HighTower Advisors LLC grew its holdings in The Boeing Company (NYSE:BA – Free Report) by 10.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 747,035 shares of the aircraft producer’s stock after acquiring an additional 69,538 shares during the period. HighTower Advisors LLC’s holdings in Boeing were worth $161,711,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in BA. Measured Wealth Private Client Group LLC bought a new position in shares of Boeing in the 3rd quarter valued at about $25,000. Strive Financial Group LLC purchased a new stake in Boeing during the fourth quarter valued at approximately $25,000. CrossGen Wealth LLC bought a new stake in shares of Boeing in the 4th quarter valued at approximately $26,000. Highland Investment Advisors LLC purchased a new position in shares of Boeing in the 2nd quarter worth approximately $26,000. Finally, 1 North Wealth Services LLC purchased a new position in shares of Boeing in the 4th quarter worth approximately $27,000. 64.82% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
Several research firms recently weighed in on BA. Royal Bank Of Canada decreased their price target on Boeing from $275.00 to $265.00 and set an “outperform” rating on the stock in a report on Wednesday, July 29th. Citigroup lowered shares of Boeing from a “buy” rating to a “sell” rating in a research note on Tuesday, August 11th. Barclays cut shares of Boeing from an “equal weight” rating to an “underweight” rating in a research report on Tuesday, August 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of Boeing in a research note on Tuesday, July 21st. Finally, Cantor Fitzgerald lowered Boeing to a “neutral” rating in a research report on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $272.58.
Boeing Stock Performance
Shares of NYSE:BA opened at $212.15 on Monday. The firm’s 50 day simple moving average is $219.63 and its 200-day simple moving average is $220.07. The company has a debt-to-equity ratio of 6.77, a quick ratio of 0.33 and a current ratio of 1.14. The Boeing Company has a one year low of $176.77 and a one year high of $254.35. The firm has a market cap of $167.68 billion, a PE ratio of 91.84 and a beta of 1.21.
Boeing (NYSE:BA – Get Free Report) last announced its quarterly earnings results 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). Boeing had a net margin of 2.41% and a negative return on equity of 346.82%. The firm had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.26 billion. During the same quarter in the previous year, the firm posted ($1.24) EPS. The firm’s revenue for the quarter was up 8.0% on a year-over-year basis. As a group, equities analysts predict that The Boeing Company will post -0.87 EPS for the current year.
Key Stories Impacting Boeing
Here are the key news stories impacting Boeing this week:
- Positive Sentiment: Recovery and backlog support the bull case: Recent coverage highlights Boeing’s improving financial performance, growing commercial-aircraft demand, record backlog and improving cash flow. Analysts also see potential upside from defense growth and a valuation discount relative to some aerospace peers. Boeing vs. Lockheed Martin: Which Aerospace Stock Is a Better Buy in 2026?
- Positive Sentiment: Longer-term demand remains constructive: Boeing’s projection for substantial growth in Africa’s commercial aircraft fleet by 2045 reinforces the company’s long-range aircraft-demand opportunity. In addition, Albany International extended its agreement to manufacture composite fuselage frames for Boeing’s 787 program, supporting continued supplier activity. Boeing Projects Africa’s Commercial Aircraft Fleet in 2045
- Positive Sentiment: Institutional interest signals potential turnaround value: Reports that David Tepper and Paul Tudor Jones initiated Boeing positions may be encouraging investors who believe the company’s recovery prospects are stronger than its recent technical weakness suggests. What Do Tepper, Tudor See in Boeing That the Market Doesn’t?
- Neutral Sentiment: Recovery remains incomplete: Boeing’s revenue growth and narrowing aircraft-production losses are positive trends, but the company continues to face elevated valuation, weak profitability and significant balance-sheet leverage while it works through its turnaround. Should You Buy Boeing Stock While It Still Loses Money On Airplanes?
- Negative Sentiment: Spirit AeroSystems deal is weighing on sentiment: Boeing’s $8.4 billion acquisition has reportedly uncovered larger-than-expected liabilities and continues to lose money, raising concerns that integrating the supplier could delay the payoff from fixing Boeing’s supply chain. Boeing’s $8.4 Billion Deal Is Bleeding Red Ink
- Negative Sentiment: FAA safety enforcement renews quality concerns: Boeing paid a $3.1 million FAA fine tied to alleged interference with safety oversight, certification of non-airworthy aircraft and hundreds of quality-system violations related to the 737 MAX. The company’s failure to publicly disclose the penalty has added reputational and regulatory risk. Boeing paid $3.1M FAA safety fine without public disclosure
- Negative Sentiment: Execution risks remain: Production delays, cancellations and challenges surrounding the 777X continue to cloud Boeing’s outlook, limiting how quickly demand and backlog can translate into earnings and cash flow.
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.
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