Finalizes Consent Order In Boeing-Spirit Deal
• Neutral Sentiment: Airbus guidance is mixed — Airbus cut 2026 delivery guidance to ~870 jets (below estimates), which can help Boeing competitively, but the news also highlights ongoing supply‑chain and engine constraints across the industry. Airbus targets 870 deliveries this year, below estimates
• Negative Sentiment: Major reputational and program risk — NASA publicly classified the Starliner crewed flight as a “Type A” mishap and sharply criticized Boeing’s decision‑making and engineering, increasing potential remediation costs, oversight and program delays in the space business. NASA chief slams Boeing, agency failures in botched Starliner astronaut mission
• Negative Sentiment: Insider selling — SVP Ann M. Schmidt sold 6,281 shares (~31% reduction in her position), which can be read negatively by some investors even if routine. SEC filing: Insider sale by Ann M. Schmidt

Insider Activity

In other Boeing news, SVP Ann M. Schmidt sold 6,281 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. This represents a 31.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Dana S. Deasy purchased 554 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the acquisition, the senior vice president owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have sold 19,509 shares of company stock valued at $4,629,316. 0.09% of the stock is owned by company insiders.

Boeing 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.