Mutual of America Capital Management LLC Reduces Holdings in The Boeing Company $BA

Mutual of America Capital Management LLC trimmed its holdings in The Boeing Company (NYSE:BA) by 5.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 81,826 shares of the aircraft producer’s stock after selling 4,515 shares during the quarter. Mutual of America Capital Management LLC’s holdings in Boeing were worth $17,661,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. First Citizens Bank & Trust Co. increased its position in Boeing by 2.4% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 6,557 shares of the aircraft producer’s stock worth $1,415,000 after purchasing an additional 153 shares during the period. Cheviot Value Management LLC lifted its holdings in Boeing by 337.6% in the third quarter. Cheviot Value Management LLC now owns 4,096 shares of the aircraft producer’s stock valued at $915,000 after acquiring an additional 3,160 shares during the period. Patten & Patten Inc. TN boosted its position in shares of Boeing by 5.7% during the 3rd quarter. Patten & Patten Inc. TN now owns 32,528 shares of the aircraft producer’s stock worth $7,021,000 after purchasing an additional 1,750 shares in the last quarter. BLB&B Advisors LLC boosted its position in shares of Boeing by 7.9% during the 3rd quarter. BLB&B Advisors LLC now owns 4,290 shares of the aircraft producer’s stock worth $926,000 after purchasing an additional 313 shares in the last quarter. Finally, Newport Trust Company LLC grew its stake in shares of Boeing by 2.5% during the 3rd quarter. Newport Trust Company LLC now owns 29,198,446 shares of the aircraft producer’s stock worth $6,301,901,000 after purchasing an additional 707,490 shares during the period. 64.82% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Large overseas order wins: reports say U.S. Commerce-assisted foreign government procurement contracts surged to $244 billion in 2025, led by Boeing’s big increase in jetliner orders — this implies stronger backlog and revenue visibility. US Commerce-assisted foreign contracts jump to $244 billion in 2025 on Boeing order gains
• Positive Sentiment: Media coverage highlights Boeing leading the $244B Commerce-assisted contract surge, reinforcing buyer interest and supporting investor optimism about order momentum. Boeing Leads $244 Billion US Overseas Contract Surge, Nearly Triple 2024 Levels: Report
• Positive Sentiment: Broker/TV bullishness: recent pieces note strong Wall Street sentiment (some strong-buy ratings) and high-profile endorsements (e.g., Jim Cramer), which can attract momentum buyers into BA ahead of earnings. Jim Cramer on Boeing: “It’s my favorite stock in the charitable trust”
• Neutral Sentiment: Earnings calendar focus: multiple previews remind investors Q4 results are due Jan. 27 — this keeps the stock sensitive to guidance/aircraft delivery metrics but doesn’t predict direction. Dear Boeing Stock Fans, Mark Your Calendars for January 27
• Neutral Sentiment: Analyst previews: Zacks and TipRanks pieces outline key metrics to watch (deliveries, backlog, cash flow) and summarize mixed analyst estimates — useful for earnings prep but not a clear buy/sell signal by itself. Boeing (BA) Q4 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures
• Negative Sentiment: Pre-earnings caution: commentary (Seeking Alpha) warns investors to be cautious ahead of earnings due to execution and margin risks — this raises the chance of a pullback if Boeing misses or issues weak guidance. Boeing Before Earnings: You Might Want To Be Cautious
• Negative Sentiment: Regulatory/certification watch: FAA has flagged certification issues for new MAX variants; although some analysts downplay FAA as the main roadblock, lingering certification or delivery delays remain a material downside risk. “I Don’t Think FAA is the Roadblock,” Boeing Stock (NYSE:BA) Gains as FAA Points Out Certification Issues

Analyst Ratings Changes

A number of analysts recently commented on the stock. Tigress Financial reissued a “buy” rating and set a $275.00 price objective on shares of Boeing in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft lowered Boeing from a “buy” rating to a “hold” rating and set a $240.00 price target on the stock. in a research note on Thursday, October 30th. New Street Research set a $257.00 price objective on Boeing in a research note on Tuesday, December 9th. Zacks Research upgraded Boeing from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Boeing in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, Boeing presently has a consensus rating of “Moderate Buy” and an average price target of $241.26.

Insider Buying and Selling at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the transaction, the executive vice president directly owned 14,656 shares in the company, valued at $2,896,904.96. This trade represents a 8.53% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Dana S. Deasy acquired 554 shares of Boeing stock in a transaction dated Monday, November 24th. The stock was purchased at an average cost of $178.88 per share, for a total transaction of $99,099.52. Following the completion of the purchase, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. This represents a 1.99% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.09% of the company’s stock.

Boeing Stock Up 0.3%

BA stock opened at $252.16 on Monday. The stock has a market capitalization of $191.66 billion, a price-to-earnings ratio of -18.43, a price-to-earnings-growth ratio of 7.18 and a beta of 1.16. The stock’s fifty day simple moving average is $214.08 and its 200-day simple moving average is $218.29. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $254.14.

Boeing (NYSE:BA) last posted its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) EPS for the quarter, missing the consensus estimate of ($0.51) by ($6.96). The business had revenue of $23.27 billion during the quarter, compared to the consensus estimate of $21.61 billion. Boeing’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period last year, the business earned ($10.44) EPS. As a group, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

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.