Caisse de depot et placement du Quebec Makes New $74.45 Million Investment in The Boeing Company $BA

Caisse de depot et placement du Quebec acquired a new stake in The Boeing Company (NYSE:BA) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 343,938 shares of the aircraft producer’s stock, valued at approximately $74,452,000.

A number of other hedge funds also recently made changes to their positions in BA. Measured Wealth Private Client Group LLC acquired a new stake in shares of Boeing during the third quarter valued at about $25,000. Strive Financial Group LLC acquired a new position in shares of Boeing in the fourth quarter worth about $25,000. Ares Financial Consulting LLC acquired a new position in shares of Boeing in the fourth quarter worth about $26,000. CrossGen Wealth LLC purchased a new position in Boeing in the fourth quarter valued at about $26,000. Finally, Strategic Wealth Advisors LLC purchased a new position in Boeing in the fourth quarter valued at about $27,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing secured a sole-source F-15 sustainment contract with a potential ceiling of approximately $131.23 billion through 2037. The award strengthens Boeing’s long-term defense backlog, although the ceiling represents a maximum potential value rather than guaranteed revenue. Boeing’s $131B F-15 Win
• Positive Sentiment: Boeing and RTX won a combined $766 million in B-52 modernization contracts, providing additional evidence of continued U.S. defense demand for Boeing’s products and services. Boeing, RTX Win B-52 Contracts
• Positive Sentiment: Recent commentary portrays Boeing’s turnaround as progressing, with profitability and strong revenue growth expected as the company stabilizes production. Bernstein also initiated or reiterated a Buy rating, while valuation analysis suggested the shares could be undervalued after their recent decline. Boeing vs. Joby Aviation
• Neutral Sentiment: Reports said President Trump purchased as much as $500,000 of Boeing stock on the same day the Navy awarded Boeing a contract worth up to $880 million. The purchase may attract attention, but it does not change Boeing’s underlying financial outlook. Trump Bought Boeing Stock
• Negative Sentiment: Boeing has posted contractor openings for engineering and technical roles during a labor dispute with the SPEEA white-collar union. The move raises concerns about a potential strike, workforce disruption and additional execution risk. Boeing Posts Contract Jobs
• Negative Sentiment: A Boeing quality manager publicly expressed serious concerns about the 787 and 737 MAX, reinforcing ongoing worries about manufacturing quality, regulatory scrutiny and production reliability. Boeing Quality Concerns
• Negative Sentiment: Investors remain cautious because Boeing continues to carry substantial debt and faces commercial-aircraft headwinds. Commentary also questioned whether the $131 billion F-15 figure could translate into meaningful near-term cash flow, while the company’s decision to repurchase a business it previously sold highlighted concerns about capital allocation. Boeing F-15 Contract Ceiling

Wall Street Analyst Weigh In

BA has been the topic of several analyst reports. Tigress Financial lifted their price objective on Boeing from $295.00 to $305.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Citigroup cut Boeing from a “buy” rating to a “sell” rating in a research note on Tuesday, August 11th. Sanford C. Bernstein began coverage on shares of Boeing in a research report on Tuesday, August 11th. They set an “outperform” rating for the company. UBS Group assumed coverage on shares of Boeing in a research note on Tuesday, August 11th. They issued a “buy” rating for the company. Finally, Robert W. Baird set a $300.00 price target on shares of Boeing in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and an average target price of $272.58.

Boeing Stock Down 1.1%

Shares of Boeing stock opened at $209.78 on Friday. The stock has a market capitalization of $165.81 billion, a price-to-earnings ratio of 90.82 and a beta of 1.21. The Boeing Company has a twelve month low of $176.77 and a twelve month high of $254.35. The company has a current ratio of 1.14, a quick ratio of 0.33 and a debt-to-equity ratio of 6.77. The business’s 50 day simple moving average is $220.87 and its 200-day simple moving average is $221.44.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.34) by ($0.42). The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The company’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($1.24) EPS. Equities research analysts forecast that The Boeing Company will post -0.87 earnings per share for the current year.

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.