KADENSA CAPITAL Ltd Has $9.56 Million Stake in The Boeing Company $BA

KADENSA CAPITAL Ltd reduced its holdings in shares of The Boeing Company (NYSE:BA) by 40.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 44,298 shares of the aircraft producer’s stock after selling 30,177 shares during the quarter. KADENSA CAPITAL Ltd’s holdings in Boeing were worth $9,561,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. SteelPeak Wealth LLC lifted its stake in shares of Boeing by 50.4% during the 3rd quarter. SteelPeak Wealth LLC now owns 26,360 shares of the aircraft producer’s stock worth $5,689,000 after buying an additional 8,833 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of Boeing by 1.7% during the 2nd 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. Patton Fund Management Inc. grew its stake in Boeing by 734.4% in the 3rd quarter. Patton Fund Management Inc. now owns 10,322 shares of the aircraft producer’s stock valued at $2,228,000 after buying an additional 9,085 shares during the last quarter. Fisher Asset Management LLC raised its holdings in Boeing by 3.3% in the 3rd quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock valued at $1,188,153,000 after acquiring an additional 177,597 shares during the period. Finally, Russell Investments Group Ltd. raised its holdings in Boeing by 41.1% in the 3rd quarter. Russell Investments Group Ltd. now owns 223,824 shares of the aircraft producer’s stock valued at $48,316,000 after acquiring an additional 65,216 shares during the period. 64.82% of the stock is owned by institutional investors and hedge funds.

Key Boeing News

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

Analysts Set New Price Targets

BA has been the subject of several research reports. New Street Research set a $257.00 price objective on shares of Boeing in a research report on Tuesday, December 9th. Jefferies Financial Group reiterated a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Wolfe Research restated an “outperform” rating on shares of Boeing in a research note on Tuesday, January 27th. Susquehanna reaffirmed a “positive” rating and issued a $280.00 price objective on shares of Boeing in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $246.14.

Insider Activity

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $233.99, for a total transaction of $2,456,193.03. Following the completion of the sale, the executive vice president owned 14,692 shares of the company’s stock, valued at approximately $3,437,781.08. This represents a 41.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Uma M. Amuluru sold 1,503 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $233.78, for a total transaction of $351,371.34. Following the sale, the executive vice president owned 19,015 shares in the company, valued at $4,445,326.70. This represents a 7.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 21,012 shares of company stock valued at $4,980,687. Corporate insiders own 0.10% of the company’s stock.

Boeing Stock Up 2.5%

Shares of BA opened at $209.97 on Monday. 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 firm’s 50 day moving average is $235.19 and its 200-day moving average is $219.17. The stock has a market capitalization of $164.90 billion, a PE ratio of 104.46 and a beta of 1.14.

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

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.