Great Lakes Advisors LLC Increases Stock Holdings in The Boeing Company $BA

Great Lakes Advisors LLC increased its stake in shares of The Boeing Company (NYSE:BA) by 25,532.3% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 424,983 shares of the aircraft producer’s stock after acquiring an additional 423,325 shares during the period. Great Lakes Advisors LLC owned approximately 0.06% of Boeing worth $91,725,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new position in shares of Boeing in the second quarter valued at $25,000. Davis Capital Management purchased a new stake in Boeing during the 3rd quarter worth $33,000. Howard Hughes Medical Institute acquired a new position in Boeing in the 2nd quarter worth $34,000. Decker Retirement Planning Inc. acquired a new position in Boeing in the 2nd quarter worth $35,000. Finally, IMG Wealth Management Inc. grew its stake in shares of Boeing by 159.4% during the second quarter. IMG Wealth Management Inc. now owns 179 shares of the aircraft producer’s stock valued at $38,000 after acquiring an additional 110 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Boeing Stock Performance

Shares of NYSE BA opened at $241.72 on Thursday. The company has a quick ratio of 0.38, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The firm’s 50-day moving average price is $217.44 and its two-hundred day moving average price is $218.74. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The stock has a market capitalization of $183.73 billion, a P/E ratio of -17.67, a P/E/G ratio of 8.14 and a beta of 1.16.

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, topping analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The firm’s revenue for the quarter was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($5.90) earnings per share. As a group, sell-side analysts forecast that The Boeing Company will post -2.58 earnings per share for the current year.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing reported Q4 results that beat revenue and adjusted EPS expectations driven by 160 commercial deliveries, a large gain from an asset sale and a record $682 billion backlog — evidence of demand and improving deliveries. Boeing Reports Fourth Quarter Results
• Positive Sentiment: Multiple sell‑side analysts raised price targets and ratings after Q4 (Citigroup, JPMorgan, RBC and others), indicating renewed street conviction and upside potential reflected in higher PTs. Boeing Analysts Boost Their Forecasts After Q4 Results
• Positive Sentiment: Boeing sees long‑run demand tailwinds (India and South Asia alone expected to add ~3,290 jets over 20 years), supporting the commercial backlog outlook. Boeing expects India, South Asia to add 3,290 jets over next 20 years
• Neutral Sentiment: Boeing announced an R&D/partnership step on sustainable aviation fuel with Israel’s Technion — strategic for ESG and long‑term fuel transition but not an immediate earnings driver. Boeing and Israel’s Technion partner on sustainable aviation fuel
• Negative Sentiment: Despite the headline beat, several outlets flagged that the quarter included a large one‑time sale gain that masks underlying operating issues — gross margins and operating cash flow weakened and some unit losses persist, leaving recovery risks. Boeing (BA) Releases Q4 2025 Earnings: Revenue and EPS Beat but Margins and Cash Flow Weaken
• Negative Sentiment: Market reaction was mixed: coverage notes shares “swinging” after results because investors are concerned about ongoing manufacturing delays, unit‑level losses and a shrinking finished‑goods cushion as deliveries and production are ramped. Boeing shares swing wildly on mixed results, but the turnaround is progressing
• Negative Sentiment: Analyst and commentary pieces warn of contract/inventory exposure and that the “finished goods cushion” is dwindling — a potential near‑term headwind if deliveries or payments slip. “A Bad Contract for the Last Decade.” Boeing Stock Plans Huge New Deliveries as Finished Goods Cushion Dwindles

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on BA shares. The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a research note on Tuesday, December 9th. TD Cowen reissued a “buy” rating on shares of Boeing in a report on Wednesday. Susquehanna restated a “positive” rating and set a $280.00 price objective on shares of Boeing in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Boeing in a report on Wednesday, January 21st. Finally, Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 2nd. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $245.65.

Insider Buying and Selling at Boeing

In related news, SVP Dana S. Deasy bought 554 shares of the business’s stock in a transaction on Monday, November 24th. The shares were bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president owned 28,442 shares of the company’s stock, valued at $5,087,704.96. This represents a 1.99% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $197.66, for a total transaction of $270,003.56. Following the transaction, the executive vice president directly owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. This trade represents a 8.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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.