U S Global Investors Inc. Buys 11,018 Shares of The Boeing Company $BA

U S Global Investors Inc. boosted its stake in shares of The Boeing Company (NYSE:BA) by 16.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,292 shares of the aircraft producer’s stock after buying an additional 11,018 shares during the quarter. Boeing makes up 1.8% of U S Global Investors Inc.’s portfolio, making the stock its 14th largest position. U S Global Investors Inc.’s holdings in Boeing were worth $16,782,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BA. Ninety One UK Ltd bought a new stake in Boeing during the 3rd quarter valued at about $192,734,000. Vanguard Group Inc. lifted its holdings in Boeing by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 67,529,417 shares of the aircraft producer’s stock valued at $14,574,874,000 after buying an additional 756,057 shares in the last quarter. Newport Trust Company LLC lifted its holdings in Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock valued at $6,301,901,000 after buying an additional 707,490 shares in the last quarter. Great Lakes Advisors LLC lifted its holdings in Boeing by 25,532.3% during the 3rd quarter. Great Lakes Advisors LLC now owns 424,983 shares of the aircraft producer’s stock valued at $91,725,000 after buying an additional 423,325 shares in the last quarter. Finally, Bessemer Group Inc. lifted its holdings in Boeing by 50.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,069,819 shares of the aircraft producer’s stock valued at $230,900,000 after buying an additional 357,995 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Q1 beats and delivery momentum: Boeing reported stronger?than?expected Q1 results (revenue ~$22.2B, narrower non?GAAP loss) and higher deliveries, lifting confidence in the turnaround. Boeing Shares Up After Earnings
• Positive Sentiment: Record backlog and rising production optionality: Backlog hit a record (~$695B) and management signaled the 737 MAX production can be increased, supporting revenue visibility. Production Increase Story
• Positive Sentiment: Bullish positioning in options: Unusually large call?option buying and elevated call volumes suggest short?term speculative and institutional bullish bets. Large Call Option Volume
• Positive Sentiment: Analyst support: Some firms raised targets/maintained buy views (e.g., Morgan Stanley raised its target), reinforcing upside expectations. Price Target Raise Note
• Neutral Sentiment: Retail and long?term bullish narratives: Multiple outlets and community theses highlight BA as a long?term recovery play — helpful for sentiment but not a near?term catalyst by itself. Bullish Thesis Summary
• Neutral Sentiment: Management optimism on China orders: CEO comments express confidence a US?China summit could unlock major Chinese airline orders — a potential upside that depends on politics/diplomacy. CEO China Orders Comment
• Negative Sentiment: Cash?flow and leverage remain concerns: Despite improvement, operating/free cash flow is still pressured and the firm carries high leverage — these fundamentals cap valuation and increase sensitivity to execution slips. Cash Strain Analysis
• Negative Sentiment: Order/certification and geopolitical risk: Some larger orders depend on political/diplomatic developments and key certifications (and spare?parts access) — risks that could delay revenue recognition. Order Dependency Risk

Boeing Trading Up 1.3%

NYSE BA opened at $234.29 on Friday. The company has a debt-to-equity ratio of 7.42, a quick ratio of 0.40 and a current ratio of 1.18. The company has a market capitalization of $184.00 billion, a price-to-earnings ratio of 113.73 and a beta of 1.13. The company’s 50-day simple moving average is $218.21 and its two-hundred day simple moving average is $216.97. The Boeing Company has a one year low of $169.00 and a one year high of $254.35.

Boeing (NYSE:BA) last posted its earnings results on Wednesday, April 22nd. The aircraft producer reported ($0.20) EPS for the quarter, beating analysts’ consensus estimates of ($0.68) by $0.48. The business had revenue of $22.22 billion for the quarter, compared to analysts’ expectations of $22.15 billion. The company’s revenue for the quarter was up 14.0% on a year-over-year basis. During the same period last year, the business posted ($0.49) EPS. Equities analysts forecast that The Boeing Company will post -0.29 EPS for the current fiscal year.

Insider Activity

In other news, EVP Uma M. Amuluru sold 2,731 shares of Boeing stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $236.00, for a total value of $644,516.00. Following the transaction, the executive vice president owned 11,925 shares of the company’s stock, valued at $2,814,300. The trade was a 18.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ann M. Schmidt sold 6,281 shares of Boeing stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 21,012 shares of company stock worth $4,980,687 in the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

BA has been the subject of a number of research analyst reports. Tigress Financial lifted their price objective on shares of Boeing from $275.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, March 19th. TD Cowen reiterated a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Wells Fargo & Company started coverage on shares of Boeing in a research report on Wednesday, April 1st. They set an “overweight” rating and a $250.00 target price on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Boeing in a research report on Wednesday, January 28th. Finally, Royal Bank Of Canada raised their target price on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Two research 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 issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $259.35.

About Boeing

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.