Granite Investment Partners LLC Acquires 29,939 Shares of The Boeing Company $BA

Granite Investment Partners LLC lifted its holdings in The Boeing Company (NYSE:BA) by 1,984.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,448 shares of the aircraft producer’s stock after buying an additional 29,939 shares during the quarter. Granite Investment Partners LLC’s holdings in Boeing were worth $6,787,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Boeing by 1.7% in the second 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 during the period. Ninety One UK Ltd bought a new position in shares of Boeing in the third quarter worth about $192,734,000. Amundi grew its holdings in shares of Boeing by 75.5% in the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock worth $376,700,000 after purchasing an additional 764,236 shares during the last quarter. Newport Trust Company LLC increased its stake in Boeing by 2.5% in the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after buying an additional 707,490 shares during the period. Finally, Bessemer Group Inc. boosted its position in Boeing by 3,581.5% in the 2nd quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock valued at $149,149,000 after buying an additional 692,489 shares during the period. Hedge funds and other institutional investors own 64.82% of the company’s stock.

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

Boeing Trading Down 0.7%

Shares of NYSE:BA opened at $232.01 on Monday. The company has a market capitalization of $182.21 billion, a PE ratio of 115.43 and a beta of 1.15. The company has a current ratio of 1.19, a quick ratio of 0.40 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 business’s fifty day simple moving average is $232.55 and its 200-day simple moving average is $219.83.

Boeing (NYSE:BA) last issued its quarterly earnings data on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to the consensus estimate of $22.41 billion. Boeing’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same period in the previous year, the business earned ($5.90) EPS. As a group, equities research analysts predict that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Transactions at Boeing

In other news, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares of the company’s stock, valued at $2,814,300. The trade was a 18.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares of the company’s stock, valued at $3,401,825.86. The trade was a 31.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,509 shares of company stock valued at $4,629,316 in the last 90 days. Insiders own 0.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on BA. Jefferies Financial Group raised their target price on shares of Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research report on Sunday, February 1st. Tigress Financial restated a “buy” rating and set a $275.00 price objective on shares of Boeing in a report on Monday, December 29th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Argus raised Boeing to a “hold” rating in a research report on Monday, February 2nd. Finally, Royal Bank Of Canada lifted their price objective on Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Boeing has a consensus rating of “Moderate Buy” and an average price target of $246.14.

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.