Joel Isaacson & Co. LLC Grows Position in The Boeing Company $BA

Joel Isaacson & Co. LLC grew its position in shares of The Boeing Company (NYSE:BA) by 146.5% during the third quarter, Holdings Channel.com reports. The fund owned 9,254 shares of the aircraft producer’s stock after purchasing an additional 5,500 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Boeing were worth $1,997,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Boeing by 1.7% in the 2nd 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 in the last quarter. Ninety One UK Ltd purchased a new position in shares of Boeing in the 3rd quarter worth approximately $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 valued at $376,700,000 after acquiring an additional 764,236 shares in the last quarter. Bessemer Group Inc. increased its position in shares of Boeing by 3,581.5% during the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock valued at $149,149,000 after acquiring an additional 692,489 shares during the last quarter. Finally, Rovida Advisors Inc. bought a new stake in Boeing during the second quarter worth $129,231,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Bernstein raised its price target and named Boeing its “top pick in the US for 2026,” giving investors a high-profile buy-side endorsement that can lift sentiment and attract flows. Bernstein Raises Boeing (BA) Target
• Positive Sentiment: Ethiopian Airlines finalized an order for nine 787 Dreamliners (and additional 737 MAX purchases), adding to Boeing’s backlog and supporting long?haul demand recovery narratives. Large commercial orders directly bolster revenue visibility. Ethiopian Airlines orders nine Boeing 787s
• Positive Sentiment: UBS Dreamlifter tracking and other data suggest 787 production picked up in early January (Dreamlifter flights +69% YoY over a 30?day period), signaling improving delivery cadence and revenue conversion from Boeing’s large backlog. UBS: 787 production signals improve
• Positive Sentiment: Political and defense tailwinds — coverage credits the current administration’s policies (higher defense spending and pro?aerospace posture) with supporting Boeing’s recovery, which can translate into stronger defense segment revenues and investor confidence. Boeing is back on top – thanks to Trump
• Neutral Sentiment: Despite the Dreamliner order, market reaction has been muted in places — analysts note smaller single-digit orders may not move the stock much versus expectations already baked into the backlog. TipRanks: Big Dreamliner order proves little help
• Neutral Sentiment: Operational/PR items (e.g., a feature on why the 757 uses two engine types, and a report of Trump’s plane delay en route to Davos) are background interest items that don’t materially change fundamentals but keep Boeing in headlines. Why does the Boeing 757 have 2 engine types? Trump’s plane delayed
• Neutral Sentiment: Upcoming quarterly earnings (release scheduled next week) remain the next major catalyst — results and guidance will determine whether production and order momentum translate into improved profitability. Boeing (BA) to Release Quarterly Earnings
• Negative Sentiment: Underlying risk remains: Boeing’s recent quarters showed large EPS losses, suspended dividend and cash?flow pressures — so positive headlines can be offset if earnings or cash conversion miss expectations. (Investor caution persists until sustained profitability and delivery targets are proven.)

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on BA shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $250.00 target price on shares of Boeing in a research report on Monday, September 29th. New Street Research set a $257.00 target price on shares of Boeing in a research report on Tuesday, December 9th. BNP Paribas set a $150.00 price target on shares of Boeing in a research note on Tuesday, November 18th. Citigroup upped their price objective on Boeing from $265.00 to $270.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, Sanford C. Bernstein raised their target price on Boeing from $277.00 to $298.00 and gave the stock an “outperform” rating in a research report on Thursday, January 15th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $237.46.

Insider Transactions at Boeing

In related news, EVP Uma M. Amuluru sold 1,366 shares of the stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. This trade represents a 8.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Dana S. Deasy bought 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The shares were acquired at an average price of $178.88 per share, with a total value of $99,099.52. Following the completion of the transaction, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.09% of the stock is owned by insiders.

Boeing Price Performance

Shares of BA stock opened at $249.00 on Wednesday. The stock has a market capitalization of $189.26 billion, a price-to-earnings ratio of -18.20, a PEG ratio of 7.05 and a beta of 1.16. The company’s fifty day simple moving average is $210.71 and its two-hundred day simple moving average is $217.66. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $249.52.

Boeing (NYSE:BA) last posted its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing analysts’ consensus estimates of ($0.51) by ($6.96). The firm had revenue of $23.27 billion during the quarter, compared to analysts’ expectations of $21.61 billion. During the same period in the prior year, the firm earned ($10.44) earnings per share. Boeing’s revenue for the quarter was up 30.4% on a year-over-year basis. Equities research analysts anticipate 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.