12,632 The Boeing Company $BA Shares Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. grew its position in shares of The Boeing Company (NYSE:BA) by 10.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 139,165 shares of the aircraft producer’s stock after buying an additional 12,632 shares during the period. Rakuten Investment Management Inc.’s holdings in Boeing were worth $26,118,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. MFG Investments LLC bought a new stake in Boeing during the third quarter valued at $439,000. AIA Group Ltd raised its holdings in shares of Boeing by 36.0% during the third quarter. AIA Group Ltd now owns 50,902 shares of the aircraft producer’s stock worth $9,470,000 after purchasing an additional 13,471 shares during the period. Provenance Wealth Advisors LLC raised its holdings in shares of Boeing by 321.1% during the third quarter. Provenance Wealth Advisors LLC now owns 1,693 shares of the aircraft producer’s stock worth $315,000 after purchasing an additional 1,291 shares during the period. Associated Banc Corp bought a new position in shares of Boeing in the 3rd quarter worth about $3,260,000. Finally, Richwood Investment Advisors LLC lifted its position in shares of Boeing by 6.6% in the 3rd quarter. Richwood Investment Advisors LLC now owns 5,389 shares of the aircraft producer’s stock worth $1,003,000 after buying an additional 332 shares during the last quarter. Institutional investors and hedge funds own 64.82% of the company’s stock.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing and Icelease agreed to convert one 767-300 into a freighter, with options for two more. The first conversion is expected to be delivered in the second quarter of 2027, adding business and demonstrating demand for Boeing’s freighter-conversion services. Boeing and Icelease Sign Agreement for up to Three 767-300 Boeing Converted Freighters
• Positive Sentiment: One outlook article argues that Boeing’s updated guidance may be conservative and that executing its plans for 2027 and beyond could give the stock upside. It also identifies 777X certification and first delivery as potential milestones that could reduce uncertainty. Where Will Boeing Stock Be by This Time Next Year?
• Neutral Sentiment: Boeing has a record reported backlog, including a substantial defense pipeline, and the 737-10 received FAA certification. However, the company continued to report losses, so the backlog and certification have yet to resolve concerns about profitability and execution. Is Defense Backlog Growth Altering The Investment Case For Boeing?
• Negative Sentiment: A report says Emirates is concerned about the long-running 777X delay. Continued schedule uncertainty could undermine customer confidence and keep pressure on Boeing’s recovery narrative. Boeing Stock Slips as Emirates Gets Concerned
• Negative Sentiment: Separate articles note that Boeing pushed back its 737 MAX production and delivery ramp, highlighting the ongoing risk that execution delays could hinder its recovery. Where Will Boeing Stock Be by This Time Next Year?

Boeing Stock Down 1.1%

Shares of Boeing stock opened at $173.46 on Wednesday. The business’s fifty day moving average price is $194.60 and its two-hundred day moving average price is $216.52. The company has a debt-to-equity ratio of 6.31, a current ratio of 1.13 and a quick ratio of 0.34. The company has a market capitalization of $137.46 billion, a P/E ratio of 18.87 and a beta of 1.34. The Boeing Company has a 1-year low of $165.01 and a 1-year high of $254.35.

Boeing (NYSE:BA) last announced its quarterly earnings results on Tuesday, October 27th. The aircraft producer reported ($0.34) earnings per share (EPS) 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 for the quarter, compared to analyst estimates of $23.95 billion. During the same quarter last year, the firm posted ($7.47) EPS. The company’s revenue was up 3.9% compared to the same quarter last year. As a group, research analysts forecast that The Boeing Company will post -1.72 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have recently commented on BA. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $238.00 price target on shares of Boeing in a report on Wednesday, October 28th. Wolfe Research upgraded shares of Boeing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, September 24th. JPMorgan Chase & Co. cut their target price on shares of Boeing from $290.00 to $240.00 and set an “overweight” rating on the stock in a report on Wednesday, October 28th. Oppenheimer downgraded Boeing to a “market perform” rating in a research note on Wednesday, October 28th. Finally, TD Cowen lowered their target price on Boeing from $240.00 to $210.00 and set a “buy” rating for the company in a report on Wednesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $247.88.

Insider Transactions at Boeing

In related news, Director Mortimer J. Buckley bought 5,820 shares of the firm’s stock in a transaction that occurred on Friday, October 30th. The stock was purchased at an average price of $171.55 per share, for a total transaction of $998,421.00. Following the transaction, the director directly owned 10,250 shares of the company’s stock, valued at approximately $1,758,387.50. This represents a 131.38% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven M. Mollenkopf bought 2,950 shares of the stock in a transaction on Friday, October 30th. The shares were bought at an average cost of $173.03 per share, for a total transaction of $510,438.50. Following the purchase, the director owned 6,717 shares in the company, valued at $1,162,242.51. This trade represents a 78.31% increase in their position. The SEC filing for this purchase provides additional information. 0.10% of the stock is owned by insiders.

Boeing Profile

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.