The Boeing Company $BA Stock Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. reduced its holdings in The Boeing Company (NYSE:BA) by 2.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,809,812 shares of the aircraft producer’s stock after selling 42,166 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.23% of Boeing worth $336,716,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. purchased a new stake in Boeing during the 3rd quarter valued at $70,094,000. SFE Investment Counsel lifted its position in Boeing by 49.3% in the third quarter. SFE Investment Counsel now owns 1,892 shares of the aircraft producer’s stock worth $352,000 after buying an additional 625 shares during the last quarter. Vise Technologies Inc. bought a new stake in Boeing in the third quarter worth $5,842,000. Grandfield & Dodd LLC boosted its stake in Boeing by 30.9% during the third quarter. Grandfield & Dodd LLC now owns 93,327 shares of the aircraft producer’s stock worth $17,364,000 after buying an additional 22,015 shares during the period. Finally, Investment Partners LTD. boosted its stake in Boeing by 38.6% during the third quarter. Investment Partners LTD. now owns 2,300 shares of the aircraft producer’s stock worth $428,000 after buying an additional 641 shares during the period. 64.82% of the stock is currently owned by institutional investors.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing is positioned to receive a sole-source contract worth up to $945.9 million from the U.S. Space Force for MILSATCOM sustainment, strengthening its defense and space backlog. Boeing To Receive Up to $945.9 Million Sole Source Contract for MILSATCOM Sustainment
• Positive Sentiment: Boeing’s 2026 air-cargo forecast projects global freight traffic will double by 2045, supporting potential demand for nearly 3,000 new and converted freighters over the next two decades. Boeing Sees Air Cargo Traffic Doubling By 2045
• Positive Sentiment: Growth in satellite reconnaissance, driven by defense spending, synthetic-aperture radar and artificial intelligence, provides a favorable long-term backdrop for Boeing’s space and defense activities. Global Satellite Reconnaissance Market Size, Trends and Forecast Report 2026
• Neutral Sentiment: Analysts at Susquehanna added coverage or otherwise expressed support for Boeing, but the broader analyst reaction remains mixed. Boeing Stock Picked Up by Analysts at Susquehanna
• Negative Sentiment: Boeing’s quarterly EPS loss of $0.34 missed the consensus loss estimate of $0.25. Although revenue exceeded expectations and increased year over year, the earnings shortfall renewed concerns about execution and profitability.
• Negative Sentiment: Analysts at JPMorgan, Baird, Morgan Stanley, Wells Fargo and TD Cowen lowered their Boeing price targets or issued cautious forecasts, signaling reduced confidence in the pace of the turnaround. Boeing Stock Price Target Cut by Morgan Stanley
• Negative Sentiment: Recent commentary argues that Boeing’s anticipated $10 billion cash-flow recovery has been pushed out, making the company’s high leverage and balance-sheet weakness more important to investors. Boeing: A $10 Billion Cash Flow Dream Delayed
• Negative Sentiment: A law firm is investigating potential securities-law violations, adding headline and litigation risk, although no wrongdoing has been established. Kaplan Fox Investigation

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. BNP Paribas Exane upgraded shares of Boeing to a “neutral” rating in a report on Wednesday. Morgan Stanley dropped their price target on shares of Boeing from $225.00 to $195.00 and set an “equal weight” rating for the company in a research note on Wednesday. Wells Fargo & Company cut their price target on shares of Boeing from $250.00 to $210.00 and set an “overweight” rating on the stock in a report on Wednesday. Wolfe Research raised shares of Boeing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, September 24th. Finally, Needham & Company LLC assumed coverage on shares of Boeing in a research report on Wednesday. They issued a “hold” rating on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $246.92.

Boeing Stock Performance

BA stock opened at $171.41 on Friday. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.33. The business has a 50-day moving average price of $196.12 and a 200 day moving average price of $217.21. The company has a market capitalization of $135.83 billion, a P/E ratio of 18.65 and a beta of 1.26. The Boeing Company has a 1-year low of $165.01 and a 1-year high of $254.35.

Boeing (NYSE:BA) last released its quarterly earnings data on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.25) by ($0.09). Boeing had a negative return on equity of 42.40% and a net margin of 7.98%. The business had revenue of $24.19 billion during the quarter, compared to analysts’ expectations of $23.95 billion. During the same period last year, the company earned ($7.47) earnings per share. The firm’s revenue was up 3.9% compared to the same quarter last year. As a group, equities research analysts forecast that The Boeing Company will post -1.72 EPS for the current fiscal year.

About Boeing

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, satellites, space systems and related products and services. Its offerings serve airlines, government agencies, defense organizations and other customers worldwide.

Boeing operates through three principal business areas: Commercial Airplanes, which develops and produces passenger and cargo aircraft; Defense, Space & Security, which provides military aircraft, weapons systems, satellites and space-related platforms; and Global Services, which offers parts, maintenance, training, engineering and other lifecycle support.

Founded in 1916 by William Boeing, the company has grown into one of the world’s major aerospace manufacturers.