IFS Group LLC Buys Shares of 3,760 The Boeing Company $BA

IFS Group LLC purchased a new position in shares of The Boeing Company (NYSE:BA) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 3,760 shares of the aircraft producer’s stock, valued at approximately $748,000.

A number of other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in Boeing by 5.1% during the fourth quarter. Vanguard Group Inc. now owns 70,989,438 shares of the aircraft producer’s stock valued at $15,413,227,000 after purchasing an additional 3,460,021 shares during the period. Alyeska Investment Group L.P. raised its stake in shares of Boeing by 245.7% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock valued at $489,052,000 after buying an additional 1,600,909 shares during the period. Janus Henderson Group PLC raised its stake 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 valued at $840,204,000 after buying an additional 1,176,074 shares during the period. Viking Global Investors LP lifted its position in shares of Boeing by 31.3% during the 4th quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock valued at $858,294,000 after buying an additional 942,536 shares during the last quarter. Finally, Diamant Asset Management Inc. lifted its position in shares of Boeing by 19,623.0% during the 1st quarter. Diamant Asset Management Inc. now owns 872,348 shares of the aircraft producer’s stock valued at $173,623,000 after buying an additional 867,925 shares during the last quarter. Institutional investors own 64.82% of the company’s stock.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Revenue rose 8% year over year to $24.6 billion, beating consensus estimates, while Boeing delivered 171 commercial aircraft—the highest quarterly total since 2018. The company also generated approximately $631 million in free cash flow and reaffirmed its full-year guidance for $1 billion to $3 billion of free cash flow. Boeing posts larger-than-expected Q2 loss as Air Force One costs rise
• Positive Sentiment: Boeing’s total backlog reached a record $715 billion, including more than 6,200 commercial aircraft. Management also pointed to higher production, progress toward aircraft certifications and improving cash generation as evidence that its turnaround is gaining traction. BA Q2 Earnings Call Highlights Production Ramp, Certification Progress
• Positive Sentiment: JPMorgan raised its Boeing price target to $290 from $270 and maintained an “overweight” rating, citing potential benefits from production growth, certifications and cash-flow improvement. JPMorgan Boeing price target update
• Neutral Sentiment: RBC lowered its price target to $265 from $275 but retained an “outperform” rating, indicating continued long-term confidence while reflecting near-term execution concerns. RBC Boeing price target update
• Negative Sentiment: Boeing reported a core loss of $0.76 per share, significantly worse than the expected $0.34 loss. A $280 million additional charge on the delayed Air Force One replacement program pushed the defense business into an operating loss and underscored continuing fixed-price contract problems. Boeing Q2 loss and Air Force One costs
• Negative Sentiment: The FAA flagged improperly installed seats on hundreds of 737 MAX aircraft, requiring inspections and potential corrective work. The issue is financially limited but adds to Boeing’s safety and quality-control overhang. FAA seat installation issue
• Negative Sentiment: Investors are also assessing longer-term competitive risk from JetZero’s government-backed blended-wing aircraft program, which could challenge Boeing’s position in future commercial and defense markets. JetZero blended-wing aircraft

Boeing Stock Performance

NYSE:BA opened at $214.28 on Thursday. The business’s fifty day moving average is $219.17 and its 200 day moving average is $224.07. The firm has a market cap of $168.92 billion, a price-to-earnings ratio of 92.76 and a beta of 1.21. The company has a debt-to-equity ratio of 6.77, a quick ratio of 0.35 and a current ratio of 1.14. The Boeing Company has a 52-week low of $176.77 and a 52-week high of $254.35.

Boeing (NYSE:BA) last issued its earnings results on Tuesday, July 28th. The aircraft producer reported ($0.76) EPS for the quarter, missing the consensus estimate of ($0.34) by ($0.42). The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.26 billion. Boeing had a negative return on equity of 346.82% and a net margin of 2.41%.The firm’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($1.24) EPS. Research analysts predict that The Boeing Company will post -0.33 EPS for the current year.

Insider Activity

In other news, Director Bradley D. Tilden acquired 1,370 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was bought at an average cost of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the transaction, the director owned 1,370 shares of the company’s stock, valued at $299,345. The trade was a ? increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

BA has been the subject of several recent research reports. Btg Pactual set a $260.00 price objective on Boeing in a report on Tuesday, July 14th. William Blair reiterated an “outperform” rating on shares of Boeing in a research report on Tuesday. Wolfe Research reiterated an “outperform” rating and issued a $275.00 target price on shares of Boeing in a research note on Thursday, April 23rd. Citigroup boosted their price target on shares of Boeing from $256.00 to $260.00 and gave the company a “buy” rating in a research report on Monday, May 18th. Finally, JPMorgan Chase & Co. upped their price target on shares of Boeing from $270.00 to $290.00 and gave the company an “overweight” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $264.42.

About Boeing

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.