The Boeing Company $BA Shares Bought by M&T Bank Corp

M&T Bank Corp lifted its position in The Boeing Company (NYSE:BA) by 206.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 212,073 shares of the aircraft producer’s stock after acquiring an additional 142,817 shares during the quarter. M&T Bank Corp’s holdings in Boeing were worth $46,045,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in BA. Ninety One UK Ltd acquired a new position in shares of Boeing in the 3rd quarter worth approximately $192,734,000. Vanguard Group Inc. grew its position in shares of Boeing by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock worth $14,574,874,000 after acquiring an additional 756,057 shares in the last quarter. Newport Trust Company LLC grew its position in shares of Boeing by 2.5% in 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 in the last quarter. Great Lakes Advisors LLC grew its position in shares of Boeing by 25,532.3% in the 3rd quarter. Great Lakes Advisors LLC now owns 424,983 shares of the aircraft producer’s stock worth $91,725,000 after acquiring an additional 423,325 shares in the last quarter. Finally, Bessemer Group Inc. grew its position in shares of Boeing by 50.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,069,819 shares of the aircraft producer’s stock worth $230,900,000 after acquiring an additional 357,995 shares in the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Insiders Place Their Bets

In other Boeing news, EVP Howard E. Mckenzie sold 10,497 shares of Boeing 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 owned 14,692 shares of the company’s stock, valued at $3,437,781.08. The trade was a 41.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.37, for a total value of $1,528,606.97. Following the sale, the senior vice president directly owned 13,978 shares in the company, valued at $3,401,825.86. The trade was a 31.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 21,012 shares of company stock worth $4,980,687 over the last 90 days. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on BA shares. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. UBS Group lifted their target price on Boeing from $275.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Wells Fargo & Company assumed coverage on Boeing in a research report on Wednesday, April 1st. They set an “overweight” rating and a $250.00 price objective for the company. Susquehanna restated a “positive” rating and set a $280.00 price objective on shares of Boeing in a research report on Thursday, January 15th. Finally, Tigress Financial boosted their price objective on Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Boeing has a consensus rating of “Moderate Buy” and a consensus price target of $254.35.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q1 beat: Boeing reported revenue of $22.22B (+14% Y/Y) and a narrower-than-expected adjusted loss (non-GAAP -$0.20), topping estimates and signaling operational recovery. Article Title
• Positive Sentiment: Deliveries and backlog momentum: Boeing delivered 143 aircraft in Q1 and reported a record backlog (~$695B), supporting revenue visibility for upcoming years. Article Title
• Positive Sentiment: FAA certification path: Regulators say there are no current roadblocks to 737 Max 7 and Max 10 approvals this year, which would unlock additional deliveries and revenue. Article Title
• Positive Sentiment: Management outlook: CEO sees a path to positive free cash flow (management highlighted a potential ~$3B FCF in 2026), bolstering confidence in the turnaround narrative. Article Title
• Positive Sentiment: Analyst support: William Blair reiterated a Buy rating citing strengthening cash flow, production ramp and margin recovery; other firms have issued upbeat targets this year, lending analyst momentum. Article Title
• Neutral Sentiment: Geopolitical/administration dependencies: Boeing says U.S. government engagement is important to closing some large Chinese airline orders — positive if resolved but introduces political/regulatory timing risk. Article Title
• Neutral Sentiment: Unusual options activity: Elevated call buying suggests speculative bullish positioning into/after the print; watch for short-term volatility from options flows.
• Negative Sentiment: Cash strain remains: operating cash flow was negative (~-$0.2B) and non-GAAP free cash flow was negative (~-$1.5B), highlighting that the turnaround still depends on converting revenue and deliveries into sustained positive cash flow. Press Release
• Negative Sentiment: Execution risks persist: earlier wiring and durability issues and ongoing flight testing mean certification/delivery timelines could still face setbacks, which would pressure the recovery story. Article Title

Boeing Stock Up 5.5%

Shares of Boeing stock opened at $231.25 on Thursday. The business’s fifty day moving average price is $218.31 and its two-hundred day moving average price is $216.85. The company has a debt-to-equity ratio of 8.37, a current ratio of 1.19 and a quick ratio of 0.40. The company has a market capitalization of $181.61 billion, a P/E ratio of 115.05 and a beta of 1.13. The Boeing Company has a 1-year low of $169.00 and a 1-year high of $254.35.

Boeing (NYSE:BA) last announced its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) earnings per share for the quarter, beating the consensus estimate of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to the consensus estimate of $22.15 billion. The firm’s revenue was up 14.0% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.49) EPS. As a group, research analysts forecast that The Boeing Company will post -0.29 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.