Dynamic Technology Lab Private Ltd Grows Stock Holdings in The Boeing Company $BA

Dynamic Technology Lab Private Ltd boosted its stake in shares of The Boeing Company (NYSE:BA) by 43.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,769 shares of the aircraft producer’s stock after buying an additional 3,262 shares during the quarter. Dynamic Technology Lab Private Ltd’s holdings in Boeing were worth $2,324,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of BA. Vanguard Group Inc. grew its holdings 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 during the period. Newport Trust Company LLC raised its holdings in Boeing by 2.5% during the third quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the last quarter. Geode Capital Management LLC raised its holdings in Boeing by 2.7% during the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer’s stock worth $3,402,073,000 after purchasing an additional 432,026 shares during the last quarter. Fisher Asset Management LLC boosted its position in Boeing by 3.3% during the third quarter. Fisher Asset Management LLC now owns 5,505,040 shares of the aircraft producer’s stock worth $1,188,153,000 after purchasing an additional 177,597 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Boeing by 1.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer’s stock valued at $888,910,000 after purchasing an additional 44,338 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Morgan Stanley set a $245.00 price target on Boeing in a research report on Wednesday, January 28th. TD Cowen reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, January 28th. Zacks Research raised shares of Boeing from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. The Goldman Sachs Group restated a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Boeing in a report on Wednesday, January 28th. One equities research 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $246.14.

Boeing Price Performance

BA stock opened at $231.12 on Friday. The stock has a market capitalization of $181.51 billion, a price-to-earnings ratio of 114.99 and a beta of 1.14. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.35. The stock’s fifty day simple moving average is $235.70 and its 200-day simple moving average is $219.77.

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

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Reports say Boeing is closing in on a ~500?aircraft 737 MAX deal with China, potentially one of the company’s largest orders and a major commercial backlog boost. Boeing close to 500-Jet Order with Trump-Xi Summit, Bloomberg News reports
• Positive Sentiment: After a White House meeting, President Trump said defense CEOs agreed to sharply accelerate production of advanced weaponry — a development that raises near?term defense revenue expectations for major contractors including Boeing. Trump says defense CEOs agree to quadruple production of `Exquisite Class’ weaponry
• Positive Sentiment: Pentagon moves to secure funds and accelerate munitions production amid Middle East tensions — a potential near?term tailwind for Boeing’s defense business. Pentagon Races to Secure Money for Iran Operations, Munitions
• Positive Sentiment: Insider buying: Boeing director Mortimer J. Buckley purchased ~2,230 shares (~$500k), a visible signal of insider confidence that can support sentiment. Boeing (NYSE:BA) Director Purchases $499,966.00 in Stock
• Positive Sentiment: Analyst/investor commentary (Gabelli, sector write?ups) highlights Boeing as a beneficiary of a multi?year defense buildout, supporting longer?term conviction. Gabelli Likes Lockheed, RTX, Boeing — and a Small Supplier You’ve Never Heard Of
• Neutral Sentiment: Corporate outreach/PR items such as Boeing’s partnership with Jimma University and conference appearances are positive for brand but have limited near?term P&L impact. Boeing and Jimma University partner
• Negative Sentiment: NASA shifted a key moon?mission rocket component to United Launch Alliance after helium flow issues and updated timelines — a setback that adds pressure to Boeing’s space program credibility and revenue timing. NASA Updates Moon Mission Timeline
• Negative Sentiment: NASA labeled Starliner a Type A mishap and flagged governance/culture failings — this raises program risk, potential penalties, and continued investor scrutiny. NASA’s Starliner Mishap Findings
• Negative Sentiment: Coverage of commercial delivery weakness at Boeing and Airbus underscores execution risks that could weigh on near?term revenue visibility. Deliveries Weakness Analysis
• Negative Sentiment: Regional environmental/legal headlines (lawsuit over hazardous substances in the Lower Duwamish) add a potential liability headline that could distract investors. Hazardous Substances Lawsuit

Insider Activity at Boeing

In other news, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 14,692 shares in the company, valued at $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 available at this link. Also, Director Mortimer J. Buckley bought 2,230 shares of the firm’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was bought at an average cost of $224.20 per share, for a total transaction of $499,966.00. Following the completion of the transaction, the director directly owned 4,430 shares of the company’s stock, valued at approximately $993,206. The trade was a 101.36% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders sold 21,012 shares of company stock worth $4,980,687. 0.09% of the stock is owned by 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.