The Boeing Company $BA Position Boosted by Great Lakes Advisors LLC

Great Lakes Advisors LLC raised its holdings in shares of The Boeing Company (NYSE:BA) by 25,532.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (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’s holdings in Boeing were worth $91,725,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Wallace Advisory Group LLC increased its holdings in shares of Boeing by 1.2% during the second quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock valued at $748,000 after purchasing an additional 44 shares during the period. Blue Barn Wealth LLC grew its position in Boeing by 1.8% in the 2nd quarter. Blue Barn Wealth LLC now owns 2,594 shares of the aircraft producer’s stock valued at $544,000 after buying an additional 46 shares in the last quarter. N.E.W. Advisory Services LLC increased its stake in Boeing by 3.1% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 1,540 shares of the aircraft producer’s stock valued at $332,000 after buying an additional 46 shares during the period. Motco raised its position in shares of Boeing by 5.4% during the 3rd quarter. Motco now owns 921 shares of the aircraft producer’s stock worth $199,000 after buying an additional 47 shares in the last quarter. Finally, Encompass Wealth Advisors LLC lifted its stake in shares of Boeing by 0.9% in the 3rd quarter. Encompass Wealth Advisors LLC now owns 5,045 shares of the aircraft producer’s stock worth $1,089,000 after acquiring an additional 47 shares during the period. Institutional investors and hedge funds own 64.82% of the company’s stock.

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

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Zacks Research upgraded shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. UBS Group increased their price target on Boeing from $275.00 to $285.00 and gave the company a “buy” rating in a research note on Wednesday. BNP Paribas Exane set a $150.00 price target on Boeing in a research report on Tuesday, November 18th. Wolfe Research restated an “outperform” rating on shares of Boeing in a report on Tuesday. Finally, New Street Research set a $257.00 target price on Boeing in a research note on Tuesday, December 9th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have assigned a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Boeing has an average rating of “Moderate Buy” and a consensus price target of $245.65.

Insider Transactions at Boeing

In other news, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was bought at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the acquisition, the senior vice president directly owned 28,442 shares in the company, valued at $5,087,704.96. This represents a 1.99% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction that occurred 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 sale, the executive vice president owned 14,656 shares in the company, valued at $2,896,904.96. This represents a 8.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.09% of the company’s stock.

Boeing Price Performance

NYSE BA opened at $241.72 on Thursday. The Boeing Company has a 1 year low of $128.88 and a 1 year high of $254.35. The business’s fifty day moving average is $217.44 and its two-hundred day moving average is $218.74. 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. The company has a debt-to-equity ratio of 8.37, a quick ratio of 0.38 and a current ratio of 1.19.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion during the quarter, compared to analyst estimates of $22.41 billion. The business’s revenue was up 57.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($5.90) earnings per share. On average, research analysts forecast that The Boeing Company will post -2.58 earnings per share for the current fiscal 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.