QRG Capital Management Inc. Raises Holdings in The Boeing Company $BA

QRG Capital Management Inc. lifted its stake in The Boeing Company (NYSE:BA) by 5.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 80,028 shares of the aircraft producer’s stock after acquiring an additional 3,788 shares during the period. QRG Capital Management Inc.’s holdings in Boeing were worth $17,272,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Kingstone Capital Partners Texas LLC purchased a new position in shares of Boeing in the second quarter worth $378,459,000. Vanguard Group Inc. lifted its position in Boeing by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer’s stock worth $13,991,022,000 after acquiring an additional 1,118,316 shares during the period. Ninety One UK Ltd purchased a new stake in Boeing during the 3rd quarter valued at about $192,734,000. Amundi increased its holdings in shares of Boeing by 75.5% in the second quarter. Amundi now owns 1,776,634 shares of the aircraft producer’s stock valued at $376,700,000 after purchasing an additional 764,236 shares during the period. Finally, Bessemer Group Inc. raised its stake in shares of Boeing by 3,581.5% in the second quarter. Bessemer Group Inc. now owns 711,824 shares of the aircraft producer’s stock worth $149,149,000 after purchasing an additional 692,489 shares during the last quarter. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing Stock Down 0.0%

BA stock opened at $247.71 on Friday. The Boeing Company has a 52-week low of $128.88 and a 52-week high of $248.75. The firm has a market cap of $188.28 billion, a P/E ratio of -18.11, a PEG ratio of 7.06 and a beta of 1.16. The company’s 50-day simple moving average is $208.57 and its 200-day simple moving average is $217.11.

Boeing (NYSE:BA) last issued its quarterly earnings results on Wednesday, October 29th. The aircraft producer reported ($7.47) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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. The company’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($10.44) EPS. On average, analysts anticipate that The Boeing Company will post -2.58 earnings per share for the current fiscal year.

Insider Buying and Selling at Boeing

In related news, SVP Dana S. Deasy purchased 554 shares of Boeing stock in a transaction that occurred on Monday, November 24th. The stock was purchased at an average price of $178.88 per share, for a total transaction of $99,099.52. Following the transaction, the senior vice president directly owned 28,442 shares in the company, valued at approximately $5,087,704.96. This trade represents a 1.99% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Uma M. Amuluru sold 1,366 shares of Boeing 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 completion of the sale, the executive vice president owned 14,656 shares in the company, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.09% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BA. UBS Group reiterated a “buy” rating on shares of Boeing in a research report on Wednesday, December 10th. JPMorgan Chase & Co. upped their price objective on shares of Boeing from $240.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Susquehanna reiterated a “positive” rating and issued a $280.00 price objective on shares of Boeing in a research note on Thursday. BNP Paribas set a $150.00 target price on shares of Boeing in a research report on Tuesday, November 18th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a report on Tuesday, December 9th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $237.46.

Boeing News Summary

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Tentative labor deal reached with about 1,600 former Spirit AeroSystems white‑collar workers, easing a key supplier/labor overhang and reducing the risk of production disruption. Boeing secures tentative labor deal with former Spirit AeroSystems workers
• Positive Sentiment: Bernstein named Boeing its top Aerospace & Defense pick for 2026 and highlighted a production ramp (737 and 787 volume increases) and large backlog; the firm raised its price target, supporting upside expectations. Boeing (BA) Stock: Named Top Aerospace Pick for 2026 by Major Analyst
• Positive Sentiment: High‑profile endorsement from Jim Cramer calling Boeing a top pick for 2026 adds retail/institutional attention and sentiment lift; such endorsements can amplify momentum. Boeing (BA) Stock: Jim Cramer Names Aerospace Giant His Top Pick for 2026
• Neutral Sentiment: Tentative settlements announced in some 737 MAX‑related lawsuits could remove litigation overhang but may still carry cash/PR costs; investors will watch final terms and accounting impacts. Boeing reaches tentative settlements in related 737 MAX crash lawsuits
• Negative Sentiment: New reporting says Boeing had prior knowledge of a part that failed before a deadly UPS cargo crash — a reputational and potential regulatory/legal risk that can pressure the stock while investigations and follow‑on disclosures continue. Boeing knew part in deadly UPS plane crash had failed before, report says
• Negative Sentiment: Investor‑rights firm Halper Sadeh opened an investigation into whether Boeing officers/directors breached fiduciary duties, adding governance/legal uncertainty that can weigh on sentiment until outcomes are clearer. Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights

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.