Northwestern Mutual Wealth Management Co. Raises Stock Position in The Boeing Company $BA

Northwestern Mutual Wealth Management Co. boosted its position in The Boeing Company (NYSE:BA) by 2.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 118,241 shares of the aircraft producer’s stock after purchasing an additional 2,598 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Boeing were worth $25,596,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Revolve Wealth Partners LLC bought a new position in shares of Boeing in the fourth quarter worth $201,000. Sivia Capital Partners LLC raised its position in shares of Boeing by 16.5% in the second quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock worth $320,000 after buying an additional 217 shares in the last quarter. AXA S.A. boosted its stake in Boeing by 1,225.7% during the second quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock valued at $7,261,000 after buying an additional 32,041 shares during the period. Ieq Capital LLC boosted its stake in Boeing by 243.8% during the second quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock valued at $7,016,000 after buying an additional 23,746 shares during the period. Finally, Alliancebernstein L.P. grew its position in Boeing by 4.2% during the second quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock worth $279,608,000 after buying an additional 53,736 shares in the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing’s defense and space business is gaining momentum, supported by approximately $85 billion in backlog and several programs moving into low-rate production. This could provide a steadier growth driver beyond commercial aircraft and improve long-term revenue visibility. Can Boeing’s Defense Business Become a Bigger Growth Driver?
• Positive Sentiment: Boeing is gradually increasing aircraft production after receiving additional regulatory approvals, while its enormous commercial backlog—potentially covering more than a decade of deliveries—offers substantial future revenue support. Boeing Stock Analysis: Sales Increase 8% to $24.6 Billion. Time to Buy?
• Neutral Sentiment: Industry research projects continued growth in the global freighter-aircraft market, driven by e-commerce, express shipping and fleet replacement. The trend could benefit Boeing, although the report describes an industry opportunity rather than a new contract or forecast revision for BA. Global Freighter Aircraft Market to Reach $12.11 Billion by 2031
• Negative Sentiment: Boeing and the union representing roughly 17,000 engineers and technical workers will resume contract negotiations on September 8. Workers previously rejected Boeing’s four-year offers and authorized a potential strike, creating a significant execution, cost and production risk if talks fail. Boeing, Engineers Union Agree to Resume Contract Talks
• Negative Sentiment: The latest quarterly results showed improving revenue but continued earnings pressure: sales rose 8% to $24.56 billion, while Boeing reported a $0.76-per-share loss that missed the $0.34 consensus loss estimate. High leverage, weak liquidity metrics and an estimated full-year loss reinforce concerns about the pace and cost of the turnaround. Boeing Stock Analysis: Sales Increase 8% to $24.6 Billion

Wall Street Analysts Forecast Growth

BA has been the topic of a number of research analyst reports. William Blair restated an “outperform” rating on shares of Boeing in a research note on Tuesday, July 28th. Royal Bank Of Canada cut their target price on shares of Boeing from $275.00 to $265.00 and set an “outperform” rating for the company in a research report on Wednesday, July 29th. Tigress Financial increased their target price on shares of Boeing from $295.00 to $305.00 and gave the company a “buy” rating in a report on Thursday, August 6th. BNP Paribas Exane upgraded shares of Boeing from an “underperform” rating to an “outperform” rating and lifted their target price for the stock from $230.00 to $300.00 in a research report on Monday, August 3rd. Finally, Btg Pactual set a $260.00 price target on shares of Boeing in a research note on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $272.58.

Boeing Price Performance

Shares of Boeing stock opened at $205.63 on Wednesday. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The Boeing Company has a one year low of $176.77 and a one year high of $254.35. The business’s 50 day simple moving average is $220.11 and its two-hundred day simple moving average is $220.73. The stock has a market capitalization of $162.52 billion, a P/E ratio of 89.02 and a beta of 1.21.

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

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.