iSAM Funds UK Ltd Grows Stock Holdings in The Boeing Company $BA

iSAM Funds UK Ltd raised its holdings in The Boeing Company (NYSE:BA) by 124.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 7,871 shares of the aircraft producer’s stock after acquiring an additional 4,359 shares during the period. iSAM Funds UK Ltd’s holdings in Boeing were worth $1,699,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in BA. Vanguard Group Inc. lifted its position in Boeing by 1.7% during the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after buying an additional 1,118,316 shares during the period. Ninety One UK Ltd purchased a new stake in Boeing in the 3rd quarter valued at about $192,734,000. Amundi increased its stake in shares of Boeing by 75.5% during the 2nd quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after acquiring an additional 764,236 shares during the last quarter. Newport Trust Company LLC lifted its holdings in shares of Boeing by 2.5% during 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 acquiring an additional 707,490 shares during the period. Finally, Rovida Advisors Inc. purchased a new position in shares of Boeing during the 2nd quarter worth about $129,231,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Analyst Ratings Changes

BA has been the subject of a number of recent analyst reports. Argus upgraded shares of Boeing to a “hold” rating in a report on Monday, February 2nd. Morgan Stanley set a $245.00 price target on shares of Boeing in a research note on Wednesday, January 28th. Tigress Financial reiterated a “buy” rating and issued a $275.00 price target on shares of Boeing in a report on Monday, December 29th. JPMorgan Chase & Co. boosted their price objective on shares of Boeing from $245.00 to $270.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada upped their price objective on Boeing from $265.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. One equities 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Boeing currently has an average rating of “Moderate Buy” and a consensus price target of $246.14.

Boeing Stock Up 2.5%

BA opened at $209.97 on Friday. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The firm has a 50 day moving average price of $235.19 and a 200 day moving average price of $219.39. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.40 and a current ratio of 1.19. The company has a market cap of $164.90 billion, a PE ratio of 104.46 and a beta of 1.14.

Boeing (NYSE:BA) last announced its quarterly earnings results 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 business had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. During the same period last year, the firm earned ($5.90) earnings per share. The company’s quarterly revenue was up 57.1% on a year-over-year basis. Sell-side analysts expect that The Boeing Company will post -2.58 earnings per share for the current year.

Insider Buying and Selling at Boeing

In related news, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total transaction of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares in the company, valued at approximately $2,814,300. The trade was a 18.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Howard E. Mckenzie sold 10,497 shares of the company’s 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 sale, the executive vice president directly owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is currently owned by insiders.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large U.S. Air Force E-7A/Wedgetail contract modification (~$2.34–$2.43B) expands Boeing’s defense backlog through 2032, providing near-term revenue visibility and supporting cash flow forecasts. Boeing wins $2.34B U.S. Air Force contract modification for E-7A aircraft
• Positive Sentiment: Reports note surging demand in military and other segments that could support higher production cadence and longer-term revenue upside (article highlights talk of “quadruple production” in some areas). This narrative boosts investor confidence in Boeing’s recovery trajectory. “Quadruple Production”: Boeing Stock (NYSE:BA) Jumps as Demand Surges
• Neutral Sentiment: Boeing’s commercial deliveries remain strong (February deliveries outpaced Airbus, hitting a multi‑year high), showing operational momentum even as quality checks continue. This helps offset near-term concerns. Boeing Deliveries Outpace Rival. Shares Dip On 737 MAX Wiring Issue.
• Neutral Sentiment: Broader contract awards reporting ( ~$2.49B update) highlights ongoing government work across Boeing and peers — supportive for backlog but not a game changer by itself. Boeing Contracts Get $2.49 Bil. Update; KC-135s Collide Over Iraq
• Negative Sentiment: Boeing is repairing up to ~25 undelivered 737 MAX jets after discovering wiring flaws caused by machining damage; deliveries may be delayed while inspections/rework proceed, pressuring near-term delivery counts and cash flow. Boeing repairing 25 737 MAX jets with wiring flaws, Bloomberg News reports
• Negative Sentiment: U.S. Air Force leadership has told lawmakers Boeing must fix ongoing KC‑46 tanker issues before additional orders, which could limit near-term follow‑on tanker revenue and weigh on program reputation. USAF general says Boeing has to fix tanker problems before US orders more
• Negative Sentiment: Investor sentiment remains cautious: recent wiring disclosures triggered share weakness over the past week as quality concerns persist despite strong delivery guidance and upbeat analyst coverage. Investors Are Betting on Boeing’s Turnaround Even as Quality Questions Linger

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.