Boeing (NYSE:BA) Stock Falls 1.5% – Here’s What Happened

The Boeing Company (NYSE:BA) traded down 1.5% during trading on Tuesday. The stock traded as low as $186.00 and last traded at $186.6060. Approximately 5,137,858 shares were traded during trading, a decline of 25% from the average session volume of 6,832,800 shares. The stock had previously closed at $189.50.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 57 aircraft in September, up from 51 in August and 55 a year earlier, marking its strongest monthly delivery total of 2026. The company delivered 124 737s during the third quarter and 161 commercial aircraft overall, supporting its production-ramp efforts. Boeing delivers 57 jets in September, highest monthly total for year
• Positive Sentiment: Boeing’s defense and space operations delivered 33 units in the third quarter, while the company’s reported delivery data indicates continued activity across the KC-46, Apache, Chinook, fighter, and satellite programs. Boeing Announces Third Quarter Deliveries
• Positive Sentiment: Bank of America highlighted Boeing’s strategic importance to the future U.S. tactical-aircraft market following its F/A-XX program win, providing a potential long-term defense catalyst. Boeing Holds the Keys to the Future of US Tactical Aircraft
• Neutral Sentiment: Barclays initiated coverage with an Overweight rating, while Bernstein lowered its price target to $278 from $298 and said Boeing still lacks clear visibility into future cash flow. The mixed analyst view is limiting the benefit of the delivery improvement. Boeing price target lowered at Bernstein
• Negative Sentiment: High oil prices, concerns about the defense sector, a 737 MAX production or technical issue, and pending regulatory approvals remain overhangs despite better deliveries. Reasons Boeing Stock Is Struggling Despite Progress
• Negative Sentiment: Investors continue to focus on Boeing’s weak cash generation, heavy leverage, and the lingering effects of 737 MAX, 787, certification, and defense-charge problems. A reported fraud investigation solicitation adds further negative sentiment. Boeing fraud investigation announcement

Analysts Set New Price Targets

A number of brokerages have weighed in on BA. Tigress Financial increased their target price on shares of Boeing from $295.00 to $305.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. UBS Group reissued a “buy” rating on shares of Boeing in a research report on Tuesday, September 29th. DZ Bank restated a “buy” rating on shares of Boeing in a research note on Thursday, August 6th. The Goldman Sachs Group downgraded shares of Boeing from a “buy” rating to a “hold” rating in a report on Tuesday, August 11th. Finally, Jefferies Financial Group reduced their price objective on shares of Boeing from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Monday, September 21st. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $269.16.

Boeing Trading Down 1.5%

The firm has a 50 day simple moving average of $208.82 and a 200 day simple moving average of $215.93. 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 firm has a market cap of $147.49 billion, a P/E ratio of 80.78 and a beta of 1.26.

Boeing (NYSE:BA) last posted its earnings results 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 in the previous year, the firm earned ($1.24) EPS. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. On average, equities research analysts predict that The Boeing Company will post -0.94 EPS for the current fiscal year.

Hedge Funds Weigh In On Boeing

Several hedge funds have recently bought and sold shares of BA. Jupiter Topco LLC purchased a new position in shares of Boeing during the 2nd quarter valued at $911,878,000. Janus Henderson Group PLC increased its holdings in shares of Boeing by 43.1% in the fourth quarter. Janus Henderson Group PLC now owns 3,907,876 shares of the aircraft producer’s stock worth $840,204,000 after purchasing an additional 1,176,074 shares during the period. Bank of New York Mellon Corp purchased a new stake in shares of Boeing in the second quarter worth $747,763,000. Legal & General Group Plc purchased a new stake in shares of Boeing in the second quarter worth $710,816,000. Finally, Deutsche Bank AG bought a new stake in Boeing during the second quarter valued at $539,456,000. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Company Profile

The Boeing Company (NYSE: BA) is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.

Through its defense and space operations, Boeing provides products and services for the U.S. government, allied governments and other institutional customers.